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Tom Luongo (Head Sneetch)

@TFL1728

Jan 14, 2023 • 9 tweets • 3 min read • Read on X

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5000 Swiss troops to protect oligarchs at #Davos2023.
This is what you order up when you're scared of the people.

Here's a reminder that I saw Peak Davos in November 2021. It was over the COVID-9/11 Jab Protests... among other things.
tomluongo.me/2021/11/21/hav…
1/

https://twitter.com/TFL1728/status/1462125904046534664?ref_src=twsrc%5Etfw

Austrian protests, Nov. 2021.

It doesn't matter that they buried the lede for months. The anger is still there. /2

https://twitter.com/TFL1728/status/1462125904046534664?ref_src=twsrc%5Etfw

Davos is the ultimate expression of the authoritarian mindset. Because of that they will still be issuing orders while being walked to the guillotine.

Some other outrageous mandate is just over the horizon. /3

Witness 2022 and the attacks on oil/gas/food production through Davos' proxy war against humanity in Ukraine using Russian and Ukrainian cannon fodder as the fuel for their hatred. /4

Shell was indeed just playing a waiting game, trying to outlast Davos, Blackrock and all the other ESG crazies.

Unfortunately, Davos had enough left to take out the remnant of resistance in the UK... buying them some time. /5

This passage literally speaks for itself.

/6

The only thing I got wrong in this article was the amount of control Davos still had over Congress and our elections. Again, this is just them buying time on the way to the guillotine. /7

It's all going to unravel for Davos in 2023. A return to a more rational balance of investment into energy and civilization starts today.
We have a tough road ahead but we can get through it.

/end

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More from @TFL1728

Tom Luongo (Head Sneetch)

@TFL1728

Mar 4

Building on things @biancoresearch has talked about.
Trump wants to be repaid for the post-WWII defense arrangements with the EU.

One of the possibilities is a cram down on the debt they have. Trump's opening off is to replace all the existing USTs owned by European banks (not clear if it's commercial + central or just central) with 0%, perpetual or 100-year bonds.

Now, I think this is a pretty hilarious offer especially in light of what I've been saying for 3 years about how the EU + UK complex has been gorging on USTs since Powell began raising rates.... to the tune of $1.1 trillion net/net since Sept 2021.
/1

They did this to manage credit spreads between US and UK/German bonds in order to keep their banks solvent.

Look up Lagarde's Transmission Protection Instrument (TPI), she instantiated in July 2021 in response to Powell's 75 bps raises back then.

The speculation then was to help the ECB manage the Italian/German spreads which were blowing out... @zerohedge covered it that way back then.

It wasn't.... the real control lever is US yields, against which all other debt is measured. Control the long-end of the US YC, you control global rates.
/2

Now, that the Euro-zone + UK and subsidiaries (Caymans, Canada, Bermuda, BVI, etc) are the largest holders of US debt, the bulk of which were bought at much lower prices, higher yields, Trump wants to cram them down to 0%
/3

Read 8 tweets

Tom Luongo (Head Sneetch)

@TFL1728

Dec 17, 2023

Last year when the @PeterZeihan's of the world were calling for a 5 million bbl/day collapse of output I told you about the importance of the ESPO pipeline, which could double it's flows to 1 million bbls/day.
/1
archive.ph/nTTZk

Now look for Russia to double ESPO again after finishing the port upgrades at Kozmino

/2tass.com/economy/1555847

Transneft is more than prepared to expand the Eastern Oil route.
/3
tass.com/economy/1553297

Read 5 tweets

Tom Luongo (Head Sneetch)

@TFL1728

Oct 10, 2023

After this weekend's upside results for @AfD in Hesse and Bavaria I want to remind everyone that this time is different for them as compared to 2018.

They have transformed into the "solutions for Germany" Party, like I said they needed to become then. /1
tomluongo.me/2018/06/18/cro…

Because they didn't rebrand themselves in 2018-19 they were easy pickings during COVID which saw their support drop to a low of 10%. They failed to cross the 16% chasm and fell back.

But, they were on the right side of the issues, German voters needed to catch up to them. /2

They would do so because once Merkel was gone, the rebrand under Alice Weidel could finally take root. They went from the "Anti-Merkel" party on immigration to the "Pro-Germany" party on immigration, war, and the economy.
/3

Read 8 tweets

Tom Luongo (Head Sneetch)

@TFL1728

Sep 25, 2023

So, the YC is steepening this morning thanks to @SecYellen panicking on Friday, announcing Yield Curve Control.

Note the 5yr/7yr spread is about to turn positive!

This is killing the euro and the Eurobond markets.
/1

Euro below the 1-bar Quarterly Reversal level of 1.0633 and falling fast. /2

German 10-year at 2.79% and rising (up 5 bps today). /3

Read 5 tweets

Tom Luongo (Head Sneetch)

@TFL1728

Sep 5, 2023

Niger’s former “independent government”was allowing France to take Uranium out of the country for $0.80/kg. Current price is $150.

The junta just raised the price to France to €200 or $185.

But France isn’t dependent on Nigerien Yellowcake, or so the bots kept scolding me last week

France’s budget is a complete nightmare, and unlike other members of the EU it can violate budget rules b/c some PIGS are more equal than others /2

goldgoatsnguns.slack.com/files/U02DSF8F…

Go back and reread what I wrote about Niger and France in July

/3

tomluongo.me/2023/07/07/mac…

Read 7 tweets

Tom Luongo (Head Sneetch)

@TFL1728

Aug 5, 2023

Once you see how multi-vector the attacks on the auto industry are you can't unsee them.

EVs are a cancer eating away at private transportation. EV fires are the next stage of this.

/1zerohedge.com/political/will…

As ICEs are being legislated out of the market, unsafe EVs will come with higher insurance costs all through their lifecycle.

Your True Cost of Ownership will rise as the depreciation curve steepens and initial cost rises thanks to complexity.

Simple, straightforward trucks are leaving the market.

RIP the Nissan Titan whose footprint is too small to stay in the market, like the Ram 1500 Classic. All full-sized trucks shorter than 146" wheelbase can't be sold at scale without huge CAFE fines.
carscoops.com/2023/08/nissan…

Read 5 tweets

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