Tom Luongo (Head Sneetch) Profile picture
Jan 14, 2023 9 tweets 3 min read Read on X
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/
Austrian protests, Nov. 2021.

It doesn't matter that they buried the lede for months. The anger is still there. /2
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 Image
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 Image
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 Image
This passage literally speaks for itself.

/6 Image
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 Image
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

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
Image
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
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
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 Image
Euro below the 1-bar Quarterly Reversal level of 1.0633 and falling fast. /2 Image
German 10-year at 2.79% and rising (up 5 bps today). /3 Image
Read 5 tweets
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
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
Apr 25, 2023
So, let's talk Yellen wanting Blackrock to be regulated as a SIFI. Moving Non-banks into this pile, which now gives them access they didn't have before.

BLK doesn't want to be a SIFI. But, now that they are in trouble, thanks to Powell they do? /1

From this 2019 Article on BLK in Europe. /2 Image
So, what's changed? Clearly that BLK didn't 'use leverage' but invested everyone's pension funds in stocks and Sovereign Debt at insane prices... 10 year German bunds at -0.8%... mmmmm... tasty!

Now? /3 Image
Read 7 tweets

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