Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Kathleen Tyson Profile picture
Kathleen Tyson
@Kathleen_Tyson_
Global liquidity plumber (triparty repo, FX & optimisation), former central banker & author of Multicurrency Mercantilism: The New International Monetary Order.
John Richardson - Counsellor for US persons abroad Profile picture 1 subscribed
Dec 28, 2023 • 5 tweets • 2 min read
This expropriation of Russian assets will punctuate the end of a century of FX official reserves accumulation, except in G7 Daisy Chain and Anglosphere states.
The rest of the world reverts to gold in self-custody as reserves and innovates new bilateral trade models for food and energy security. The 1922 Genoa Conference established USD and GBP as reserve assets for central bank accumulation to underpin wider credit growth.
The system relied on security of rights to property.
That is now destroyed. Image
Dec 22, 2023 • 4 tweets • 2 min read
The US is pushing for expropriation of frozen Russian central bank foreign exchange reserves to endow these in some form to Ukraine.
Under international customary law central bank reserves have diplomatic immunity from seizure, even in a declared war.
If they do this G7 ends FX reserves, innovated in 1922 as an expedient to expand debt, except among themselves and aligned states.Image
Image The foreign market for US Treasuries has been contracting to G7 and Anglophone states since the Russian assets were frozen.
The list of large foreign holders in the Treasury TIC data has contracted from 38 named states in May to just 20 in October.
Dec 4, 2023 • 5 tweets • 2 min read
War in Ukraine is beginning to end as US stops funding its failed proxy war at the end of this month.
US accepts it will never have the Crimean oil and gas basin, so now prioritises the Levantine Basin gas reserves off Gaza through proxy Israel and Venezuelan gas and oil through client Guyana.
The referendum to reclaim Esequiba as a further state of Venezuela - with very low population but huge offshore gas reserves - has overwhelmingly passed.
The US intended a military base there to threaten Venezuela and protect US oil and gas exploitation.
Oct 17, 2023 • 9 tweets • 3 min read
This is not to ‘deter escalation’. Lebanon and Syria better be ready for a ground invasion. US already has bases in occupied northern Syria. The Levantine Basin. No wonder US, UK, and EU are all cheerleading a genocide. It’s the pre-game warm up act.
Jul 22, 2023 • 9 tweets • 4 min read
I privately predicted war against Iran when Biden called up 4000 Reservists and sent another 2500 troops to occupied Syria. Lot of hardware moving to the Gulf.
US wants to refill the SPR by seizing Iranian oil fields.
The reason for Kissinger’s trip to Beijing was to ask Xi and… https://t.co/kLSCujtKb3twitter.com/i/web/status/1…
Not sure I can take this David Axe commentary seriously.
He is a war fetishist.
Link to the Telegraph:
Link to David Axe Wikipedia page: https://t.co/fSOtgtXFCwtelegraph.co.uk/news/2023/07/2…
en.wikipedia.org/wiki/David_Axe
Jul 11, 2023 • 6 tweets • 2 min read
Thread 1/6: I am the plumber of global dollar liquidity (invented Triparty Repo (now $10.4 Trillion average interbank secured credit) and got US Treasuries into Clearstream for global collateral). I don't agree a stable transition from unipolar dollar isn't possible. Here's why. 2/6 Dedollarisation targets trade in goods among global East and South states. Total annual global trade in goods is just $46 Trillion - so about 8 days of FX trading by value (I also built CLS Bank that settles $6-7 Trillion a day in FX).
May 27, 2023 • 4 tweets • 2 min read
It's Henry Kissinger's 100th birthday.
I have followed Kissinger for his grasp of geostrategic politics since my childhood delivering newspapers with his picture on the front page in the 1970s.
His 2014 call that sanctions would lead to mercantilism and cost the US dollar… twitter.com/i/web/status/1…
Mar 21, 2023 • 5 tweets • 2 min read
Yuan is a new energy-equivalent reserve and settlement currency as Russia offers oil for yuan in Asia, Africa & Latin America. Big question is whether GCC states follow suit and also offer oil in yuan for global delivery.
Those 400 Tomahawks to Japan and 220 Tomahawks to Australia and all those new bases are costing US dollar hegemony and escalating inflation. Self-harm.
Mar 19, 2023 • 5 tweets • 2 min read
This is a sign of significant stress.
Important to understand just 5 central banks have these lines: US, UK, Swiss, ECB, Japan.
All other economies are kine, potential collateral damage, or even potential sacrifice or prey. The announcement. They know UBS-CS is going to be destabilising. And yes, Canada is there too.
Mar 4, 2023 • 6 tweets • 2 min read
The Valeriepieris Circle has a 4000km radius centred in the South China Sea. It is home to 4.2 billion people - more than half Earth's population. US, Japan, Australia, Philippines, and UK intend to stage the next World War there. We should each do what we can to discourage them. You might think this doesn't affect you much. Next time you go to the shops and wonder why prices are rising so rapidly, think about this Circle. 4.2 billion people preparing for war are going to make 2022's inflation rate look sedate and mild. Stockpiling has already started.
Feb 22, 2023 • 40 tweets • 6 min read
🧵 LONG Thread 🧵 on Putin's State of the Nation Speech, 21 Feb 2023, 2 hours:
en.kremlin.ru/events/preside…
🔸 Kiev anti-Russian oppression in Donbas;
🔸 West's Minsk deception while arming and training Uke Nazi militias;
🔸 NATO bases and bioweapons labs near Russian borders; 2/40 🔸 West now admits Minsk accords and Normandy format were bluffs, and is even proud of deception rather than diplomacy;
🔸 Same shameful deception in Yugoslavia, Iraq, Libya, Syria;
🔸 "Europe and the whole world needed an indivisible security system equal for all states";
Feb 21, 2023 • 5 tweets • 2 min read
Those who follow know I sometimes note a narrative change. This is one RIGHT NOW. China is calling time on US global hegemony - political, economic, military & cultural. Putin’s speech at 9:00 GMT will likely add specific details to drive the new BRICS+ narrative and NIEO shift.