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allthingsfinancial.bsky.social

@allthingsfinancial.bsky.social
217 followers 15 following 536 posts

Wealth Management, Capital Markets, Strategy, Enterprise Information & Management

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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 19h
Gold convertibility does not eliminate inflation; it limits discretionary monetary expansion 10-2-2026 youtu.be/wDAB8Hq-l3w
youtu.be
Gold convertibility does not eliminate inflation; it limits discretionary monetary expansion 10-2-26
YouTube video by All Things Financial
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Reposted by @allthingsfinancial.bsky.social
The Diplomat @thediplomat.com · 01/10/2026
The center north of Vientiane, a counterpart to a similar naval facility in Cambodia, marks a further extension of Beijing's security presence in mainland Southeast Asia.
buff.ly
China’s Military Open New Logistics and Training Facility in Laos
The center north of Vientiane, a counterpart to a similar naval facility in Cambodia, marks a further extension of Beijing’s security presence in mainland Southeast Asia.
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 01/10/2026
Cayman bill holdings, the clearing mandate, and who actually sets the price youtu.be/-83sB6XuxbQ
youtu.be
Cayman hedge funds own carry, but are selling duration and buying the short end 10-1-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 30/09/2026
No rare earth independence without chemists, metallurgists & engineers 9-30-2026 youtu.be/YGfUP4sr-rE
youtu.be
No rare earth independence without chemists, metallurgists & engineers 9-30-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 28/09/2026
Imperial cartography reflects lines drawn for imperial powers not for the indigenous people 9-28-2026 youtu.be/StUxi9FfmDQ
youtu.be
Imperial cartography reflects lines drawn for imperial powers not for the local people 9-28-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 28/09/2026
Imperial cartography reflects lines drawn for imperial powers not for the indigenous people 9-28-2026 youtu.be/StUxi9FfmDQ
youtu.be
Imperial cartography reflects lines drawn for imperial powers not for the local people 9-28-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 27/09/2026
New world conflicts transcend the battlefield to financial, trade & information networks 9-27-2026 youtu.be/2is8QXoaLPM
youtu.be
New world conflicts transcend the battlefield to financial, trade & information networks 9-27-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 25/09/2026
Thucydides Trap is not just a clash of powers, it is about the fear generated by change 9-25-2026 youtu.be/Kkn2zbBsYxU
youtu.be
Thucydides Trap is not just a clash of powers, it is about the fear generated by change 9-25-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 24/09/2026
The US risks becoming the next Japan: rich in technology, poor in REM 9-24-2026 youtu.be/iZZq2modziY
youtu.be
The US risks becoming the next Japan: rich in technology, poor in REM 9-24-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 23/09/2026
The Issue is does the auction clear & the tail but also can the dealers handle the supply 9-23-2026 youtu.be/5_4zRMKzTqM
youtu.be
The Issue is does the auction clear & the tail but also can the dealers handle the supply 9-23-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 22/09/2026
US Treasury Money Market Funds are 50% treasuries and 50% repos - liquidity trap 9-22-2026 youtu.be/K7i_SeZagoY
youtu.be
US Treasury Money Market Funds are 50% treasuries and 50% repos - liquidity trap 9-22-2026
YouTube video by All Things Financial
021
allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 21/09/2026
The Treasury is on a perpetual T-bill refinancing treadmill that has rollover risks 9-21-2026 youtu.be/LZ_r7qhjgbE
youtu.be
The Treasury is on a perpetual T-bill refinancing treadmill that has rollover risks 9-21-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 20/09/2026
A construct country can be a sovereign nation yet be economically non viable 9-2-2026 youtu.be/O9gwcNIW7Ko
youtu.be
A construct country can be a sovereign nation yet be economically non viable 9-2-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 18/09/2026
An era does not end with a single horn blast; it fades through a 1,000 small silences 9-18-2026 youtu.be/EO1yb0oq3xA
youtu.be
An era does not end with a single horn blast; it fades through a 1,000 small silences 9-18-2026
YouTube video by All Things Financial
022
allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 17/09/2026
JP Morgan you can save your currency, or you can save your bonds, but you can't save both 9-17-2026 youtu.be/Sj7Crvcyq-E
youtu.be
JP Morgan you can save your currency, or you can save your bonds, but you can't save both 9-17-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 16/09/2026
The 1942-1951 Precedent: Rate Peg, Financial Repression and duration control 9-16-2026 youtu.be/rzUNoqKZbEk
youtu.be
The 1942-1951 Precedent: Rate Peg, Financial Repression and duration control 9-16-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 15/09/2026
The FOMC Decision: Four Scenarios for September 16th Currencies, Bonds & Equities 9-15-2026 youtu.be/QjMt9Pu7E3g
youtu.be
The FOMC Decision: Four Scenarios for September 16th Currencies, Bonds & Equities 9-15-2026
YouTube video by All Things Financial
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Reposted by @allthingsfinancial.bsky.social
The Diplomat @thediplomat.com · 15/09/2026
China postponed its Chang’e 7 lunar mission. The lack of explanation – or a new launch date – suggests critical challenges, not just bad weather. buff.ly/asP9Sg5
thediplomat.com
China Postponed Its Chang’e 7 Lunar Mission. What Does That Mean for Its Space Program?
The lack of explanation – or a new launch date – suggests critical challenges, not just bad weather.
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 14/09/2026
Dollar devaluation: Iranian War decided timing on the Asian surplus countries revaluations 9-14-2026 youtu.be/RD2MHkp55ZI
youtu.be
Dollar devaluation: Iranian War decided timing on the Asian surplus countries revaluations 9-14-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 13/09/2026
A good interim deal buys time, stability & bargaining space until who has the leverage claims victory 9-13-2026 youtu.be/W7VLFItsV6E
youtu.be
Good interim deal buys time, stability & bargaining space until who has the leverage claims victory
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 10/09/2026
If the "house" is broken, a casino or institution, don't assume the usual odds still apply 9-10-2026 youtu.be/ZfPx0N4MD9c
youtu.be
If the "house" is broken, a casino or institution, don't assume the usual odds still apply 9-10-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 08/09/2026
The dollar is a currency, with 3 functions, the functions are bifurcating, what to watch 9-8-2026 youtu.be/ffQ3ilX6XwE
youtu.be
The dollar is a currency, with 3 functions, the functions are bifurcating, what to watch 9-8-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 07/09/2026
The Year's Worst-Performing Currencies - and the rules that generate the list 9-7-2026 youtu.be/XPmRdfJZ9mw
youtu.be
The Year's Worst-Performing Currencies - and the rules that generate the list 9-7-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 07/09/2026
The Year's Worst-Performing Currencies - and the rules that generate the list 8-7-2026 youtu.be/XPmRdfJZ9mw
youtu.be
The Year's Worst-Performing Currencies - and the rules that generate the list 8-7-2026
YouTube video by All Things Financial
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Reposted by @allthingsfinancial.bsky.social
fravery.bsky.social @fravery.bsky.social · 06/09/2026
Asan Ginkgo Tree Road, South Korea
16095091244
allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 06/09/2026
Monetization without printing; whoever controls a overfilled TGA controls QE without a vote 8-6-2026 youtu.be/MzUHJwI30Ec
youtu.be
Monetization without printing; whoever controls a overfilled TGA controls QE without a vote 8-6-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 05/09/2026
The first panacea for a mismanaged nation is inflation of the currency; the second war 8-5-2026 youtu.be/WQyruYtWPLw
youtu.be
The first panacea for a mismanaged nation is inflation of the currency; the second war 8-5-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 04/09/2026
ran Economic D-Day sanctions. StableCoin, treasuries, e-CNY, gold & REM 84-2026 youtu.be/NxlvVMWjp44
youtu.be
Iran Economic D-Day sanctions. StableCoin, treasuries, e-CNY, gold & REM 84-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 03/09/2026
CoreWeave grow now pay later strategy runs out of free cash flow to pay interest 8-4-2026 youtu.be/vvCOIOx8zQ4
youtu.be
CoreWeave grow now pay later strategy runs out of free cash flow to pay interest 8-4-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 03/09/2026
CoreWeave grow now pay later strategy runs out of free cash flow to pay interest 8-4-2026 youtu.be/vvCOIOx8zQ4
youtu.be
CoreWeave grow now pay later strategy runs out of free cash flow to pay interest 8-4-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 01/09/2026
he Fed didn't leave the room...it just didn't bring the balance sheet to the table 1-9-2026 youtu.be/L-O_gmC0MUY
youtu.be
he Fed didn't leave the room...it just didn't bring the balance sheet to the table 1-9-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 31/08/2026
The Fed/Treasury interventions are not disclosed we never really know the reason for years 8-31-2026 youtu.be/G_fnofaCjzw
youtu.be
The Fed/Treasury interventions are not disclosed we never really know the reason for years 8-31-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 28/08/2026
The Five Factors narrative data points are building support for a new physical world 8-28-2026 youtu.be/G1wvZscGf5U
youtu.be
The Five Factors narrative data points are building support for a new physical world 8-28-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 25/08/2026
Sovereign Debt Optomization Facility: Fed swaps par bonds for bank's HTM portfolios 8-25-2026 youtu.be/E-IR4GK52HY
youtu.be
Sovereign Debt Optimization Facility: Fed swaps par bonds for bank's HtM portfolios August 25, 2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 24/08/2026
Hoover, Smoot-Hawley Act, Tariffs, Canada and Section 338 8-24-2026 youtu.be/8cih482QmuU
youtu.be
August 24, 2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 22/08/2026
A dangerous trading partner is one selling below cost with nowhere else to go; China/US 8-22-2026 youtu.be/FkhWbRfM-Io
youtu.be
A dangerous trading partner is one selling below cost with nowhere else to go; China/US 8-22-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 20/08/2026
The US Treasury is moving from a 30 year 5.2% mortgage to a 6 month ARM at 4% 8-20-2026 youtu.be/HxXJaLb1qzs
youtu.be
The US Treasury is moving from a 30 year 5.2% mortgage to a 6 month ARM at 4% 8-20-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 19/08/2026
Capital Controls are temporary gates; markets price them as a change in regime 8-19-2026 youtu.be/Kzi7FUhf96o
youtu.be
Fiscal dominance begins when the Fed's balance sheet becomes the Treasury's alibi 8-19-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 18/08/2026
AI Debt Machine: Sovereign issuance being crowded out as hyper scalers borrowing surge 8-18-2026 youtu.be/zi--LTp6zhs
youtu.be
AI Debt Machine: Sovereign issuance being crowded out as hyper scalers borrowing surge 8-18-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 17/08/2026
Best funding currency does not have the lowest interest rate, it has the lowest fully hedged cost 8-17-2026 youtu.be/kP8CL6_HLwU
youtu.be
A funding currency does not have the lowest interest rate, it is the lowest full hedged cost 8-17-26
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 16/08/2026
Living Mosaic: Yen, YCT, Basis Trade, ATI, Deutsche Bank, ESF, EURO, Intervention 8-16-2026 youtu.be/uPAE3wnyAKQ
youtu.be
Living Mosaic: Yen, YCT, Basis Trade, ATI, Deutsche Bank, ESF, EURO, Intervention 8-16-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 14/08/2026
Yen intervention: Trust is the real reserve currency, transparency is how it i earned 8-14-2026 youtu.be/5zKVz5mWsUI
youtu.be
Yen intervention: Trust is the real reserve currency, transparency is how it i earned 8-14-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 13/08/2026
Big Money: Retail debates charts; pensions and sovereign funds redraw the charts 8-13-2026 youtu.be/7lEzUks7kwY
youtu.be
Big Money: Retail debates charts; pensions and sovereign funds redraw the charts 8-13-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 11/08/2026
Petrodollar is not ownership of oil but the influence over what currency which oil is usable power 8-11-26 youtu.be/Ud9gklXprOw
youtu.be
Petrodollar is not ownership of oil but the influence over what currency which oil is power 8-11-26
YouTube video by All Things Financial
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Reposted by @allthingsfinancial.bsky.social
David W. Pippy @davidwilliampippy.bsky.social · 11/08/2026
Good morning! This is a post from Prince Edward Island photographed by Wayne R Millar..
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Reposted by @allthingsfinancial.bsky.social
america.is.not.free @antifapatriot.bsky.social · 11/08/2026
African Sacred ibis found across sub-Saharan Africa and parts of Europe 📷: Hisao Kanno #birds
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 09/08/2026
Chokepoints as institutional power is contingent; geographic constraints are physical 8-9-2026 youtu.be/4yAXQwMbI_M
youtu.be
Chokepoints as institutional power is contingent; geographic constraints are physical 8-9-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 07/08/2026
Diplomacy needs a military counterweight, or the ceasefire becomes rearmament 8-7-2026 youtu.be/PfkSZ48Yu18
youtu.be
Diplomacy needs a military counterweight, or the ceasefire becomes rearmament 8-7-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 05/08/2026
When monetary QE is constrained, fiscal QE steps in to pressure long rates lower. 8-5-2026 youtu.be/g-qYP-dCuXc
youtu.be
When monetary QE is constrained, fiscal QE steps in to pressure long rates lower. 8-5-2026
YouTube video by All Things Financial
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allthingsfinancial.bsky.social @allthingsfinancial.bsky.social · 04/08/2026
The Yen intervention: A country can hold the line on FX or their yields, but not both forever 8-4-2026 youtu.be/WD0LxvJ9zW4
youtu.be
The Yen intervention: A country can hold the line on FX or their yields, but not both forever 8-4-26
YouTube video by All Things Financial
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