/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 16:15

🇺🇸📈 This is what you call a nightmare situation:

Treasury yields are now up +10% since April 3rd while the S&P 500 is down -10%.

The 10-year note yield is currently up 55 basis points in 48 HOURS.

In other words, we now have HIGHER rates with stocks pricing-in a recession.

Something broke this week.

🔗 The Kobeissi Letter

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 15:15

📝 The American Sun: This is genuinely a "call your congressman" moment

This is not a "term structure shenanigans caused nominal outflows from The Market" issue, this is going to collapse actual supply chains for physical goods. The fed could start buying shit left and right to juice asset prices and that doesn't matter if the shops shut down

🔗 NewAtlantisSun

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 15:01

🇺🇸 Haas reduces production of CNC machines, eliminates overtime, halts hiring, citing "dramatic decrease in demand" and concerns about reduced tariffs on Asian machines. Asks the administration for tariff exemptions on imported machine components and raw materials.

For some context, Haas imports their castings, many components, and many of their recent machine releases like the DC series appear to be (mostly) imported.

They're also in the midst of construction of a 2.4M square-foot factory in Henderson, NV.

🔗 Pete Oxenham

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 13:15

🇺🇸💊 Trump: "We're gonna tariff our pharmaceuticals ... we're going to be announcing very shortly a major tariff on pharmaceuticals."

🔗 Insider Paper

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 12:06

🇮🇱🇮🇷🇺🇸 Netanyahu Says Iran Should Blow Up Own Nuclear Sites Under US Supervision

Israeli Prime Minister Benjamin Netanyahu said Tuesday that if US 'indirect' talks with Iran over its nuclear program fail, then a military attack becomes 'inevitable'. He issued the warning fresh off his Monday Oval Office visit with President Trump, wherein the US leader announced for the first time that Saturday talks with the Iranians will be hosted in Oman.

Netanyahu said in the new video statement, "“We agree that Iran will not have nuclear weapons. This can be done in an agreement, but only if... they go in, blow up (Iran's) facilities, dismantle all the equipment, under American supervision." And he added: "If talks drag on, then the military option becomes inevitable."

https://www.zerohedge.com/geopolitical/netanyahu-says-iran-should-blow-own-nuclear-sites-under-us-supervision

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 10:55

🇺🇸🇵🇦❌🇨🇳 — US Secretary of Defense, Pete Hegseth from Panama Canal:

"I want to be very clear: China did not build this canal, China does not operate this canal, and China will not weaponize this canal."

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 09:55

🇺🇸🔌 Trump signs executive orders to boost US coal as power demand rises

"We're bringing back an industry that was abandoned," Trump said at the White House, standing in front of about three dozen mostly male coal miners wearing hard hats.

"We're going to put the miners back to work," Trump said about a workforce that has sunk to about 40,000 from 70,000 ten years ago.

Trump, a Republican, campaigned on a promise to increase U.S. energy output and has sought to roll back energy and environmental regulations since taking office on January 20.

U.S. electricity demand is rising for the first time in two decades on growth in power-hungry data centers for artificial intelligence, electric vehicles, and cryptocurrencies.

https://www.reuters.com/business/energy/trump-sign-executive-orders-boost-coal-industry-sources-say-2025-04-08/

https://archive.ph/MpQ4j

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 08:56

⛪️✝️ Really strong evidence of a religious resurgence in England and Wales from new data from Bible Society

Among 18-24 year olds, share attending monthly:

2018: 4%
2024: 16%

Among 25-34 year olds:

2018: 4%
2024: 13%

Overall, attendance went from 8% to 12%.

🔗 Ryan Burge

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 08:10

📱🇮🇳 Apple plans to shift more iPhone production to India to avoid U.S. tariffs on Chinese goods, threatening the $70 billion China earns annually from the tech giant.

🔗 unusual_whales

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 07:10

🇷🇺🇺🇦 “Russia has built a multi-layered defense system that is hindering Ukraine’s use of naval drones, Ukrainian Navy Commander Oleksiy Neizhpapa said in an interview with RFE/RL on April 7.

‘In the past, we could easily enter Sevastopol Bay with our drones,’ said Neizhpapa.

‘Now it’s not so simple because the enemy has established a tiered defense system. It starts with a layered detection network—with long-, medium- and short-range zones designed to pick up our unmanned systems, followed by a protocol for their destruction.’”

https://english.nv.ua/russian-war/russia-mounts-successful-defense-against-ukraine-s-naval-drones-50504292.html

🔗 Rob Lee

/CIG/ Telegram | Counter Intelligence Global

08 Apr 2025 22:15

🚢📝 Geiger Capital: One shipyard in China made more commercial ships in 2024 than the total number the US has produced since World War II.

The destruction of America’s industrial base is a massive national security threat.

📝 John Konrad: If I ran the Navy’s big Sea Air Space conference this week I’d print this on the front of every speaker’s badge

THIS is what matters Admiral

Not your “improved efforts to increase pacing of digitalization efforts to force multiply supply chain availability”

🔗 John Konrad

/CIG/ Telegram | Counter Intelligence Global

08 Apr 2025 20:02

🐺🧬 The dire wolf has been extinct for over 10,000 years. These two wolves were brought back from extinction using genetic edits derived from a complete dire wolf genome, meticulously reconstructed by Colossal from ancient DNA found in fossils dating back 11,500 and 72,000 years. This moment marks not only a milestone for us as a company but also a leap forward for science, conservation, and humanity. From the beginning, our goal has been clear: “To revolutionize history and be the first company to use CRISPR technology successfully in the de-extinction of previously lost species.” By achieving this, we continue to push forward our broader mission on—accepting humanity’s duty to restore Earth to a healthier state.

📝 Nama Deezos:

"I’ve been following that kind of thing for a while, it’s essentially a process of activating certain genes in a close relative to the extinct creature to get the offspring to resemble it, and then they hope through continued genetic sequencing they can get it to act in a manner fitting of the extinct animal

So by all means, all results now are just modern animals that superficially resemble the extinct creature, though the technology and research is an important stepping stone in potentially keeping endangered species alive

So unless we miraculously find a flawlessly preserved mammoth in a bog somewhere with all sperm and shit intact, no extinct creature can genuinely be brought back, but it can get very very close, eventually.

At least with the thylacine there’s a preserved baby in formaldehyde, and we’ve uncovered a handful of very well preserved mammoth specimens, some with liquid blood. Something like a dodo though would be a total bitch to recreate since the closest living relative looks nothing like it lol"

https://vxtwitter.com/colossal/status/1909247817672957959/video/2

/CIG/ Telegram | Counter Intelligence Global

08 Apr 2025 18:45

🇺🇸🇮🇱🇵🇸 Donald Trump said that the United States' "controlling and owning" the Gaza Strip would be a good thing.

https://www.jpost.com/breaking-news/article-849269

/CIG/ Telegram | Counter Intelligence Global

08 Apr 2025 17:58

🇺🇸 Luke Gromen on X:

Signpost👇. Giant, flashing signpost.

Let’s watch.

🔗 Luke Gromen

/CIG/ Telegram | Counter Intelligence Global

08 Apr 2025 16:23

🇺🇸🇨🇳 Trump threatens to impose an additional 50% tariff on China

If Mr. Trump implements his plans, U.S. tariffs on imports from China would reach a combined 104%. The new taxes would be on top of 20% tariffs aimed at spurring China to crack down on fentanyl trafficking and his separate 34% tariffs announced last week.

https://www.cbsnews.com/news/trump-tariffs-china-50-percent-tariff-retaliatory/

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 15:45

🇺🇸📈 Joe Weisenthal on X:

"How is this not an objectively disastrous development for Secretary of Treasury Scott Bessent"

"Getting yields lower was an explicit goal stated by Bessent"

https://www.bloomberg.com/news/articles/2025-04-08/treasury-yield-surge-stokes-fear-of-next-big-basis-trade-unwind

https://archive.ph/wabGZ

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 15:14

On the Verge of a Liquidity Event
March 2020 without a pandemic?

This article is a rehash of my last piece but with much greater focus - detailing how an abrupt and significant reserve drain could unwind the basis trade and spark a massive cross-asset selloff on par with March 2020.

~

The upcoming reserve drain will flow throughout dollar funding markets, blowing up the cash-futures basis trade and creating safe-haven positioning that spikes the dollar’s FX.

A soaring dollar in FX terms and an unsteady Treasury market would contradict protectionist goals of the incoming Trump administration and stability goals of to the Fed, respectively, giving both a shared incentive to weaken it. The most direct and impactful way in which officials can weaken the dollar and restore stability to the Treasury market is by encouraging a new end investor to narrow interest rate differentials between foreign bonds and U.S. Treasuries.

The 'new' end investor will most likely be commercial banks armed with balance sheet relief for Treasuries. But that regulatory change will not come until the situation absolutely demands it - what I call the "dealer's Armageddon", as unfolded in March 2020.

The way to think about the coming liquidity event is not reserve scarcity in the absolute sense, but balance sheet scarcity that’s suddenly made much worse with sharply fewer reserves.

Here, the mechanics of the reserve drain leading to a basis trade unwind, and how this flows through the dollar system, from Treasuries to stocks to FX to gold, are analyzed in much greater detail than they were last month.

- DeathTaxesandQE on X

https://zerohedge.com/news/2024-11-30/verge-liquidity-event

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 13:45

🇨🇳🇺🇸💊 Chinese pharmaceutical firms have captured 97 percent of the U.S. market for antibiotics and more than 90 percent of the market for vitamin C

https://www.cfr.org/in-brief/coronavirus-disrupt-us-drug-supply-shortages-fda

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 12:45

🇳🇱 "The heir apparent to the throne of the Netherlands can't live in her own country because the Moroccan mafia has put a price on her head" is a headline that perfectly describes Europe's security situation, created by our rootless politicians.

🔗 BorealBaron

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 11:25

🇵🇦🇨🇳🇺🇸 "Panama breaks with China and aligns with the US. (President) Mulino leaves the Silk Road, reactivates military exercises with Washington and closes ranks with Hegseth to shield the Canal, curb migration and contain the communist advance in the region."

https://fxtwitter.com/UHN_Plus/status/1909776701929795956

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 10:25

🚢 How Trump’s new economic order risks sinking green shipping

Trump has pulled the trigger on a plan to restructure the global trading order. (1) To reverse US de-industrialisation. (2) To defend the dollar’s supremacy, and (3) redraw the postwar map of economic and security dependencies around a renewed American centre of gravity.

A strategy designed to protect American industry may end up undercutting the very industries poised to deliver the next wave of industrial reinvention. Clean fuels, advanced engines, port electrification, carbon sequestration, digital transformation — these are not niche interests. They are growth sectors, bursting with jobs, capital, and competitiveness.

https://splash247.com/how-trumps-new-economic-order-risks-sinking-green-shipping/

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 09:25

🇺🇸🇨🇳 FBI Director Kash Patel on X:

This FBI will be working every single day to root out corrupt CCP influence in America — including with our farmland and food supply.

https://www.foxnews.com/politics/fbi-director-patel-leads-charge-root-out-chinese-influence-us-soil

🔗 Kash Patel

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 08:43

⛪️✝️ Two things can be true at once:

1. Overall levels of religiosity are declining.
2. But religious people are actually *more* religious now.

Look at the top left graph - that's the share of 18-35 years old Christians who attend church weekly.

It's up 7 points since 2008.

🔗 Ryan Burge

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 07:40

🇺🇸🇪🇺 The EU will have to commit to buying $350 billion of American energy to get a reprieve from sweeping tariffs, US President Donald Trump said yesterday.

https://www.politico.eu/article/donald-trump-says-eu-must-buy-350b-of-us-energy-to-get-tariff-relief/

/CIG/ Telegram | Counter Intelligence Global

09 Apr 2025 01:54

■■□□□  Microsoft: Windows CLFS zero-day exploited by ransomware gang

Microsoft says the RansomEXX ransomware gang has been exploiting a high-severity zero-day flaw in the Windows Common Log File System to gain SYSTEM privileges on victims' systems.

https://www.bleepingcomputer.com/news/security/microsoft-windows-clfs-zero-day-exploited-by-ransomware-gang/

/CIG/ Telegram | Counter Intelligence Global

08 Apr 2025 20:42

🧬📝 Fren Bobbie: "They didn’t splice in Dire Wolf DNA but they altered the existing DNA to be like Dire Wolves so at that point it’s kinda like what’s the difference?

They did say they sequenced the entire genome so now that they’ve done this they can probably make a full version at some point."

/CIG/ Telegram | Counter Intelligence Global

08 Apr 2025 19:28

🇺🇸🚢🇰🇷 Top US, South Korean shipbuilders partner to bolster vessel production

America’s largest naval shipbuilder, HII, reached an agreement Monday to partner with South Korea’s HD Hyundai Heavy Industries to boost shipbuilding across numerous vessel classes.

https://www.defensenews.com/news/your-military/2025/04/07/top-us-south-korean-shipbuilders-partner-to-bolster-vessel-production

/CIG/ Telegram | Counter Intelligence Global

08 Apr 2025 18:29

🇺🇸🗳📝 — The U.S. Senate has now voted 54-45 to confirm U.S. President Donald J. Trump’s nominee for Under Secretary of Defense for Policy, Elbridge Colby.

/CIG/ Telegram | Counter Intelligence Global

08 Apr 2025 17:11

🇫🇷 CdG Carrier Strike Group

Spotted on Sentinel 2 (7 April 2025), 105 days after transiting Suez SB

🇫🇷 CSG transiting Suez NB with her entourage, including:

2x FREMM Class frigates
1x Horizon Class (FS Forbin)
1x Fleet Tanker Jacques Chevallier

🔗 MT_Anderson

/CIG/ Telegram | Counter Intelligence Global

08 Apr 2025 15:47

🇪🇺🗺 A map of the 2024 European Parliament election by administrative division

🔗 Gust23