Iran War Week 4: The Build Back Better Phase

Hey, sovereign wealth builders. Simon

Dixon here and welcome to another episode of Simon Dixon Hard Talk Live.

I've been on the road and I'm back in the studio now and we got a lot to cover because it is Iran war week four now. Uh

so we're approximately four weeks.

Tomorrow will be one month of this war and I'm calling week four the build back better phase. Um this is the next phase

better phase. Um this is the next phase of the global reset. We're trying to get people ahead of what the next stages might be. And so I'm going to break this

might be. And so I'm going to break this episode up into two parts. In part one, I'm going to be covering Iran war week four. And this is going to really dig

four. And this is going to really dig deep into the bill back better phase and what I think is coming next and what the next key deadlines are and how we did

with previous forecasts on what I said would be happening in week one, week two, and week three. And then in part two, as always, we're going to be diving

into an interview that I did this week.

Um, and this is going to be on the next phase of the new world order. Uh, this

was an interview on BTC sessions with Dave, um, Professor Dave Cullum. Um, and

it was requested that we do a conversation together, um, after his recent interview on Tucker Carlson. And

so, uh, the BTC sessions guys made that happen. and I'll be going through

happen. and I'll be going through everything. Um, and we're going to be

everything. Um, and we're going to be playing that in part two. So, let's jump right in now. Part one, Iran War week four, the build back better phase.

Right, let's have a little bit of a recap of the coverage we've done so far.

So, if you remember, um, way back, I was talking about the installation of Trump in order to transition the world to a multi-olar world order. I also said that

I believe he will be um put in place uh because he will deliver war with Iran um and also about Bitcoin policy and various other things if you go um back

uh through that as well. So um I predicted and you know knew that he would get installed and then we entered into the dismantlement of the US empire

as in taking on the deep state is code word for reducing and dismantling everything that propped up the dollar as world reserve currency. Uh because it is backed by this proof of weapons network

that weaponizes you know the military-industrial complex and various other things. Um, and so when the tariff

other things. Um, and so when the tariff war happened, um, I thought he'd set about dismantling and we wouldn't need the war with Iran, uh, then we had the

escalation ladder toward the 12-day war.

And I covered on my blog the playbyplay of what I thought happened during the 12-day war. Um, it was about

12-day war. Um, it was about strategically burdening Israel with additional debt. It was about taking out

additional debt. It was about taking out um certain aspects of the hardliner IRGC leadership. Um and it was about

leadership. Um and it was about prepping, you know, for the next phase.

And so the 12-day war um I didn't think would happen, but once this happened, I went through why I thought it was theatrical, coordinated, um and a continuation of the end of the Iran

contra affair um that I've been covering many times, which was an operation between America, Israel, and Iran. Um

and uh you know, propping up weapons trafficking and the drug trafficking routes within Nicaragua through to the CIA. Um and that was in fact uh the

CIA. Um and that was in fact uh the original operation of one of uh where Jeffrey Epstein um was originally involved through his various contacts as

well. Um and so then we entered into um

well. Um and so then we entered into um the end of the 12-day war and we had the theatrical strikes on Qatar that led to

a set of scenarios where Netanyahu had to apologize uh to Qatar. Um and then we um you know I I was forecasting that we

would end in a ceasefire and Hamas would accept the offer. Um and then we started getting ready for the second 12-day war.

Um now this time having understood how the 12-day war worked, I thought we were going to get a similar thing. Um what we did end up getting is a massive

escalation of what I thought would take 2 years into a condensed period. Uh, and

we're actually transitioning to this global reset, which I've been covering in week one, week two, week three. Um, I

thought it would be similar to the 12-day war, but we have had massive escalation in terms of what is being achieved and we have accelerated into

effectively a COVID style of event, a global financial crisis style of event, a Russian Ukraine inflationary cycle.

I'm going to be going through all of that. Um, and then what I said is that

that. Um, and then what I said is that in week one, this was really the shock phase and I gave my analysis on simonixon.com.

simonixon.com.

You can go back and watch those videos and my predictions of what I thought would come next. In week two, um, when the straight of Hormuse closed, um, this

was the global reset framework. Um, so

we are not going to be in the same world ever again. This takes 50 different

ever again. This takes 50 different supply chains um and knocks off a significant chunk of global liqufied natural gas which is important for

electricity and everything and oil which is the grease of the entire global economy. Um so I started sharing the

economy. Um so I started sharing the impact of that and that uh really the bond market and the oil prices would set the framework uh for how long this could

go on for. uh because the longer the straight is closed, the longer the global, you know, the bigger the global reset and you enter into demand destructive destruction phases. Uh but

the the market will uh determine that.

Then in week three, I talked about the settlement phase that we are leading up to a negotiated outcome. People said,

"No, this is World War II. No one's

negotiating. There'll be no settlement.

This is a fight till the death between good and evil." Um, and everyone had a different narrative on who's good, who's evil, depending on which side of the propaganda you sit. Um, well, that's

what we've covered up until now. Now,

this one, I think we're laying the framework. Remember, I'm trying to get a

framework. Remember, I'm trying to get a few weeks ahead every time. Um, and

we've had a shift of the goalpost and a shift of the deadlines that I was previously talking about. So, week four, I'm calling the build back better phase.

This is the transition phase. Um and

this is where the transition phase begins. Um now if you remember um I said

begins. Um now if you remember um I said the framework for the settlement phase in week three uh was the next predictions and I believe we started

with that. So what I'm going to do right

with that. So what I'm going to do right now is I'm going to go through everything that happened this week um and then look at the next phases and the next predictions and really the impact

on you the global markets macro how to prepare and we are in a severe set of circumstances cuz we are still in week

four and the straight is closed. Every

single day that that straight is closed, the impact of what comes next is gets more and more severe and the market is not really predicting everything or

factoring it in and you need to be prepared and you need to get ahead of it. Remember when COVID happened, you

it. Remember when COVID happened, you had it round about December, but it wasn't until March we got the lockdown.

Remember the global financial crisis, you had Iceland, the tiny little island which was taken over by investment banksters. Uh then you had in UK

banksters. Uh then you had in UK Northern Rock go bankrupt and then you had Lehman Brothers in chapter 11 and it wasn't until the Lehman Brothers phase

that people started to really understand um the severity. Uh the same with the Russia Ukraine war. You know, we had the inflation is transitory and it wasn't

until you got the 9% inflation um and Biden having to go to Saudi and then Saudi favoring Putin in terms of not um releasing those strategic petroleum

reserves and the OPEC plus policies. It

was really like a threemon lag until people really started to understand what was going to happen. So I want to get I want I want you to be ahead because the

implications of already what's happened is severe uh but also what I think is going to come next and how you can prepare for it. So what I'd love to do

right now is I saw a lovely um AI movie that um I circulated across social media um that I thought was just brilliant um and it sets the tone. So, we're going to

play the little AI movie of everything that's happened in the Iran war so far.

It's a quick um video. Um and uh then we're going to jump right into how I did on the the week three predictions, what's happening in week four, and then the implications on the market macro and

how to protect yourself. Um so, let's jump into the AI video and movie right now.

Sir, they're about to go nuclear.

How long do we have?

They're 2 weeks away. How two weeks away are they? Even more 2 weeks away than

are they? Even more 2 weeks away than they were 5 years ago. My god, that's dangerous levels of two weeks away. I

know, son. If anything happens to me, continue

son. If anything happens to me, continue my work. We're only two weeks away.

my work. We're only two weeks away.

I will continue inshallah.

Now I'll go to where no one can find me.

My office on the third floor, right by that really big window. Vengeance.

Sir [music] if we attack, they will close the straight of Hormuz. They [music] don't have the balls to close the straight of Hormuz. They just closed the straight of

Hormuz. They just closed the straight of Hormuz [music] and oil is now over $100 a barrel.

Please keep me out of this. No one likes [music] this war and I want to be president one day.

Come on, send a boat or something.

You're the most powerful military in the world. You send your own boats. That was

world. You send your own boats. That was

a test. Ha! You fell [music] right into my trap.

Sometimes the best [music] reason for war is no reason at all.

[music] [music] Okay. Hope you enjoyed that uh movie.

Okay. Hope you enjoyed that uh movie.

It's scary. what we're going to be doing with AI into the future. Right. Well,

let's jump straight in anyway. So, I'd

say last week's prediction of what I thought next is that we're going to um enter into a settlement phase and I think we can say that this week we had the confirmation. Uh many people thought

the confirmation. Uh many people thought this is a war to the death. There'll be

no settlement. There's no negotiations.

Uh but what we had is the theatrical public-f facing PR confirmation that there are in fact terms and conditions

to end this war. So we had Iran say and state their terms and then that was met with US putting together a 15-point

proposal. allegedly it was done by Steve

proposal. allegedly it was done by Steve Wickoff um and Jared Kushner. Um and

then there were rumors or or you know social media talks um that Iran wanted to deal with JD Vance um thinking that you know Jared Kushner and Steve Wickoff

or Israeli lackeyis. Um it's the fog of information. We don't know exactly

information. We don't know exactly what's true, but we do know that there was an official 15-point plan put forward um and that triggered the market

as a result of the idol threat that happened after last week's um Simon Dixon Live. So, after last week's live,

Dixon Live. So, after last week's live, the Trump administration came out and said 48 hours until we hit Iran infrastructure. Um and the Iran

infrastructure. Um and the Iran infrastructure uh meant civilian targets because that's electricity. It's what

they're doing in Cuba. Cuba is pure terrorism. You wipe out the energy, uh

terrorism. You wipe out the energy, uh you wipe out the ability for people to live. And Iran came back and said, "If

live. And Iran came back and said, "If you do that, we will do the same um to the Gulf countries." Um this sent the price of oil spiking. This sent the bond

markets, the yield on the bond markets up. Um and over the weekend, um Trump

up. Um and over the weekend, um Trump did it one hours after the futures markets closed. And as soon as the

markets closed. And as soon as the futures market closed, we had the gap up in the yield. we had the gap up in the oil prices and Trump had to do a taco.

So he immediately said, uh, we're in negotiations with Iran. Everything's

good. Um, we need, uh, we're going to extend, you know, this by 5 days. Um,

Iran came out and said, we're not talking. There was back and forth. Uh,

talking. There was back and forth. Uh,

you know, that I believe that there's been negotiations all the way through, and in fact, the war is part of the agreed settlement and agreed negotiations.

Um and uh you know we had um the Iran that basically then came out and said well here's our terms. We had the 15point plan released. Um the market

calmed down. The bond yield started

calmed down. The bond yield started coming down. The price of oil crashed

coming down. The price of oil crashed back down. Um and there was a massive

back down. Um and there was a massive market manipulation trade. I covered

that on my daily market updates on YouTube. I've been doing shorter ones.

YouTube. I've been doing shorter ones.

Uh but effectively there was a multi-billion dollar short position on oil and long position on the market. Um

and that was 15 minutes prior to the Trump uh Trump Trump's Truth Social post. Um and I think they made about $16

post. Um and I think they made about $16 million just as a result of that post.

Um and then is able to reverse the trade as well. Um, and so, uh, we had this

as well. Um, and so, uh, we had this back and forth, severe market manipulations, and then the credibility of Trump's truth social posts start to

diminish. We saw this during tariffs

diminish. We saw this during tariffs when there was, you know, China saying we're not talking, Trump saying we're about to do a deal, the market reacting,

and then eventually the market stops reacting and you lose the tool in order to um, extend the time frame a little bit further.

um once we started to hit um you know severe market conditions again, Trump says good news, we got a 10-day extension um but the market's not

believing it this time to the same degree. Um and so then we had a uh Iran

degree. Um and so then we had a uh Iran released its counter conditions um and so to me this is a public negotiation. This is how every M&A

negotiation. This is how every M&A transaction happens. This is how every

transaction happens. This is how every deal you put forward your biggest conditions. Someone else does a counter.

conditions. Someone else does a counter.

You look like you're miles apart and then eventually you get to a deal that no one's 100% happy with. Um but the framework is set. So I said last week

when everyone said no chance, this is World War II. Um I said no, this is the settlement phase. So now Iran has a

settlement phase. So now Iran has a proposal and America has a 15-point proposal. Um and clearly this is a

proposal. Um and clearly this is a public negotiation with all the optics of all the different rhetoric that

everyone's saying um during this. So

really the core um the core framing from this is that um you know it's not Iran is winning and therefore we need a deal.

It's not that US is losing and therefore we need a deal. Although on the public sphere, we're playing that theater, you know. So you have those that are on the

know. So you have those that are on the Iran team saying how, you know, they're kicking ass and there's a there's a bind and then those on the US team, you're saying we've eliminated the nuclear

program, they got no navy. Um we could get the straight open. And you had this whole back and forth and public theater around America saying we can we can get

the straight open but we need some help from NATO and we need some help from uh the Asian partners and various other things. They all said no. The market's

things. They all said no. The market's

moving lots of pump and dump cycles. Um

but the reality is this is not about Iran winning or US losing. This is about predetermined restructuring um outcomes.

And as I've covered many times, if you didn't watch my previous interview um on the financial industrial complex versus the military-industrial complex and the

different factions of power that I've covered in previous weeks that set the framework for who's fighting, this isn't country v country. this is faction of

power vested interest um and changes that need to happen to move from a forever war model in the Middle East over to a regionally stable uh model. So

rather than the US military-industrial complex destabilizing, this is transnational capital negotiating with the financial industrial complex led by China's plan

for regional stability where Trump tries to take credit for it and finds a way of framing it in terms of American dominance. uh because the interesting

dominance. uh because the interesting optics during this war is the goals of weakening the dollar in order to rebuild the manufacturing base in order to make

exports cheaper so you can remove America's dependency upon Chinese imports that's all reversed so as the dollar strengthens uh America's exports

get more expensive and their dependency upon you uh China gets bigger because they can't um you know rebuild at a manufacture factor in base at that at

that cost basis. Um and so during this war we've had effectively the cost of America financing its debt blow up the supply shock of oil prices which will

cause inflation and we've had the dollar strengthening. Um we've had gold um the

strengthening. Um we've had gold um the dollar relative to gold, silver um and uh DXY which is a basket of currencies

um has all strengthened. DXY is about $100 and because the market is not believing in terms of institutional um we've had record retail buying of

gold but the institutions were selling into this market and obviously I think central banks will return to it but um as the dollar started strengthening in

order to maintain some of those dollar pegs in the Middle Eastern countries they probably sold down a bunch of gold and we saw in Dubai when people were fleeing

the country they were selling gold at below spot price buying bitcoin so that they can take their wealth with them while they look for what you know this to all reset. Now the institutions were

buying Dubai real estate at significant discounts um and we saw that uh you know institutions were also selling gold um

into this um and so because they weren't fleeing away from markets into gold um I said that the markets are pricing in a negotiated solution the sophisticated

markets however you're getting the pressure in the bond markets and pressure in oil prices that create this global reset uh that I covered in week

three last week. Now, my overarching thesis has always been that we are in a long-term transition. You know, this

long-term transition. You know, this started with the assassination of Casim Salmani in uh 2000 and we have seen the changes because my belief is that um you

know, China normalized between Iran and Saudi Arabia. We're going to get a

Saudi Arabia. We're going to get a resolution to the Palestinian cause and we'll get an exit from the US from military-industrial complex forever war

model to renegotiated financial industrial complex regional stability um and uh hedging you know where the Middle East effectively becomes West Asia uh

because it partners with BRICS and the GCC, Turkey, Egypt and various other regional players. But I believe that

regional players. But I believe that every player um has already agreed agreed um and there is a known end

state. But there is a resistance from

state. But there is a resistance from radical Zionists within Israel that profit from military con conflict by being useful to the US

military-industrial complex. hardliners

military-industrial complex. hardliners within the IRGC who have been on the wrong side of sanctions um built out that infrastructure during Iran contra

affair and in order to combat those uh they funded the various proxies in Lebanon, in Gaza um in uh in Yemen uh

and in Iraq. Um and that was negotiation leverage in order to try um and remove those sanctions and you know become more

uh powerful because they can actually use their resources and their oil um and their um you know resources without um

sanctions as well. Um but this is I believe a negotiated transition uh between these different power structures. Um and also within America

structures. Um and also within America there's the people that the the neocons that still believe that we're going to be propping up the dollar. Uh we're

going to take over Iran oil. We're going

to put everything onto dollars again and strengthen the dollar, be world reserve currency and be the global hedgeimon.

and then we'll take down China and China's you know the whole narrative of believing we're not in a multipolar world. uh that is the you know the

world. uh that is the you know the neocon um model of still believing that the forever war model those are the resistance factions and then there are also other factions like private

corporate interests that benefit from these new LG trades high oil prices high gas prices and also Russia that has its own national oil and gas and so

therefore it helps them as a sovereign nation whereas on the American side it only helps the private corporate interest and So um that is the the game

that I think is being played right now.

I believe the financial industrial complex wins and the negotiated outcome wins and therefore you need a theatrical war in order to manage that transition.

Uh take out whoever's not on board with the plan. Um and create a scenario where

the plan. Um and create a scenario where it looks like we're going to World War II. Um but you get a global reset

II. Um but you get a global reset through the closure of the Strait of Hormuse. Um, and then you get a

Hormuse. Um, and then you get a situation where everybody gets their three-way victory. Um, you strategically

three-way victory. Um, you strategically weaken Israel, strategically change um, Iran into a model that can be opened up

and the US presence in the Middle East uh, you know, is reformed from military forever war aggression uh, to financial stability based upon transnational

capital. um and America is effectively

capital. um and America is effectively used in order to get the deals for the financial industrial complex to invest in this um to get the growth rates that

don't exist um in America at the moment.

And so we had the 15point framework. Now

this is really um indication that what I was stating they are creeping towards and so the most important thing and the most significant thing is that the

15point plan did what everyone said no chance it's not possible um and I said this will move towards sanction relief on Iran and sanction relief on Iran was

the frame one of the key parts of the 15point framework a return to virtually the JCPOA agreement that was there before that Trump tore

Um but there is sanctioned relief. Okay.

So um there was also US support for a ci civilian nuclear program. So that means Iran can have nuclear energy. Um and

there would be US support. What does US mean? US doesn't mean sovereign US

mean? US doesn't mean sovereign US nation. It means private transnational

nation. It means private transnational capital, financial interest, big oil, big nuclear, big tech, um big uh you

know um LNG and uh and so US support is code word uh for getting a few deals for the financial industrial complex that

needs to be compensated uh compensated.

Um there was also uh no re-imposement of sanctions as an agreement. uh there was uh the nuclear program for nuclear

weapons will be uh frozen under this framework. Um so it's no longer you take

framework. Um so it's no longer you take away the narrative of that they've been using for 40 years of Iran's two week away from two weeks away from a nuclear

bomb. Um that narrative was the

bomb. Um that narrative was the justification for Israel and receiving Pentagon budgets in order to agitate the war. So if you take away the threat of

war. So if you take away the threat of Iran's no longer two weeks away, you take away the engineered death to America, death to Israel, um type of uh

cartoon optics. Um you uh and then you

cartoon optics. Um you uh and then you have no justification for the whole attack narrative that led to the Greater

Israel project that created trillions of dollars in wartime profitering for the military-industrial complex. um then you

military-industrial complex. um then you don't have the bases that prop up the pro dollar um and you have more autonomy in the region in recognition that um

American financial powers will get some new contracts and open up markets that won't open up before. um and the military are trying to get as much leverage in those negotiations that

we're seeing. And it manifests into this

we're seeing. And it manifests into this theatrical um coordinated um you know back and forth with the factions that are trying to derail it so

that they can be um eliminated if they're not on board with an integration plan. That's how I see what's happening

plan. That's how I see what's happening um right now. What else do they had? um

enrichment is allowed under set limits.

So you know as you know so this is um complete concession to there will be a nuclear program. It will be nuclear

nuclear program. It will be nuclear energy as we've always um said this is what it's all about. This is about powering artificial intelligence um and powering robotics and various other

things. Um there'll be no uh

things. Um there'll be no uh weaponsgrade material. So that is

weaponsgrade material. So that is effectively taking away Iran Iran's ability to have weapon grade material.

Um no expansion of um [clears throat] um enrichment. So it was all around the

um enrichment. So it was all around the enrichment as well. Uh now certain facilities and they listed three facilities that included um they were

going to be they're set to be shut down as part of the condition. Um the IAEA, I always get that wrong. That's the

nuclear program inspection oversight. Um

and uh they will have oversight and verification that this is being fulfilled, which is what happened before under the agreement JCPOA that the Trump administration tore up after Obama

negotiated. Um the uh the missile

negotiated. Um the uh the missile program will be addressed later. So

there's probably going to be a ratcheting out phase um where if strategic targets are met if certain um Iranbacked um you know militias and

resistance are integrated into the army uh the state armies is my guess uh then you'll have milestones um that will lead to um you know this uh but also a lot of

the missiles and various other things are are being fired here. So naturally

you're going to get uh that that type of impact in this transition.

Um the yeah the the uh the nuclear program can only be for civilian use as well. Um

and and uh and then there is an agreement for regional security. Um and

so you know this the real key takeaway from all of this is that this is sanctions relief which effectively opens up market which Iran has always been

willing to do. Um you know British Petroleum and US just wanted to steal their have all their oil and make sure that they couldn't unify um and compete

with the dollar. Um and um you know this has already been conceded um and in fact they did do uh relief for the price of

oil moving towards sanction relief on all of the oil that was in tankers in um on the water um at the moment. So that

was to try and calm down the markets and the oil price as well. So Iran came back. So those were really the summary

back. So those were really the summary of the 15 points as I said settlement phase um and Iran comes back with air

conditions and their conditions were um immediate end to um all attacks um on Iran right now. So that's the ceasefire

uh guarantees against any future US strikes uh which can only come in the form of you know um external guarantees

US guarantees um with an enforcement mechanism and punishment um for any type of and and enforcement by external

forces whether it be Turkey or Egypt or China, Russia whatever it may be um however that works out in the end um compens compensation for war damages

i.e. reparations. Uh recognition of uh

i.e. reparations. Uh recognition of uh straight of Hormuse's autonomy. Uh they

would like to char charge a tollbridge on there just like it happens with the Sueis canal for Egypt. Um they will charge a toll. Um and there will be a

recognition. Um and obviously that then

recognition. Um and obviously that then will lead to probably something where you have America negotiate on behalf of BlackRock and Transnational Capital. Um

that maybe they get an equity stake in it or some kind of revenue share agreement I'd imagine. But at the moment Iran's condition are complete autonomy on the straight of Hamoose. I would

imagine that they would fix fix a financial transaction to ensure that the closure never happens again. um an end

of all uh proxy conflicts. Um so this is a way of saying stop um you know uh attacking Hezbollah, the Houthis, Hamas

um and uh some of the Iraqi militias as well. But on the flip side of that, it's

well. But on the flip side of that, it's a recognition that those will probably be integrated into the state militaries.

um and therefore we will stop backing them once we've got this agreement and there'll be milestones that will be set towards that. And so those are really

towards that. And so those are really the main conditions on the Iran side. Uh

so that's exactly what's in line with what would you need for regional stability where you need security guarantees around Iran, a market that's opened up, you need normalization

between the Gulf countries and Iran which China has already done. you need a resolution to the Palestinian cause um which I've been covering through the

border peace and other mechanisms. Um but that's not it doesn't seem to be you know there was um an end to those wars which means Yemen is resolved which will

probably be Saudi Arabia um control um and uh and uh and then the Houthis will probably be integrated into the actual

state army um and then you'll have the same in Iraq the same for Palestine um and then the the same for Lebanon as

well. Um now notice how there was no

well. Um now notice how there was no rejection. Uh so it was counter terms.

rejection. Uh so it was counter terms. So to me this is negotiation positioning and the forecast I made that many people found very hard to believe in the

heights of you know oh this is World War II and the Gulf countries this is escalating um you know the Gulf countries are going to join the war and various other thing. This is negotiation

and positioning.

Um, [clears throat] and so this is really confirmation of really the week three prediction in my mind. This is the settlement phase has

mind. This is the settlement phase has begun. Um, and there was actions based

begun. Um, and there was actions based upon market that extend the deadline.

And when you extend the deadline, you're buying more time to engage in more negotiations. Um, and then you have the

negotiations. Um, and then you have the theatrical transitions until eventually you're at the deal. And so,

so you could say in week four the hardest terms were revealed. And while

they may be far apart, you've got here's what US wants, here's what Iran wants.

Now something's going to happen likely in the middle. And whenever you put out a negotiation, you give. Now, what's

interesting is all the key terms for regional stability have already been factored into this equation as well. Um,

and so to me, this is proof that the framework is kind of playing out as predicted. the real deal structure um

predicted. the real deal structure um will be a known known in the end. But

effectively what I've always been predicting this will be is Iran gives up its uh regional military dominance

um and becomes you know a regional and integrated part of the region without proxies in uh foreign countries. And so

um you have the opening up there uh the end of the proxy wars um and integrations um economically you know with the removal of sanctions into both

the BRICS framework the GCC framework and in the west there's no America first interest so it's the financial industrial complex that Trump is negotiating for um and uh

[clears throat] they get to retain regime the reason this is important is because it's not the Syrian model. It's

not the Iraq model. It's not the forever war model. Um, and so you can't have

war model. Um, and so you can't have Iran and 90 million people go into a vacuum, regional instability,

uh, because there needs to be a regime that does not fall. Now, it will be one that's aligned with what China wants, more pragmatic. Um, but you need some

more pragmatic. Um, but you need some you need the the structure to remain. um

you know the supreme leader that signs off to the uh for the IRGC and they have to accept it and then the IRGC and the substructure with the reformist

government. Um but there may be civilian

government. Um but there may be civilian you know reformist government more control whatever it whatever it transitions to. It will be designed so

transitions to. It will be designed so that it holds and anybody that would not be on board um you know is uh is someone

that has either already been eliminated um or maybe there's more to go. I'm not

sure on the exact details of who I'm not privy to those conversation. Now on the US side um it reduces its military footpoint in the Middle East. though is

no longer doing the forever war model and it shifts to financial integration and so that is the banks and financial institutions that control the west um

the financial industrial complex uh they get concessions deals integration and compensation for no longer blowing up um

and uh holding down uh the Middle East as well on the Saudi GCC side will be the hedgeimon of the GCC Uh there'll be likely military

partnerships with Pakistan, um Turkey and Egypt. Turkey having a manufacturing base. Um Egypt having you

manufacturing base. Um Egypt having you know vast military um power um and Pakistan being a nuclear power. Uh

together you can have your internal regional um security agreements that are also backed up by a negotiation between

genuine military um and technical uh re uh you know um western contracts that are balanced by bricks contracts

with both China and Russia. I think

that's already been determined and that's why we're getting the blowing up of certain regions and contracts force majour so that everything can be re renegotiated at the end of this

you'll get Iran and the Gulf countries normalizing to a high degree again uh rifts within the Gulf countries NATO and various other things they'll

normalize again um you know and uh and basically uh consolidation of regional power based upon the power dynamics and what the region um and the external

powers have actually negotiated and agreed. Um what does the financial

agreed. Um what does the financial industrial complex get? Well, it uh because its military um won't be getting the profits of the forever war model. They need a new

region which I've always said will be Europe, Central and South America and internal civil unrest uh within America and Europe. Uh but they get to lock in

and Europe. Uh but they get to lock in energy agreements. They get to

energy agreements. They get to renegotiate energy agreements, trade agreements, new um new loans, new debt structures, new supply chains and all of

those 50 different commodities. There

would have been concessions and there probably would have been concessions from China to open up their markets into a multipolar world and allow some of

those western financial interests as the give and take um negotiation.

Um, Israel effectively moves from a military-industrial complex proxy to a financial industrial complex proxy. Um,

and also I think the FIK get significantly more influence over UAE.

um and UAE, Israel/India provide a bit of a competing financial industrial complex faction of power against bricks and GCC but also

integrated around regional stability, trade routes and deals and everything.

So the final end state that I believe and predict that will be coming from this is that Iran and GCC will normalize. You'll start to see that we

normalize. You'll start to see that we already started to see announcements from Qatar um and a deescalation narrative there. Um, Israel would be uh

narrative there. Um, Israel would be uh restructured economically, more privatization, uh more strategic acquisition, more

strategic dependencies that require it to get on with its neighbors. Um, and we will have a Palestinian state initiative. I think it would be very

initiative. I think it would be very technocratic. I think it would be very

technocratic. I think it would be very surveillance and police state, but it's the technical industrial complex and what they would like to beta test um around the world. But it will be

regionally controlled rather than um Israel controlled.

Um and then basically US retreats from military dominance in the region. Um and

the region becomes basically West Asia which is bricks aligned um and uh a multipolar system and uh the agreements are insured through financial

transactions with the private financial sector in the west. Um and I personally believe that this is what it was never a war all along. It was effectively a

restructuring exercise. Um and it had to

restructuring exercise. Um and it had to have a war cover in order to manage this transition and not have the regional instability that you get like the Arab

Springs when um you have uprisings. So

you have preservation of structure and leadership. Uh this isn't effectively

leadership. Uh this isn't effectively regime change. This is internal

regime change. This is internal pragmatism to adjust to a regional plan backed by China and bricks. Um and so as

a part of that uh a lot of the infrastructure does a it has a couple of goals. One, it puts a pause so that

goals. One, it puts a pause so that contracts can be negotiation uh negotiated and also you get returns from rebuilding but you rebuild in line with

the new trade routes of the new uh trade agreements. And so um this is what I

agreements. And so um this is what I think uh you know follows and what happens um and uh basically all of the

trade routes are reset that creates um a global reset as well that we all need to understand and I'll go through that as well.

I covered last week the global reset but I'll do a few more um recaps as well now that we can see what the markets are doing. Um and all proxy in um proxies

doing. Um and all proxy in um proxies are basically integrated into the state infrastructure. Um and uh the market

infrastructure. Um and uh the market shares are basically redistributed. It

is the global reset as I said. Um now

that the global reset means that the private sector interest of you will own nothing and be happy accelerates as a result of the crisis um that's going to

follow this. And as I said, um, we

follow this. And as I said, um, we haven't seen the full impact yet. And I

don't think, um, anyone's factored that into the equation, but all of these disasters always lead to more concentration of power, socializing of losses, and privatizing of gains. Um, so

what is the energy realignment? Let's

look at some of the key evidence of what we've seen during the last four weeks.

So um the first one of the very early things um after the the straight of Hammoo's closure is we had the Iran strikes on uh Raslutan

um and um what are the other ones?

Sorry, I'll get the names. Um Mislead uh these are the different LG infrastructure. Um this is basically

infrastructure. Um this is basically Qatar um liqufied natural gas. Those are

halted. Uh production comes to an end.

um and we enter into force majour and so immediately Qatar closes contracts with South Korea um with uh European nations with various other Asian countries um

and European gas prices surge above 50% they went up another 30% um and they are very unsustainable levels at the moment but at the same time I covered last week

as well um that there was the golden pass LNG um in investment and infrastructure structure that's receiving some of the new contracts at

the new prices negotiated under new terms as a result of the force majour and the contracts being closed those are

being done via Texas um and uh those um you know have started to commence now 70%

of golden pass is owned by Qatar Energy 30% is owned by Exxon and so all we've got here is essentially US already is the largest liqufied natural gas

exporter. That's why one of the main

exporter. That's why one of the main reasons why all of these relationships with the petro dollar changed because America started to compete and China was the importer and that fueled the

sovereign wealth funds and changed the dynamics of the petro dollar. Um but

Europe basically takes 68% of US LG. Now

uh before who benefits from that well not US as a nation US LG producer producer producers rather so some of

those are um and you've seen it in the the share price um Shenier and Venture Global um and Kada effectively shifts

its production geographically while it rebuilds under the new terms um that are going to happen right now And so Exxon Mobile benefits

um and it gets to look like this is about US protecting the petro dollar.

But anyway, um you get a US energy dominance narrative and you're seeing that circulate everywhere. America

believing that the neocons are taking over Iran oil price it in dollars taking over Venezuelan oil pricing it in dollars um and uh and basically locking

in Europe and basically the you know US dominance narrative when really this is handing over power because America pays the debt that goes on the civilians the

K-shaped economy persists the economy gets more unstable inflation becomes a or a bigger wealth transfer. Um the cost

of the debt goes up but the private transnational global interest receives all the benefits. So you're

socializing the losses and privatizing the gains through this. So the entity that um lost basically the supply in Qatar owns the re basically replacement

supply. Now it's a little bit different

supply. Now it's a little bit different because directly that went into Qatar sovereign wealth fund. Um but this time it goes via equity um and renegotiations

but effectively um all of this was done pre-conlict and so this was all positioning. Now you

can either take that as okay they were well prepared and well hedged or you can say that this has been part of a long-term agreement and what we're witnessing in this war is in fact part

of that agreement as well. Um so LNG contracts were all um signed before the strikes. Everything was set up and

strikes. Everything was set up and ready. Uh Venture Global um basically

ready. Uh Venture Global um basically [clears throat] um they already had um a deal set up. It

was with um let me get the name right.

Uh [clears throat] uh Traffigur Traffigure Trafigura deal.

Um and this is you know basically that was signed on March the 2nd. So when

there was delays in this, was it settling the final contracts uh beforehand? Uh most likely

beforehand? Uh most likely um uh there were uh Cheshire buyback transactions that happened. They were

announced all pre-war. You can look back at the transactions. Um and so capital had already been deployed. Capital was

ready for this. Um, and that required cooperation between those parties that knew this was going to happen. Um, and

are, I believe, managing this transition. Um, so all of this to me is

transition. Um, so all of this to me is positioning. Um, it's not like it's not

positioning. Um, it's not like it's not reaction to things getting out of control and things escalating. To me,

this looks like that this was agreement.

Okay, I want to go through a few infrastructure targeting patterns that I noticed as well um and started to look at some analysis that was out there. So,

if you notice most of the things that are being hit that's causing the price of oil to escalate, they're mainly old infrastructure. So, it's mainly centered

infrastructure. So, it's mainly centered around old routes, old infrastructure that had sometimes already been planned

to be rebuilt or moved or rescheduled.

And so, assets, some of the assets that are being hit right now were already scheduled for demolition. You know, we already had this with, if you look at 911, um Larry Silverstein took out the

terrorist insurance. Um he there was

terrorist insurance. Um he there was asbestous issues. it was going to cost

asbestous issues. it was going to cost more to bring down, you know, to fix the asbestous issues. Um, and so suddenly we

asbestous issues. Um, and so suddenly we have 911 that leads to the justification for the forever wars. Um, that ends the, you know, the different wars that were

already pre-negotiated. Patriot Act was

already pre-negotiated. Patriot Act was already agreed. Larry Silverstein gets

already agreed. Larry Silverstein gets the insurance transactions. Um, and

Americans are radicalized into believing that they're in an existential threat.

um when it was really the CIA, MSAD, and Saudi intelligence. Go to simonixon.com

Saudi intelligence. Go to simonixon.com and look at the blog uh from 911 to the White House. Um I've got a blog where I

White House. Um I've got a blog where I give some commentary on Ryan Dawson's 4-hour documentary where he goes through all the intelligence documents. um if

you haven't understood I think it's really worth understanding um the how 911 works so you can really assess whether these are conspiracy theories or

whether these there is actually these ways of managing economies so an example of this um one one of the things that was targeted is Saudi's old

airport the new airport had already been built so it was hedged um the Q80 old airport the new um airport was already under construction Um, so they get a little bit more of a

hit. Remember, Saudi is meant to be the

hit. Remember, Saudi is meant to be the global hedgeimon. UAE was the most

global hedgeimon. UAE was the most effective. QA has Q8 has under

effective. QA has Q8 has under construction. So, you're giving a head

construction. So, you're giving a head start and you're pushing out the order of who's going to be most impacted for how long, which economically redefineses

the GCC in line with whatever the relationship um had been agreed as well.

Um the Hifer refinery um was a planned relocation already. Um that's within

relocation already. Um that's within Israel.

Uh the Deona uh residential redevelopment um zone. Um that was already you know it wasn't catastrophic.

Uh but there was already new contracts and new movements that were happening there. Um, by the way, if you haven't

there. Um, by the way, if you haven't watched another one, I'd like to tell you just for interesting. Um, on my blog, you can find a blog on um how um

JFK was assassinated and Israel stole the bomb. Uh that's another documentary

the bomb. Uh that's another documentary that helps you understand uh these relationships really the foundation of the Jeffrey Epstein network in Ron Contra affair the mafia networks uh how

that relies to JFK's assassination and then the uh the bomb the new um bomb that ends up building the illegal

nuclear program in Israel as well. Um

that really was power to the deep state and military-industrial complex. So the

governments are subordinate to it as well. Uh but you can check that out. Um

well. Uh but you can check that out. Um

what wasn't hit? Well, very strategic ports won't weren't hit. Brand new

infrastructure wasn't really hit and so anything that was involved in the post era at the end of this war is not really

being targeted. Um you had, you know,

being targeted. Um you had, you know, key trade nodes basically in in the network in the supply chains. They're

not being hit yet. Now maybe they will be um but many of them you know were uh um you know many of the the

strategically important post uh you know peace routes they haven't been hit.

Um so I personally believe if you look into this there's a lot of evidence in my opinion that a lot of the demolition is under some kind of control cover. Um

so that it looks like a war but you're actually getting controlled demolition.

Um also the Iraq development road this is a um 100 is a 17 billion project is effectively 1,200 kilometer corridor

which bypasses the straight of Hermoose.

Um it was done with Chinese involvement.

Um and effectively it's a grand uh uh you know [clears throat] a grand 4 port uh port as well which has $4 billion of

annual potential. Um now this was

annual potential. Um now this was targeted slightly um and it's uh really delayed and it was originally delayed before it's

operational.

And so what does this do? it creates a strategic time um delay in the post construction um part of this and so I think there's type

you know those types of evidence that there was clearly negotiations between you know the financial industrial complex black rockck portfolio companies

and China um and I think that's why it's leading to this China meeting um and the trade war was already tariffs were just to reset the world order because China

had already won the trade war. And so

all of these negotiations, I believe, had happened in the previous Trump administration, the Biden administration into the current Trump administration.

Um, and Trump has the MAGA narrative as the world order is being reset.

Um, but anyway, this uh removes temporarily China aligned alternative trade routes. Um and those were you know

trade routes. Um and those were you know delayed that caused the global reset as well.

[clears throat] Okay.

Whenever you look at um Iran's strategy uh they've always been given evacuation warnings. So most of the time you know

warnings. So most of the time you know this is uh you know anytime they strike there's been warnings to make sure people evacuate. So to me that's kind of

people evacuate. So to me that's kind of targeting infrastructure. You could make

targeting infrastructure. You could make an argument that that's because you know they care about not having civilian casualties. Um they care about not

casualties. Um they care about not having deaths and various other things.

So they're either engaging with ethical war conflict or they're actually, you know, giving letting people know that the buildings should be emptied uh when

they target them.

Um and I think there's collaborated escalation.

Um so I think it's pressure uh without um basically rupturing the whole thing.

Um now I do believe that sometimes it gets out of control. Personally I

believe that um somebody did the uh tried to take the plan off rail by targeting the Iranian school children on

the first day uh which was absolutely horrific and tragic. uh the you know it was a girl school

185 deaths I think aged 6 to 12 um and uh many of those people were allegedly it was put out there I don't know if this is true but the daughters of some

of the um some of the people uh within the key IRGC positions um I'm not sure the extent of that we'll find out in the post analysis um but that's what some of

the things that we're going through So to me this is um they've agreed that they will do a proxy transformation. So

I believe Hezbollah is being utilized to strategically weaken Israel and turn it into a vassel state that will have its regime change into a GCC integrated

version of Israel financial industrial complex aligned rather than make forever war aligned. Um and then they um Iran is

war aligned. Um and then they um Iran is effectively agreeing that Hezbollah uh will be integrated and then you're getting the final Lebanon um tragedy at

the moment um that you're seeing there.

I think you'll see the same with Houthis and I think you'll see with Iraqi militias and I think as part of the Palestinian resolution um you'll get an

integration with Hamas and that infrastructure So effectively it's not eliminated its integration into the straight the state framework.

Um this effectively removes the investment that Iran made. Um and uh and basically in exchange it gets rid of the sanctioned risk. So if you're trying to

sanctioned risk. So if you're trying to invest in regional stability, you're going to be investing in Iran, you're going to be investing in Syria, you know, you're going to be investing in the the new vision of the region. you

can't have mi, you know, reconstruction that's going to then lead to missiles being uh thrown over. And so that's why we're at that phase. The resistance has

achieved its goal. um the dynamics of the region with the GCC negotiating financially and co-opting the financial

industrial complex with Iran resisting um and then culminating in the being backed by bricks and China um and

everybody being dependent upon China means that America needs China for its military-industrial complex and its exports. The Gulf countries need it for

exports. The Gulf countries need it for its funding and um and China needs it for its energy. Uh same with Iran. Um

and uh same with the rest of the region as well. So uh through this mechanism,

as well. So uh through this mechanism, you've ended up in what I think is leading towards the final act. Let me

call it maybe next week we'll call it the Hollywood phase. Um I don't know how long this is going to go on for because there's been conflicting um

announcements. So what we had is that

announcements. So what we had is that there was a 48h hour escalation cycle announced by Trump that crucified

markets over the weekend last weekend.

Now that was time for when the futures market closed to when the futures market opened. Um and that was an automatum.

opened. Um and that was an automatum.

We're going to be char targeting energy infrastructure.

uh as soon as the markets blew out um that was wart back and then Trump announced a fiveday extension then we had the back and forth. Now we enter

into the final stage of the market and the the yields are blowing out again.

Inflation's becoming a bigger and bigger problem. Uh the price of oil is still

problem. Uh the price of oil is still sustainably high. Um and we had

sustainably high. Um and we had announcement that there will be a 10day pause um until April the 6th. And so

this has been continually um delayed and that's because the negotiations are in that phase I think.

Now what did we get as a narrative leading into this weekend and this always happens when market closure um so we had an escalation narrative um that

said that within the next 10 days it said US is considering that it will have 10,000 plus troops within Iran. Now, if

you want to do a ground invasion, all of the war credible war games said you need at least 600,000 troops. So if you're doing just 10,000 plus troops, that to

me implies that whatever has been negotiated around the straight of Hermoose in terms of the security infrastructure, whatever has been agreed in terms of the

Hollywood movie, in terms of which island gets taken over and what reactions need to happen to get the narrative that's needed. Um,

that's all this can be cuz 10,000 plus people means that if you take over an island, then you expose it, you increase the price of oil by depleting some of

that infrastructure. Iran has more

that infrastructure. Iran has more expensive alternative routes. Um, but

that only makes everything worse in terms of the global reset and the impact on financial markets. Um and so that could either be met with an escalation cycle where Iran takes out a lot of

those troops because they can they have the capability. You know the sources are

the capability. You know the sources are saying that only about you know a small amount of the infrastructure has been taken out because everything's underground. America can't take out uh

underground. America can't take out uh all of this underground infrastructure.

Um but it's all pointing towards the a narrative of ground invasion.

um and um you know the few scenarios that it could have. I personally believe this will be leading towards a close and the final blow. Um the options of what

could happen um is that you could have um Iran basically they've said that if this happens they will react by mobilizing 1 million troops.

So, if you're an invading country and you've only got 10,000 and Iran has 1 million mobilized, um, then this is just to me escalation

theater before the settlement phase. Um,

and so to me, I think we'll be covering next week's episode, Iran War, week five, um, the Hollywood movie. Um, this

is what happened during the 12-day war.

The B2 bomber comes along. You say that you took out the Iran nuclear program.

You get the movie, you bring it back home, and everyone's saying, "Yeah, we kick ass. We've taken out the Iran

kick ass. We've taken out the Iran nuclear program," which clearly it hasn't because they're negotiating around it. [clears throat] Um, but we're

around it. [clears throat] Um, but we're going to get significant volatility.

Now, the narrative is that this may take 10 days. So, we may have week five and

10 days. So, we may have week five and week six here, um, where we'll be dealing with it. But the markets are blowing out already. uh the the bond market is severely stressed and I've

been covering this on all my daily updates as well.

Um the problem is is that the 10-year yield, 20-year yield, and 30-year yield have to remain lower in order to not

blow up the mortgage markets, not blow up the AI trade, which is severely impacted by uh the supply shock and the energy shock as well.

um and uh not blow up the private credit markets um and not end in a doom loop that leads to massive inflation and then demand destruction and a global recession,

which I believe is already going to happen. But the higher the price of

happen. But the higher the price of those yields, the higher the auctions get, the more America needs to pay for its debt. It's got to refinance5

its debt. It's got to refinance5 trillion dollars of debt on a rolling basis.

um and the the the higher those yields, the more they have to pay. You've also

created an issue at the Fed because if you've created inflation from this war, then there's no justification for decreasing the short-term interest rates

as well. And so that is creating a

as well. And so that is creating a potential doom loop um which can lead to lots of merger and acquisition activity

global reset a concentration of power into the large multinational financial institutions a big print that socialize the losses and privatize the gains and

makes America Europe and the west fully and even more vassal states of private multinational transnational capital. So

if you remember the last time this happened was during the tariffs. The

tariffs were paused. So you had April the 2nd dollar liberation day. I said

the effect of that is it will drive everyone towards bricks and China. Uh

the financial industrial complex will have massive M&A because the countries that are export dependent um will effectively go bankrupt as a result of the decrease in trade and they'll be

acquired. And then also the American

acquired. And then also the American small business will pay the tax because America is a net importer. So it's a tax on the American small business. And if

they don't have the margins, you'll get M&A activity which concentrates power upwards. And so once the bond market

upwards. And so once the bond market recognized that uh the yield on the 10-year Treasury, which determines the price of mortgages and pushes it above

6% 7%. Uh he had to reverse on that

6% 7%. Uh he had to reverse on that policy once the yield hit 4.6%. 6%. Uh

we also had um moments of stress as well after that. Um and that's when the

after that. Um and that's when the Treasury intervened by doing mortgage buying and that was whence the 10-year yield hit 4.3%. They wanted it below 4%.

Um and these are major major shifts in terms of um that we're now getting strike delays. Um when the yield hit

strike delays. Um when the yield hit 4.45%.

Um and that's what led to okay, we're not doing the 48 hour, we're going to do a 5day pause. Um but the bond market is effectively the real um constraint on

this. And so after the the this

this. And so after the the this basically 10day phase, um the after that was announced, the

10-year note is now up at 4.47%.

That's almost 4 a.5%. the the the taco trade uh with the tariffs was 4.6%.

So now at 4.47% it's been ripping up and that pushes mortgages rates um to a basically a fresh seven month high. Uh

which means you're going to have stress in the mortgage market. Stress in the mortgage market means stress in the banking market. Stress in the banking

banking market. Stress in the banking market means stress in the private credit market. Stress in the private

credit market. Stress in the private credit market means stress in the AI and growth and reconstruction and stress from receiving funds from foreign direct

investment. Um and so this creates an

investment. Um and so this creates an inflationary cycle and guaranteed global recession.

[clears throat] Um now remember Trump also regime changed the Fed because we were meant to be getting interest rate cuts. um instead that looks like it's it

cuts. um instead that looks like it's it can only go up uh because the labor market is still weak. And so you've got a weak labor market um in terms of

unemployment, more and more unemployment. Um you've got inflation

unemployment. Um you've got inflation that will now be guaranteed increasing and you're getting lower lower growth rates uh based upon this supply shock.

All that points towards stagflation with rising unemployment. And if you get two

rising unemployment. And if you get two quarters of negative growth, you got a recession. Um, and the longer this goes

recession. Um, and the longer this goes on for, it could be a major major, you know, weakness. Um, if the straight is

know, weakness. Um, if the straight is not opened within a reasonable time frame. That means now um the inflation

frame. That means now um the inflation expectations have basically just become even bigger. The so that means you can't

even bigger. The so that means you can't cut rates. You can only increase rates.

cut rates. You can only increase rates.

That creates a a real problematic strategy. The straight has to open. The

strategy. The straight has to open. The

dollar needs to be weakened. Fiscal

dominance needs to happen. A big print needs to happen. Rates need to come down. The price of oil needs to come

down. The price of oil needs to come down or we enter into catastrophic phase similar to the global financial crisis.

But structurally, all the countries that can't receive their oil are going to be in dire situations across Asia, across Europe.

America has its oil, but it relies upon these trade partners. It relies upon the Euro dollar, petro dollar, Japan carry trade. Japan can't get its oil. That

trade. Japan can't get its oil. That

breaks the Japan carry trade, breaks Euro trade, breaks petro dollar. Um, and

it becomes an even bigger problem um than just the labor market, unemployment, inflation, lower growth.

Uh, that's stagflation. Um, and there's no stopping that at this stage the longer the straight is closed. And the

bond market knows that. So this is objectively um unsustainable.

There's nothing sustainable. And what

happens during unsustainable? You get

concentration of wealth, concentration of power, socialization of losses, and privatization of gains. In fact, just to show you and highlight this to you, um I

created an AI video uh based upon some of the research that Infronomics has done. Um I'm going to play that to you

done. Um I'm going to play that to you right now. The key problem is you can

right now. The key problem is you can print dollars but you can't print oil.

So let's go through a quick summary of some of the scenarios as a result of what can happen here and the severe impact that we've got in the year ahead and the two years ahead. So let's play

the video now.

A global economic depression is now a mathematical probability. This outcome

mathematical probability. This outcome is driven by the physical pressure of energy supply, not monetary policy.

During the second quarter of 2020, the global economy came to a screeching halt as oil demand fell by 23 million barrels per day. In the United States, that

per day. In the United States, that reduction in energy consumption correlated with a 32% annualized contraction in GDP. The current crisis

is the mirror image of 2020. We are

moving from a negative demand shock where people stopped buying into a negative supply shock where physical access to the market is being severed at key maritime gates. In the straight of

Hormuz, outbound traffic has dropped 97%.

This single choke point effectively removes 20 million barrels of daily supply from the global market. Strategic

reserves offer a limited buffer because of flow rate constraints. The physics of extraction simply cannot replace a 20 million barrel deficit. As a result, the global economy must shrink until it

reaches a point of equilibrium with the remaining available energy. This

economic contraction is unavoidable due to energy inelasticity.

Most modern logistical systems and consumer functions require a rigid baseline amount of oil to operate. When

that baseline is threatened, prices must rise to a level high enough to force entire industries to stop functioning.

During the lockdowns, governments attempted to replace lost consumer activity by printing trillions of dollars and distributing them directly to households. That tool is useless

to households. That tool is useless against a physical shortage. While banks

create currency in an afternoon, they cannot print physical oil molecules to replace missing supply. Without new

supply, oil prices will rise exponentially toward $250 a barrel. This

continues until the cost of fuel becomes so high that it destroys demand by making it too expensive for businesses to produce goods or for consumers to buy them. This mechanical reduction in

them. This mechanical reduction in activity forces the economy to shrink until it aligns with the actual energy available on the market. Extreme energy

costs create a severe drain on the financial systems of energy importing regions like Europe and Asia. Because

global oil is priced in dollars, these nations must find immediate ways to pay their surging energy bills. To raise

these dollars, foreign nations begin mass liquidations of their US Treasury holdings, turning their reserves into the cash needed for oil imports. This

selling drives up US interest rates and strengthens the US dollar. Because a

stronger dollar makes oil even more expensive for foreign buyers, it forces them to sell more treasuries to keep up, creating an accelerating loop of asset liquidation. To raise cash, these

liquidation. To raise cash, these foreign entities also sell US stocks.

This liquidation puts downward pressure on the equities owned by the top 10% of income earners who hold 93% of US household stock exposure. Since this

single demographic accounts for roughly half of all US consumer spending, the loss of their perceived wealth removes the largest driver of domestic growth.

While an absolute depression assumes a persistent geopolitical closure, the underlying math indicates that an unresolvable physical energy shock

creates a cascading failure across the entire US financial system.

Okay, so I hope you understand that even if we get the straight open today, we're still going to have a crazy year and two years. But right now, we're at oil price

years. But right now, we're at oil price management as well as bond yield management as well. So in order to prevent oil going to the catastrophic

phase of that $200, $160 or above, um what have they used so far? They've

basically used sanction relief on Russia and Iran which I believe is moving towards that agreement. Um now it is temporary um but it normalizes that that

was the type of deal but so far that maintains the oil. So we got two prices that everyone's looking at. Brent crude

oil which is the global oil price. Uh

there was a man oil which was significantly higher that has come back down again. Um and uh then you have WTI

down again. Um and uh then you have WTI the cost of a barrel within America within the American economy. Now that

105 to 115 to 150 Aman 150 uh Brent crude oil 115 uh WTI 105 those are the ceilings at which massive extreme

measures uh need to happen which can only lead to the announcement of a deal.

Sharpish.

Now, if there's more goals to be achieved, more destruction to be done, more um changes need to be made, the worse and worse the markets are going to be getting in, which means the more and

more concentration of wealth and power as a result.

[clears throat] Um so, uh you know, this is comparable to

the 2008 financial crisis, but a different version. It's not a credit,

different version. It's not a credit, you know, it's not a credit crisis. Um,

it is a supply shock. Last time we saw this was 1973 which led to severe stagflation.

Um, inflation is guaranteed right now.

This has been a shift. Um, this is not theoretical. Um, this is at a critical

theoretical. Um, this is at a critical stage right now. So the US inflation forecast um was inflation is meant to be at 2%.

The latest inflation data in terms of forecasts, which may be more conservative, is that it's 4.2%. Which

is the highest in the G7 right now.

Inflation in America is higher than across the G7.

Now, at the same time, there was a revision in GDP. So, the new revision for GDP is 2% in 2026.

That's a problem. that is already below the average cost of the debt which is 3.3% on average right now. So if you take all the US national debt the

average is 3.3%.

If you have growth at 2% and inflation at 4.6% that already is completely unsustainable.

And if the cost of your debt 3.3% is going up because short-term yields are going up to dampen inflation

and bond holders are pushing the 10 year, 20 year and 30-year Treasury. This

already can be a doom leap. This can be critical only solved by a big print yield control um and the Federal Reserve printing an incredible you know amount

of money which is transfer of wealth socializing losses privatizing gains.

It's also forecasted um at the moment by OECD that US growth will be 1.7% in 2027. So this isn't just one year, this

2027. So this isn't just one year, this is two years and the second year is being forecasted as um lower growth as well. So that is a global growth

well. So that is a global growth slowdown.

Um and uh the G20 inflation right now has uh basically um reversed upwards. It

was coming down and although the European Central Bank held rates and the Bank of England held rates, it looks like they're going to have to be increased. This is at a time when growth

increased. This is at a time when growth is in really bad and you got the supply shock and you've got the inflation and so the Euro zone growth is estimated to

be below a percent 0.8% in 2026.

Um rate hikes are back on the table significantly. Most people believe that

significantly. Most people believe that it will be rate hikes um rather than uh rate cuts. Um and uh this

rate cuts. Um and uh this [clears throat] is basically the fastest macro shift we have seen since co

And co also was the as covered in the video an environment when we can see what happens when the demand for oil reduces. This is what happens when you

reduces. This is what happens when you have a supply shock. And so the market signals that we've seen so far I don't think have factored in the severity of

the situation. The S&P 500 the US stock

the situation. The S&P 500 the US stock market is gone has had about $3.5 trillion wiped off so far. uh oil prices are elevated to those key levels that I

talked about and bond yields are all rising. That is the wrong direction for

rising. That is the wrong direction for everything. Uh markets are effectively

everything. Uh markets are effectively becoming numb to the headlines. So

Trump's taco trade is not working significantly right now. The only thing that calmed it um was the belief that the straight is going to open based upon

a deal being announced um or uh that um there's sanction relief um and we've already started to go through the strategic petroleum reserves as

well. Um so basically this pricing is

well. Um so basically this pricing is managing this controlled transition.

um and uh we haven't seen a fleet to gold yet. Now, that is what makes me

gold yet. Now, that is what makes me think that they understand there will be a shorterterm resolution even though we're going to have this global energy crisis.

But the fact that it's not fleeing to gold, it means that it's fleeing to cash. And if it's fleeing to cash,

cash. And if it's fleeing to cash, that's why the dollar is strengthening because it's buying US debt in belief that it will be able to

purchase some of these more distressed acquisitions as part of this global reset from those in the note. But we are already seeing the severe stress in

countries where there's mergers and acquisitions just like the tariff um had an impact. Um, Philippines, we've

an impact. Um, Philippines, we've already got a national oil um energy emergency. Um, 98% imp um import

emergency. Um, 98% imp um import dependency within the Philippines that can only go to Russia um or you know alternative routes as well, but they've

already described a national emergency.

Um fuel prices are up uh 100% in these regions. um that can only be solved by

regions. um that can only be solved by Belt and Road initiative, rebuilding infrastructure um and Russia plugging some of the gap

um or some of that consolidation in this multipolar world. So the more distress

multipolar world. So the more distress those Asian countries get, the more belt and road initiative, the more strengthening of China, but China will obviously be impacted by the fact that

it will be exporting less um as well. Um

but they have ginormous trade surpluses and reserves as well. Um as well as strategic petroleum reserves.

Um but those run out if this went on for more than 3 months which as the markets say is just not possible. Um Europe has now become a complete LNG dependency upon the US. So that's the western

hemisphere. Um and uh storage is

hemisphere. Um and uh storage is currently in across Europe uh storage of energy is about 30% normal is 54%. So

they're depleting their reserves, renegotiating contracts um and prices have effectively doubled. So these are going to be the worst type of terms in the most desperate situation uh when

we're uh when Europe and UK are going into um a potential stagflationary environment with low growth as well um and bad unemployment as well. Um, you'd

expect that to hit the real estate markets and property market corrections.

[clears throat] Um, but remember in Europe they already had been cut off of their as much Russian LNG there were covert mechanisms and funding it via India. Um, and now Qatar

is offline. So they're hooklined and

is offline. So they're hooklined and sinkered um forced dependency um shift into new USG US um LG exports. Then

we've also got the wealth transfer mechanism which is positioning and it is going to happen already. Um and so if you think about this we're getting the repeats of what we saw global financial

crisis 2008 socializing of losses privatization against who were the net winner. Black Rockck ended up with that

winner. Black Rockck ended up with that vast ETF structure JP Morgan ended up getting bailout money Goldman Sachs was reclassified as a retail bank uh so that it could get the additional money that

it's needed. Um and the US taxpayer paid

it's needed. Um and the US taxpayer paid for it. Massive concentration. Uh the

for it. Massive concentration. Uh the

Fed started using Aladdin Black Rocks technology. The Treasury started using

technology. The Treasury started using it during COVID in 2020. What happened

during COVID? In 2022 20 mass shock down lockdowns uh technical industrial complex uh supply chains based upon large multinational transnational

corporations mass bankruptcies of small business massive concentration ginormous wealth transfer. Um those that went into

wealth transfer. Um those that went into debt, ginormous bankruptcies. Um and so [clears throat] um you end up with debt increasing, technical dependency

increasing. Um and then you do stimulus

increasing. Um and then you do stimulus checks which effectively support the market. Um but uh those that are deep in

market. Um but uh those that are deep in debt, they just pay off some of their bank debt that goes into um you know refinancing their debt or they put it in

financial markets um if they've got surplus. Um and the only way to survive

surplus. Um and the only way to survive is to put it in financial markets. So

you get massive concentration. uh 2022

Ukraine war, we saw massive oil price shock that led to inflation. Fed said

inflation transitory. They didn't react.

They reacted so fast that the bonds went from 0% to a high yield environment that broke Silicon Valley Bank. That led to a

new um you know uh a new um FDIC takeover of various banks um and then massive money printing as a result of all of them. 2026 the Iran war and the

closure of the straight of a moose the result will be exactly the same we are going to have inflation we're going to have um asset concentration

um we're going to have um you know private equity distress acquisition um removal of more privatization

less state power debt dependency more debt expansion complete concentration of wealth into the hands of a fewer and fewer people. Those who own the assets

fewer people. Those who own the assets win if they've got the right assets and those with the debt become the product um and become the dependencies. It is a

road to surfom um as it were. It is the 1984 Orwellian nightmare. And what is it leading to? It's leading back to what I

leading to? It's leading back to what I called in week four the foundation of the build back better phase. And that is the next predictions. Um there is already an energy crisis which leads to

a policy response which leads to demand reduction from energy which means that people choose between heating and heating. Their expenses go up. They have

heating. Their expenses go up. They have

to give more and more on the basics.

This leads to behavioral changes. You

stop driving. Um you work from home. You

get more dependency upon technology. Um

you start um and then eventually that leads to reduced consumption. Um and

reduce consumption means that you get these energy association um whatever it's called um style types of measures where you get just like during COVID you had the World Health

Organization setting the global narrative as written by policy and NOS's from World Economic Forum for the very same transnational global institutions that benefit from it. So, they're going

to be telling you do less travel, do less driving, lower energy usage, lower consumption, and that leads to the global reset. Um, that is inevitable,

global reset. Um, that is inevitable, predictable, and guaranteed from here, even if the straight gets open today.

And so the escalation path that I see it that I think we're going to be going through is energy reduction, uh demand reduction, um and then that's going to

um behavioral control. Who does that benefit? The technical industrial

benefit? The technical industrial complex. So we're going to have digital

complex. So we're going to have digital enforcement. Uh we're going to have the

enforcement. Uh we're going to have the accelerating of the control layer. Any

civil unrest will lead to pre-rime arrests. um social credit scores,

arrests. um social credit scores, digital IDs, um carbon tracking, um tokenized consumption, uh programmable money, stable coins, central bank

digital currencies, um you know, an acceleration of programmable energy usage, tokenization.

We already got the Genius Act. There was

delays around um the Clarity Act because uh the banks want to be able to pay the yield. There's a bit of a debate going

yield. There's a bit of a debate going on there, but the mass creation or moving forward of surveillance systems just like 9/11 already had Patriot Act.

We've already got Clarity Act. We've got

the big beautiful bill. We've got

massive uh bailouts and sty checks for the military-industrial complex. Another

$200 billion um you know a banks pushing pressure on Clarity Act. So there's stable coins um

Clarity Act. So there's stable coins um and a transition from basically a war economy to a massive pump in the market by

crashing the price of oil, getting those yields down into a control grid. Um and

then that inflation recycle and demand destruction that we said. So we now have new deadlines and I said every day this goes on for the more severe that impact

will be. And so the deadlines that we

will be. And so the deadlines that we have is that I always said this has to be over by the time and is leading up to the Xi Jinping and Trump a China summit

meeting. It was announced and Trump

meeting. It was announced and Trump announced it on Truth Social, but it's no longer happening in April which was just around the corner a couple of weeks away. It's now been delayed for May 14th

away. It's now been delayed for May 14th and 15th. I think the fact that it's

and 15th. I think the fact that it's been announced is very positive rather than cancelled. um which plays into my

than cancelled. um which plays into my belief that this is what it's leading to. Um but it's moved from April meaning

to. Um but it's moved from April meaning that we're going to have more severe impact um rather than um es and we've got more negotiations um and more things

to follow. So I think we're going to be

to follow. So I think we're going to be doing a few more um weeks here um but um it's not finalized yet. And so

what I thought would be a 12-day war uh probably is going to end up being a two-month war. And the impacts is going

two-month war. And the impacts is going to be huge. He's going to have to come up with tools to calm the bond market, calm oil prices. Already they've done

sanctions already. They've done the taco

sanctions already. They've done the taco trade. Um so what else is there? Uh well

trade. Um so what else is there? Uh well

um the more severe that gets, the more radical action and then the more concessions um that can be set for these final negotiations to apply pressure.

But it sets a time frame for the settlement. Um and really the final

settlement. Um and really the final synthesis of everything is that this was never about nuclear weapons. being two

weeks away was a cartoon character for strategic tension in Operation Gladadio in order to justify the forever war model uh between the strategic tension

between Iran and Israel to prop up the pro dollar, profit from war um and uh effectively it relied upon America being a global hedgeimon and Israel being an

outpost for the military industrial complex. Now China's put up against

complex. Now China's put up against that. That doesn't exist. We've reset

that. That doesn't exist. We've reset

the world order. It's been negotiated and Trump is here to execute it. It's

not about um a territorial patriotic nationalistic vi victory. It's not about um saving Iranians because America cares

about overthrowing the you know brutal regime. The IRGC I think is still going

regime. The IRGC I think is still going to be there. It is all about energy routes. It's all about renegotiating

routes. It's all about renegotiating contracts, force majour, capital flows, uh new system control grids, um and a

global reset. And the infrastructure is

global reset. And the infrastructure is being destroyed so that the old world order can go down with that infrastructure and it will be rebuilt

better in the typical cycle of use the military to destroy, use uh profit from that, use the finance to rebuild the build back better phase and then build

out the technical control grids. Um so

the rebuild will be in line with the multipolar world order that regional and global powers have agreed and this is the the the managed transition. Um the

structure will be that I believe the east will build a chunk of the infrastructure. Uh the financial

infrastructure. Uh the financial industrial complex they'll have to bribe the fick into a regional stability where it's worth it for them. uh the west will

probably provide a lot of the innovation, the AI, the data centers, uh the semiconductor chips, the various software um and effectively the Middle

East um will become the central hub between the BRICS model led by China um and America as a regional power and effectively the word Middle East which

was a colonial term from London looking eastwards and saying that's the middle of the world we cannot allow them to unify because it's too problematic. It

will become what they always feared, West Asia. And so what will they do?

West Asia. And so what will they do?

They'll asset strip the West. Um and

they'll look to profit from new growth opportunities in the global south in West Asia. Um and uh they'll manage a

West Asia. Um and uh they'll manage a transition of the decline of the dollar in a managed way, not dramatical.

um you know so that uh they can hedge their bets asset strip and utilize all of their assets in America to negotiate with the new growth countries transition

before it becomes the end of a debt cycle um and do it while you still have the strength to be able to do it and that's what I believe transnational

capital is doing and I believe my current forecast is that the war will have ended before the China summit and it needs to happen sooner. Um, and so

we'll be driving towards that deadline.

Um, the financial reset is underway. The

global reset, there's nothing stops this train from here. You need to be prepared. I'm accumulating fixed assets

prepared. I'm accumulating fixed assets in a multipolar world. Bitcoin in

self-custody gold um, that are neutral assets into this weakness with a long-term plan. This

isn't about trading. You'll never

outrade the market. you'll get wrecked.

Don't use leverage. Um, this is the time to accumulate into weakness. Um, you

won't know when the bottom is, you won't know when the top is. So, all I do is own more hard assets this month than last month. Uh, boycott the system

last month. Uh, boycott the system wherever you can. Don't lever up. Don't

become a degenerate trader. Uh, don't

borrow from the banks. Don't use your Bitcoin as collateral if you can't. I

know reality kicks in, but boycott the system. Boycott the Fed by owning

system. Boycott the Fed by owning Bitcoin and self-custody. Boycott Black

Rockck by not owning it um through an ETF. Boycott the banks by not giving it

ETF. Boycott the banks by not giving it to them as collateral and borrowing against it. Uh boycott the global

against it. Uh boycott the global multinational institutions by spending local. Um boycott the supply chain

local. Um boycott the supply chain issues by supporting your local farmers.

um spreading money around your community and boycott the scops by being strong, by being healthy, um by staying up to date with information, not getting

analysis paralysis, not moving towards too much perfectionism. Um but just try and get better every day. Um use the technology that we have to use in order

to be productive. Um but mine it get as much fear as you can convert that to hard assets and start working on your sovereign strategies. Focus on yourself,

sovereign strategies. Focus on yourself, your family, your community. Um once you know the direction, get to execution. Um

the control phase is the next phase and you need wealth, you need self- sovereign, um you need self-custody, you need to run your own nodes. Don't get

overwhelmed. you need to move towards this uh uh you know bit by bit but the energy crisis will justify the world

economic forum agendas whether they created this manufactured it you don't have to believe that I believe that it's manufactured but you do have to know that they will weaponize it once it

happens anyway um that will lead to restrictions that will lead to tracking that will lead to um reduced ownership um they'll start making housing unaf

affordable um so that you end up with a Tesla home where they can lock your house. You'll end up with, you know,

house. You'll end up with, you know, self-driving cars that are going to be your taxi, so you'll be renting.

Everything's moving towards subscription service, universal basic incomes.

Um and you need to be able to fight back with sovereign power and that's what you need to work on. Um you either believe this is the crisis that's being weaponized, um or you believe it's

engineered. And I believe I can follow

engineered. And I believe I can follow the money, see what they're up to. Um,

get people ahead. They think it's conspiracy theories. Call me whatever

conspiracy theories. Call me whatever you want, but I know that they want you to own nothing and be happy. And I'm

here to try and get you ahead. And even

if I'm a crazy crackbot, however you see it, um, even if these things, you know, are happening or don't happen, you'll be more prepared on the other side about it. But I think it's obvious right now.

it. But I think it's obvious right now.

Um, if this isn't about, you know, countries, there's no America first here, there's no Europe first, there's no Britain first, there's no EU first.

Um, this is about complete subordination and vasilization and sovereign countries, sovereign companies, sovereign individuals. You need to be a

sovereign individuals. You need to be a sovereign individuals. It's about system

sovereign individuals. It's about system of power. Um, we need to basically go um

of power. Um, we need to basically go um a little bit deeper into this as well.

And so what