Comments by Andy (@andyloketh) - Proof of Brain

Andy

about 13 hours ago

RE: LeoThread 2026-04-05 18-48 CEOs' TV remarks can be dismissed; SEC-required filings cannot. Banks are fearful of credit defaults, collapsing trade finance, and the global credit system seizing up

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about 13 hours ago

RE: LeoThread 2026-04-05 18-48 But what happens when the government itself causes the crisis? Trump's tariffs. The Iran conflict. A possible Strait of Hormuz closure. These are policy decisions

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about 13 hours ago

RE: LeoThread 2026-04-05 18-48 The AI boom depends on a supply chain running through Taiwan, China, and the Strait of Hormuz Historically, when US companies face a black swan event, governments step in to rescue them

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about 13 hours ago

RE: LeoThread 2026-04-05 18-48 Morgan Stanley mentions "massive geopolitical risk" 221 times. Citigroup totals 269 mentions. Bank of America has 102. Chevron records 188 oil-related mentions. NVDA lists "sanctions" 50 times alone.

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about 13 hours ago

RE: LeoThread 2026-04-05 18-48 An analysis of fifty S&P 500 10‑Ks reveals striking patterns The filings were checked for eight risk themes: tariffs, war, geopolitical risk, oil/energy, sanctions, supply…

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29 days ago

RE: LeoThread 2026-03-09 06-05 It's the same script from 2022: Russia's invasion pushed oil up, inflation followed, and the Fed raised rates 11 times. Six months from now, headlines will have moved on to the next crisis

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29 days ago

RE: LeoThread 2026-03-09 06-05 If the Strait remains closed, oil tops $100. Oil topping $100 drives inflation higher. As inflation rises, the Fed freezes rate cuts.

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29 days ago

RE: LeoThread 2026-03-09 06-05 In 1973 oil prices quadrupled. In 1990 oil jumped 70% overnight. With the Strait of Hormuz closed, 20% of the world’s oil supply is stuck.

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