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But we saved everything 🙂.
Luke Gromen, industry influencer, draws attention to the role of Cayman Island hedge funds as the absorbers of U.S. Treasury securities when other buyers are scarce.
Gromen also raises the question of whether a transaction-level audit of the Federal Reserve would be feasible, highlighting concerns about transparency in U.S. financial operations.
Chris Martenson has previously highlighted concerns about energy markets, projecting that oil could rise above $200 a barrel within six months due to U.S. tensions with Iran in $200 oil could appear inexpensive within six months. In a separate note, Art Berman referenced Goldman Sachs analysis indicating a potential 1,631 million barrel oil supply shortfall in Art Berman: Goldman Sachs analysis shows 1631 million barrel shortfall risk. Both commentators have raised supply-side risks in recent months.