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Seeds of Wisdom RV and Economics Updates Friday Morning 10-31-25
Good Morning Dinar Recaps,
How the Trump–Xi APEC Truce Rewires Trade — and What It Means for the Global Financial Reset
One-year pauses on rare-earth curbs and export restrictions, tariff roll-backs, and resumed commodity purchases soothe markets — but don’t erase structural rivalry.
A tactical detente at APEC has eased immediate market stress, but the deeper re-wiring of global finance and alliances is only accelerated — not reversed.
Stagflation Is Back—And the Fed Is Asleep at the Wheel
Stagflation Is Back—And the Fed Is Asleep at the Wheel
Notes From the Field By James Hickman (Simon Black) October 29, 2025
Protestant firebrand and political activist Hugh Latimer must have known he was risking his life when he stepped into the pulpit at St. Paul’s Cross on January 12, 1549. His sermon that Sunday morning was hardly religious in nature. Rather, Latimer publicly expressed the view-- the deep, deep frustration-- that nearly all Englishmen were feeling at the time, but everyone was too afraid to say out loud.
Inflation was killing them. And it was the government’s fault.
Podcast: Is it War? On Rumors That China Just Took Out Two US Military Aircraft
Podcast: Is it War? On Rumors That China Just Took Out Two US Military Aircraft
Notes From the Field By James Hickman (Simon Black) October 28, 2025
There was a popular legend from medieval Venice about an impoverished orphan from the island of Torcello. The boy came to Venice at a young age, found a job, and worked tirelessly and energetically-- enough to impress some of the city’s wealthy patricians.
Eventually the boy-- now a young man-- had built up enough credibility that some local noblemen entered into a commenda contract with him, i.e. a sort of proto-limited partnership. The idea was that the investors would finance a trade voyage (and stay comfortably at home in Venice), while the young man would risk life and limb on the high seas.
Seeds of Wisdom RV and Economics Updates Thursday Evening 10-30-25
Good Evening Dinar Recaps,
Cross-Border Payments & Modernisation — Real-time, Intelligent, Interoperable
Why payments infrastructure is finally becoming the plumbing of the new global reset
Overview
Cross-border payments are undergoing a deep transformation — from slow, opaque, siloed rails to near-instant, high-visibility, smart networks. This change is not just about convenience; it is foundational for a multipolar financial system in which settlement, transparency and speed matter more than legacy incumbency.
Ariel: The Ill Gotten Gains, Bonds and the Treasury
Ariel: The Ill Gotten Gains, Bonds and the Treasury
10-29-2025
The Ill Gotten Gains: Bonds & The Treasury (Know What You Hold) Why This Event Is Not What You Have Been Told
Dr. Kia spoke about this and it gives insight into all the trillions that have been stored in the Philippines that are now under control of the US Treasury.
Because I noticed people who are not doing their research are the ones always reacting to the numbers they misconstrue as yielding low ROIs because they haven’t factored in none of the information that I have shared that gives a bottom line as to how this will go.
Seeds of Wisdom RV and Economics Updates Thursday Afternoon 10-30-25
Good Afternoon Dinar Recaps,
Shadow Credit Shock: How Hidden Bank Links to Private Debt Threaten Global Stability
As banks quietly bankroll private-credit giants, regulators warn that the next liquidity crunch may already be inside the system.
Overview
Regulated banks are increasingly exposed to the booming private-credit (non-bank) sector — through credit lines, term loans, and other facilities. This growth brings potential contagion channels and liquidity mismatches that could stress alliances and financial architecture.
Seeds of Wisdom RV and Economics Updates Thursday Morning 10-30-25
Good Morning Dinar Recaps,
Trump’s Trade Deals in Asia — Strategic Trade Meets Financial Settlement
Why the latest U.S. trade pacts in Asia matter for the global financial reset
Overview
Donald Trump’s recent trade agreements with Southeast Asian nations (notably Malaysia, Cambodia, Vietnam and frameworks with Thailand) illustrate how economic diplomacy is being used to recast alliance structures in Asia — and by extension, to reposition access to global trade and financial networks.
“Tidbits From TNT” Thursday Morning 10-30-2025
TNT:
Tishwash: A mysterious visit and closed-door meetings: Trump's envoy arrives in Baghdad "secretly" and meets with prominent political leaders.
On Wednesday (October 29, 2025), journalist Hossam Al-Hajj, known for his close ties to political parties, leaked that Mark Savaya, the special envoy of US President Donald Trump, arrived in Baghdad two days prior and held a series of secret meetings with several heads of political blocs.
According to information relayed by Al-Hajj, the meetings took place away from the spotlight and had a sensitive political character, addressing the upcoming American strategy in Iraq, issues related to the American presence, elections, and regional alliances.
Fed Cuts Rates to 4% as Market Liquidity Drains
Fed Cuts Rates to 4% as Market Liquidity Drains
Lena Petrova: 10-29-2025
The financial world is holding its breath as the Federal Reserve gears up for its next highly anticipated policy decision. While a quarter-point interest rate cut seems almost a foregone conclusion for many, the real story – the one with profound implications for markets and the economy – lies in what happens to the Fed’s massive balance sheet.
Specifically, all eyes are on the future of Quantitative Tightening (QT), the Fed’s quiet but powerful program of shrinking its asset portfolio. And according to recent insights, we might be on the cusp of a significant pivot away from tightening.
Seeds of Wisdom RV and Economics Updates Wednesday Evening 10-29-25
Good Evening Dinar Recaps,
Currency — Currency Diplomacy and the Slow Shift from Dollar-Only Settlement
How FX moves and central-bank signalling are becoming diplomatic tools, and what that means for alliance economics
Overview
Currency markets are not just pricing interest rates or growth; they are being used deliberately as diplomatic signalling tools (fixes, verbal intervention, managed exchange-rate adjustments). Recent PBOC fixes and dollar moves around trade optimism show how policy and diplomacy interact in FX.
'Return of America's Authorized Second Currency': Gold As Legal Tender Again | Glint's Jason Cozens
'Return of America's Authorized Second Currency': Gold As Legal Tender Again | Glint's Jason Cozens
Miles Franklin Media: 10-29-2025
Andy Schectman, Founder & CEO, Miles Franklin Precious Metals, sits down with Jason Cozens, Founder & CEO of Glint, to break down one of the most important monetary stories of our time.
Multiple U.S. states, including Florida, Texas, Arkansas, Louisiana, and Missouri, have already passed laws making gold and silver legal tender for electronic payments.
Up to 17 more states are expected to follow.
Thoughts From Ariel: Iraq Update, October 28th, 2025
Ariel: Iraq Update, October 28th, 2025
Just my personal observations.
Listen, I will say this. With $100+ billion in U.S. post-war infusions think those gleaming Rafidain and Rasheed bank networks wired for SWIFT and blockchain-ready ops the stage is set.
Iraq’s CBI has been prepping their in-country redenomination (lop off three zeros from notes, so 1,000 old IQD becomes 1 new IQD) to clean up domestic inflation without shifting real value.
Seeds of Wisdom RV and Economics Updates Wednesday Afternoon 10-29-25
Good Afternoon Dinar Recaps,
Markets — Hope vs. Fear: The Two-Speed Repricing
Why markets are simultaneously rallying on diplomatic hope and testing safe-haven ceilings
Overview
Equities and credit markets have shown optimism tied to high-level trade diplomacy and ceasefire developments, while safe-haven assets (gold, certain sovereign bonds) remain sensitive to headline risk. Markets are price-discovering around two possible pathways — durable détente or episodic relapse.