# ![@TheMichaelEvery Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2512524721.png) @TheMichaelEvery Michael Every

Michael Every posts on X about china, in the, iran, russia the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2512524721/interactions)
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- [--] Week [---------] +7,889%
- [--] Month [---------] +1,117%
- [--] Months [----------] +385%
- [--] Year [----------] +1,886%

### Mentions: [--] [#](/creator/twitter::2512524721/posts_active)
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- [--] Week [--] +106%
- [--] Month [---] +113%
- [--] Months [---] +104%
- [--] Year [---] +176%

### Followers: [------] [#](/creator/twitter::2512524721/followers)
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- [--] Week [------] +3.90%
- [--] Month [------] +13%
- [--] Months [------] +47%
- [--] Year [------] +308%

### CreatorRank: [-------] [#](/creator/twitter::2512524721/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2512524721/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  49.53% [finance](/list/finance)  21.5% [travel destinations](/list/travel-destinations)  7.48% [currencies](/list/currencies)  3.74% [technology brands](/list/technology-brands)  3.74% [gaming](/list/gaming)  0.93% [cryptocurrencies](/list/cryptocurrencies)  0.93% [stocks](/list/stocks)  0.93% [automotive brands](/list/automotive-brands)  0.93%

**Social topic influence**
[china](/topic/china) 25.23%, [in the](/topic/in-the) 10.28%, [iran](/topic/iran) 6.54%, [russia](/topic/russia) #1311, [tariffs](/topic/tariffs) 6.54%, [trade](/topic/trade) 5.61%, [ai](/topic/ai) 5.61%, [beijing](/topic/beijing) 4.67%, [ukraine](/topic/ukraine) #920, [countries](/topic/countries) 3.74%

**Top accounts mentioned or mentioned by**
[@eric_j_brooks](/creator/undefined) [@vtchakarova](/creator/undefined) [@only9built](/creator/undefined) [@max_aragorn](/creator/undefined) [@santiagoaufund](/creator/undefined) [@foreignpolicy](/creator/undefined) [@raphfel](/creator/undefined) [@jimmyolsenblues](/creator/undefined) [@jasonblundell76](/creator/undefined) [@lukegromen](/creator/undefined) [@gfxfts](/creator/undefined) [@fortifyculture](/creator/undefined) [@glandsbergis](/creator/undefined) [@stefanauerhku](/creator/undefined) [@matthewkroenig](/creator/undefined) [@gideonrachman](/creator/undefined) [@convertbond](/creator/undefined) [@coffeecapital](/creator/undefined) [@firstsquawk](/creator/undefined) [@ulrichspeck](/creator/undefined)
### Top Social Posts
Top posts by engagements in the last [--] hours

"2026 day [--] Good morning from Asia. Trump-Netanyahu meeting ends with no agreement on Iran strategy (FT) - US president backs talks with Tehran while building up military presence in the Middle East; Zelenskyy planning elections in Ukraine and vote on peace deal (FT) - Trump administration has pressured Ukrainian leader to hold both votes by May [--] or risk losing security guarantees; Zelensky won't announce elections on war anniversary amid talks of US-driven timeline source says (Kyiv Independent); Russia effectively dismisses US-Ukraine peace framework says it contradicts 'real' American"  
[X Link](https://x.com/TheMichaelEvery/status/2021746393749369059)  2026-02-12T00:41Z 23.9K followers, [----] engagements


"Ive spoken about how US economic statecraft can use legacy financial fartcraft to transform itself for a world of Warcraft. The below suggests it can happen in reverse I am a senior vice president at a $68.7 billion gaming company. Activision-Blizzard. We have a 30-year-old franchise. Warcraft. Millions of players. A subscription model that prints $15 a month per user. A cash shop on top of the subscription. Paid expansions on top of the I am a senior vice president at a $68.7 billion gaming company. Activision-Blizzard. We have a 30-year-old franchise. Warcraft. Millions of players. A"  
[X Link](https://x.com/TheMichaelEvery/status/2021960983309431048)  2026-02-12T14:53Z 23.9K followers, [----] engagements


"2025 day [---] Good morning from Asia. In geopolitics As Trump and Xi Get Set to Talk Trade Asia Worries About Impact on Its Security (WSJ) as Some Asian countries fear a grand bargain with Xi on economic issues could sideline security; Rubio Says US Wont Change Taiwan Policy for China Deal (Bloomberg); Trump hopes China will help push Russia towards Ukraine peace talks (BBC); China upgraded missiles using UAE technology Biden spies said (FT) - Intelligence sparked intense debate in Washington about its relationship with Gulf state; Trump threatens Venezuela militarily action escalates Colombia"  
[X Link](https://x.com/TheMichaelEvery/status/1982263670362263786)  2025-10-26T01:51Z 23.3K followers, [----] engagements


"I am shocked shocked by this headline and there isnt a soul alive today who could have seen it coming. Not one. Honest. I also havent heard anyone say Rate cuts for a while if you overlook the recent news about Fannie and Freddie"  
[X Link](https://x.com/TheMichaelEvery/status/2009554024136319145)  2026-01-09T09:13Z 23.3K followers, [----] engagements


"I fail to see how people dont see this - but many dont. @GLandsbergis @ForeignPolicy Its not a retreat; its just the beginning of a very long global power rivalry. Stage [--] - secure the whole Western Hemisphere and deny China and Russia as much of access as possible - political economic and security-related. @GLandsbergis @ForeignPolicy Its not a retreat; its just the beginning of a very long global power rivalry. Stage [--] - secure the whole Western Hemisphere and deny China and Russia as much of access as possible - political economic and security-related"  
[X Link](https://x.com/TheMichaelEvery/status/2011730393846988883)  2026-01-15T09:21Z 23.3K followers, 20.7K engagements


"Part of Reverse perestroika. @SantiagoAuFund @Raphfel"  
[X Link](https://x.com/TheMichaelEvery/status/2013632823819747722)  2026-01-20T15:20Z 23.7K followers, 16.1K engagements


"The author STILL yet to publish his promised how to make the world system work is forced to quote Stefan Zweig not @stefanauer_hku because he has to note that neither realpolitik nor realeconomik back his desired goal. Theres no reality here without vast rapid changes. https://t.co/crkF4SkqGS The author STILL yet to publish his promised how to make the world system work is forced to quote Stefan Zweig not @stefanauer_hku because he has to note that neither realpolitik nor realeconomik back his desired goal. Theres no reality here without vast rapid changes. https://t.co/crkF4SkqGS"  
[X Link](https://x.com/TheMichaelEvery/status/2016419293337157858)  2026-01-28T07:53Z 23.5K followers, [----] engagements


"This is a safe haven in the first month of [----] as we stand on the brink of Middle East war again"  
[X Link](https://x.com/TheMichaelEvery/status/2017171590908195225)  2026-01-30T09:42Z 23.3K followers, [----] engagements


"2026 day [--] Good morning from Asia. US-Iran talks back on track after Trump warns Khamenei should be very worried (ToI); US shoots down Iranian drone approaching aircraft carrier official says (Reuters); Netanyahu urges US envoy to be skeptical of Iran in revived nuclear talks (Reuters); The steel porcupine: How Ukraine plans to defend itself after the war (Politico) - Ukraines Plan B is to be able to protect itself if allied security guarantees prove worthless; EU countries seal deal on [--] billion loan for Ukraine funded through joint debt (Euronews); Minister defends long delays to UK"  
[X Link](https://x.com/TheMichaelEvery/status/2019213003913412683)  2026-02-05T00:54Z 22.9K followers, [----] engagements


"Their key weapon as they see it is to mine Hormuz pushing oil to $200 until the U.S. backs off. Theres a lot of bluff and counter bluff going on: but on top of the huge volatility elsewhere watch this space"  
[X Link](https://x.com/TheMichaelEvery/status/2019369403780067400)  2026-02-05T11:15Z 23.4K followers, [----] engagements


"Note not NORTH Korea. South Korea is seeking closer cooperation with China on critical mineral supply chains its trade ministry said as Seoul unveiled plans to secure stable supplies of rare earths needed for cutting-edge technologies https://t.co/SNmF0ud1Hk South Korea is seeking closer cooperation with China on critical mineral supply chains its trade ministry said as Seoul unveiled plans to secure stable supplies of rare earths needed for cutting-edge technologies https://t.co/SNmF0ud1Hk"  
[X Link](https://x.com/TheMichaelEvery/status/2019581990270648586)  2026-02-06T01:20Z 23.1K followers, [----] engagements


"So market forces seem to kick in as soon as Japan might have other options Whocouldanooed And what happens if those options arent taken by anyone and we go back to a China monopoly Anyone CHINA RESUMES RARE EARTH EXPORTS TO JAPAN China has authorized the export of several rare earths to Japan after tightening controls in January according to trade sources. While not a full embargo the move appears aimed at maintaining supply stability and discouraging Japan CHINA RESUMES RARE EARTH EXPORTS TO JAPAN China has authorized the export of several rare earths to Japan after tightening controls in"  
[X Link](https://x.com/TheMichaelEvery/status/2019749601444552894)  2026-02-06T12:26Z 23.3K followers, 12.9K engagements


"I wonder who this might be referring to Any wild guesses Did the EU-India FTA have the same clause"  
[X Link](https://x.com/TheMichaelEvery/status/2019946900087271602)  2026-02-07T01:30Z 23.4K followers, 20.8K engagements


"https://www.whitehouse.gov/briefings-statements/2026/02/united-states-india-joint-statement/ https://www.whitehouse.gov/briefings-statements/2026/02/united-states-india-joint-statement/"  
[X Link](https://x.com/TheMichaelEvery/status/2019946903891497105)  2026-02-07T01:30Z 23.3K followers, [----] engagements


"Brazil is considering pushing for a partial trade agreement between the Mercosur bloc and China for the first time senior Brazilian government officials said in what would be a major shift for Latin America's largest economy. Brazil has long vetoed formal negotiations with Brazil is considering pushing for a partial trade agreement between the Mercosur bloc and China for the first time senior Brazilian government officials said in what would be a major shift for Latin America's largest economy. Brazil has long vetoed formal negotiations with"  
[X Link](https://x.com/TheMichaelEvery/status/2020079920593138113)  2026-02-07T10:19Z 23.3K followers, [----] engagements


"Or logically you massively raise tariffs and deregulate everything internally - the neo-mercantilist model Trump echoes. But who wants to talk first principles an what they imply when we can have endless discussions that avoid them 😉 Somethings got to give. We cant have it all and a hard core priorisation will take place very soon due to the urgency of the situation. Somethings got to give. We cant have it all and a hard core priorisation will take place very soon due to the urgency of the situation"  
[X Link](https://x.com/TheMichaelEvery/status/2020442956914929669)  2026-02-08T10:21Z 23.5K followers, [----] engagements


"Another middle power slowly freezing out China even as others think its an alternative to the U.S. Another big Whocouldanooed"  
[X Link](https://x.com/TheMichaelEvery/status/2020671629118910864)  2026-02-09T01:30Z 23.5K followers, 28.8K engagements


"The U.S. is abandoning Asia and its allies. But expect Australia to be pledging to spend 5% of GDP on defence very soon. Wall Street Journal reports that the U.S. will deploy up to [--] nuclear-powered submarines to the naval base HMAS Stirling near Perth on a rotational basis from [----] as part of the AUKUS security partnership (Australia-UK-US) under Pillar [--]. The deployment is s meant to deter https://t.co/X5SwYw1yKr Wall Street Journal reports that the U.S. will deploy up to [--] nuclear-powered submarines to the naval base HMAS Stirling near Perth on a rotational basis from [----] as part of the"  
[X Link](https://x.com/TheMichaelEvery/status/2020704885197640146)  2026-02-09T03:42Z 23.7K followers, 36K engagements


"Its almost like there is a strategy or something like that. Whocouldanooed"  
[X Link](https://x.com/TheMichaelEvery/status/2020707638984745107)  2026-02-09T03:53Z 23.3K followers, [----] engagements


"The geostrategic thinkers who said the U.S. would give up Eurasia because LatAm have never played or WON at Risk. "A Sphere for Me but Not for Thee." @MatthewKroenig makes a cogent argument in @ForeignPolicy that the effort needed for the "Trump Corollary" in the Western Hemisphere does not preclude the ability to deter and even deny great powers in other regions.👇 https://t.co/xSeIAqioZV "A Sphere for Me but Not for Thee." @MatthewKroenig makes a cogent argument in @ForeignPolicy that the effort needed for the "Trump Corollary" in the Western Hemisphere does not preclude the ability to"  
[X Link](https://x.com/TheMichaelEvery/status/2020710026357436699)  2026-02-09T04:03Z 23.5K followers, 10.8K engagements


"Cuba is running out of oil. The island warned airlines that they wouldn't be able to re-fuel at its [--] major airports from Tuesday for at least one month. The Communist government has closed international hotels to save fuel too. In the past Cuba relied on Venezuelan oil. Cuba is running out of oil. The island warned airlines that they wouldn't be able to re-fuel at its [--] major airports from Tuesday for at least one month. The Communist government has closed international hotels to save fuel too. In the past Cuba relied on Venezuelan oil"  
[X Link](https://x.com/TheMichaelEvery/status/2020889127542288602)  2026-02-09T15:54Z 23.4K followers, [----] engagements


"2026 day [--] Good morning from Asia. Iran ready to dilute highly enriched uranium if all sanctions lifted: Nuclear chief (AFP); Netanyahu rushes to White House to stop Iran deal (Telegraph) - Israel demands that any agreement reached includes limitations on Tehrans ballistic missile programme; US issues fresh guidance to ships transiting Strait of Hormuz as Iran tensions simmer (Reuters); Indonesian troops said to be preparing to deploy to southern Gaza in coming weeks (ToI); Muslim countries EU join condemnations of Israeli moves deepening West Bank control (ToI); Eritrea rejects Addis Ababa"  
[X Link](https://x.com/TheMichaelEvery/status/2021024160735211895)  2026-02-10T00:51Z 23.4K followers, [----] engagements


"Old America *did*: Trump echoes many pre-WW2 presidents. Not his style but Hamiltonian neo-mercantilism Monroe Doctrine Manifest Destiny arguing with a Europe wanting to do Ostpolitik etc. Even freedom fries. Old patterns reemerge to shock people who didnt do history. After Trump the old America could make a comeback @gideonrachman writes in his latest worth-reading column in FT. The gathering backlash against Trump is steadily increasing the chance that his presidency will ultimately be seen as a grotesque aberration rather than a https://t.co/GKxPKlbYpG After Trump the old America could"  
[X Link](https://x.com/TheMichaelEvery/status/2021138057307865300)  2026-02-10T08:23Z 23.6K followers, 10.2K engagements


"@jimmyolsenblues @Convertbond @Coffee__Capital @SantiagoAuFund"  
[X Link](https://x.com/TheMichaelEvery/status/2021222775801712741)  2026-02-10T14:00Z 23.7K followers, [---] engagements


"How does this sit with invading 1) ❌ Trump wanted to spook it into spending more on a front it wasnt focusing on (& wants more control there for its own defence) 2) ✅ The ambassador is lying & this is a plot to invade as gives [--] key NATO command roles to US AMBASSADOR TO NATO WHITAKER: WE WANT EUROPE TO TAKE OVER THE CONVENTIONAL DEFENSE OF THE EUROPEAN CONTINENT US AMBASSADOR TO NATO WHITAKER: WE WANT EUROPE TO TAKE OVER THE CONVENTIONAL DEFENSE OF THE EUROPEAN CONTINENT"  
[X Link](https://x.com/TheMichaelEvery/status/2021237384164118796)  2026-02-10T14:58Z 23.6K followers, [----] engagements


"Mmmmm-ahan: Isnt this a (checks notes) American company making this anti-ship weapon as China builds ships 10(0)x faster than the U.S. And wont there be new weapons to take out these weapons also produced by American companies The China vs US production imbalance remains the key issue not Mahan. and just like that [---] years of Mahan Doctrine (control naval chokepoints and you control the world) gets turned on its head (naval chokepoints become kill zones for naval assets). Investor consensus has only just begun discounting the macro implications. and just like that [---] years of Mahan Doctrine"  
[X Link](https://x.com/TheMichaelEvery/status/2021238838493053012)  2026-02-10T15:04Z 23.5K followers, 12K engagements


"Guns not butter and drone training for 75% of schools vs a guns-and-butter-and-nice-schools liberal democracy that thinks rearmament is just about pushing GDP up a bit and stock markets a lot. Wars are won with bullets not profits. You'll have read reports on how badly Russia's economy is doing. Yet they now make *7m shells a year*. Estonia's excellent foreign intel service says: "Given this production growth and substantial imports Russia is highly likely to be able to replenish part of its strategic https://t.co/2YFy7Rypno You'll have read reports on how badly Russia's economy is doing. Yet"  
[X Link](https://x.com/TheMichaelEvery/status/2021241979699421555)  2026-02-10T15:16Z 23.5K followers, [----] engagements


"I would think Mexico is still sleeping *relatively* well seeing the below news: But Canada.  .thats until/unless the U.S. gets to set the external tariff for Fortress America as part of its neomercantilist economic statecraft / Donroe Doctrine / Reverse Perestroika. https://twitter.com/i/web/status/2021562197974069629 https://twitter.com/i/web/status/2021562197974069629"  
[X Link](https://x.com/TheMichaelEvery/status/2021562197974069629)  2026-02-11T12:29Z 23.7K followers, [----] engagements


"@JasonBlundell76 @FirstSquawk @LukeGromen The and are poised to extend the trade truce they negotiated in South Korea by up to a year when President Trump and President Xi are expected to meet in Beijing in early April according to several people familiar with the discussions. Nothing burger"  
[X Link](https://x.com/TheMichaelEvery/status/2021742230235689352)  2026-02-12T00:24Z 23.7K followers, [---] engagements


"@ulrichspeck So the logical middle ground = the U.S.-Europe bloc plus allies. But Europe frames this as U.S. vs EU not the actual U.S. vs China with Europe (and Russia) secondary arenas"  
[X Link](https://x.com/TheMichaelEvery/status/2021855106845876723)  2026-02-12T07:53Z 23.8K followers, [----] engagements


"CHINA BANS UNAPPROVED YUAN-LINKED STABLECOIN ISSUANCE OVERSEAS EURO ZONE FINANCE MINISTERS TO DISCUSS ISSUANCE OF EURO-DENOMINATED STABLECOINS MORE JOINT EU DEBT AMONG WAYS TO BOOST ROLE OF EURO CURRENCY -DOCUMENT BANKS SHOULD EMBRACE NOT RESIST STABLECOINS AND DIGITAL ASSETS. - SENATOR LUMMIS. https://twitter.com/i/web/status/2019789050639753672 https://twitter.com/i/web/status/2019789050639753672"  
[X Link](https://x.com/TheMichaelEvery/status/2019789050639753672)  2026-02-06T15:03Z 23.8K followers, [----] engagements


"2026 day [--] Good morning from Asia. Iran Refuses to End Nuclear Enrichment in Talks With U.S. (WSJ) - Neither side moved from their initial position but Iran said it was open to further talks; Iran Is at Work on Missile and Nuclear Sites Satellite Images Show (NYT); Irans army says it is ready for war if thats what the enemy chooses (ToI); Lebanese army must be given means to disarm Hezbollah: French FM (AFP); U.S. Accuses China of Secretly Conducting Nuclear Tests (WSJ); China warns US arms sales to Taiwan could threaten Trump visit in April (FT); China is developing mini hypersonic glide"  
[X Link](https://x.com/TheMichaelEvery/status/2019941779303432309)  2026-02-07T01:10Z 23.8K followers, [----] engagements


"Yes it can if it doesnt ignore the U.S. This is not to advocate it or to ignore the this would needle Labour voters. Yet there are logical options - and permanent British strategic promiscuity is not tenable as one of them. As such this is another unserious FT op-ed. The paper sadly seems to specialise in them nowadays"  
[X Link](https://x.com/TheMichaelEvery/status/2021522212843290889)  2026-02-11T09:50Z 23.8K followers, [----] engagements


"2026 day [--] Good morning from Asia. Turkey could join nuclear arms race if Iran acquires bomb Hakan Fidan warns (JPost); US will 'do something very tough' if Iran negotiations fail Trump warns (N12); Iran preparing for possible US strike experts (JPost); Trump says he opposes Israeli annexation steps in West Bank (Axios); Vance Acknowledges Armenian Genocide Then Deletes Post Igniting Outrage (WSJ); Emmanuel Macron declares a European state of emergency (Economist) - He urges the EU to move fast or be swept aside; Russian army casualties in Ukraine surge (FT); Russias shell output soars as it"  
[X Link](https://x.com/TheMichaelEvery/status/2021391603802452191)  2026-02-11T01:11Z 23.9K followers, [----] engagements


"The latest update on US Grand Macro Strategy as is.and as it may be next. https://media.rabobank.com/m/6df1934ac302225/original/US-Grand-Macro-Strategy-The-Trump-Plan.pdfutm_medium=email&utm_term=N%2FA&utm_source=dynamics-rr&utm_campaign=1#msdynmkt_trackingcontext=120bc91e-4338-43ac-89e3-61a394300100 https://media.rabobank.com/m/6df1934ac302225/original/US-Grand-Macro-Strategy-The-Trump-Plan.pdfutm_medium=email&utm_term=N%2FA&utm_source=dynamics-rr&utm_campaign=1#msdynmkt_trackingcontext=120bc91e-4338-43ac-89e3-61a394300100"  
[X Link](https://x.com/anyuser/status/1965969433949778216)  2025-09-11T02:43Z 23.9K followers, 207K engagements


"@vtchakarova So Europe gets the US-led China decoupling it didnt want via the backdoor having thought an FTA with India allowed it a new world of options away from the U.S"  
[X Link](https://x.com/TheMichaelEvery/status/2020111039849812459)  2026-02-07T12:22Z 23.9K followers, [----] engagements


"Even though a Reverse Nixon or Noxin starts with No and has Xi in the middle perhaps it isnt the automatic Nyet it once looked() Speeches in a High Castle in Europe may have to change mid-stream; so may some very strongly-held market views"  
[X Link](https://x.com/TheMichaelEvery/status/2021965508439159137)  2026-02-12T15:11Z 23.9K followers, [----] engagements


"We are seeing Wall Street pick off sectors it sees being hit by Claude. But what about Wall Street itself For a sector that lives and breathes Rate cuts it argues for a lower cost of capital. because therell be no research sales trading deal-making or back-office costs 😵💫 Musings of the Day 2/12/26: I've gone down deep into the OpenClaw/Claude Code rabbit hole over the last week which is why I've not been posting much. I would urge everyone to read the following treatise. It is long but worth the read. At first I thought it was hyperbolic Musings of the Day 2/12/26: I've gone down deep into"  
[X Link](https://x.com/TheMichaelEvery/status/2022126116476268551)  2026-02-13T01:50Z 23.9K followers, 28.2K engagements


"2026 is running like it has too RFK Jr: I'm not scared of a germ. I used to snort cocaine off of toilet seats. https://t.co/4yrT7W2Slh RFK Jr: I'm not scared of a germ. I used to snort cocaine off of toilet seats. https://t.co/4yrT7W2Slh"  
[X Link](https://x.com/TheMichaelEvery/status/2022176909598294186)  2026-02-13T05:12Z 23.9K followers, [----] engagements


"Our polling shows the growing concern about war does not give leaders license to spend heavily on defense said Wride. If anything voters are now less willing to make the trade-offs needed to improve military security. So European leaders are left in a bind unable to rely on the U.S. unable to use that as a reason to invest domestically and under higher pressure to urgently solve this for a world where conflict feels closer than before. https://twitter.com/i/web/status/2022178029863416198 https://twitter.com/i/web/status/2022178029863416198"  
[X Link](https://x.com/TheMichaelEvery/status/2022178029863416198)  2026-02-13T05:16Z 23.9K followers, [----] engagements


"Those are valid points but the functions that can be stripped out of banks by AI directly & indirectly already suggest revolutionary downsizing in the back and even front office. In terms of research humans will need to do better work that adds value. Just saying CPI was X or higher than consensus or A Bloomberg (AI) headline said Y wont cut it for long I suspect. Original research will still need humans. But as in other areas it looks like fewer of them and as mahouts on AI elephants not as intellectual hewers of wood. Will that rot institutional intelligence Probably yes. But since when did"  
[X Link](https://x.com/TheMichaelEvery/status/2022218490976121256)  2026-02-13T07:57Z 23.9K followers, [----] engagements


"Ask not What is GDP for but what *you* can do for what GDP is for. The best military in the world meets the best business talent in the world. At @DeptofWar were harnessing top private-sector talent to equip our warriors for the future fight. Join us 👉 BOND@WAR.MIL https://t.co/aMLBeRdW5A The best military in the world meets the best business talent in the world. At @DeptofWar were harnessing top private-sector talent to equip our warriors for the future fight. Join us 👉 BOND@WAR.MIL https://t.co/aMLBeRdW5A"  
[X Link](https://x.com/TheMichaelEvery/status/2022327724086640710)  2026-02-13T15:11Z 23.9K followers, [----] engagements


"The most consequential is a proposed fee on every foreign-built vessel entering a U.S. port assessed by the weight of imported tonnage. At one cent per kg the plan estimates this could generates roughly $66bn over ten years. At [--] cents per kg it approaches $1.5trn. 🚢  ⛴ White House just released the Maritime Action Plan a dense blueprint to rebuild U.S. shipbuilding and restore American sea power. If Congress follows through with the vessel fees + Maritime Security Trust Fund. can this Trump create the long-term demand signal shipyards and White House just released the Maritime Action Plan"  
[X Link](https://x.com/TheMichaelEvery/status/2022524053710606678)  2026-02-14T04:11Z 23.9K followers, 24.2K engagements


"RT @vtchakarova: As @TheMichaelEvery rightfully asks: what is GDP for. Europeans spent [--] trillion Euro on defence in last [--] years & are"  
[X Link](https://x.com/TheMichaelEvery/status/2022592851671134705)  2026-02-14T08:44Z 23.9K followers, [--] engagements


"Without wanting to be either pedantic (Canada isnt in Europe) or partisan (which is increasingly walking a razors edge) this isnt the geopolitical own she thinks it is. Ironically its like the owner of the bar in The Blues Brothers who says: EU's Kaja Kallas: Contrary to what some may say woke decadent Europe is not facing civilizational erasure. In fact people still want to join our cluband not just fellow Europeans. When I was in Canada last year I was told that over 40% of Canadians have an interest in https://t.co/HVgZKe6AD5 EU's Kaja Kallas: Contrary to what some may say woke decadent"  
[X Link](https://x.com/TheMichaelEvery/status/2022966546130505806)  2026-02-15T09:29Z 23.9K followers, 15.6K engagements


"China hates this of course. So does Europe. The U.S. loves it. But there is also likely Russian trolling here given Europe is meeting in a castle today while the Munich Security Conference starts soon. Great way to scupper any transatlantic bridge-building"  
[X Link](https://x.com/TheMichaelEvery/status/2021968494238281742)  2026-02-12T15:23Z 23.9K followers, [----] engagements


"2026 day [--] Good morning from Asia. After years of resistance leaders finally say EU should go at different speeds (Politico) - Summit in Belgian castle sees governments acknowledge Europe urgently needs to change the way it functions if its not going to be left behind; A German General Prepares His Country for Warand the Clock Is Ticking (WSJ) - Could Russia launch a war across Europe The Germans arent waiting to find out; How China wants to create a Polar Silk Road through the Arctic (FT); U.S. Smuggled Thousands of Starlink Terminals Into Iran After Protest Crackdown (WSJ); U.S. military"  
[X Link](https://x.com/TheMichaelEvery/status/2022109315906384350)  2026-02-13T00:43Z 23.9K followers, [----] engagements


"The revolution *will* be televised. Still looking for a real example of complex mission-critical enterprise software built with AI Here you go. In [--] weeks a working Freight Management System for air & ocean forwarders built on @OpenMercato . Built in weeks not years 7% of traditional cost AI agents at https://t.co/oHZIjXCz3A Still looking for a real example of complex mission-critical enterprise software built with AI Here you go. In [--] weeks a working Freight Management System for air & ocean forwarders built on @OpenMercato . Built in weeks not years 7% of traditional cost AI agents at"  
[X Link](https://x.com/anyuser/status/2022176313193509097)  2026-02-13T05:09Z 23.9K followers, [----] engagements


"2026 day [--] Good morning from Asia. Pentagon Used Anthropics Claude in Maduro Venezuela Raid (WSJ) - Use of the model through a contract with Palantir highlights growing role of AI in the Pentagon; Cuba hardliners ask Trump's DOJ to indict Raul Castro (Axios); Munich Security Conference opens with a focus on destruction (Euractiv) - The elephant in the room was the growing rift between Washington and the world; Rubio skips Ukraine meeting with European leaders in Munich (FT) - US secretary of state cancels attendance at last minute in move that EU official calls insane; Germanys Merz Calls"  
[X Link](https://x.com/TheMichaelEvery/status/2022510462009774409)  2026-02-14T03:17Z 23.9K followers, [----] engagements


"See entire 🧵 Resounding clarion call of Transatlantic Unity from @SecRubio at @MunSecConf: It is our preference and it is our hope to do this with our friends in Europe. The United States and Europe belong together. We care deeply about your future and ours. And if at times we Resounding clarion call of Transatlantic Unity from @SecRubio at @MunSecConf: It is our preference and it is our hope to do this with our friends in Europe. The United States and Europe belong together. We care deeply about your future and ours. And if at times we"  
[X Link](https://x.com/TheMichaelEvery/status/2022596514380681250)  2026-02-14T08:59Z 23.9K followers, [----] engagements


"2026 day [--] Good morning from Asia. Rubio tells Europe that US will not abandon transatlantic alliance (FT) - Secretary of state says Washington wants to work together with you our friends on the continent; Rubio offers reconciliation with Europe on US terms (Euractiv); Europes Trump whisperer doesnt buy US cuddly pivot (Politico) - Finlands Alexander Stubb welcomes calmer tone from U.S. officials but warns of a lasting shift in American priorities; Top Republican lawmakers spar over Greenland (Politico); Von der Leyen calls for independent Europe with strong mutual defence clause (Euractiv)"  
[X Link](https://x.com/TheMichaelEvery/status/2022862617677828120)  2026-02-15T02:36Z 23.9K followers, [----] engagements


"And if Russia doesnt agree to these terms which it wont then that means the war continues. Which means lots of other things EU's Kaja Kallas: If Ukraine's military is to be limited in size Russias should be too. Where Russia has caused damage in Ukraine Russia should pay. No amnesty for war crimes; return of the deported Ukrainian children. This is really the very least Russia should agree to https://t.co/wv3ATgwrN3 EU's Kaja Kallas: If Ukraine's military is to be limited in size Russias should be too. Where Russia has caused damage in Ukraine Russia should pay. No amnesty for war crimes;"  
[X Link](https://x.com/TheMichaelEvery/status/2022971913749086481)  2026-02-15T09:51Z 23.9K followers, [----] engagements


"Mushroom learns to crawl after being given robot body. The biohybrid robot created by Cornell and Florence University uses electrical signals from an edible type of mushroom called a king trumpet in order to move around and sense its environment. https://t.co/3CsIWh18ku Mushroom learns to crawl after being given robot body. The biohybrid robot created by Cornell and Florence University uses electrical signals from an edible type of mushroom called a king trumpet in order to move around and sense its environment. https://t.co/3CsIWh18ku"  
[X Link](https://x.com/TheMichaelEvery/status/2023000451604746710)  2026-02-15T11:44Z 23.9K followers, [----] engagements


"Ah free markets will. I recall many theological discussions on this vital topic Can God create a central bank so independent that even he can not interfere with it Can God create a central bank so independent that even he can not interfere with it"  
[X Link](https://x.com/TheMichaelEvery/status/1960198155502592299)  2025-08-26T04:30Z 23.3K followers, 11.9K engagements


"For those thinking recent Europe headlines were bad:"  
[X Link](https://x.com/TheMichaelEvery/status/1960584157895254073)  2025-08-27T06:04Z 23.6K followers, 48.7K engagements


"2025 day [---] Good morning from Asia. IDF dismantled Turkish surveillance gear installed in Damascus suburbs to spy on Israel (Al-Hadath); as Israel struck Houthi leaders in Yemen with the results still unclear; Europes E3 triggered snapback sanctions vs Iran for non-compliance triggering a 30-day countdown before they begin; as Irans FM says ready to resume fair nuclear talks if West shows seriousness goodwill (ToI); Germanys national security council isnt up to the task (FT) argues Berlins rearmament drive is vital but its new defence advisory body pales in comparison to its US counterpart;"  
[X Link](https://x.com/TheMichaelEvery/status/1961260040318546392)  2025-08-29T02:50Z 23.3K followers, [----] engagements


"From tariffs to state stakes in firms and from export controls to price controls; and where next The once unthinkable says the FT. Ive said Think it since [----] and spelled out a shift from economic policy to economic statecraft. That logic says we still have a long way to go"  
[X Link](https://x.com/TheMichaelEvery/status/1961364389036281866)  2025-08-29T09:44Z 23.6K followers, 20.6K engagements


"Remind me which economy Ray has been bullish on for so long while he says a lack of independent central banking large fiscal deficits and the state taking shares in key firms are bad things"  
[X Link](https://x.com/TheMichaelEvery/status/1962741295656640649)  2025-09-02T04:56Z 23.6K followers, 53.1K engagements


"Still not peak [----] I feel but we may have a top [--] candidate here"  
[X Link](https://x.com/anyuser/status/1963042836468924802)  2025-09-03T00:54Z 23.6K followers, 16K engagements


"You dont have to support this action or like it but if you work in markets you should *pay attention* to it. Economic statecraft joins up with the political and economic variants in a unified Grand Macro Strategy. https://t.co/5Ka5KjDYYt https://t.co/5Ka5KjDYYt"  
[X Link](https://x.com/TheMichaelEvery/status/1963044983105323229)  2025-09-03T01:02Z 23.6K followers, 92.5K engagements


"Exactly as I predicted would happen due to U.S. economic statecraft. Which also says Canada is next so the U.S. de facto sets the external tariff for the whole USMCA. Mexico is considering enacting new tariffs on countries with which it does not have a trade agreement including China President Claudia Sheinbaum said https://t.co/Iu3wkYG55r Mexico is considering enacting new tariffs on countries with which it does not have a trade agreement including China President Claudia Sheinbaum said https://t.co/Iu3wkYG55r"  
[X Link](https://x.com/anyuser/status/1963742558133330028)  2025-09-04T23:14Z 23.6K followers, 11.7K engagements


"2025 day [---] Good morning from Asia. The new U.S. National Defence Strategy will focus on homeland security & the Monroe Doctrine over deterring China - lets see what Congress thinks; Xi Unites World Leaders Tired of Being Pushed Around By Trump (Bloomberg) but fails to note who was with Beijing before Trump was elected and also pushes; How Chinas New Naval and Air Sites Would Aid an Attack on Taiwan (WSJ); Prepare for possible U.S. troop drawdown in Europe Estonia says (Politico); as Europes summer from hell bleeds into autumn (SCMP); There the Coalition of the Willing is reportedly to agree"  
[X Link](https://x.com/TheMichaelEvery/status/1964181990510596160)  2025-09-06T04:20Z 23.3K followers, [----] engagements


"You cant ask whats GDP for without asking what are central banks for While they have answers (2% CPI low unemployment financial stability) none are geostrategic. They reflect the neoliberal world that was not the realpolitik that now is. Im going to piss off 90% of my fellow buysiders with this but fuck it: One mans central bank independence is another mans central bank that is unaccountable in a democracy. There is a lot of value in the veneer of central bank independence. But that value isnt Im going to piss off 90% of my fellow buysiders with this but fuck it: One mans central bank"  
[X Link](https://x.com/TheMichaelEvery/status/1964847394182558139)  2025-09-08T00:24Z 23.6K followers, 11.8K engagements


"This is worth reading. Ive pointed to *systemic* western failure for years and was joking we built luxury skyscrapers like the Soviets did statues of Lenin both hoping something will turn up. It hasnt and we are left with the key question What is GDP *for* Winning answer gets decades in power. France is looking for its fifth prime minister in two years. Yookay has had five in nine years (for compassion the previous five PMs lasted [--] years between them). Maybe just maybe it is the system itselfthe entire system of systems we call the postwar settlementthat's France is looking for its fifth"  
[X Link](https://x.com/anyuser/status/1965365421491806590)  2025-09-09T10:43Z 23.6K followers, 15.6K engagements


"2025 day [---] Good morning from Asia. Trump ally and celebrity conservative influencer Charlie Kirk whose mantra was that peaceful public discussion was the best way to prevent political disagreements from spilling into violence was assassinated in Utah - then seeing celebrations from the extreme end of the opposite political camp and claims Israel did it from the further right. Regardless of your politics a dark day for all hoping western societies can hold together through the multiple challenges they face via rational policy debate; President Trump gave a televised Oval Office address which"  
[X Link](https://x.com/TheMichaelEvery/status/1965949476667081121)  2025-09-11T01:24Z 23.6K followers, 18.2K engagements


"2025 day [---] Good evening from Asia after forgetting to send this out this morning We got him: Suspect in Charlie Kirk murder captured after manhunt (AFR) as journalist Anna Betts interviews Tyler Robinsons high school friend for more on his background; German military sees massive troop boost to meet NATO goals (Politico) - it needs to double in size over the next decade as the labour force shrinks; NATO isnt ready for Russian drones (Politico) says Allies dont have counter-measures to deal with cheap Russian attacks; as NATO launches 'Eastern Sentry' to bolster eastern flank after Russian"  
[X Link](https://x.com/TheMichaelEvery/status/1966869886061425139)  2025-09-13T14:21Z 23.3K followers, 13.5K engagements


"🎯 Ive been making the same point Luke. If AI works its a huge problem socio-economically and socio-politically but with some upside. If AI doesnt work its a huge problem socio-economically and socio-politically with no upside. If AI & robots do solve our national debt in time the implied productivity gain suggests entry-level US unemployment will rise (possibly sharply) into growing US demographics & the most volatile US domestic political environment in [--] yrs Read @Peter_Turchin's book "End Times" If AI & robots do solve our national debt in time the implied productivity gain suggests"  
[X Link](https://x.com/anyuser/status/1967235627491147950)  2025-09-14T14:34Z 23.6K followers, 14.4K engagements


"2025 day [---]. Good morning from Asia. The SCMP which has run a series of Chinese military-related headlines of late says AI will soon make undetectable submarines detectable. Which will remove a massive U.S. strategic advantage; as Nikkei-Asias main headline was that Japan will investigate undersea cable supply chains for Chinese input over national security fears; Polands President Nawrocki signed a resolution consenting to the presence of foreign forces from NATO member states in his country; India will join Russias Zapad [----] military games swing NATO as the threat and with Belarus further"  
[X Link](https://x.com/TheMichaelEvery/status/1967390293583655140)  2025-09-15T00:49Z 23.6K followers, 80.3K engagements


"If so it means a global bifurcation on a scale few in markets understand - Ive tried to bang the drum as have some others @vtchakarova @ektrit Consider this. Since the east went with gold before we settled on crypto. To put it as a positive situation. Its not crazy to see the east as wanting to go with gold to hedge against the debt implosion in the west. And the west is adopting crypto and bitcoin as a potential Consider this. Since the east went with gold before we settled on crypto. To put it as a positive situation. Its not crazy to see the east as wanting to go with gold to hedge against"  
[X Link](https://x.com/TheMichaelEvery/status/1967512281757143206)  2025-09-15T08:54Z 23.3K followers, 26.2K engagements


"I agree this is deadly serious; but I cant resist this meme of the geopolitical parties involved. No prizes for guessing who is who. Beijing just issued a blunt warning: any move by NATO/G7 - under U.S. pressure - to slap secondary tariffs on its Russian oil imports will trigger decisive countermeasures. This is not a narrow trade dispute. Its the latest frontline in Cold War [---]. Washington is Beijing just issued a blunt warning: any move by NATO/G7 - under U.S. pressure - to slap secondary tariffs on its Russian oil imports will trigger decisive countermeasures. This is not a narrow trade"  
[X Link](https://x.com/anyuser/status/1967546219368267797)  2025-09-15T11:09Z 23.6K followers, 25K engagements


"The White House plans to use the $550bn pledged by Japan alongside its new trade deal to fund new plant for semiconductors pharma critical minerals energy ships and quantum computing. If Japan wont fund these projects its tariffs go up. Logically Europe would then be next. Come on in the economic statecraft is lovely https://twitter.com/i/web/status/1969000489128993253 https://twitter.com/i/web/status/1969000489128993253"  
[X Link](https://x.com/anyuser/status/1969000489128993253)  2025-09-19T11:27Z 23.6K followers, 27.5K engagements


"2025 day [---] Good morning from Asia. Trump Says Migration and Climate-Change Policies Are Destroying the West (WSJ) as In presidents first speech to U.N. General Assembly for six years he accuses the global body of doing nothing to solve worlds problems - and attacked the UNs faulty escalator and teleprompter and cheap floors and walls; beforehand US says dismantles network capable of crashing NY comms network before UNGA (Bloomberg) which isnt getting much media play - but exactly how many global players are capable of carrying that out Its a very short shortlist; Trump says Ukraine can take"  
[X Link](https://x.com/TheMichaelEvery/status/1970651681319952805)  2025-09-24T00:49Z 23.3K followers, 10.7K engagements


"In [----] I said the U.S. and China were likely heading for a Cold War and the U.S. would mirror Chinas economic strategy back at it. Even singing the Soviet national anthem when presenting the view failed to get many to really listen: it was an interesting or colourful idea meaning never gonna happen. And here we are"  
[X Link](https://x.com/TheMichaelEvery/status/1971230491232829593)  2025-09-25T15:09Z 23.6K followers, 13K engagements


"OK Im calling it. Peak 2025"  
[X Link](https://x.com/anyuser/status/1971407984002728335)  2025-09-26T02:54Z 23.6K followers, 11.8K engagements


"But which central banks EM are going gold: DM arent And EM net export to DM. (1) EM force DM to go on gold at massively lower FX rates that ruin DM and EM as net exporters; or (2) DM stay on $ and gold EM keep it - which can go up sure; or (3) DM onshore production and gold EM need to find 800m high-spending consumers to buy their exports asap. Those are the logical end-states. Gold will be a bigger % of global FX rsvs than USTs in a few mths Central bank gold ($4.3T) will likely soon be total USD assets in FX rsvs ($6.7T) Consensus only now shifting from "denial" to "anger" stage of grief on"  
[X Link](https://x.com/TheMichaelEvery/status/1971754295931621777)  2025-09-27T01:50Z 23.6K followers, 80.6K engagements


"@SantiagoAuFund @LukeGromen A thread on gold - via Star Wars. Look at the shiny gold medals around their necks - but who is The Force with"  
[X Link](https://x.com/TheMichaelEvery/status/1971960189290270925)  2025-09-27T15:28Z 23.6K followers, 33.5K engagements


"2025 day [---] Good morning from Asia. The Munich drones (which made me sleep on the airport floor: I hold grudges) were reportedly military reconnaissance models. Whose Why is nothing being done about it; Putins psychological warfare against the West has reached another terrifying level (Telegraph) argues London and Washington should call the Russian presidents bluff and increase pressure on the Kremlin; The Guardian has the details of the NATO meeting where Trump threatened to walk away if it didnt step up; PM: Hopeful all hostages will be freed in days; Trump: I told Bibi this is your"  
[X Link](https://x.com/TheMichaelEvery/status/1974685831685447723)  2025-10-05T03:59Z 23.3K followers, [----] engagements


"I just got this message re: my missing suitcase but frankly it sums [----] up perfectly in almost every context:"  
[X Link](https://x.com/TheMichaelEvery/status/1975124984046756277)  2025-10-06T09:04Z 23.6K followers, 14K engagements


"Its not Trumpism when we do it. Today we will get 50% EU steel tariffs aimed at tackling cheap Chinese imports. Industry chief Stphane Sjourn was forced to deny that the bloc is mimicking Trump in the EP yesterday evening https://t.co/g5Qmr8SsXp Today we will get 50% EU steel tariffs aimed at tackling cheap Chinese imports. Industry chief Stphane Sjourn was forced to deny that the bloc is mimicking Trump in the EP yesterday evening https://t.co/g5Qmr8SsXp"  
[X Link](https://x.com/TheMichaelEvery/status/1975427625087815820)  2025-10-07T05:07Z 23.6K followers, 22.5K engagements


"When the U.S. did this kind of thing its self defeating because it promotes the other side to develop their own supply. When China does it"  
[X Link](https://x.com/TheMichaelEvery/status/1976135742553489502)  2025-10-09T04:00Z 23.7K followers, 10.1K engagements


"2025 day [---] Good morning from Asia. Israel approves Trumps plan for Gaza ceasefire and hostage release (FT) as Netanyahus cabinet votes for the first phase of the US presidents peace deal; Team of [---] American troops to oversee Israel-Hamas ceasefire in Gaza US officials (ToI); Trump declares peace in the Middle East (Telegraph) - one of the top [----] headlines to date; Zelenskyy: if Trump gives us Tomahawk missiles well lobby for him to get the Nobel Peace Prize (Politico) - also among the top [----] headlines taken at face value; as State Dept. eyes $50m for Greenlands polar bears stunning"  
[X Link](https://x.com/TheMichaelEvery/status/1976452495967965531)  2025-10-10T00:59Z 23.3K followers, [----] engagements


"A very appropriate backdrop for the launch of our thematic annual outlook presentation next week called Who has the cards Donald J. Trump Truth Social Post 10:57 AM EST 10/10/25 Some very strange things are happening in China They are becoming very hostile and sending letters to Countries throughout the World that they want to impose Export Controls on each and every element of production Donald J. Trump Truth Social Post 10:57 AM EST 10/10/25 Some very strange things are happening in China They are becoming very hostile and sending letters to Countries throughout the World that they want to"  
[X Link](https://x.com/TheMichaelEvery/status/1976679125533565163)  2025-10-10T16:00Z 23.3K followers, 10.6K engagements


"Expect this vibe in the U.S. but where do Europe Japan and India sit having seen this just happen Rare earths & other inputs are a key China card for the next 3-4 years until alternative non-because markets U.S. supplies come online. But the U.S. has cards to play too. If you dont understand yet CCP is creatively trying to push a foreign direct product style rule to extraterritorially control all products made with Chinese inputs or tools. Let that sink in. When folks dont comply wait till the cranes cars and computers stop working. If you dont understand yet CCP is creatively trying to push"  
[X Link](https://x.com/TheMichaelEvery/status/1976839667510382715)  2025-10-11T02:37Z 23.6K followers, 32.5K engagements


"Have to confess this is a good one Meanwhile . . . https://t.co/ZTZOGQJAkR Meanwhile . . . https://t.co/ZTZOGQJAkR"  
[X Link](https://x.com/anyuser/status/1976840722856001697)  2025-10-11T02:42Z 23.6K followers, 10.9K engagements


"A U.S. investment bank putting $1.5trn into physical capital not financial assets after recent China rare earths news and a White House call for a Warp Speed statecraft response Whocouldanooed BREAKING: JPMorganChase will invest $1.5 TRILLION into [--] "critical industries" in America. Here's the list: Advanced Bulk Materials Advanced Manufacturing Artificial Intelligence Autonomous Mobile Robots Battery Storage Command & Control Tech Critical https://t.co/LKadbZnRnw BREAKING: JPMorganChase will invest $1.5 TRILLION into [--] "critical industries" in America. Here's the list: Advanced Bulk"  
[X Link](https://x.com/TheMichaelEvery/status/1977892503753003462)  2025-10-14T00:21Z 23.6K followers, 16.9K engagements


"Again markets are cherry picking the deescalation headlines they prefer *CHINA VOWS TO FIGHT TRADE WAR 'TO THE END *CHINA VOWS TO FIGHT TRADE WAR 'TO THE END"  
[X Link](https://x.com/anyuser/status/1977907148324749588)  2025-10-14T01:19Z 23.6K followers, 27.7K engagements


"*BESSENT: CHINA 'CAN'T BE TRUSTED WITH THE GLOBAL SUPPLY CHAIN' *BESSENT: PERHAPS CHINA VICE COMMERCE MINISTER WENT 'ROGUE' *BESSENT: IF CHINA AIMS TO BE UNRELIABLE WORLD MUST DECOUPLE"  
[X Link](https://x.com/TheMichaelEvery/status/1978465639321993583)  2025-10-15T14:19Z 23.6K followers, 27.3K engagements


"2025 day [---] Good morning from Asia. Trump Authorizes CIA Covert Operations in Venezuela (WSJ) as Land strikes in the country are also possible the president say; US warns world will decouple from China if it imposes new export controls (FT) as Bessent says Washington will retaliate if Beijing proceeds with policy on rare earths and critical minerals; President Donald Trump said the US is in a trade war with China with a 100% tariff and that without tariffs the US would be exposed as being a nothing. Treasury Secretary Bessent proposed a longer pause on high tariffs on Chinese goods if China"  
[X Link](https://x.com/TheMichaelEvery/status/1978620193690783843)  2025-10-16T00:33Z 23.3K followers, [----] engagements


"This is naive of the realpolitik. First ASML relies on key U.S. inputs. Second what do you think Trump would do to Europe if it struck a high-end chips deal with China for rare earths (for itself) - just have a Diet Coke and a smile A post-IMF meetings thought on EU-China diplomacy. For Europe theres no growth in China the opposite. But the EU could offer to not escalate or even loosen ASML exports to China in exchange for (preferential) access to rare earths. A mutually beneficial bargain. 1/ A post-IMF meetings thought on EU-China diplomacy. For Europe theres no growth in China the"  
[X Link](https://x.com/TheMichaelEvery/status/1979933947388952593)  2025-10-19T15:33Z 23.6K followers, 43.6K engagements


"This latest FT bewailing of economic populism comes as technocratic centrist France sees a major Le Monde opinion poll showing: 96% feel dissatisfied or angry about the state of the country 90% believe it is in decline 81% dont think democracy is working for them 66% think most politicians are corrupt 71% think their living standards are getting worse 57% have trouble making ends meet 85% think France needs a real leader to restore order 63% say they dont feel at home any more In [----] I argued centrist technocracy *creates* populism. Earlier in [----] Martin Wolf promised to share how an"  
[X Link](https://x.com/TheMichaelEvery/status/1980835552464412974)  2025-10-22T03:16Z 23.6K followers, 27.4K engagements


"Volkswagen to halt production at key German plants from next week amid missing chips from China BILD As VDL says: "In the coming days I will also engage very closely with European leaders and international partners as a crisis in the supply of critical raw materials is no longer a distant risk. It is on our doorstep. No: its in the living room drinking your schnapps"  
[X Link](https://x.com/TheMichaelEvery/status/1981006208187421010)  2025-10-22T14:34Z 23.6K followers, 41.1K engagements


"The below is a strong view to consider vs the opposite takes - at least until we see the outcome; but the U.S. certainly put its footprint on ASEAN again: Commitment to refrain from banning or imposing quotas on exports of critical minerals or rare earths to the U.S.; partnerships for processing and development with U.S. firms; a pledge of $70bn FDI in U.S. over [--] years. Cooperation on supply chain diversification & a framework trade pact addressing tariffs and barriers; commitment to purchase [--] U.S. aircraft worth $18.8bn and $5.4bn energy annually. CHINA JUST SURRENDERED. [--] HOURS. $3"  
[X Link](https://x.com/TheMichaelEvery/status/1982454477031702808)  2025-10-26T14:29Z 23.6K followers, 65.5K engagements


"China would like to see France lead Europe to become a truly independent power to help build a stable multipolar world Beijings top diplomat to France told the South China Morning Post in an exclusive interview"  
[X Link](https://x.com/TheMichaelEvery/status/1983031703582150804)  2025-10-28T04:42Z 23.3K followers, [----] engagements


"This is a short term deal where China seems to have given on all fronts and the U.S. didnt move much at all except on one front where it can easily reverse course: Soybean sales ✅ Top AI chips for China ❎ Fentanyl work / -10% tariff ✅ Rare earths controls gone (only for ) as goes all in on alternatives ✅ pause on ship actions (as it builds related alliances with and ) ✅ Taiwan issue ❎ Both sides get peace and quiet for a few months on ONE key front or until they achieve their own breakthroughs that allow them to up the ante vs the other again. Longer term Great Game goes on"  
[X Link](https://x.com/TheMichaelEvery/status/1983768994873307212)  2025-10-30T05:32Z 23.6K followers, 90.5K engagements


"This was the talk I had with The Danube Institute recently just after Star Alliance lost my suitcase on the way there and before I ended up sleeping on the floor of Munich airport going home because of overhead drones. Fortunately I think the event was worth it (And many thanks to @Raphfel for his warm hospitality) https://youtu.be/tOF59C62G9Qsi=4CBeE04XicupdigT https://youtu.be/tOF59C62G9Qsi=4CBeE04XicupdigT"  
[X Link](https://x.com/TheMichaelEvery/status/1984623759576162343)  2025-11-01T14:09Z 23.6K followers, 73.9K engagements


"And here they mean actual DOLLARISATION as in dollar adoption not just for external trade or accounting etc. This was always a no-brainer for U.S. Grand Macro Strategy; so is the linked usage of Dollar Stablecoins; and the countries at the front of the line to do so"  
[X Link](https://x.com/TheMichaelEvery/status/1984888546688389267)  2025-11-02T07:41Z 23.6K followers, 16.1K engagements


"In light of how radical some of the news we've seen since Friday is I am sharing an excerpt from today's Global Daily that underlines what's potentially at stake. I'd add that even the Feds Williams is warning the gulf between the rich and the poor risks a US downturn: but is his suggested answer rate cuts Historically these increase inequality and political populism due to asset prices surging and wages staying flat. Much more than that might be needed"  
[X Link](https://x.com/TheMichaelEvery/status/1987738368424444076)  2025-11-10T04:25Z 23.7K followers, 158.3K engagements


"We are only a few weeks into this U.S.-China deal and its looking more and more Empire Strikes Back. China wants to inspect US civilian factories to ensure they are using the rare earths they buy from China rather than passing them on to US defense firms. https://t.co/ZeFhjDY55R China wants to inspect US civilian factories to ensure they are using the rare earths they buy from China rather than passing them on to US defense firms. https://t.co/ZeFhjDY55R"  
[X Link](https://x.com/TheMichaelEvery/status/1988128439409537527)  2025-11-11T06:15Z 23.6K followers, 122K engagements


"Those who cant see the geopolitics in stablecoin geoeconomics are not just Luddites but 🎯 targets 🎯 As a policy researcher put it to me yesterday Explain this to me like Im [--] years old. I replied Europe is in trouble. My latest column in DLNews on the dangers of stablecoins to the euro and the financial illiteracy of the European Parliament. https://t.co/Tib4qbwgxz My latest column in DLNews on the dangers of stablecoins to the euro and the financial illiteracy of the European Parliament. https://t.co/Tib4qbwgxz"  
[X Link](https://x.com/TheMichaelEvery/status/1988160407085945233)  2025-11-11T08:22Z 23.6K followers, 34.8K engagements


"Well well well"  
[X Link](https://x.com/anyuser/status/1988535014347424064)  2025-11-12T09:11Z 23.6K followers, 27.8K engagements


"Take the U.S. out of NATO and all you have is N - - O. But Bessent said theyd sell Europe weapons so theres a Yes of sorts there. Scott Bessent said something remarkable on Fox News yesterday. If Russia attacked Europe he said the US would. sell us weapons - but no troops. NATO kaput in other words. Should this not be headline news across Europe Is it not a sign of EU brain death that it is not Scott Bessent said something remarkable on Fox News yesterday. If Russia attacked Europe he said the US would. sell us weapons - but no troops. NATO kaput in other words. Should this not be headline"  
[X Link](https://x.com/TheMichaelEvery/status/1996522260006621417)  2025-12-04T10:09Z 23.3K followers, 11.2K engagements


"This is not a surprise strategy to some of us. There IS a method to the madness. With pro-American governments expected to run Venezuela and Iran soon (and with Arab help) Trump will be able to regulate 70% of Chinas oil needs. It's Trump's answer to China's rare earths. by @JMichaelWaller https://t.co/WmwVY7nYDY There IS a method to the madness. With pro-American governments expected to run Venezuela and Iran soon (and with Arab help) Trump will be able to regulate 70% of Chinas oil needs. It's Trump's answer to China's rare earths. by @JMichaelWaller https://t.co/WmwVY7nYDY"  
[X Link](https://x.com/TheMichaelEvery/status/2008840549399490890)  2026-01-07T09:58Z 23.4K followers, [----] engagements


"As flagged the Greenland crisis was resolved quickly due to Europe's manifold geostrategic weaknesses which markets like; yet it opens the door wider to a new world order which markets don't understand and won't like when they finally do. Against that backdrop and building on our work on 'The Trump Plan' see this new piece on the 'Reverse Perestroika' being pushed by the US. [----] is just getting started. https://media.rabobank.com/m/25b5e7fd0ccc31a0/original/President-Trump-achev-Go-rump.pdf https://media.rabobank.com/m/25b5e7fd0ccc31a0/original/President-Trump-achev-Go-rump.pdf"  
[X Link](https://x.com/TheMichaelEvery/status/2014226702495568320)  2026-01-22T06:40Z 23.4K followers, 74.3K engagements


"Scenario 1: Private capital is made to realise it has to fund the U.S. military directly to keep the West safe and Western hegemony in place. There are potential ideas floated like federal land and access to rare earths in exchange for capital / capex / tech etc. Scenario 2: Todays special military operation was brought to you by SnickerSnacks. https://twitter.com/i/web/status/1980544662432846144 https://twitter.com/i/web/status/1980544662432846144"  
[X Link](https://x.com/TheMichaelEvery/status/1980544662432846144)  2025-10-21T08:00Z 23.8K followers, 32.2K engagements

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