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Trump: Attack & Strikes on Moscow, Russia

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0:00

That's a crazy report if this is true.

0:02

Donald Trump asked Sinsky whether

0:04

Ukraine could strike Moscow, an inquiry

0:07

that the White House says was merely a

0:09

question, but one that came hours after

0:12

he voiced frustration at Putin's refusal

0:15

to accept a ceasefire in the war. Now,

0:17

remember, we've been talking about

0:18

secondary tariffs, about this potential

0:20

of Donald Trump issuing 100 to 500%

0:23

tariffs on any country that trades with

0:26

Russia, basically that buys Russian oil

0:29

starting well, 49 days from now since

0:31

yesterday Trump announced a 50-day, you

0:33

know, sort of pause on those 100 day

0:36

secondary 100% secondary tariffs.

0:38

Whatever. Trump's got his own timelines.

0:41

But in the meantime, it looks like he

0:43

wants to ramp up pressure on Putin by

0:45

potentially striking Moscow. I wonder if

0:48

they'd be as brazen to potentially go

0:51

for the Kremlin. And I also think it's

0:54

very interesting because the CIA would

0:57

be really the one to ask the question

0:59

to, I suppose, because the CIA really

1:01

seems to be guiding targeting uh for uh

1:06

Ukraine and uh you know, sort of gating

1:09

weapons

1:10

uh but um as as well as you know

1:13

providing the authorization to actually

1:15

launch certain strikes. But it's

1:18

possible that uh Trump is also asking if

1:20

you the Ukrainians can strike Moscow via

1:23

some form of you know internal

1:28

you know clandestine

1:30

drone attack much like they did against

1:32

airfields deep inside of Russia.

1:34

Something to know about the Kremlin is

1:36

the Kremlin is a fortified complex they

1:39

like to call it. It's 69 acres large.

1:43

You can't make this stuff up. And uh it

1:45

is sort of the symbol of the Russian

1:49

leadership, if you will. Looking into

1:51

some of the other details here. During a

1:54

July 4th phone call with the Ukrainian

1:55

president, Trump quiz Zalinski about

1:57

whether Ukraine could hit the Russian

1:59

capital and St. Petersburg if given long

2:03

range US weapons. Oh, that's

2:04

interesting. So, hey, if we give you

2:07

some long range missiles, can you strike

2:09

deep? Of course. Why wouldn't we be able

2:11

to? Wow, that's not even relying on the

2:13

drones. That's literally the US

2:16

basically working with Ukraine and the

2:19

CIA to target and drop some Israel style

2:24

uh, you know, or I guess I should call

2:26

them Iranian style intercontinental

2:28

ballistic missiles. Wow. Okay. Uh,

2:32

Zilinsky replied that he could if the US

2:34

provided the weapons. Well, duh. Well,

2:38

sir, if you give me the targeting

2:39

computer, the rocket launcher, and the

2:42

rocket, and the rocket has the range,

2:46

well, yeah, I could hit the Kremlin.

2:50

Okay. I mean, obviously, you know,

2:52

Russia is going to see this. So, there's

2:54

also the potential that Donald Trump is,

2:56

you know, this information is coming to

2:58

light because they want it to come light

3:00

to try to make Putin nervous that, oh

3:03

no, they're just going to try to attack

3:06

Moscow. And who knows, maybe the CIA is

3:08

going to keep an eye out to see, oh, are

3:11

they now moving air defense units in and

3:13

around Moscow because they're nervous

3:15

about this sort of leaked commentary.

3:18

Could all be sort of wargaming.

3:21

Asked about the details of the call,

3:22

which were first reported by the

3:24

Financial Times, the White House press

3:25

secretary said Trump was merely asking a

3:28

question, not encouraging further

3:30

killing. He's working tirelessly to stop

3:32

the killing. The conversation take place

3:35

after a day after Trump said he was very

3:37

disappointed by a phone call with Putin.

3:41

Ukraine has successfully targeted Moscow

3:42

with drones in the past, but long-range

3:44

missiles provided by Western allies

3:46

could have uh well so far have lacked

3:50

the capabilities to reach the city,

3:52

right? Because they provide long range

3:54

missiles that are like hundreds of miles

3:56

of long range, not the thousands of

3:58

miles that they would need because those

4:00

are different missiles. Details of the

4:02

discussion emerged a day after Trump

4:04

pledged fresh weapons. Uh oil declined.

4:07

Okay, that's fine. Carmelan spokesperson

4:10

on Tuesday said Trump's public comments

4:11

were serious and Russia needed time to

4:14

analyze them. Any attempts to make

4:16

demands, especially ultimatums, will be

4:18

unacceptable. Right. Trump moves to

4:22

pressure Putin after months of

4:24

unsuccessful diplomacy. This is why we

4:26

saw this secondary tariff talk

4:28

yesterday. Uh if we don't have a deal

4:30

within 50 days, now 49 days to go.

4:32

Although how solid that line is is a

4:35

little blurry. China has criticized the

4:37

US pressure to uh the US effort to

4:40

pressure Beijing over its ties with

4:42

Russia. Well, duh. Uh because China

4:45

wants to integrate with Russia more

4:47

because they get cheap oil from Russia

4:49

because oil oil can't be sold from

4:51

Russia to Europe or to the United

4:54

States. So they basically have to sell

4:55

it at a discount like a hot potato to

4:58

you know somebody else in China and

5:00

India. They'll suck on this

5:04

comment signal. The latest indications

5:07

that Trump is growing impatient with

5:08

Moscow's refusal to end the war.

5:12

Much of the defense material Kiev will

5:14

receive will depend on Europe's ability

5:15

and willingness to make the purchases.

5:18

Ukraine needs air defense systems and

5:20

drone interceptors, as well as a

5:21

constant supply of artillery shells and

5:23

missiles. Trump said the US was sending

5:26

top-of-the-line weapons, including

5:27

Patriot defense batteries.

5:31

Silinski said Monday he spoke with

5:32

Trump. We agreed to catch up more often

5:35

by phone and coordinate the next steps

5:37

in the future. So really a warming of

5:39

relationships here. A very big reversal

5:41

from the you don't have the cards Oval

5:43

Office meeting.

5:47

Yeah. I mean this has large implications

5:50

because it's probably war

5:52

fear-mongering, but we've seen some

5:54

pretty deep strikes inside of Russia

5:57

already. The problem is if Russia sees

6:01

attacks deep inside of Russia as fueled

6:05

by the United States,

6:07

then you potentially deepen that

6:09

integration between Russia, North Korea,

6:12

uh, and China against the United States.

6:15

Now, how much that matters? Well, you

6:17

know, alone, Russia and North Korea, not

6:19

much much smaller economies. With with

6:22

China, that's problematic. Uh so we'll

6:26

see where it evolves, but that that's

6:27

certainly a little bit of an indication

6:29

of an escalation. I think the only

6:31

reason we're actually seeing the oil

6:32

market down now is because we had some

6:34

of that weaker services and commuting

6:37

pricing power evidenced in the CPI

6:39

report this morning. Mind you, 10-year

6:42

Treasury yield actually up 2.8 basis

6:44

points after that uh report this

6:46

morning. Mostly because the numbers were

6:48

inflationary. You have to just look at

6:50

the the details. Now, Donald Trump is

6:53

literally just now publishing his

6:55

classic propaganda. And remember, my my

6:57

my point is not to shill one side, it's

7:00

to hate be hated by everyone. Donald

7:02

Trump apparently now shilling that

7:05

consumer prices are low and it's time to

7:07

bring the Fed rate down now. he says.

7:10

But again, Trump is a headline reader

7:13

and I don't actually take him as

7:15

somebody who's going to go read the

7:16

details. But if you want to read the

7:18

details, uh, you could download the Meet

7:20

Kevin app and you could get the details

7:23

totally for free or you could join the

7:25

alpha report, which you could do as

7:27

well. This morning, the alpha report, we

7:28

talked about MP material running towards

7:31

60 bucks. Uh, it, you know, since the

7:34

market opened, it's up over 10% since

7:36

those comments. also talked about Open

7:38

Door running, which is also running uh

7:40

since this uh this morning, but we've

7:42

been talking about Open Door running for

7:43

weeks. So, if you want to get that sort

7:44

of alpha, make sure you're part of the

7:46

uh alpha report over at mev.com. Use

7:48

coupon code Mr. Too late, which is

7:50

basically what Trump is complaining

7:51

about now. But look, if you download the

7:53

Meet Kevin app, which is free, uh you

7:56

can see I broke down these tariff

7:58

numbers here, and we talked about some

8:00

of these this morning as well. But some

8:02

of the things we didn't yet talk about

8:03

this morning on my CPI video were that

8:06

without autos, core goods pricing is

8:09

actually up five or 0.55%, which is the

8:13

highest since November of 2021. And if

8:15

you annualize that, it means core prices

8:17

on an annual rate are going up 6.6%.

8:21

That is the opposite of consumer prices

8:24

being low and the Fed needing to bring

8:26

rates down. We are literally seeing

8:29

pressure on services, the lagged effect

8:32

of tariffs showing up and excuse me.

8:36

What we're really seeing is pain in the

8:39

very sectors you would expect to see the

8:41

pain start showing up in. You're finally

8:44

seeing disinflation show up in or or

8:47

lower inflation show up. Well, yeah.

8:48

disinflation showing up in insurance,

8:50

hotels, cars, rent, used cars, autos,

8:53

right? But definitely in those

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categories that are affected by tariffs,

8:57

very large increases and they're just

8:59

now starting to show up and you have the

9:01

weakest travel gauge since March. So,

9:03

you're starting to show some of that

9:05

weakening for the consumer. Donald Trump

9:07

doesn't want to look under the hood

9:09

because under the hood is starting to

9:10

look a little stinky. Uh, and it's much

9:13

easier to just oversimplify and look at

9:15

the headline because, you know, that's

9:17

probably what your, you know, Fox News

9:19

is going to pitch. I mean, we should

9:21

look, it'll probably be entertaining,

9:23

but if we go to foxnews.com, it's

9:25

probably going to be like low inflation.

9:28

Fox Newsw.com.

9:30

Fox Newsw.com.

9:33

All right. What do we have? We have

9:34

Zalinski Christian coffee shop owner.

9:36

Where's the infl I'm actually surprised

9:38

they just won't mention inflation at all

9:41

on their front page cuz they know the

9:43

details are dirty. How interesting.

9:47

No way. Oh my gosh. Look at this. Look,

9:51

dude. Okay, this this is absolutely

9:54

ridiculous. Hold on a sec. Look at this.

9:57

So, you have to go if you go to Fox

10:00

News, you don't brag about low inflation

10:03

because they know it's a lie. So look

10:05

where it is

10:07

all the way down here. So you literally

10:10

have to scroll. Holy smokes. I got to

10:12

grab the bar on the side. Like top news

10:15

story inflation. I have to go all the

10:18

way past probably about a hundred

10:20

stories

10:22

and it shows up

10:25

there. Inflation accelerated in June as

10:28

the Fed weighs the impact of tariffs in

10:30

rate cut timing.

10:34

Classic. Very classic. Right under the

10:39

shill that Kai Trump announces first

10:42

major partnership with Accelerator

10:44

Active Energy. Oh yeah. Let's shill

10:47

Trump's daughter. Suck it on some

10:50

Accelerator drinks that are probably

10:54

full of trashy chemicals. so much for

10:56

make America healthy again. But

10:58

whatever.

11:00

So, welcome to America where the details

11:04

don't matter.

11:06

It's okay. Uh you you you have me uh to

11:10

to give you the truth uh along with I

11:13

mean here like you actually go to the

11:15

journal you could actually see toys,

11:16

furniture among items seeing price

11:18

increases, tariffs start to seep into

11:20

prices. That's correct. Oh, but this is

11:23

also interesting. Trump sends a new

11:26

message to Putin. Uh, this is from

11:28

yesterday. It took six months, but Trump

11:31

seems to have concluded that Vladimir

11:32

Putin doesn't want peace in Ukraine. The

11:35

Russian will have a lovely talk with the

11:37

president, right? Anyway, so we we've

11:40

already covered all this, but this this

11:41

idea now that potentially we want to

11:44

strike deep inside of Russia shows some

11:47

of Trump's frustration. Uh, and it also

11:50

shows a bit of the failure that, you

11:52

know, oh yeah, we're going to end the

11:53

deal or we're going to end the war in

11:54

Ukraine in 24 hours of taking office.

11:57

Duh. Of course, you know, now Trump

11:59

calls that sarcasm. It didn't sound like

12:01

sarcasm when we all heard it during the

12:03

campaign trail. But then again, you

12:05

know, next thing we're going to hear is

12:06

that it was just sarcasm that he was

12:08

going to release the Epstein files.

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