Andrew Tucker
@TheTuckerTalk
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UNSW Bachelor of Economics worked in banking, stock broking and industrial commodity trading my whole life
Germany and Australia
Joined April 2009
I was told he was doomed
Javier Milei was underestimated by the polls yet again. He won the popular vote for congress by over 15 points. It was supposed to be within 5 and possibly tied. Now Argentina wil deepen free market reforms and it is hard to not see him winning re-election in 2 years. VLLC 🇦🇷
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Odd ideas. One of my flat mates was taught that Churchill started WW2, by her English teacher.
Zohran Mamdani's father: America is the root of all evil and was the inspiration for the nazis. Hitler learned genocide from Abraham Lincoln. I'm sure Zohran loves America though. Nice job NYC.
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The differences in Australian vs US/EU voters concerns about immigration is a function of who Australia has been encouraging to come. Illegal immigration was stopped and welfare doesn’t pay your rent there. It will take a hard recession to change this positive attitude.
My opinion piece in the Financial Review. Why immigration was always going to fracture the Coalition base. There’s a predictable pattern to who obsesses over immigration and law-and-order: they share distinct psychological characteristics. Research shows voters who prioritise
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Saw the defence companies dropping rare earth supplies as a risk factor in their financial filings as a sign.
CHINA JUST SURRENDERED. 48 HOURS. $3 TRILLION GONE. Treasury Secretary Bessent: “China is ready to make a deal.” Translation: Beijing capitulated in 48 hours. The 100% tariff dies November 1st. But China paid a price that will echo for centuries. WHAT JUST HAPPENED: October
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Then we would find out China isn’t a production powerhouse
@amlivemon Maybe they should unpeg the Yuan from the USD and actually trade without dollars 😛
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The empire strikes back
⚡️This is a monumental development, but it’s being quietly presented, almost too quietly, which is exactly why it matters. Here’s the unfiltered truth: 1. This marks the covert merger of the U.S. banking system and crypto rails. Zelle is not just another fintech app - it’s
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If this is true Ci is in for a shock
Xi Jinping is working based on the false assumption that U.S. is in decline. There are issue, but nowhere near what he thinks is true. He’s wrong, and that’s why his coercive methods will fail.
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We are living with the consequences of WW1 today
Was World War I unavoidable? I often get this question, most recently after posting my lecture slides on “The Strange Death of Liberal Europe” a couple of days ago. The answer matters for two reasons. First, because the consequences of World War I are still with us. As I note in
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The US is forcing the globe to rebalance trade with it.
History repeats (by design) Tariffs aren't a mistake, it's to collapse the balance of trade with other nations. A Dollar shortage forces nations to liquidate their foreign currency reserves, gold & US Treasuries because debt is in Dollars. An engineered global insolvency crisis
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Normal Saturday in Realpolitik’s
2025, day 298 Good morning from Asia. ‘Starmer urges allies to give Ukraine long-range missiles’ as “PM also calls on coalition to take Russian oil off international markets in ‘maximum pressure’ strategy”; and ‘NATO chief: Putin is running out of money, troops, and ideas’; as
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The UK has a skill problem
I am appalled at the release in error at HMP Chelmsford. We are urgently working with the police to track him down and I’ve ordered an urgent investigation. Kebatu must be deported for his crimes, not on our streets.
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I remember in the early 90‘s working on rare earths in Oz, no traction because of costs of production/environmental concerns. Realpolitik changes things
Who had heard of scandium a year ago? Equally, who had heard of economic statecraft though? 🤨🤨🤨
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Facts are hard
I can't believe people think Trump's shot at Canada is really about a TV commercial that came out 8 days ago, when this ran yesterday. https://t.co/VKkkDUanbo
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Yet denizens still vote for Marxists. Maybe if they had a similar education about the evils of Marxism, like they do about Adolfism the would would be a better place.
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China can only increase consumption by using the Japanese post 1990 strategy of near negative economic growth. This is as good as it gets for China
1/8 Yale's Stephen Roach says China must raise the household consumption share of its GDP by ten percentage points over the next decade. In August PKU economics professor Lu Feng, said that China should raise it by 5 to 10 percentage points over the.. https://t.co/U14YxjGnjh
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Is Russia looking for trouble? I assume angry Canada is.
Unconfirmed news about possible third case of European refinery of Russian oil - this time in Slovakia, facing issues following the ones in Romania and Hungary. Let’s remember the words of Mr. Bond, "once is happenstance, twice is coincidence, and three times is enemy action".
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Soon „real jobs will return as western consumers spend 10x of „southern“ ones. These consumers will need jobs to keep spending. Assume 100-300% tariffs are incoming.
Ok, this one is hard to swallow. Has he completely lost the connection to reality?
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Louvre security cameras faced the wrong way allowing the heist. Peak France 2025
2025, day 296 Good morning from Asia. ‘U.S. Lifts Key Restriction on Ukraine’s Use of European Long-Range Missiles’ (WSJ) as “The move coincides with a Trump push to pressure Moscow into talks on ending the war and to withhold U.S. Tomahawk missiles from Kyiv”; as Trump called
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Happy Thursday
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Emil‘s silent depression
Unpopular opinion: What little of America that was left after the 2008 fraud/theft was killed by COVID. This country has never been the same since.
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