IR-003 The Dollar Erosion
Your windfall lands in a currency that has lost 25% since 2020. The OECD says it is getting worse. Five currencies. Five conversion scenarios. The measuring stick is shrinking.
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The Pittance and the Pen
The Hormuz toll is a pittance. The refineries are at the edge. The Hasna went down. Saudi shut Project Freedom. Saturday Iraq seats Finance. May 14 Beijing.
Just got laid off. Going full-time on Reset Intelligence.
Two jobs. 18-hour days. The drift you've been seeing in the writing. Today the day job ended. What changes for you, three things opening, and what I need from you next.
The Gulf Signed Tuesday
4 Gulf monarchies signed Rubio's Iran resolution. Trump paused Project Freedom; blockade stays. Pezeshkian called Iraq's PM-designate. May 9 the cabinet ships.
The Empty Chair at OPEC
UAE walks out of OPEC after 59 years. Mazrouei names the Strait. Pentagon pulls the briefing hours before Trump's deadline. Iraq seats Finance next week.
The Quiet Work
Alaq names the architecture that would carry a new rate is already 95 percent built. The Finance chair decides the rate. The deadline is looming.
Treasury Names the Snake
Treasury named the snake Friday. Iran handed Washington a 14-point bill Saturday. Iraq's cabinet locks May 27. The plumbing is going live.
Day Sixty
60-day War Powers mark hit today. Joint Chiefs briefed the next strike list. Senate failed to stop it the sixth time. Trump named the playbook: Caracas.
The Order
Trump locks the Iran oil blockade long-term. Brent touches $126. UAE leaves OPEC tomorrow. Powell takes the Eccles seat.
Essential Reading
ISO 20022: The November 2025 Deadline That Reordered Global Finance
SWIFT retired MT on November 22, 2025. Fedwire migrated July 14. The ECB hardwired digital tokens into the new messaging layer. The rails already changed. Most people did not notice.
Basel III Gold Tier 1: Why Central Banks Are Hoarding at Record Pace
The LBMA denies the reclassification. Central banks are hoarding gold at record pace. Three years. 3,220 tonnes. Watch what they do. Not what they?
Iraq's $16 Trillion Question: Why the Currency Stayed Frozen for 20 Years
Iraq currency explained - $16 trillion in resources, a rate set during military occupation, and the 17-year political block now removed. Documente
Gold Manipulation: The Exposed Evidence Banks Paid $920 Million to Settle
Gold manipulation evidence exposed - JP Morgan's $920M settlement, the London Silver Fix phone call, and why banks just flipped long. Documented.