Wednesday, July 2, 2025
Tuesday Coffee with MarkZ. 07/01/2025
Tuesday Coffee with MarkZ. 07/01/2025
Some highlights by PDK-Not verbatim
MarkZ Disclaimer: Please consider everything on this call as my opinion. People who take notes do not catch everything and its best to watch the video so that you get everything in context. Be sure to consult a professional for any financial decisions
Member: Good Morning- It’s a new month, and new quarter. Let's see a ReValue.
Member: Happy Canada Day for ll the Canadians here.
Member: Good Terrific Tuesday……What’s the good new Mark?
MZ: I know 2 people (I know one personally) who have Super Petchelli bonds -that have appointments later on today. They have actually traveled there and have meetings set.
MZ: Another with historic assets has traveled and is in place for the transaction. To walk in…trade assets and walk out with dollars.
MZ: We are seeing real measurable movement.
Member: With all the sudden bond movement, what do you think that gives us a timeline for group 4B or us whatever you wanna call us lol
Member: Is this the week we have been waiting for?
MZ: I hope so……seems like some odd things are coming together. The government and banks in Iraq will be closing on both Tuesday and Sunday this week. Banks say they are taking a “bankwide inventory”. This was announced unexpectedly. My people on the ground in Iraq are excited.
MZ: This is a golden opportunity for a rate change in my book.
Member: and the US has a 3 day weekend with the 4th of July on Friday. Iraq correlates with our 4th of July weekend
Member: So is it true the Dinar is on Forex and Bloomberg at this point? Yes still at 1310 but being up and live for the first time in 22 years would be an incredible preemptive step towards the RI and REER!
MZ: I know there are lots of rumors out …and yes we have seen some crazy rates popping again overnight last night. A systems test of some sort???
Member: Global gold reserves from central banks just hit 36,000 tonnes. This is approaching levels not seen since the Bretton Woods era in the 1960s.
Member: The Ministry of Trade announced plans on Saturday to develop infrastructure by digitizing services to accelerate trade and reduce costs.
Member: When the RV goes and currencies are asset backed including USA, wouldn't they all be 1:1?
Member: Eventually they will…according to Mr. C. First they revalue…..then they reset to parity?
MZ: “A new development in the payroll file” Today Kurdistan dues are awaiting federal government vote. This could be a huge move in settling the HCL, oil and gas law ect….which we keep hearing is a final step before values change.
MZ: “Inflated bills and dollar smuggling continues despite American controls. Expert calls for exceptional measures” I think it may be an excuse to close the financial borders…stop anything coming and going from the country. We were told this would happen right before the change... yes- they have mechanisms in place to close the financial borders.
MZ: “Banking activity stopped in Iraq” stopped on Tuesday for semi annual bank procedures. No reception of customers….this sudden inventory is odd.
Member: Just RV already and let the good times roll!!!!!
Member: thanks Mark and Mods…..seems are hearing up this week. Praying this is finally “it”
Member: Everyone enjoy your day.
The mushroom ladies are on stream today. Please listen to the replay for their information
TIDBIT FROM PIMPY: "As the Israel-Iran War concludes, the U.S. Moves to Reset Iraq's Political Order"
Pimpy
Article: "As the Israel-Iran War concludes, the U.S. Moves to Reset Iraq's Political Order"
That guys that was in their Supreme Court that's causing all kinds of problems, he was finding cases in favor of Iranian-backed situations, causing a lot of tension in the Middle East, that person has been removed...
One of the things I spoke about over the years is Iraq can never get their crap together because of the Iranian influence. If you can remove that influence, I really believe Iraq could flourish...
IRAQ HEADLINES NEWS: IRAQ urged Turkey to increase water releases into the Tigris and Euphrates rivers
IRAQ HEADLINES NEWS
Iraqi Parliament Speaker Mahmoud al-Mashhadani urged Turkey to increase water releases into the Tigris and Euphrates rivers during a meeting with his Turkish counterpart, Numan Kurtulmus, in Ankara, emphasizing the urgent need for action at this time of year to ensure sufficient water reaches Iraqi provinces. Al-Mashhadani also reaffirmed Iraq’s commitment to avoiding involvement in regional conflicts, stating, “We are working to spare Iraq from sliding into conflicts.”
: Al-Mashhadani's office
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#BREAKING: The Iraqi Council of Ministers has concluded its session without discussing the salaries of Kurdistan Region civil servants, a Kurdish minister told Zoom News, adding that it remains uncertain whether Prime Minister Mohammed Shia al-Sudani will authorize the release of funds.
Iraq’s Imports Surge. But What’s the Dinar Doing?
Iraq’s Imports Surge. But What’s the Dinar Doing?
Iraq just locked in $1.1 billion in imports from Turkey; ranking 5th globally. That’s not small change. It’s a major signal: Iraq is still a serious player in regional trade. But before you cheer for the dinar…
Oil’s hovering at $66.60
White goods imports are slipping due to Chinese competition
IQD is still pinned, not climbing
Here’s the truth most won’t say: Trade volume doesn’t mean strength; unless it's paired with strategy.
Iraq is importing like a developed economy. But it’s not exporting like one. And that imbalance? It hits the dinar harder than you think.
Meanwhile, Turkey wins on margins. Iraq gets goods. But what does Baghdad get if oil dips below $65?
For IQD holders: watch the price per barrel; not the size of the shipment.
For VND holders: this isn’t your headline. But remember; global trade works like a chain. When one link shakes, all feel the tension.
Are you betting on volume?
Or on value?
Because in this economy, only one holds.
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FRANK26: “Iraq Updates: IRGC Cells Eliminated & Hydrocarbon Law Brings New Hope”
Introduction The situation in Iraq is evolving rapidly, with significant developments in the elimination of Iranian Revolutionary Guard (IRG...
