Tuesday, March 25, 2025
Monday Coffee with MarkZ. 03/24/2025, 25 MARCH
Monday Coffee with MarkZ. 03/24/2025
Mar 24
Monday Coffee with MarkZ. 03/24/2025
MarkZ Update- 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 Mark and mods and everyone!
Member: Dear God let this be the week we are waiting for!!!!!
Member: GM everyone! is it time to break out some laxative to give the powers that control RV so things will get " moving" along?
Member: The anniversary of Kuwait revaluation was today.
MZ: I am hearing interesting things on the bond side but they have not fully pulled the trigger yet. No individual bond holders running around with lots of money…..yet.
MZ: There are a couple of bond “flippers” who are offering exponentially more than they have ever offered before. They are offering roughly half of what the bonds are actually thought to be worth. Flippers would not do this if they thought they would be out that money for a long time. I find that encouraging that we are close .
MZ: The folks working with the treasuries and Central banks….they have gone silent…Zip. The only people willing to talk are the flippers.
MZ: Group leaders continue to work on the travel arrangements . These group leaders will process the groups as they go through. It doesn’t tell us when…just that we are getting closer.
MZ: Many are already in transit and others are leaving soon. Remember not all bonds have to be paid for us to get notifications to go.
MZ: Remember I was told that 90% of Americans will have an exchange center less than 50 miles from their house.
Member: Is anyone getting paid at all?
MZ: How do I answer that without getting into trouble? I think that is all I need to say.
Member: What is your gut telling you Mark about timing?
MZ: My gut feeling is telling me in the next few days to weeks we should have already been to the banks. But I have not been told a firm date from anyone.
Member: Do you think that when the RV phone number comes out there will be a lot of people getting a busy signal the first time they call the number?
Member: It would make sense to have a large call center for us….for at least the first month.
Member: Mark, WHAT are we actually waiting for? What other processes need to be completed by Iraq?
Member: MM dropped a good one last night. Looks like Sudani is pushing to wrap things up.
MZ: ”After a break of more than a month- the Parliamentary confirmation of the convening parliamentary session is today” They are back at it in Iraq and seem to be pushing forward on key pieces. .
MZ: “All indications indicate that today’s session will be held and the Polpular Mobilization law will be read” This is one of the big sticking points of the US and World Bank to give the “GO” and it may be squared away today.
MZ: “Officially voter registration to begin tomorrow” There are upcoming elections in Iraq. They are updating all of their voter registration logs. And they are using new biometric ID’s.
Member: Sure as heck hope Sudani and Alaq get the RV done before their elections……or we may never get the RV
MmZ: “The Ministry of oil announces the establishment of a fixed platform for the important export of gas to Basra” They are adding another floating dock to move away from Iranian gas imports.
Member: So are we still signing an NDA at our exchange?
MZ: We have no idea what it’s going to look like or even if it’s going to exist. Most of my banking contacts are telling me there will only be an NDA on our projects funds on the Zim.
Member: I’m prepared in case. Loose lips sink ships.
Member: On Telegram, there is a rumor of tier 4B being paid out this week.
Member: Still praying the RV happens before Tax day on April 15th.
Member: There is always the rumor of the St Germaine trust opening at Easter time….but hope things don’t take that long.
Member: Another rumor of March 31 is deadline for RV start
Member: March 31st is end of 1st Qtr; does that mean anything?
Member: We are locked and loaded…Come on RV let’s go!!!!
Member: Everyone have a great day today.
Mod: Remember no podcasts on Monday and Friday Nights now. See everyone in the morning
TIDBIT FROM MILITIAMAN, 25 MARCH
Militia Man
Article: "Minister of Reconstruction: A liquidity crisis in Iraq due to the storage of more than 80% of the currency at home."
Fact, there was video out from Iraq that showed they were destroying currency, perfectly good currency. Was around 2018-2019. You can't find that video, at least haven't...
They were bragging about the fact that they were destroying money, 25K notes etc...I'm not sure they've disclosed specifically how much they destroyed. I've never seen that. I've always looked for it, never see it, never have seen it. It's hard to state 80 trillion is truly in mattresses...80 trillion laying around the country hiding? I don't think so.
Iraq's Oil Exports To The US Last Week Exceeded 200,000 Barrels Per Day, 25 MARCH
Iraq's Oil Exports To The US Last Week Exceeded 200,000 Barrels Per Day
Sunday, March 23, 2025 11:07 | Economic Number of reads: 255 Baghdad / NINA / The US Energy Information Administration announced, on Sunday, an increase in Iraqi oil exports to the United States during the past week.
The administration said in a table, "The average US imports of crude oil during the past week from 8 major countries amounted to 4.673 million barrels per day, a decrease of 904 thousand barrels per day compared to the previous week, which averaged 5.577 million barrels per day."
It added that the average "Iraqi oil exports to America increased significantly, reaching 202 thousand barrels per day, an increase of 32 thousand barrels per day compared to the previous week, which averaged 170 thousand barrels per day."
The administration indicated that "the largest oil revenues to America during the past week came from Canada, followed by Colombia, Venezuela and Saudi Arabia."
According to the table, "the amount of US imports of crude oil continued from Mexico, Nigeria and Brazil at lower rates." / End https://ninanews.com/Website/News/Details?key=1193490
Vietnam: Southeast Asia's Hidden Economic Powerhouse on the Verge of Revaluation, 25 MARCH
Vietnam: Southeast Asia's Hidden Economic Powerhouse on the Verge of Revaluation
Vietnam continues to amaze global investors and economic experts, solidifying its position as an emerging powerhouse in Southeast Asia despite the current undervalued status of its currency (VND currently stands at 0.000039 USD, considered a junk rate).
Recent strategic moves highlight Vietnam's growing appeal, with Prime Minister Pham Minh Chinh meeting senior executives from 64 leading US companies—including Apple, Boeing, Meta, Coca-Cola, Nike, and Amazon—to strengthen international economic ties.
This extensive engagement signals robust investor confidence and underscores Vietnam’s ambition to be the "Luxembourg of Southeast Asia," positioning itself as a critical manufacturing and financial hub.
The US business delegation, marking the largest-ever trade mission to Vietnam, reinforced America’s keen interest in green technology, sustainable development, digital economy, and artificial intelligence, areas poised for exponential growth.
Celebrating three decades of US-Vietnam ties, bilateral trade reached nearly $150 billion in 2024, surging over 20% year-on-year. Vietnam's commitment to regulatory reform, streamlining administrative procedures, and offering attractive investment incentives further solidifies its economic outlook, potentially leading to a significant revaluation of the Vietnamese Dong (VND).
Vietnam is not only deepening relations with the US but also actively engaging economic giants like China and the United Kingdom to learn best practices and boost innovation.
The government's ambitious growth targets, including achieving an 8% GDP growth rate this year and double-digit growth in coming years, suggest a revaluation of the VND may soon align with Vietnam's impressive economic trajectory. With rapid developments across sectors and heightened global interest, investors worldwide eagerly anticipate Vietnam's next financial milestone.
Read more here ➡️ VNS
GEOPOLITICAL FLUCTUATIONS AND OIL MARKETS: HOW CAN IRAQ PROTECT ITS ECONOMY FROM SHOCKS?, 30 MARCH
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