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#jeffcurrie — Public Fediverse posts

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  1. "The NJO [New Joule Order] framework has always rested on a single observation: the world underpriced physical commodity security for a decade, and the repricing would be non-linear. The Hormuz crisis has confirmed the thesis; the abundance illusion has merely delayed its financial expression."

    #JeffCurrie, 2026

    carlyle.com/carlyle-compass/th

    #HatTip to whoever posted this link here today (me memory is crap, or I would be adding this quite as a reply to your post)

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