Hello ,
I hope you are having an excellent week.
Here are The Rover’s highlights from last week. Enjoy!
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My top posts from the past week:
Click on the post and share what you think!
Casey Donaldson@caseyjdonaldson
DIESEL PRICES WILL END U.S.-IRAN WAR
Diesel exports have collapsed, which will drive inflation unlike anything anyone in the U.S. has lived through.
Filling up a long-haul semi is approaching $2,000. A record high that will drive up everything U.S. citizens consume.
Filling …
4:36 PM · Sep 21, 2026 · 53.9K Views
119 Replies · 126 Reposts · 589 Likes
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Casey Donaldson@caseyjdonaldson
HUNDREDS OF BILLIONS OF DOLLARS THROWN AT THE YEN AND NOTHING IS WORKING
Japan is facing an impossible choice, and tomorrow is the moment of truth.
The yen has weakened to 156 per dollar.
Import prices are already up 25% year over year.
Fuel. Food. Raw materials. All getting …
9:56 PM · Sep 17, 2026 · 4.5K Views
4 Replies · 7 Reposts · 40 Likes
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Casey Donaldson@caseyjdonaldson
JAPANESE CAPITAL RETURNS HOME
For decades, Japanese money flooded into foreign bond markets.
The reason was simple. Japanese yields were zero. Foreign yields were higher.
That trade is now reversing, and the consequences are enormous.
Japanese investors have already sold ¥3 …
10:38 PM · Sep 20, 2026 · 2.08K Views
5 Reposts · 26 Likes
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Casey Donaldson@caseyjdonaldson
Bessent is ready to punch someone in the fucking face.
U.S. yields are surging even after the rate hike.
No one believes Warsh and Bessent will actually be tough on inflation.
The same two options remain:
1. Stop issuing long-term debt.
2. Bring on yield curve control. …
3:54 PM · Sep 22, 2026 · 13K Views
19 Replies · 23 Reposts · 160 Likes
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Thanks for reading!
Casey Donaldson