The $500B Hedge + Currently No Selected Messiah

The $500B Hedge + Currently No Selected Messiah

img courtesy: https://www.abc.net.au/news/2026-03-03/satellite-images-destruction-at-oil-refinery-iran-nuclear-base/106408822

Originally published: Mar 20, 2026


Volatility is the real feature as Martin Armstrong has discussed.

Observable outcomes = classic crony nationalist capitalism with big-sector winners, broad consumer/taxpayer pain, and bigger government spending. That overlaps with “elite capture” critiques but directly contradicts the de-growth, anti-fossil, globalist “you will own nothing and be happy.” President Trump DOES NOT appear to be aiding the 4th Reich.

4/6/2026 UPDATE:

Whoever is running the WH administration, whether President Trump, proxy, avatars – it’s well understood now the destruction of the global economy is the goal. Europe is getting what they wanted, the GREEN DREAM, through the destruction of the energy sector via the Iran war.

Was Trump forced into this plan where the globalists get what they want? Of course. Who has the most to gain from this? That’s easy to figure out. The company with the largest control of assets under their belt. The US economy, although independent from ME crude, will not escape the lubricant war under way. The ME refineries up in smoke now require new ones built in America – is this the idea of MAGA? Projects that take years to build when the world is in chaos? All the while your family gets to ride out the hiked costs and bills for such.

I would say these politicians have revealed their cards. They’re out of control for sure. Aiding the 4th Reich? No, literally burning down any hope of it materializing. The globalists imagined destroying energy infrastructure would cause a reset. Instead they made themselves poverty laden and the vulgar will continue to turn against governing powers pulling the strings behind their puppet politicians.

The string pullers are making their move to control it all. Using food (starvation), weapon tech, and mass propaganda to get the job done. They still have bio-weapons at their disposal, and Gates and his ilk have quietly been field testing the catastrophe response for tipping the scales of the mass-terror effect to further their agenda of control. While you thought they backed off they were only adapting their plans based on the information flow. They are constantly gaming the scenarios through supercomputers and their own brands of AI of how better to control or destroy you.

They’ll be fine with either since they believe the population is way too big for a sustainable planet. The choices of careers, making money, living free from terror and chaos is about out the window. If you don’t know that by now then you’re kidding yourself. Trump just destroyed any notion of a financial buoy. It seems Martin Armstrongs prediction of economic meltdown heading into 2032 is pretty accurate. Trump just made sure of that with the destruction of the Middle East.

What will be his legacy in the future? Tyrant, destroyer of worlds – the man who ruined it all? Possibly. But we know Humpty Dumpty can’t be put back together for decades and you have about 6 years to get your affairs in order. So what does that do for all your plans you have? Realizing you have about 6 years before everything is either destroyed, a great reset (their goal), or a possible future for your family to eek out an existance – how does this change your thinking, your plans?

Well a big part of this is to get you to panic and sell off everything you own (own nothing and be happy) while they outlaw car ownership and make buying a house darn near impossible. Their plans are coming to fruition and they are expecting rebellion at some stage of the game and they’re ready for that. When the food shortages hit due to fertilizer choked at the Strait of Hormuz and the global domino effect of sell-offs and hoarding, you’ll start feeling the squeeze of doom like every other family.

You’ll soon realize your salary money and income is drying up fast as corporations are chopping everyones jobs, cause they know whats going down. Do I really have to cite the numbers of job losses and corporate downsizing? They’re simply preparing for the 2030 landscape and just not telling you about it, but they all know. They all read the same computer forecasts as Martin Armstrong and have AI plotting scenario for the next decades. Do it yourself and you’ll be astonished at what the forecasts really are. They’re not helpful or hopeful, but rather bleak and depressing. And Trump literally just finalized the economic doom – it’s done. Nothing anyone does can undo what Trump just destroyed as short-term economic futures for the world.

I wonder if he wakes up at night and realizes people used him to destroy the economic future of humanity. The art of the deal right? His name will be stamped on whatever the end result of this comes out to. If you’re going to have hope, you won’t find it in politicians, all they provide is terror, stress, and financial loss. Hope in God, hope in Jesus to receive the Holy Spirit so you can find comfort and peace in this world being destroyed.

As I mentioned, I don’t believe humanity will make it past 2065 before Jesus returns and puts an end to all these psychotic destroyers and it’s only 2026. The birth pangs are obvious are they not?

Yes, the average consumer is the net loser. Higher costs at the pump, store, and utility bills outweigh any indirect gains. The pain is uneven for the poor compared to the rich.

You get one of two sides: Republicans who drive energy policy and create wars for energy money and the MIC, or Socialist Democrats who change laws to erode the Constitution while advocating civil rights and defacing your culture. Each side plays you to make windfall $$$ – to enrich themselves. That’s how the system works. That’s the America you live in and it’s about to get uglier.

WHO ARE THE WINNERS?

Certainly not American consumers. A sustained $10/bbl oil increase adds ~$450/year to the average household’s costs.

Shale companies (Exxon, Chevron, ConocoPhillips, independents), refiners, and LNG exporters are seeing record margins from $100+ Brent + war premium. Stocks in the sector have rallied hard (some up 20–30%+ YTD despite volatility). Jobs in oil/gas states (Texas, North Dakota, etc.) benefit from higher activity.

US producers (Exxon, Chevron, LNG exporters) are printing money record margins on $100–110+ Brent + war premium. Trump is fast-tracking new US refineries (Brownsville and others coming online). Gulf 5-year rebuild locks in scarcity premium that American energy captures. Defense contractors also cashing in on spending.

Monte Carlo $500B–$1T scenario: Still holds as real risk, but the winners are American producers and reconstruction contractors in the Middle East. That’s why the hedge (urea/naphtha/grain longs + Gulf rebuild plays) still makes sense.

Gulf supplies 35-49 % of global urea trade and a huge slice of naphtha/LPG feedstocks. With those plants offline or force-majeured for years, the price transmission is already baked in.

  • Hedging playbook: long grain futures or call spreads (wheat/corn), long urea/DAP swaps or fertilizer ETFs, short-dated oil-product crack spreads to capture the refined-product premium. The 5-year rebuild window gives you a clear carry-trade horizon — buy the physical or futures dip on de-escalation rumors, roll the position.
  • Middle-East investment angle: reconstruction plays (Bapco, GPIC, QatarEnergy rebuild contracts) are long-term winners once the shooting stops, but you need the hedge overlay now because near-term cash burn and insurance costs will be brutal.
  • Risk: if Trump forces a quick ceasefire and Hormuz reopens in 60–90 days, prices can snap back 20–30 % fast. That’s why the Monte-Carlo $500B loss scenario still matters — your hedge has to survive the drawdown.

This is the clean, numbers-driven view with zero hopium. Use the urea $585–720, naphtha +60–74 %, and regional inflation bands directly in the deck — they are already observable and will only widen with every additional month of disruption.

Fertilizer (the biggest lever)

  • Urea spot/retail: $585–720/t (US Gulf delivered). Pre-war baseline was $450–500; that’s a 20–50 % jump in <3 weeks.
  • Why: Gulf ammonia/urea capacity offline + natural-gas feedstock prices exploding from Qatar curtailments. Natural gas is 70–80 % of urea production cost; when LNG benchmarks double, urea follows.
  • Downstream: DAP/MAP and potash also +15–30 % because global buyers (India, Brazil, Europe) are panic-bidding the remaining supply.
  • Duration: 5-year rebuild means no relief until 2031 on Gulf volumes. Non-Gulf producers (Russia, China, North Africa) cannot fully backfill without their own gas/shipping constraints.

The real pain is input-cost crush for the 2026 crop:

  • Fertilizer bill for US Midwest farmer: +25–40 %.
  • Diesel for planting/harvest: +35–45 %.
  • Result: Many marginal acres (especially wheat in Europe, corn in Ukraine/Black Sea) get skipped or switched. USDA-style planting-intent surveys (early signals) already show 3–7 % acreage cuts in high-cost regions.

Food-market impact by region

United States

  • Direct food CPI lift: extra 0.5–2.0 % through 2026 (on top of baseline).
  • Transmission: higher diesel + packaging (from naphtha) + fertilizer → meat/dairy/processed food prices. Fresh produce less hit because domestic, but bread, cereals, snacks see clearest pass-through.
  • Grocery inflation already re-accelerating; another 1–1.5 % is realistic if energy stays $100+ Brent. No “food shortage,” just sticker shock.

Europe

  • Worse: extra 1.5–3.5 % food inflation.
  • Reasons: higher reliance on imported urea (Gulf was 40 %+ of EU supply), sky-high gasoil for trucking, and winter-gas substitution costs. Eastern EU + UK planting intentions already down sharply. Expect bread, dairy, and vegetable oil prices to lead the upside.

China

  • Dual hit: manufacturing inputs (plastics/chemicals from naphtha) + food CPI.
  • China imports ~15–20 Mt urea/year + large grain volumes. Landed costs up 25–35 %; domestic fertilizer plants already running flat-out on coal/gas. Pork and edible-oil prices will feel it first. Overall CPI pressure: +0.8–2 % additive from ag/energy channel. Beijing will subsidize, but exporters (toys, electronics, apparel) absorb higher packaging/chemical costs — bad for margins.

 

Has a Messiah Been Chosen?

NO.

As of March 20, 2026, there is no credible, widely recognized evidence that anyone—fringe, mainstream, or otherwise—has been definitively “chosen” or proclaimed as the Messiah/Moshiach, Mahdi, or equivalent figure in any major religion or culture, with acceptance from established religious authorities, large followings, or verifiable fulfillment of traditional prophecies.

Rabbi Isser Zalman Weisberg, a Chabad-affiliated or independent lecturer on Jewish eschatology based in Toronto/Canada):

  • He has discussed prophetic timelines from the Book of Daniel (e.g., 1290 and 1335 days/years linked to the Dome of the Rock’s construction in 692 CE), calculating a window for Moshiach’s arrival ending around 2027.
  • Some of his talks/videos reference the “absolute deadline” for redemption as the end of the Jewish year 5787, which corresponds to October 2, 2027 (the start of Rosh Hashanah 5788 in the Gregorian calendar).
  • He has framed Donald Trump as a “non-Jewish messiah” (comparable to biblical Cyrus), symbolically “anointed” via events like the 2024 assassination attempt (linked to Exodus 21:6’s ear-piercing for servitude), to aid Israel’s redemption and potentially pave the way for the true Moshiach (e.g., rebuilding the Temple or shifting global focus to Jerusalem).
  • These are interpretive teachings, lectures, and online content (e.g., YouTube videos, interviews), not an official proclamation from a major organization like Chabad-Lubavitch central leadership. Mainstream Chabad emphasizes preparing for Moshiach without naming candidates or setting hard deadlines beyond general anticipation.

But every Orthodox sect has a candidate ready to go! Or could potentially provide one.

Matthew 24:21 For then there will be great tribulation, such as has not been since the beginning of the world until this time, no, nor ever shall be. 22 And unless those days were shortened, no flesh would be saved; but for the elect’s sake those days will be shortened.

23 Then if anyone says to you, ‘Look, here is the Christ!’ or ‘There!’ do not believe it. 24 For false christs and false prophets will rise and show great signs and wonders to deceive, if possible, even the elect. 25 See, I have told you beforehand.

26 “Therefore if they say to you, ‘Look, He is in the desert!’ do not go out; or ‘Look, He is in the inner rooms!’ do not believe it. 27 For as the lightning comes from the east and flashes to the west, so also will the coming of the Son of Man be.

Which means everyone will see Jesus arriving. It won’t be a sceret, but occurs openly for everyone to see.

Anything before this event will be false Christ’s or false Messiah’s. Any selected candidate from any Orthodox sect will be a fraud and considered the anti-christ. The persona will not be a replacement for Jesus returning, nor will it save the world, or be the voice for the Jewish people or the world. If this person shows up and is declared the Messiah it will be a deception and undoubtably another sign that we are in the end times and that the end of the age is at hand.

So go ahead and breakout your frauds! It changes nothing.

YHWH controls all – you money grubbers control nothing. The attempts of the 4th Reich have failed and will continue to do so. Any choice or display of a false Messiah brings more chaos and destruction on your head. The prophecy does not read like you want it too. You have allegorized not only scripture but your false beliefs and superstitions.

YHWH has arisen for His names sake and I expect the hook to be placed in the nose of the Turks as the Levant is destabilized and destroyed. You will loathe yourselves and your so-called leaders according to prophecy – that is guaranteed.

The ONLY prophecy that will come true is what Jesus and Nevi’im already told you. The Rod of Iron is what YHWH promises.