“The Rate is in the Budget” – Coffee with MarkZ Intel Stream Highlights 11-6-25

Summary:

The air in the RV community is thick with anticipation, and another “Thursday Coffee with MarkZ” session, as highlighted by PDK, has given us plenty to chew on. From the ever-elusive Iraqi budget to the mounting pressure on Vietnam’s dong, MarkZ and his dedicated listeners continue to navigate the currents of speculation, hope, and the occasional “Groundhog Day” feeling.

It’s clear from the community’s comments that patience is wearing thin for many. Phrases like “so tired of ‘Groundhog Day'” and “hoping for solid news today” reflect a collective yearning for definitive movement. MarkZ himself acknowledged the “very dry news week,” yet pondered if this quiet might actually be a positive sign. With “big expectations from many for Nov. 5th through the 11th” – dates that have come and gone with no major announcements – the community clings to the idea that silence often precedes significant events. The long-standing theory from Charlie Ward, predicting action on a Thursday, adds another layer of hopeful anticipation to each passing week.

One of the most immediate and tantalizing tidbits from the call centered on the bond market. MarkZ revealed, “On the bond side I know somebody is in a meeting right now as we speak. I hope to have a solid update by this evening.” This news immediately sparked questions from the community: “Mark, IF the bondholder that’s in the meeting right now gets paid, are we a couple days behind him/her or is there anything else we should be waiting on?” The fact that “most contacts have gone quiet” around this time is often interpreted within the community as a signal that something significant is indeed on the horizon, as key players tend to clam up when things are about to happen.

The Iraqi budget remains a central puzzle piece. While one member reported Frank’s view that Parliament doesn’t yet have the budget due to ongoing amendments, MarkZ offered a different, more intriguing perspective from his sources within the Iraqi government. According to them, the budget is being deliberately withheld “because the rate is in it.” MarkZ further elaborated on hearing about “blank spots” and, crucially, a “mechanism in the budget for a rate change.” This raises a pertinent question: “Why would there be that mechanism in the budget if they weren’t expecting an RV????” This suggests a deliberate preparation for a revaluation, cleverly embedded within the financial framework.

Politically, the discussion also touched upon the upcoming e-------s in Iraq. With polls suggesting current leader Sudani could win 60 seats, MarkZ noted that as Sudani distances himself from Iranian factions, he’ll increasingly need US support – a factor that could influence the timing of an RV. Indeed, it was speculated that an RV release could propel him to a landslide victory, highlighting its potential political leverage.

Beyond Iraq, the conversation also turned to Vietnam. MarkZ highlighted Vietnam’s impressive “nearly $20 billion trade surplus in first 10 months,” largely driven by their “under valued dong.” This economic reality, he explained, is the reason “there is so much pressure on Vietnam to revalue their currency.” For those following the Vietnamese Dong, this underscores the ongoing international financial dynamics at play, pushing for a re-evaluation to reflect the country’s economic strength.

As always, the “Thursday Coffee” ended with heartfelt appreciation from the community for MarkZ’s dedication and insights. While the immediate major news remains elusive, the detailed discussions, potential triggers like the bondholder meetings, and the intriguing budget “mechanisms” in Iraq keep the hope alive. For those of us keenly watching, MarkZ’s disclaimer reminds us to treat everything as opinion and seek professional advice for any financial decisions. But for now, the community continues its virtuous wait, ever watchful for the day the quiet breaks and the starting gate finally opens.

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Thursday Coffee with MarkZ. 11/06/2025

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 everyone  and mods and Markz

Member: There is supposed to be a 4 day banking holiday in Iraq and a 3 day weekend here in the US this weekend

Member: We are so tired of “Groundhog day” Hoping for solid news today.

MZ: It’s been a very dry news week…..maybe this is a good thing? Still have big expectations from many for Nov. 5th through the 11th. So maybe it’s a great thing to see so much quiet?

Member: Remember Charlie Ward always said it would happen on a Thursday. I pray he is right every Thursday!!!

MZ: On the bond side I know somebody is in a meeting right now as we speak. I hope to have a solid update by this evening. Most contacts have gone quiet.

Member: Mark, IF the bondholder that’s in the meeting right now gets paid, are we a couple days behind him/her or is there anything else we should be waiting on?

Member: Frank reported Parliament does NOT have the budget yet. They are messing with amendments so they aren’t getting it. Everyone hold your horses on RV. Patience is a virtue…

Member: We must be the most virtuous folks on the planet…next to historic bond holders.

Member:  Well then open the starting gate and let those horses run

MZ: It is believed they are holding onto the budget  because the rate is in it. That is what my sources in Iraq are saying. A number of them work in the government of Iraq.

Member: I am hearing the Iraq budget has blank spots in it.

MZ: Quite a few. And there is a mechanism in the budget for a rate change. Why would there be that mechanism in the budget if they weren’t expecting an RV????

Member: Any thoughts on RV before e------n in Iraq? Is Sudani so sure he will be elected?

MZ: “Poll: Sudani will win 60 seats in the e-------s”  It looks like he could win. As he separates himself from Iranian factions….he will need US support

Member: If he would have released the RV…he would win in a landslide IMO

Member: Iraq is sure doing a lot considering they “can’t” at 1310!!

MZ: “Vietnam records a nearly $20 billion trade surplus in fist 10 months” They dominate exports with their under valued dong. This is why there is so much pressure on Vietnam to revalue their currency.

Member: I sure wish the US economy was a priority with the T------------------n. Seems to be last on his to do list.

Member: I think Trump is supposed to have an announcement at 11:00 today?

Member: Bet its about prescriptions costs or something……not RV related

Member: I just wanna thank you Mark for all you do for this community all your time patience, and knowledge that you share again thank you very much

Member: Have a blessed and prosperous day everyone.

THE CONTENT IN THIS PODCAST IS FOR GENERAL & EDUCATIONAL PURPOSES ONLY&NOT INTENDED TO PROVIDE ANY PROFESSIONAL, FINANCIAL OR LEGAL ADVICE. PLEASE CONSIDER EVERYTHING DISCUSSED IN MARKZ’S OPINION ONLY

FOLLOW MARKZ : TWITTER . https://twitter.com/originalmarkz?s=21. TRUTH SOCIAL . https://truthsocial.com/@theoriginalm…

Mod:  MarkZ “Back To Basics” Pre-Recorded Call” for Newbies 10-19-2022 ) https://www.youtube.com/watch?v=37oILmAlptM

MARKZ DAILY LINKS: https://theoriginalmarkz.com/home/

Note from PDK: Please listen to the replay for all the details and entire stream….I do not transcribe political opinions, medical opinions or many guests on this stream……just RV/currency related topics.

ZESTER’S LINK TREE: https://linktr.ee/CrazyCryptonaut

THANKS FOR JOINING. HAVE A BLESSED DAY! SEE YOU ALL  TUESDAY THROUGH THURSDAY EVENINGS FOR NEWS @ 7:00 PM EST ~ UNLESS BREAKING NEWS HAPPENS!  FROM NOW ON NO MORE NIGHTLY PODCASTS ON MONDAYS AND FRIDAYS

YouTube: https://www.youtube.com/watch?v=ZJmiCcdqodk

Source: Dinar Recaps

Video Summary (Related Information Only):

The host opens with light banter and community engagement, then transitions to global news highlights, including developments in Iraq’s infrastructure and political landscape, Vietnam’s trade surplus and currency valuation pressures, and economic policies in the UK and the US, especially concerning inflation and tariffs under the T------------------n.

Key Insights

[03:15] Permanent Uncertainty Requires Physical Wealth: The host stresses that the world’s current state is defined by ongoing uncertainty, making reliance on digital or fiat wealth risky. Physical assets like gold and silver offer lasting security and peace of mind, especially as economic volatility persists into 2026. This perspective aligns with a broader trend of seeking tangible wealth to hedge against systemic financial risks.

[12:22] Iraq as a Geopolitical Energy Hub: Iraq’s redevelopment, including a $764 million airport expansion, signals its growing economic importance. The involvement of major global players (US, China, Europe, Russia) underscores Iraq’s strategic energy role. The text suggests that success in Iraq is vital for global markets and currency stability, with the US adjusting its stance due to changing dollar dynamics. The complexity of Iraqi politics requires coalition-building to maintain stability and international support.

[19:20] Inflation as a Systemic Wealth Drain: The Bank of England’s maintained inflation target of 2% is critiqued as a deliberate mechanism to erode purchasing power yearly, effectively acting as a hidden tax on working-class populations worldwide. This reflects the design flaws of fiat monetary systems, where inflation is engineered rather than market-driven, contrasting with commodity-backed currencies that historically stabilized prices. The insight highlights the persistent challenge of maintaining real wealth in modern economies.

[25:22] Legal Nuances in Tariff Implementation: The Supreme Court hearings reveal that while the T------------------n’s power to impose tariffs is substantial, legal technicalities around the use of the term “tariff” versus “fees” may require adjustments. This underscores the interplay between executive authority and legislative powers in trade policy, with the likely outcome still favoring continuation of import restrictions albeit under different terminology. The analysis warns against media oversimplification of complex legal proceedings.

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