thom 

123 days until the FTSE Russell upgrade to EMERGING MARKET STATUS for the Vietnamese Dong.   September 21, 2026. That’s not a guru date. That’s an institutional calendar event. : Thom 

Question: “Is the rate required before the HCL is passed?”  IMO, yes. the REER will be needed to finalize HCL. IMO. : Thom

Question: “IF the value is “low” (1:1 or anything < ~$3), would you go ahead & exchange, or do you see any benefit in waiting a short period?  I don’t want […]

Question:   “If banks only insure $250,000, you’re certainly not gonna set up hundreds of accounts to keep it insured.  What banks will take millions and keep it insured?” This is an […]

Question:   “If banks only insure $250,000, you’re certainly not gonna set up hundreds of accounts to keep it insured.  What banks will take millions and keep it insured?”  This is an […]

Al-Zaidi has been PM for four days. In that time: drones launched from Iraqi soil hit Saudi Arabia, his oil minister confirmed an 89% export collapse, Trump and Xi agreed […]

Iraq…needs to finish their cabinet posts…Then they need to get to work. Budget, HCL. It is do or die for Iraq. 

Question: “What is your gut feeling this will go 2026?” No one knows the date. We can speculate all day long. However, in my honest opinion, based on the things I […]

Question:  “Do you think the HCL will go first or the rate? What is an estimated timeframe on the HCL?”  I think the new REER will be announced BECAUSE of HCL. […]

Question:  “What are the odds the VDN will devalue as opposed to revalue to keep Vietnam’s exports competitive globally?” The VND is artificially held in place by the State Bank of […]

I am preparing for this to be a taxable event.  If it’s not a taxable event, great.  But as an investor I want to stay off the IRS’s radar.  It’s the cost […]

Question:  “What other currencies do you feel have the potential to revalue besides the Dinar and Dong?”  Maybe VES [Venezuelan Bolivar]  :Thom 

Question “Is there any possibility that the HCL could pass at 1310?”  From what I have seen, no, not if they want their economy to survive. : Thom 

There is more traction on both the IQD and VND since both of these nations elected new Prime Ministers, both of which are former Bankers. And it is moving faster than […]

Al-Zaidi is PM.  But the cabinet is half-built, the militia ministry battle resumes May 27, and the dinar doesn’t move until dollar flows resume — which won’t happen until Washington […]

Question:  “Will the 3 0’s be taken off the bills out of country? In other words 2.9 million in notes becomes 2900 times 3. That’s nothing. I paid almost that much”   The […]

Question:  “Should we sell at the bank as soon as the RV happens? Is there guaranteed to be an increase in dinar value at RV?  How do I know it’s not […]

Question:  “Can you explain the connection of the clarity act/crypto passing and the Rv? How are they tied.”    Because when currencies like the IQD revalue, that wealth has to move somewhere […]

The Iraqi dinar could potentially be an overnighter.  We’ll wake up tomorrow and it’ll be revalued at a new rate.  The CBI will just announce it and bam, it’ll happen.  But […]

The Trump-Xi summit in Beijing is now the single most important external event for Iraq this week:  if China delivers a framework that moves Iran toward a Hormuz deal, Iraqi […]

Question:  “In the past you’ve thought $4 for iqd. I respect your opinion, but why so much?”  Under Saddam Hussein it was $3.22 and now, after 25 years of rebuilding, […]

Question:  “Do you believe once the government is formed should we see a rate soon after?” Thom:  Very possibly yes. Pres Amedi and PM Designate have already met with CBI Governor […]

A good friend of mine…works for the IRS in upstate New York.  Yesterday he and I have been digging…IRC988…is one of our Internal Revenue manual codes…IRC 988 deals with how […]

SADR’S BOMBSHELL: “I WILL DISSOLVE MY MILITIA IF ALL FACTIONS DO THE SAME”  Quote:  “In a landmark May 8 statement, Muqtada al-Sadr announced he is prepared to hand Saraya al-Salam (his […]

Question: “We have primarily focused on Iraq and Vietnam, but are their other currencies in this first bucket?” Thom:  I hear the VES [Venezuelan Bolivar] will be part of it.

Question:  “Do think the new Prime Minister will be able to successfully implement a new government without the influence of the militias…?”  Thom:  I do, yeah. I think al-Zaidi has a real […]

Question: “What range do you predict the exchange rate will be post RV for the IQD and VND?” Thom:  What people tell me IQD – $4, VND $2+ But honestly, I […]

Question: “What dinar price in $ would be disappointing for you?” Anything below $3.22 would surprise me.  Anything over a dollar and I would be truly grateful. : Thom