1) Kind of looks like the long awaited commodity breakout may be imminent.
https://www.tradingview.com/symbols/XAUUSD/
https://www.tradingview.com/symbols/XAGUSD/
There has been an ongoing game of large entities pretending inflation was a trivial thing, even after the vast spending for Covid. It's unlikely that deception will be exposed as deliberate, which it was.
2015 https://www.brookings.edu/blog/ben-bernanke/2015/04/03/germanys-trade-surplus-is-a-problem/
Eventually the Eurozone will fully splinter.
2) What?
"U.S. Home-Price Growth Slowed Again in October"
https://www.wsj.com/articles/u-s-home-price-growth-slowed-in-october-11640700007
But then,
"U.S. home prices surge 18.4% in October"
https://www.cnbc.com/2021/12/28/us-home-prices-surge-18point4percent-in-october.html
It's like saying "Your cancer has only spread to five new organs this week, which is better than last week. And you only have three organs left without cancer, so next week there should be more good news."
People are not buying homes to live in, they are buying them as a commodity. In other words an increasing percentage of 'home sales' are going to large institutions and investors in preparation for inflation.
It's part of the 'inflation mystery scam' in which big institutional investors have an extended period of time to pad their portfolios until the average person is clued into the significance of the accelerating growth in money supply, combined with the loss of the U.S.' ability to plunder abroad in support of the dollar.
3) Bitcoin Conundrum
Bitcoin has reached the level of 'large investor' adoption such that it sort of has to have clean charts.
But there is a huge weak spot at usd $20,000 to $22,000.
So, it stands to reason that there has to be a drop to that level at some point.
On the other hand though, bitcoin was created, or at least is being used, to fulfill a very specific function which requires a much higher market cap than it has now.
There clearly are vast government resources available to continue the pump, but in order to gain mainstream credibility the chart has to be cleaned up. How is this contradiction likely to be solved?
There has to be a growing realization among big fish that the math securing bitcoin i.e., public key cryptography, will be exposed shortly. It just isn't possible to continue hiding it. When there were 10,000 cryptographers in the world, and they were vetted and cleared or eliminated easily, things were simple. But today at any moment an articulate mainstream science writer could point out the pkc weakness in a way that could not be refuted.
So the most likely scenario is a mad dash up in bitcoin to get market cap in the $10T+ range, then heavy effort by bureaucrats to push more people into bitcoin, then a rug pull.
An interesting company appears to be setting up for the eventual exposure of public key cryptography.
https://finance.yahoo.com/quote/ARQQ/
http://spaceref.com/news/viewpr.html?pid=59072
4) The first sign that the overhot economy is about to become overcold
https://finance.yahoo.com/news/pending-home-sales-november-2021-150010616.html
The supposed 'overpowered recession' wasn't overpowered, it was buried in the Pet Sematary.
https://en.wikipedia.org/wiki/Pet_Sematary
The U.S., or more accurately the U.K., needs to do everything it can to hide this fact, because once the taper is called off the game will largely be up.
The problem is that the more the bill is deferred the faster it will grow.
The smart move would be to quickly force local sovereign economies with an emphasis on surviveable indigenous economies in the new world to undercut China.
But that crew is not in this position due to smartness.
5) The original purpose of governments was to serve individuals through a managed economy
Although this 'objective' no longer exists in any recognizable form i.e., its a purely gangster field now, governments continue the ruse, for example by suggesting that invading Afghanistan had something to do with 'freedoms' or liberties.
In every place where an individual's liberty is limited the biggest element in limiting starts with economics.
A lot of people theorize about why abused women don't walk away from unpleasant circumstances, and that theorizing is meant only to hide the obvious.
https://www.washingtonpost.com/world/2021/12/29/coronavirus-domestic-violence/
If a person cannot go to a less unpleasant environment due to finances, all of the theorizing is nonsense at best.
At the beginning of the last century women did not have the ability, in most cases, to leave an unpleasant place, due to economic reasons. They didn't have the right to vote either. Both of those things in the United States, whose wealth then increased relative to the world, until liberties were commodities more people could trade.
A UBI in a country like Afghanistan would necessarily be very low, less than a dollar a day, but it would let marginalized low income individuals to pool those resources, for example for basic survival, and would have more of a civilizing effect than invading and targeting civilians.
6) The Mormon religion produces decent people, almost nobody would dispute that
People raised in that group have higher than average standards in the U.S. in almost any regard, including in business.
But Mormon leadership, the 'executives' of the church, have long been accused of having quite low and self serving goals.
https://www.washingtonpost.com/religion/2021/12/28/lds-church-musical/
One aspect of the Mormon church is its focus on genealogy. Historically that interest has been 'quaint', something they use to pass the time.
Then several years ago one of their genealogy databases intersected some dangerous interests typically associated with the dark side of government.
This intersect, aside from its unpleasant social implications, is a rapidly growing high dollar field of increasing importance to 'private security' type orgs, an element of society which acts as a shadow government in defense of those with the most power.
7) Self Explanatory
"The world is paying us to hold their money"
"Have you ever heard of the US dollar, the world's key reserve currency?"
https://www.theguardian.com/commentisfree/cifamerica/2012/jan/10/economic-illiteracy-of-economists
"Billionaire US fund manager Stanley Druckenmiller delivered an apocalyptic warning earlier this month that the dollar could cease to be the predominant global reserve currency within 15 years"
https://www.ft.com/content/408d4065-f66d-4368-9095-c6a8743b0d01
Two or three years is probably the extreme outside of the dollar's reserve status.
8) Water is becoming a big issue in a lot of places, and will have a great economic impact
It's darkly fascinating that this issue has been widely discussed since the 1980s at least, yet industrialized countries like the United States ignore it.
https://droughtmonitor.unl.edu/CurrentMap.aspx
https://www.usgs.gov/media/images/aquifers-map-principal-aquifers-united-states
https://pubs.usgs.gov/sir/2013/5079/
This is kind of the exact type of thing government is created to solve. Invading countries to benefit the oil consortium or to preserve a drug business controlled by powerful people is not really the government's job, but it spends billions of dollars a year on that. Preventing a catastrophic water shortage is their job.
So, a person has to wonder if bureaucrats have caught the 'blue flu'.
Are they doing what police do? Refusing to do their job until people cower and beg them to do what they have already been receiving paychecks to do?
https://news.yahoo.com/capitol-police-officer-says-disgrace-170534336.html
That is not to say that the job of police is to fabricate insurrections out of trivial protests.
9) Gold seems to be breaking out of its trading range
https://www.tradingview.com/symbols/XAUUSD/
The U.S. and Britain want to postpone this, but the more they wait, the higher the cost.
One possibility is new 'recession talk' in the next few weeks with data to support it. This would be a replay of the start of Covid, or the months before Covid, and would point to another Covid like event on the near horizon.
10) Venezuela has more oil reserves than any country, including Saudi Arabia
https://www.worldometers.info/oil/oil-reserves-by-country/
https://en.wikipedia.org/wiki/List_of_countries_by_oil_production
And it looks like their oil industry is gaining traction.
At least until the United States announces that Al Qaeda in Venezuela is responsible for global warming.
11) Enforced Stupidity and the Upcoming Rug Pull, or 'Sorry Virginia, Santa is Dead', or 'Turkey & the U.S., who is following whom?'
As long as there is no public discussion about how the U.S. used its power of controlling foreign economies to maintain the dollar, there will be no protection against the ability of other parts of the melting pot to do a massive rug pull which will wipe out the dollar.
"Yet there has been no widespread backlash. There is no tea party movement, or Ross Perot– style political candidate warning America about unrestrained red ink. Congressional Republicans have gone largely silent on this historic borrowing spree, and polling by the Pew Research Center shows the public’s budget deficit concerns plummeting over the past decade. Financial markets have shrugged off this surging debt. Most surprisingly, even economists have heralded this new era of red ink. Leading mainstream Democratic economists Jason Furman and Lawrence Summers have written: “Washington should end its debt obsession,” while Trump economic advisor and noted conservative tax cutter Lawrence Kudlow has called the debt “quite manageable” and not “a huge problem right now at all.”"
https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm
Covid was clearly a collaborative effort by a few Chinese and U.S. scientists, but the economics of the pandemic make a person wonder if the 'independent' scientists were not controlled by a partisan or 'government' with an interest in exposing the long term U.S. dollar fraud.
An interesting psychology note involves the name "Manhattan Institute".
Britain's artillery has been landing on its own troops, and a sub group within its core, or its outer core, has been looking for a solution via the normal melting pot route i.e., by copying historical 'successes.
https://en.wikipedia.org/wiki/Manhattan_Institute_for_Policy_Research
https://en.wikipedia.org/wiki/William_J._Casey
https://en.wikipedia.org/wiki/Antony_Fisher
Can they correct their past mistakes fast enough to outrun their own shadow?
Stay tuned.
Unfortunately, the rot extends so far in every direction, and is so corrosive, that no enemy is needed to conquer Britain / the United States.
https://en.wikipedia.org/wiki/Carly_Fiorina
https://en.wikipedia.org/wiki/Stellar_Wind
https://www.unitedagainstnucleariran.com/company/redington-gulf
12) Price Controls, Hmmmm
And for our next trick we could create a monopolistic currency, we could call it the dollar or 'The U.S. Peso'.
13) "extends gains above 1.6%", If you can't dazzle them with brilliance, baffle them with economics
At any rate, it looks like Britain is going to go for broke.
At some point Japan will realize they have been hoodwinked by the U.S., which was being puppetmastered by Britain, and the Japanese are likely to move Japan back to Asia.
14) Is inflation going to be more than people suspect?
The Wharton School is probably the most respected economics school in the world.
15) Suspiciousness is probably warranted
"and it is expected that, with this plan, the balance sheet will be below $3 trillion by 2020"
https://www.investopedia.com/insights/how-will-fed-reduce-balance-sheet/
Which cites https://www.federalreserve.gov/monetarypolicy/fomcminutes20170920.htm
https://www.stlouisfed.org/open-vault/2018/july/how-fed-reducing-balance-sheet
https://fred.stlouisfed.org/series/WALCL
Big investors know that the cat is out of the bag regarding inflation, and the bureaucracy is discreetly paying them piles of money to keep the secret.
At some point, unless the U.S. wants to become a chaotic anarchy, the shoveling of money has to start being in the direction of those with the ability to riot.
Although the 'police state' alternative looks more likely, it would be so annoying aside from delivering the world to even worse police states.
Here is an article explaining why interest rates and stocks are moving up together. It should probably go in the propaganda section since the real reason is that big institutional investors are buying before inflation not ignoring it.
https://www.cnn.com/2022/01/04/investing/bond-yields-stocks/index.html
16) U.S. citizens have not heard 'bitcoin is the new gold'?
Or has the U.S. Mint not gotten the memo to that effect from the NSA, and adjusted their numbers?
17) One of the most predictable, and severe, problems the United States is about to face could be easily solved with common sense zoning laws
When common sense is illegal maybe a nation deserves what it gets, but as usual only the weak will pay.
18) The real news?
This article paints a picture of an economy continuing to expand.
https://www.cnbc.com/2022/01/05/adp-december-2021.html
But this page from 2017 puts that news in a different light.
19) Breaking news sometime in the next year or so
And the set up.
https://www.reuters.com/article/us-blockchain-illinois-idUKKBN16N2FN
https://crypto.marketswiki.com/index.php?title=R3
20) The truth nobody wants to say
QE has become a permanent part of the economy, and its purpose is to keep liquidity a step ahead of inflation until dependence on the dying dollar can be dealt with.
https://finance.yahoo.com/news/stock-market-news-live-updates-january-5-2022-231453181.html
Economists know taxes are irrelevant at this point, and any effect playing with interest rates has is cosmetic, at best.
Aside from eliminating the dollar before other countries eliminate it, the only solution is a controlled devaluation like a target inflation rate of 20% which will let emergency money be printed under cover of 'economic policy'.
Large investors have known this reality for a while, which has let them move into commodities and hedges, and the Fed has been deliberately hiding that from the public.
Not really anything criminally dishonest, until the lie
"Officials also are considering an earlier timetable for shrinking their $8.76 trillion bond portfolio"
https://www.wsj.com/articles/fed-minutes-reflect-growing-unease-over-high-inflation-11641409628
which is a blatant cue to big investors that the Fed will continue giving information they know is not true to help their big fish buddies consume small investors.
The Fed has absolutely no intention of reducing its balance sheet. Ever. It would be like raising taxes massively. The only purpose of pretending they intend to do that is to lull small investors into confidence in the underlying soundness of the dollar. Big investors know the ruse and are hedging.
Here is another blatant deception.
This is not the 1980s when the public debt could be shuffled with smoke and mirrors abroad.
Powell knows that raising interest rates is only to pacify old hawks and get the money supply galloping along with inflation.
After interest rates cross 10 or 15% there will be more discussion publicly by economists about the difference between Powell's world and Volker's world. Once people start figuring the global scam Britain has engaged in since before WWII there will be a global reset.
The real 'supply chain' story is that Britain and its subordinate societies have gained control directly or indirectly of nearly the entire supply chain for most industrial commodities across the board. Britain now is trying to bring China into its fold via Australia which is a colossally inept move. The Chinese need only tweak their internal policies a bit to throw Britain under the bus, and they will do it in such a way as to promote the fracturing of Europe.
21) "the economy keeps buckling at lower and lower interest rates"
This is pretty significant and widely ignored. If the Fed pushes up rates to appease 'hawks' who support conventional economics and are not paying attention to real numbers, they make a slowdown more likely, which forces more easing which will be inflationary.
Notice in that article Gundlach says about Bitcoin “Maybe you should buy it at $25,000”, a level which is mainly based on the notion that mainstream equity charts have to be 'clean' without major long term gaps unfilled. He has gotten far by following mainstream rules, but in this case he is being a bit too mainstream and giving an opinion on something based only on technical factors i.e., charts, and ignoring fundamentals which could push bitcoin well under that level.
22) It is mind boggling that no mainstream articles point out the obvious
https://finance.yahoo.com/news/how-the-feds-balance-sheet-can-address-inflation-114601970.html
How is the fed supposed to deal with its balance sheet?
The balance sheet is like an instant trillionaire the fed created so it could borrow money. It controls the decisions of the trillionaire, so the fed can have that trillionaire invest in places which benefit the economy short term.
The theory is that the economy will pick up medium term and the trillionaire can ask for the money back, and the money can then be disappeared, as if the trillionaire 'balance sheet' never existed.
When that idea first started, the numbers were manageable. A few billion could realistically be repaid.
But as Jeff Gundlach points out in the article above each cycle of feeding the trillionaire has less and less effect.
So not only can the fed not pay back a small part of the balance sheet, which would have an outsized effect, it certainly cannot pay back a lot of it.
Can the economy expand fast enough to make the balance sheet numbers irrelevant?
9 trillion balance sheet divided by 329.5 million population = $27,314 which every man woman and child has to pay to the invisible trillionaire.
And that's in addition to the national debt which is about $89,000 per person https://www.usdebtclock.org/
It might have been possible when Britain and the U.S. had full control of the global economy, and could extract real wealth from any country.
Today it simply isn't possible for the British consortium to control other countries to that extent, and the more it tries, the more it will get clobbered.
23) Finally an important question gets asked on cnbc
https://www.cnn.com/2022/01/12/economy/stagflation-inflation-economy-cpi/index.html
What happens if the economy slows while the fed is pretending it will 'tame' inflation by raising rates?
Next question / How long has the fed known a dramatic slowdown would follow the overheating it promoted?
24) One of the things the U.S. did when it was in Afghanistan was to finish moving all that government's gold and other reserves to the U.S.
Then, once the U.S. withdrew troops, it froze all those assets so Afghanistan would be forced into economic collapse.
https://www.nytimes.com/2021/11/27/world/asia/afghanistan-economy-collapse-sanctions.html
In other words the stranglehold the British and its derivative societies use to control the global economy is wearing thin, and at this point even a country like Afghanistan poses a threat to their control if allowed to develop.
Another thing that is crumbling is the fiction that melting pot countries are out to help stop poverty, promote this or that group's rights etc.
"Malnourished children with withered arms have been arriving at clinics in Afghanistan for months now"
https://www.nytimes.com/2022/01/14/opinion/afghanistan-bank-money.html
It isn't the Taliban deliberately killing those children, it is Britain and the U.S. hiding behind the Taliban.
It's all about the financial control needed to prevent emerging countries from destroying the British control of the global worldview.
As British influence around the world continues collapsing, most of the global population will be forced to operate under a different face of the melting pot e.g. China, then in a hundred years under another, probably India or Brazil or Indonesia, on and on.
At some point, it could be a week or it could be three hundred years, local interests will have enough defensive ability to beat back the melting pot and enforce local sovereignty.
Meanwhile, China has the warning, from the British experience, about the threat posed by local tribal groups, and their technology will shift to continuing the British focus on control and surveillance.
One of the most important effects of Britain ignoring, and passing on, its responsibility towards the survival of less powerful tribes is that for the foreseeable future there will be more and more resources needed to combat sabotage of space programs.
At some point countries will be forced to do extensive background checks on people working on space related projects, and new agencies will constantly be popping up to control narratives, propagandize, enforce loyalty etc.
One of the big ironies is that Britain is following the exact footsteps of Jews much earlier, and when the worm turns and an Asian power starts resenting the space and oxygen used by Europeans, Britain will bear the brunt, including within Europe itself, until it becomes the Japan of the early 20th century minus any imperial power which has been stripped by then.
Physical pressures of limited space are much more acute now, and the likelihood of outer space opening up is dimming fast enough, despite propaganda, that the next time the cycle plays it will get started much more easily and become much messier than in the past.
25) How high will Australia and China push rare earths?
Most of the 'ready to market' rare earths in the world are controlled by companies that are, in turn, controlled by a British and Chinese consortium, with Australia being the 'British' side.
They have control over U.S. reactions to historical rare earth supply imbalances through British influence in the U.S., and are trying to use that as one of many levers to shift power from the U.S. to Australia.
https://www.kitco.com/strategic-metals/
Like the oil consortium though, this is not just a political strategy, it's got a heavy mix of profit motive.
For the British the most important element in their strategy is corrupting Chinese political strategists who might interfere. China has a history of fighting corruption to some extent, while British success has always derived from using local corruption to take over and control 'weaker' nations.
A person could easily guess that the Chinese may be using Britain's long term strategy against Britain.
26) And Gomer Pyle says 'Golly, Imagine that'
https://www.wsj.com/articles/bond-market-forecasts-bad-economy-11642098186
27) Corruption in the United States has reached a whole new level
In that article a big investor is urging the Fed to make a big interest rate hike to 'restore its credibility'.
He knows exactly what will happen when interest rates start going up, so what is he actually doing?
He is part of a growing crowd of extremely wealthy people using common ignorance about economics to overtly push for policies which most people will react to by putting money in the wrong places.
His comment makes clear that he has hedged investments anticipating a slowdown.
His wealth makes clear that he knows what will happen when interest rates rise.
His boldness in giving bad advice makes clear he is so confident in the stupidity of the mainstream, and so certain nobody will tell the truth about the U.S. economy, that he is not worried about being exposed.
It's sort of like a person telling a coworker to smoke a joint to relax for a drug test before the two will compete for a promotion.
Notice his use of the phrase 'shock and awe' to signal that he is taking the lead in a scam.
28) A pretty big warning sign about crypto generally, again
https://news.yahoo.com/crypto-com-reportedly-succumbs-14-120128476.html
A hack that involves compromised 2fa of a number of individuals + a hotwallet attack on the exchange.
The appearance is that one of the hacks was meant to cover the other, i.e., the hotwallet hack distracts from the 2fa.
Whether or not this example is related, enough signs are out there already to cast doubt on public key cryptography.
A person might still have years to trade before it is exposed or it could happen in a week.
29) Somehow the fed now has to inject money more discreetly into the economy, but how?
"In fact, they said that the spike in the 10-year yield “tells us that investors are less willing to pay a safety premium for bonds and isn’t bad news for stocks per se.”"
It's likely the fed has some unknown tricks yet to play in order to postpone a contraction, but those tricks, at this point, pretty likely involve increasing the money supply in some way that does not get discussed negatively.
The game now is not focusing on preserving decades of dollar strength, but on short term dollar survival.
What will the U.S. do to give the fed ground to increase money supply?
30) Unless the west can convince China to accept delusions as payment for trinkets, problems are going to develop soon
https://www.wsj.com/articles/china-cuts-benchmark-rate-to-bolster-flagging-economy-11642668631
31) There are two groups of people in the world
a) Those who know that the Fed cannot raise interest rates
and
b) Those who don't know that
32) A big development in oil markets?
Venezuela and Iran are first and third globally in terms of oil reserves.
https://en.wikipedia.org/wiki/List_of_countries_by_proven_oil_reserves
Global oil consumption is around 35 billion barrels a year, and last year about 1% of all global oil traffic was from those two countries to China.
The U.S. has thoroughly alienated those two countries, led by oil consortium efforts to drive the price up, something the U.S. government has always cooperated with.
https://yaleclimateconnections.org/2021/12/how-big-oil-works-the-system-and-keeps-winning/
If China solidifies its supply of oil from those two countries it will be a massive boost to its economy just as Western economies are slowing down.
There are massive side benefits China will get from this, economic, political and so on. Maybe the most interesting, and ironic, aspect of this shift is that the oil consortium i.e., basically 'the U.S. government' at this point, will be feeding the process, gradually delivering the U.S. economy to China.
As inflation dilutes the U.S. currency money will still be flowing through the consortium, but it will be gradually shifting to other commodities which China has a lock on.
33) Enforced stupidity is one of the biggest challenges facing the United States
As it nears a crisis point, more evidence continues to emerge that the national stupidity is cross sectional, afflicting all levels of society, but originating with 'experts'.
Political pressures are causing free speech to be limited for one set of reasons, but the net effect, and perhaps the real motive, of limiting public discussion, may be simply to make sure 'experts' continue having enough influence to make sure the stupidity is not challenged.
34) Erdogan is portrayed as stupid for his interest rate policy, but what is really going on?
https://news.yahoo.com/erdogan-says-interest-rates-lowered-132516201.html
If Erdogan were to raise interest rates of course economic growth would slow, but Turkey's currency is 'domestic' enough that they still have the ability to control inflation.
Turkey's debt vs gdp is somewhat lower than most countries, but still quite serious.
https://www.statista.com/statistics/531989/national-debt-of-turkey/
https://en.wikipedia.org/wiki/List_of_countries_by_public_debt
Turkey appears to be following the lead of a group of countries who are waiting for a reset of the global economy away from British control. All they have to do is tread water until the leader of that group, presumably China or Russia, sticks a pin in the dollar and causes a dollar panic.
Because of how the global economy is structured, a sudden collapse of the dollar's ability to mediate other currency transactions would have an outsized domestic effect in the U.S.
The entire U.S. economy is designed to extract value from weaker economies seamlessly and without scrutiny. Once that ability is gone there will be obvious consequences but the root of the problem will be invisible to almost everybody, including economists, until there is some discussion of how the U.S. managed to bleed value from other countries.
Assuming the issue is never discussed the U.S. economy will continuously decline until it reaches some kind of natural parity with other economies.
Something which has happened again and again and again since the first colonial economy thousands of years ago.
35) Although NetFlix movies are usually overt British propaganda, useful only for analyzing propaganda techniques, there are some exceptions
"Myth & Mogul: John DeLorean" is a NetFlix series which discusses the U.S. carmaker John Delorean.
In episode 2 the series mentions that Delorean was given 100 million British pounds to build a car factory in Northern Ireland.
This tidbit from history is useful because it is a common technique for managing populations and will not go out of style.
For example Ukraine has been lured towards the West with financial incentive masquerading as 'liberty'.
Both sides, all sides rather, know that the financial abilities of each side is in the process of changing. So the British are in a hurry to formalize any beneficial aspects of their 'relationship' with the Ukraine, while the Russians are in a hurry to wait.
The fly in the ointment of course is consortiums, the corporate sector, or what would be referred to as 'spies' if it were strictly individuals. Each governmental side is polluted with interests from the opposing side so no side is entirely as it seems.
China of course knows the broader picture, and any turmoil at all will give them a discounted opportunity to purchase influence much more cost effective than the 100m pounds Britain spent on Delorean.
Russia and China are basing their strategic relationship on solid ground, not contrived alliance as Britain does, so as bad as any result may be for any local party e.g. Ukraine, there is no long term cost for China and Russia. If the Chinese were to try to bleed the Chinese after the fact they would learn what the British are very slowly learning.
36) There is still a very distinct split between what people expect the economy to do
This article says "don't worry".
But this expert said to start worrying a while back.
And since then things have been moving in his direction.
https://fred.stlouisfed.org/series/T10Y2Y
If inflation turns out to be real, and it will, a person would guess shorter term treasuries will get very high interest rates and that chart could go far into negative territory before people accept that the dollar is finished.
And once that happens it will be hard to sell long term bonds no matter what the interest rate is.
37) Ha ha
The Brits are going to try to draw other countries into premature rate hikes to squeeze a little more benefit out of their ploy.
38) A research company is alleging a massive fraud involving the main United States rare earths mine
https://www.bonitasresearch.com/
A pretty big story because many Chinese investors would have been aware of it and the exposure comes as rare earth prices are rising rapidly.
It looks like somebody provided the Chinese customs documents to the company as a whistleblower of sorts, or as an investor with hopes the news would be profitable.
It goes without saying that many people in the U.S. government would have been aware of the scam, and where there is overlap among those individuals and Australian and Chinese people involved would be consortium territory.
The disparity between 'facts' on that expose site and 'facts' on MP's site point to either a massive fraud involving many people, or, a calculated effort to affect the prices of rare earth stocks in the short term.
https://investors.mpmaterials.com/overview/default.aspx
39) Now the Fed's game is becoming more clear
When the dollar's value was more or less stable, a rate hike was a rate hike. But with inflation pretty well established for the long term, a rate hike is relative to inflation.
So if inflation is 1% a 1% rate won't especially attract borrowers/investors/companies unless a lower rate is expected later.
If inflation is 10% then anything over 10% won't attract borrowers if they ignore future inflation, but when inflation hits 10% and people will start worrying it might hit 20%, they will need a premium to put money into dollars, and borrowers will be more than eager to borrow at 10% if they think rates will rise.
That explains the clumsy effort to keep people stupid as to the obvious effects of the money supply surge.
So there is a large segment of investors who understand what is going on, and who are taking steps to profit from it, and there is also the wider population, which is being fed nonsense about the Fed using interest rates to control inflation.
40) Probably the biggest one day jump in the history of rare earth metals, but still not reflected in miner prices
https://www.kitco.com/strategic-metals/
41) Early 2000, that was when...?
"The last time the Fed hiked rates by a half point in a single move was May 2000. The labor market was exceptionally strong then. Unemployment had hit what was then a 30-year low of 3.8% in April of that year. Although the consumer price index in March of that year was 3.8% -- about half of what it is today -- it had more than doubled over the previous 12 months, raising concerns about inflation."
https://www.cnn.com/2022/02/16/economy/inflation-fight-pain/index.html
42) The first recent article promoting the obvious?
The author of that article anticipates 'democrats' opposing a gold standard which is either his way of politely insulting them, or the truth, to some extent.
43) A recent story flying under the radar
https://www.usatoday.com/story/money/2022/01/25/fed-digital-us-dollar/9202957002/
A digital dollar would almost certainly be designed to give U.S. corporations an edge, and this issue may be the sly reference Donald Trump made about IBM.
44) Gold has built a very strong technical base to go up
https://www.tradingview.com/chart/?symbol=FX%3AXAUUSD
Once it passes its previous all time high around usd$2100 an ounce, it's a fairly safe bet U.S. and British rivals will start pushing silver up to encourage independence movements in Latin America.
As bad as the 'perfect economic storm' is for the British face of the melting pot, there will be new variables popping up which will make things even worse.
British strategy continues to be crookedness and sneakiness, and if Britain has any sense at all it will start mitigating its future costs.
45) A high level mainstream British economist is starting to hint at Britain's biggest secret
"When the global economy tanked in March 2020, the rate of inflation looked like it was heading to zero. That made it a surprising moment for former U.K. central banker Charles Goodhart to predict that inflation would hit between 5% and 10% in 2021—and stay high. Mr. Goodhart reasoned that a seismic shift was under way in the world economy, one that fiscal stimulus and the post-pandemic recovery would only hasten. A long glut of inexpensive labor that had kept prices and wages down for decades, he said, was giving way to an era of worker shortages, and hence higher prices"
https://www.wsj.com/articles/inflation-high-forecast-economist-goodhart-cpi-11646837755
"China allowed the US and other advanced economies to focus on consumption"
46) The one thing that industrialized societies produce reliably is retards
https://www.nytimes.com/2022/03/10/business/ecb-europe-inflation.html
47) More indication 2009 bitcoin is a government project
https://www.tradingview.com/chart/?symbol=CBOT%3AZW1!
https://en.wikipedia.org/wiki/2007%E2%80%932008_world_food_price_crisis
https://en.wikipedia.org/wiki/Great_Recession
Nothing wrong with taking some of the edge off the next recession, but the huge backdoor of public key cryptography cancels any benevolence, and then some.
48) The only difference between the dollar and a house of cards is that a house of cards is made of something
Nevertheless there is an endless stream of confused people clinging to the fiat past.
https://www.federalreserve.gov/monetarypolicy/bst_liquidityswaps.htm
Anytime anybody comes up with a defense of the dollar, that defense turns out to be worse than empty, and liquidity swaps are an example.
49) The truth is starting to trickle out, time for a massive propaganda project
https://www.wsj.com/articles/the-odds-dont-favor-the-feds-soft-landing-11648045029
When Japanese financial writers start putting pieces together it will be the biggest financial stock in modern industrial history.
50) More evidence of an upcoming depopulation event?
https://www.tradingview.com/symbols/CBOT-ZW1%21/
The circuitous logic used to explain financial realities to the public is deliberately obscure, but there may be hidden reasons for that.
If a person notices that a certain type of inflation precedes contractions the usual explanation involves 'countering overheating' or some variation.
But that is 'financial mumbo jumbo' for 'reducing commodity consumption'.
Ultimately there is only one way to reduce commodity consumption, and all indications are that this is in the near future.
51) Is China about to surprise the world?
If they shift from devaluing for exports to supporting in order to become a consumer nation they will be able to increase domestic liberties while Western nations decay into police states.
Interesting too that the Aus dollar is being supported more than other currencies, it looks like the only option left to Britain is to foment war.
Since 'consuming' is about commodities, not trinkets, in the future it will be more and more the Chinese consumers who determine where depopulation occurs.
52) Still, as of April 2022, no public discussion of how Britain, through the U.S. dollar, bled the third world dry
But the fin of the shark is visible in some recent videos
https://www.youtube.com/watch?v=SElZ29Al4Sw
53) Universal Basic Income will get a boost as the next recession approaches
People in the U.S. have been trained for generations that fire solves everything, and a nation of firebugs without a country to invade will act predictably when prices explode and jobs disappear.
https://www.kcra.com/article/california-drought-deepens/39613552
https://www.drought.gov/current-conditions
It's not a sustainable solution, but if the U.S. liked sustainable solutions it would not be where it is.
54) Japan is probably going to fall pretty fast
The U.S. is trying to 'globalize' Japan, and it's not far off that Japan will be manufacturing trinkets for China, but at some point Japan will move back to Asia.
https://thediplomat.com/2021/12/is-there-a-kishida-doctrine/
55) Unless the dollar collapses very soon, Japan will go full gold
https://www.tradingview.com/symbols/JPYUSD/
https://www.tradingview.com/symbols/XAUJPY/
https://www.sunshineprofits.com/gold-silver/dictionary/gold-bank-of-japan/
And if the dollar collapses they will already be there.
Either way, Japanese are not going to be liking the U.S. soon.
"Direct purchase of government bonds by Bank of Japan
This section presents an academically controversial view.
A policy was planned and enacted in which the national central bank would directly buy the national bonds.
Economist Kazuhito Ikeo stated, "Quantitative easing and debt monetization are different from each other. We must not assume they are the same just because both involve the Bank of Japan buying government bonds. 'Lending money' is clearly different from 'giving money', but we just see the money move from one place to another, and they look exactly the same in that aspect.
The Public Finance Act
The Public Finance Act prohibits the Bank of Japan from buying government bonds directly. Nevertheless, according to the provision, it is allowed to buy when the National Diet approves the bill. These regulations result from reflection that the Bank of Japan brought about violent inflation by their public bond purchases during the period from before to just after the War."
https://en.wikipedia.org/wiki/National_debt_of_Japan
56) Gold has broken out decisively against the Yen
https://www.tradingview.com/chart/?symbol=OANDA%3AXAUJPY
Looking at the Yen/USD chart it's clear from the chart starting February 19, 2020, that there is absolutely nothing natural about the Yen market.
https://www.tradingview.com/chart/?symbol=FX_IDC%3AJPYUSD
Some entity has been trying to preserve a bubble, and it looks like they finally lost control.
Covid provided a pretext for a while, but it looks like the manipulation has gotten too expensive.
The one thing that distinguished JPY vs all other XAU charts is that the Japanese are pretty honest about their economics. They were sold some kind of scheme by UK/U.S. and their response was "We'll trust what we can verify". Note that XAU volatility vs the Yen is very low compared to USD and CNY.
The world will slowly start realizing now that dollar dominance has been based entirely on bluffs and manipulation.
The underlying premise of the dollar crew has been if you can build enough of a majority into your scheme then you can extend it forever. As mentioned on other pages this only works if you utterly exterminate challenges as they arise. 5,000 years ago exterminating other groups was sensible and easy. Today, not so much.
An interesting pair of fractals starts on btcusd at the April 2013 peak.
https://www.tradingview.com/chart/?symbol=BITSTAMP%3ABTCUSD
And xauusd at the August 2020 peak.
https://www.tradingview.com/chart/?symbol=FX%3AXAUUSD
57) The Japanese people are known for their discipline under pressure
https://www.tradingview.com/chart/?symbol=FX%3AUSDJPY
Within a year or two they will be in a situation which would cause most people to riot in the streets.
But they are more likely to take a hard turn toward nationalism and re evaluate their cooperation with the West.
https://twitter.com/hikaru1032
https://en.wikipedia.org/wiki/Japanese_battleship_Yamato
An interesting psychological aspect of this is the importance of the 'suicide bomber' aspect of individual development. The British have expanded by bluffing at a strategic level, i.e., pretending they had that level of development incorporated, and they have maintained the appearance of that level of development by misguiding their subjects.
Once real conflict starts, populations around the world will realize that what the British have been selling is a sham.
Notice the very authentic 'universal gestures' the main character in this video makes.
https://www.youtube.com/watch?v=rewdB8PfDGA
58) Another article discussing what might be one of the most secretive Fed projects in history if it's true
An interesting thing involves massive bailouts mentioned on the same website which occurred just before the artificial contraction of Covid.
One of the lesser discussed aspects of what triggers a recession involves commodity demand. There is often a run up in commodities preceding the drop which occurs in the recession, implying that it was that demand which triggered 'something unknown', perhaps a secret monetary adjustment by the Fed, which then causes the recession or slowdown. It might be called 'a reaction to an overheating economy', but considering population growth and limited commodities it looks more like Evel Knieval is running the economy, and he is drunk.
The specific timing of Covid, along with the reaction to it such as mRNA vaccines forced on certain populations is fertile ground for conspiracies which could be true.
59) The chart that might be the best window to watch the global manipulation
As the dollar drops, Western strategists have to be careful not to let silver go up too fast or Latin America will start to put pressure on the U.S.
GoldSilver is a chart that shows the ratio of gold to silver.
https://www.tradingview.com/chart/?symbol=TVC%3AGOLDSILVER
The U.S. has a lot of sly tricks it uses to keep the dollar on top, but its client states are not trusted with all the keys, aside from Britain and Australia.
One of the most important, but only semi trusted, client states, has been Japan.
Superimposing xau/jpy on top of the GoldSilver chart gives a picture of the extent to which Japan is used as the economy in front of the U.S.
At some point Japan will enter a 'final devaluation' which will not be followed by the usual selling of gold, but by a last ditch commodity / gold buying spree.
Right now, mid April 2022, the Yen is crashing but it's more likely than not the U.S. will step in.
At some point though, acting in concert, Japan's currency will plummet, then the dollar will start dropping, then both countries will load up on commodities.
So far, historically, there hasn't been any challenge to schemes like that. And there are plenty of top people in 'competing' economies, like China, India and Russia, who basically work for the dollar.
The key event most likely to trigger the final phase will be something which restricts global trade, but much more serious than Covid or the Ukraine invasion. It's possible those two events will make planning the final devaluation easier i.e., there will be a better idea of how economies will react, but neither is really serious enough to drive economies away from external markets.
The obvious scenario is a surprise attack of some kind, and the obviously most probable is an attack by the U.S. on China, that would complete the UK's pivot to Australia, but it isn't clear what is developing.
Several days ago a warning by Russia to the West to stop arming Ukraine. The flow of arms is so blatantly trying to provoke a response by Russia that it defies normal reason.
Then, a few days late, the Washington Post ran a story on the same issue from a few days ago but gave it more prominence.
https://www.washingtonpost.com/national-security/2022/04/14/russia-warns-us-stop-arming-ukraine/
"Russia this week sent a formal diplomatic note to the United States warning that U.S. and NATO shipments of the “most sensitive” weapons systems to Ukraine ..."
It is not at all clear how this is going to spin into a surprise on China, but the British fingers are clear.
The United States has a heavily mixed bag of ethnicities throughout government, so the British project will include the usual 'yellowcake style mistakes' made by an overly cloistered group.
While the British imagine they are securing their future a bit longer, it's more likely they are dooming it unless they are extraordinarily slick.
60) A usd$750 million ship with no comparable losses on the other side, in fact increasing resources by opponents
Russians have to decide quickly whether to surrender to British expansion or escalate.
61) A smart investor points out the obvious
In fact he understates it. A very strong case could be made that the Fed, or U.S. policy makers, deliberately misled smaller investors who couldn't figure out what was going on.
It would be fertile ground for a class action lawsuit if those can be used against government employees, since it would be easy to show that wealthier investors, on par with the Fed and policy makers, were buying profitable assets which smaller investors have been discouraged from by the Fed and policy makers.
Perhaps an argument could be made that the Fed and U.S. policy makers were trying to eliminate stupid people from the ranks of investors, but the deliberate fictions were overtly malicious and designed to mislead the public on inflation.
62) Is the U.S. going to solve financial stress by shifting to a four day work week and giving each family a free gardener and nanny?
https://www.wsj.com/articles/california-considers-the-four-day-workweek-11649994203
63) An interesting bubble or an interesting idea?
https://en.wikipedia.org/wiki/Primary_Dealer_Credit_Facility
https://www.federalreserve.gov/monetarypolicy/pdcf.htm
The whole purpose of credit in an economy is to fuel growth. If you give a decent business unlimited credit, as long as they are well run, eventually they will turn a profit.
Many people in casinos understand the 'growth' factor in that equation. If a person in a casino has unlimited credit, by their estimation it's certain they will end up ahead.
The public part of these types of 'loans' is pretty straightforward, but behind the scenes they give long term guarantees to certain groups which are not available to most.
What a person could wonder about though is the non public aspects of these 'loans'. The employees of the lender on one side are generally in the same pool as the clients on the other, and it would not be that difficult to add an agenda to the trillions of dollars.
64) How far could the Japanese Yen fall?
The dollar chart is a red herring of course.
https://www.tradingview.com/chart/?symbol=FX_IDC%3AJPYUSD
But looking at the gold chart the June 2018 peak to the August 2020 peak was the steepest drop in the Yen's modern history, and extending that trend line brings it to 300,000 Yen, which at current exchange rates is usd $2286.
https://www.tradingview.com/chart/?symbol=OANDA%3AXAUJPY
https://www.tradingview.com/chart/?symbol=FX%3AXAUUSD
Gold/Silver reached a peak in March 2020 just as Coronavirus started.
https://www.tradingview.com/chart/?symbol=TVC%3AGOLDSILVER
The UK/U.S. will probably make one last attempt to squash Latin America before either silver is out of Western control or international trade has stopped due to war or some similar situation.
At that point the dollar will be out of escape routes and the Yen will be in even worse shape because the Japanese are not militarized.
So for the time being the Yen won't drop too far, but once the dollar starts sinking Japan will have real problems.
65) The biggest equities trader is using a bitcoin trading style
66) Uhm, so Russia isn't clinging to dollars?
https://www.cnn.com/2022/04/29/investing/russia-ruble-dollar-debt-payment/index.html
67) The JPY correlation with gold has been so strong, the strongest of any major currency, that obviously the U.S. has offered some kind of 'trust but verify' economic relationship
https://www.tradingview.com/chart/?symbol=OANDA%3AXAUJPY
The surprise for the Japanese will be when they learn that the U.S. work for the UK.
It isn't clear yet how the UK will pull off their Japan scam, but it is clear they will, or try at least.
68) Coinbase claims it lost 'millions of users', but that raises a hidden red flag
When Coinbase started they were a bit borderline sleazy, trying to follow the letter of U.S. law but completely ignoring the spirit of a reputable business.
An example mentioned before was their 'fake it til you make it' hiding of crypto volume on their exchange at the beginning.
The claim of losing 'millions of users' raises the possibility that they falsified other data, including number of users'.
69) An unusual very short term chart pattern
USD vs JPY jumped quite a bit.
https://www.tradingview.com/chart/?symbol=FX%3AUSDJPY
Which usually leads to what appears to be Japan selling gold or some variation.
But XAUJPY jumped pretty considerably to about a one week high.
https://www.tradingview.com/chart/?symbol=OANDA%3AXAUJPY
If it breaks past 255,000 then it will probably be the beginning of a major bull market in gold.
If it retreats still there is no change in fundamentals, gold is still rock solid vs jpy and usd, it just means more currency games until those currencies surrender.
70) Another interesting thing on the USD/JPY chart?
Between Feb 20, 2020 and March 20, 2020 there was a surge in volume that coincided with the start of Covid news.
https://www.tradingview.com/chart/?symbol=FX%3AUSDJPY
But was it really related to Covid?
Or was Covid used as cover to dump dollars?
There are a few things that arouse suspicion.
71) The only chance the Japanese have of avoiding financial calamity is if the figure out the UK scam in time
And so far it doesn't look like they have.
https://www.tradingview.com/chart/?symbol=OANDA%3AXAGJPY
72) Even Peter Schiff makes mistakes
Peter Schiff is generally right long term about gold vs bitcoin, but he is ignoring certain things.
Bitcoin does have some correcting to do, but he is assuming bitcoin is buoyed by 'common' or 'popular' money. In fact the evidence is that bitcoin is supported by enough 'big money' that buying the dip would probably be a sound move.