Independent thinking for complex markets and current events
If they cut the bond market will instantly drive the yield back up . Rates are based on risk we are an insolvent nation drowning in debt that can't even afford the interest only payments . — Jason the mason (@NobodyThan) August 13, 2025 YES. The Fed is going to cut with the most lagged …
It is mathematically impossible to pay off the national debt unless the Fed literally prints it away, which will cause Weimar-style hyperinflation. Got silver? byu/Boo_Randy_II inWallstreetsilver It is mathematically impossible to pay off the national debt unless the Fed literally prints it away, which will cause Weimar-style hyperinflation. Got silver? byu/Boo_Randy_II inWallstreetsilver
New Medicaid work rules are set to drop 30,000 Central New Yorkers from coverage That’s not a policy tweak That’s a system shock Syracuse’s three hospitals are bracing for 14,500 newly uninsured patients Not over a decade Over two years That’s one in five of their Medicaid load evaporating These hospitals don’t get to turn …
Nobody wants buy gov. Debt. Central bank holdings of government debt: • 🇯🇵 Japan: Over 50% of all outstanding government debt • 🇬🇧 United Kingdom: Approaching 50% of the outstanding debt • 🇪🇺 Eurozone: Nearly one-third of outstanding sovereign bonds • 🇺🇸 United States: Around one-quarter of all… — Gold Telegraph ⚡ (@GoldTelegraph_) July 27, …
https://twitter.com/Mollyploofkins/status/1941242043105525987 At least 20 girls are missing from an all-girls Christian summer camp in south Texas after catastrophic floods struck the area in the wake of severe overnight storms. In a press conference Friday afternoon, Dan Patrick, the lieutenant governor of Texas, said “20-some” girls attending Camp Mystic in Hunt, Texas, remained unaccounted for, later …
Gold is no longer tethered to the dollar index. It’s been moving sideways from currency markets for months. The break became visible in April when the dollar index fell 6.4% off its March high, but gold kept climbing. It hit $3,288 per ounce on July 1. That is not noise. That is decoupling. The technicals …
The Bank for International Settlements just dropped its annual report, and it reads like a warning label. The global economy is entering what they call a pivotal moment. Not a soft patch. Not a cycle. A structural shift. The kind that doesn’t reverse with a rate cut or a stimulus bill. Agustín Carstens, the outgoing …
Many guys are not understanding some few basic economic facts. Yes Trump is pro business & pro growth. 100%. But the way he schemed & plotted pretending to be negotiating for peace, this means no one and I mean no country is gonna buy and hoard treasuries & dollars. Then he… — tic toc (@TicTocTick) …
by notayesmanseconomics Today we see that a topic we look at from time to time and try to figure out is back in the high life again as Steve Winwood would say. Via Barchart on Twitter (X). As you can see not only has there been quite a move recently the changes since the Bretton …
It wasn’t a flare-up or a trader’s stunt. The number came and stayed. Gold clocked out Friday at $3,461 per ounce. That’s no typo. The yellow metal locked in the highest close in history, topping both the daily and the weekly charts. It didn’t whisper. It was a full-throated roar from a market that’s had …
Your cause shouldn’t come at the cost of someone else’s peace. One protest after another, and still.. no real message gets across. In LA, someone got hit with a rubber bullet. Which indeed is tragic, But when protests turn into mayhem, the original point is lost. And everyday… — Faizaan Unscripted (@FaizUnscripted) June 9, 2025 …
https://www.youtube.com/watch?v=tHz4X4TGnwI In this video, we reveal a shocking geological transformation unfolding beneath Central Florida—a massive fault line, once thought impossible, is now confirmed to be shifting. From unexplained tremors and heat anomalies to straight-line sinkholes and magnetic disturbances, the evidence points to a tectonic system awakening beneath millions of unsuspecting residents. These 10 jaw-dropping discoveries …
WARNING: World debt has now officially crossed $300 trillion And still continues to climb aggressively This is not looking good… pic.twitter.com/CIc0BKEhBo — Bravos Research (@bravosresearch) June 4, 2025 Why aren’t they loading up on Bitcoin? https://t.co/36owOQbnGR — QE Infinity (@StealthQE4) June 5, 2025 Hard assets. https://t.co/2rIsh9jI02 — Otavio (Tavi) Costa (@TaviCosta) June 5, 2025 Here …
If ur a foreigner holding US stocks, ur risk cannot even be quantified. If dollar collapses to 80, and even if stocks go to 7000, you won’t win. If dollar and stocks both collapse ? You are fucked . Get out now . https://t.co/MvpJZBh47p — tic toc (@TicTocTick) June 4, 2025 Central banks have been …
First, what happened? The BOJ (Bank of Japan) holds a mountain of Japanese government bonds (JGBs). For years, it’s been buying them aggressively as part of its monetary easing program, a fancy way of saying it’s pumped money into the economy by purchasing bonds and keeping… — StockMarket.News (@_Investinq) June 2, 2025 BUT there’s a …
Global gold production is essentially flat from seven years ago. Then add: ▪️Mining capex remains historically depressed. ▪️Very few significant gold discoveries in recent years. ▪️Almost no major projects expected to come online over the next 5-7 years. Keep in mind that central banks still hold less than 20% of their balance sheets in gold …
by David Haggith Over the past week, Japan has taught us a lot about what can happen when “Big Beautiful Bill Meets Beautiful Bond Market.” Bigger government spending wedded to a bond market where yields are already rising can become a big, ugly marriage. An article on Quoth the Raven by that title says, GOP opponents of …
This isn’t just about higher borrowing costs; it’s a signal that inflation and debt are forcing a reckoning. Given the recent House-passed tax bill that could balloon the U.S. debt further, and the bond market’s reaction with yields hitting highs not seen since 2007, the pressure is on. NEW INFLATIONARY REGIME HAS BEGUN! This is …
‘Japan’s Top Life Insurer Says Unrealized Bond Losses Tripled.’ This Bloomberg headline sounds familiar, right? Back in March 2023, several US regional banks, including Silicon Valley Bank and later First Republic Bank, collapsed when ‘unrealized losses’ became realized losses as people got their money out. Did the system collapse? NO! Why? Because the Federal Reserve …
by Mike Maharrey Poland now holds more gold than the European Central Bank. National Bank of Poland (NBP) governor Adam Glapiński noted this fact during a recent press conference, saying he views gold as a shield against global instability and a cornerstone of economic sovereignty. “This shows the stability, abundance, and solvency of the Polish …
Bank of America calling for ATH pic.twitter.com/02CKeH2VjO — TT3 (@TradingThomas3) May 20, 2025 Perhaps the real reason the Fed has been reluctant to cut interest rates is that FOMC members realize that doing so will result in long-term rates rising. Since higher long-term rates will amount to an unwarranted tightening, the best way the Fed …
Gold (and central banks) know that neither Congress nor the White House has any plan in place to cut off relentless peacetime, "non-recession" deficit spending. Source: CBO pic.twitter.com/Mg8H8x8yDf — David Sommers (@dgsommersmkts) May 5, 2025 Heading into 2025, $GLD was underperforming the S&P 500 since 2020 by ~10%. However, as uncertainty has risen, $GLD is …
⚠️Central banks have been AHEAD of the game: Since October 2022, the gold wealth of developed and emerging market central banks has DOUBLED. DM central banks' gold ownership hit $1.3 TRILLION while EM $800 billion. Poland, China, and India have been the largest buyers. pic.twitter.com/9RNfSBQuws — Global Markets Investor (@GlobalMktObserv) April 29, 2025 Chinese media …
With foreign central bank appetite for US Treasuries in retreat, what will replace the current system? I don't think anyone knows. The chart below suggests we go back to substantial central bank gold holdings. Maybe. IMHO, fragmentation and a broad erosion of trust is a likely… pic.twitter.com/GoT59qsevI — Axel Merk (@AxelMerk) April 27, 2025
This is spot on. They NEVER truly reached restrictive levels and hot money has been allowed to slosh endlessly around the system particularly since COVID. Now Powell will be summarily dismissed in order to install an even greater Dovish lackey. — Sold At The Top (@soldatthetop) April 21, 2025 Central banks are buying.China is buying.Insiders …
Central bankers all over the world kept saying, nah, we’re not going to do it this time. They weren’t going to race to the bottom, cutting their interest rates back down to historical lows. And the data keeps coming in that says, yeah, you are. Troubling developments along these lines as Europe goes more for …
Central banks almost never say they intervene in currency markets. In a survey, half said they do. Central banks report they were likely to boost gold holding while none reported crypto holdings The 21st annual Central Banking survey, sponsored by HSBC, has revealed that currency market intervention by central banks is far more common than …
