Independent thinking for complex markets and current events
What’s unfolding in plain sight isn’t a glitch in the system—it is the system. Across the globe, nations are quietly buying back their own debt through central banks, a desperate move dressed in technical jargon. They call it liquidity support or balance sheet management. In truth, it’s a sleight of hand that robs the middle …
Gold is now up 1000% since the year 2000. The S&P 500 has returned 485%. pic.twitter.com/zGNvZeLHda — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) April 14, 2025 BREAKING: Global net gold purchases by central banks hit 24 tonnes in February, the most since November 2024. This marks the 20th month of net buying over the last …
via notayesmanseconomics Today we face a situation where the words in big friendly letters at the front of The Hitchhikers Guide to the Galaxy are appropriate. DON’T PANIC. Although we do immediately have an issue as we looking at the likely actions of a group of people who are prone to panic ( as we …
Right. No more Uncle Sugar Daddy (The Fed) bailing you out. You'll have to do it with YOUR central banks. — Clarence Beeks, Crop Report Specialist (@AlfredENewman5) March 24, 2025 Publicly want to hate us but frankly can't manage their energy, military or financials without the US. — Bubba (@AConfidenceGame) March 24, 2025
The US Dollar’s reign as the world’s reserve currency may soon be facing its biggest challenge in decades. Central banks across the globe are quietly moving away from the greenback and pivoting toward gold—a move that’s as significant as it is alarming. While many are still focused on short-term market fluctuations, the long-term ramifications of …
by Mike Maharrey Official central bank gold buying started 2025 the same way it ended 2024 – strong. Globally, central banks added a net 18 tonnes of gold to their holdings in January. A World Gold Council analyst said, “The sustained buying highlights the strategic importance of gold in official reserves, particularly as central banks …
The gold-to-oil ratio just hit its highest level—something that would have sounded like pure fantasy just a few years ago. Mining companies are the ones raking it in right now, and they’re in the driver’s seat as gold prices climb. Gold has surged almost $1,000 an ounce over the last year, while production costs barely …
A $2.6B GDP and a $283M market cap already screams speculation, especially with only $2.4M in liquidity. With 35% locked for “projects,” the rest is in the hands of creators and insiders—red flags everywhere. They launched an og $CAR before 2 days before the current one same pattern is a goverment allowed to rug a …
A hundred thousand eggs were stolen Saturday from an organic supplier in Franklin County amid skyrocketing prices stemming from an avian flu outbreak, Pennsylvania State Police said. The eggs were swiped from the back of a distribution trailer around 8:40 p.m. at the Pete & Gerry’s Organics warehouse on Commerce Avenue in Antrim Township, state …
Watcher – US President Donald Trump has signed an executive order to establish a digital asset stockpile, according to a White House release. Indeed, the “crypto president” is delivering on his promise to Americans and crypto fans to prioritize the industry. Furthermore, the digital asset stockpile order directs departments and agencies to identify and make recommendations to the …
Central banks have just engineered the worst crisis we've ever seen and now it's ready to go. By pulling the liquidity rug away they've set the stage for another crisis, all that's needed is the trigger/narrative. https://t.co/2RhyVZhH5c pic.twitter.com/tas2TgrN22 — Financelot (@FinanceLancelot) January 6, 2025 There goes the 10 year yield, climbing its way into the …
In my conversation with billionaire Pierre Lassonde: "Central banks aren't buying crypto—they're buying gold. Why? Because gold is a 5,000-year-old currency. It's time-tested and proven, and unlike crypto or fiat, it's not someone else's liability. It's not an abstract equation… pic.twitter.com/xzMuojRw38 — Gold Telegraph ⚡ (@GoldTelegraph_) January 5, 2025
via naturalnews A flesh-eating parasite, the New World screwworm (Cochliomyia hominivorax), is spreading across Central America, posing a growing threat to both livestock and human health. The screwworm primarily targets livestock but also infects humans, causing a condition called myiasis. The larvae burrow into open wounds, feeding on living tissue, causing excruciating pain, infection …
Never forget: pic.twitter.com/dyi3pQ1qSh — GoldSilver HQ (@GoldSilverHQ) January 1, 2025
by Michael We have come to accept that we are permanently trapped in an endless cycle of debt and money creation. But the only reason why debt and money grow at an exponential rate is because that is what our system was designed to do. The Federal Reserve and other central banks around the globe …
by notayesmanseconomics As we arrive at Christmas Eve and the end of my blogging year we see that the main economic themes of 2024 are still in play. Let me start with one that as we came into the year looked if we use modern language that it was like, over. Since September, the ten-year …
We've never seen the S&P 500 at all time highs with breadth this negative. Let's do this. pic.twitter.com/3GuAVcn1l7 — Mac10 (@SuburbanDrone) December 13, 2024 Linkhttps://t.co/A9JxrqvurY pic.twitter.com/8qaDVxDPM3 — QE Infinity (@StealthQE4) December 13, 2024 ⚠️CENTRAL BANKS ARE CUTTING RATES AS IF GLOBAL RECESSION IS HERE⚠️ Bank of Canada cut rates by 0.50% on Wednesday for the …
At some point the crypto bro’s are going to look around and wonder what the rest of the world is talking about while they were high fiving. Nobody will trust anyone, and the gold will need to be audited. Why would anyone think marks on a ledger will do? “trust me bro” will not be …
This market is close to breaking point. There is now so much leverage that futures-implied equity financing costs are at the same spread to SOFR as during the height of the GFC. And Japan is about to suck a couple hundred billion of levered balance sheet out of US money markets. And this is not …
by Mike Maharrey Governments around the world have the same problem. They spend too much money. The national debt in the U.S. is knocking on the door of $36 trillion, but Uncle Sam isn’t the only one spending like the proverbial drunken sailor. In its recent Financial Stability Review, the European Central Bank (ECB) warned of a “potential …
“And tonight I’m also making another Promise to protect Americans from Government tyranny” “As your President- I will never allow the creation of a Central Bank Digital Currency” pic.twitter.com/h5jnTWyv10 — Concerned Citizen (@BGatesIsaPyscho) November 8, 2024
Authored by Charles Hugh-Smith via oftwominds, The illusion created by the initial success of central planning is that it can continue indefinitely, when the reality is it’s unavoidably self-liquidating as the distortions unravel the entire economy. China offers a real-time case study of the upsides and downsides of central planning, broadly defined as the central …
A truck hits a bus stop at a major intersection in central Israel on Sunday, leaving multiple dead and several injured, according to Israeli police. Early reports from local media suggest that at least 26 individuals were hurt in the incident. Israeli Medics are responding to reports of multiple injuries at Glilot Junction in central …
— Adam Hamilton 'Gold Stocks’ Secular Breakout' Gold stocks just achieved a major secular breakout to four-plus-year highs. A little more rallying will lift GDX to its best levels in nearly a dozen years.https://t.co/jqdO3DIjNV — Peter Spina ⚒ GoldSeek | SilverSeek (@goldseek) October 26, 2024 BREAKING: Central banks now hold 12.1% of global gold reserves, the …
Global Central Bank Liquidity is now on trend, implying we're only 4 weeks away from a crisis. https://t.co/5mEWN5sH0i pic.twitter.com/d4iqi4j5MQ — Financelot (@FinanceLancelot) October 24, 2024 VIX action is operating from a much higher base than the 1H 2024 days. Gaps & dips. pic.twitter.com/w1Tvszo2PV — Don Johnson (@DonMiami3) October 24, 2024 Is it time for a …
Japan's 40-Year Government Bond Yield rises to highest level since 2008 🚨 pic.twitter.com/sYaX3jeQT2 — Win Smart, CFA (@WinfieldSmart) October 23, 2024 When intervention BOJ? The first big CB to lost control is the Bank of Japan pic.twitter.com/3N7zkMf9HW — The Macro Guy (@SagarSinghSetia) October 23, 2024 USDJPY climbs above 152 level Here it goes again #MacroEdge …
Notice the set-up. One of these two central banks' balance sheets is growing…and it isn't the Fed. The People's Bank of China has increased its balance sheet by $560 billion in four months. That is a 9.4% jump. Feel free to ignore it. pic.twitter.com/3toz8nvh8Z — Jeff Weniger (@JeffWeniger) October 19, 2024
