Sebastian

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Sebastian

Sebastian

@D3_Deflation

When an investment becomes a religion, it’s time to lose faith

Bavaria Katılım Mart 2023
464 Takip Edilen549 Takipçiler
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Bogachan Ozdemir
Bogachan Ozdemir@Bogachan_1971·
#GOLD is the only real barometer of #inflation, especially in the long run. Lets use that to figure out US Inflation. Gold was at $35 when I was born in 1971 and today at $4600... 131.5 times... in 55 years... 9.36% average... US BLS corrupted CPI calculations with hedonism in 1998... cumulative inflation between 1971 and 1998 was 275%... which leaves us 48 times appreciation since 1998... that is 14.8%... So average inflation since 1998 is something between 9.36% -- 14.8%. Average bond yield since 1998 is 3.7%... Average #SP500 appreciation is 6.6% and dividen yield is 1.77%... which makes it 8.37%.... Even if we use 9.36% as average inflation, -5.66% financial repression was not adequate to create real value since S&P500/Gold is down 57% since 1998... that is -3% a year. Meanwhile, money supply M2 is up 5.4 times since 1998 and that is 6.66% a year.... coincidence.. Given that stocks lost 3% a year on average against gold since 1998, inflation was lower than what gold implied, even conservatively.... another strange thing is this happened when US corporations bought back so much with borrowed money. If they bought gold instead, they would have made 3% more per year on average. These calculations are off for two reasons... last 55 years gold got manipulated more than anytime in history. In 1971, gold should not be at $35.. similarly, gold should not be between 1000-2000 after 2010 for a decade... all manipulation... and jumps... Secondly, USD vs GOLD relation had changed since 2014... more so after 2017... other nations do not see USD as a domain for saving any value for reserve purposes. That's creating a premium over inflation and that premium will increase. If we are anticpating much higher inflation numbers and higher premium over inflation for gold... u can see why GOLD will go to much higher numbers before the current clown retires from White House.
Bogachan Ozdemir tweet mediaBogachan Ozdemir tweet media
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Jay Martin
Jay Martin@JayMartinBC·
Every central banker in history, when forced to choose between a fast death and a slow death, has made the same call. Every single time. Without exception. Kevin Warsh is about to make it again and most people have no idea what they're about to lose.
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JTheretohelp1
JTheretohelp1@JTheretohelp1·
This isn’t fear or trepidation. It’s full blown euphoria. Call volume has reached moronic levels. Good luck to anyone who even tries telling me that this time is different. It’s not. And frankly, it’s difficult to even have a rational conversation about what we’re witnessing.
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Oliver Groß
Oliver Groß@minenergybiz·
This meme has really become a reality 😂
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Peter Grandich
Peter Grandich@PeterGrandich·
America can ill-afford this win. In the end, it will only accelerate its economic, social, and political crisis and actually add greatly to the hardships to come.
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Eric Yeung 👍🚀🌕
Eric Yeung 👍🚀🌕@KingKong9888·
Trump needs this “win.” He’ll spin it. He’s the best spin doctor in the world, bar none.
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Prof. Michael Tanchum
Prof. Michael Tanchum@michaeltanchum·
I warned about the sulfuric acid crunch over a month ago, now it is here. Copper and fertilizers among the critical commodities affected
Prof. Michael Tanchum tweet media
Prof. Michael Tanchum@michaeltanchum

⚠️The global sulfur crunch: ▪️ Many #mining / #metals processes rely on sulfuric acid ▪️80% of global supply is from the desulfurization of crude Oil and natural gas ▪️40% of global sulfur exports usuallypass through Hormuz - not now Without sulfuric acid, global production of these critical raw materials (#crm) will be reduced 🔻 Phosphates (fertilizer and LFP batteries) 🔻Copper 🔻Nickel 🔻Cobalt ➡️Watch for #sulfur export bans coming soon

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EscapeFromUtopia
EscapeFromUtopia@utopia_escape·
@D3_Deflation Trump did try during COVID, but it was seen as a give away to big oil and congress blocked it. I don't ascribe to any 5D chess theories on this. Isreal had their guy and wanted Iran taken out, but America was no longer strong enough to do the job, and now the world is screwed.
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EscapeFromUtopia
EscapeFromUtopia@utopia_escape·
Every new headline is breathlessly reported like THIS will be the detail that fixes the strait. What does it matter if it's Qatar or Pakistan? Doesn't the fact that all this keeps changing worry the plan trusters? Seems to me that it's evidence that the deal is not all but signed
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Furkan Gözükara
Furkan Gözükara@FurkanGozukara·
BOMBSHELL: Prof. Jiang Xueqin confirms the Deep State orchestrated the disastrous Iran war to maintain their global empire. He reveals Washington is terrified of a Eurasian alliance. If Russia, China, and Iran trade independently, the US dollar will completely collapse!
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Peter Grandich
Peter Grandich@PeterGrandich·
Welcome to our world here in America
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Sebastian
Sebastian@D3_Deflation·
@Nostre_damus markets relief 5% up Taco 0,5% down thats how you pump it hope is driving this momentum
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Nostra, House of Gold
Nostra, House of Gold@Nostre_damus·
Why did Trump TACO yesterday & escalated today? He got that backwards
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Sebastian
Sebastian@D3_Deflation·
Iran won't charge tolls on the Strait, though services provided there may carry a price. Government cannot solve a problem it refuses to acknowledge it created *Martin Armstrong
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Massimo
Massimo@Rainmaker1973·
Controlled blasting for mining
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Black Hole
Black Hole@konstructivizm·
Visualization of Earth's population density
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TheApeOfGoldStreet
TheApeOfGoldStreet@TheApeOfGoldST·
Honest question. Am I one of your top 3 fav accounts on X - Or do I need to step the game up?
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