Russell Gray

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Russell Gray

Russell Gray

@RussellGray

The Main Street Capitalist™ Empowering main street Investors to live free and prosper

Phoenix, AZ Katılım Temmuz 2018
295 Takip Edilen796 Takipçiler
Russell Gray
Russell Gray@RussellGray·
Got gold?
Doug Casey's International Man@intlmandotcom

The 10-year Treasury yield is perhaps the most important financial benchmark in the global fiat system, as it drives valuations and market trends worldwide. It is widely—and erroneously—regarded as the risk-free rate of return. The 10-year Treasury yield can be thought of as a key barometer of the US dollar-based fiat system—a critical measure akin to its beating heart. Bond yields move inversely to bond prices. When bond prices fall, bond yields rise. A rising 10-year Treasury yield signals trouble for the US dollar because it means investors are selling Treasuries, which pushes up the US government’s borrowing costs. That is why the 10-year Treasury yield is a major pain point for the US government. The 10-year Treasury yield was 3.97% when the war started. Now it is around 4.60%, an increase of roughly 63 basis points. I expect the 10-year Treasury yield to keep climbing over the coming weeks and months—until it forces the Fed’s hand. At that point, the intervention will be sold as “stability,” but the mechanism will be familiar: suppress yields by debasing the currency. At today’s debt levels, every 1 basis point increase in the government’s average borrowing cost adds roughly $3.9 billion in annual interest expense. So a 63 bps rise is not trivial—it translates to nearly $250 billion in additional yearly interest costs, materially widening a 2025 budget deficit that was already around $1.8 trillion. Higher yields mean the US government must pay tens or even hundreds of billions more in interest on its debt. At the same time, the global economy faces even greater added costs because Treasury rates serve as the benchmark for borrowing worldwide. That is not an insignificant move. However, given all the headwinds I have discussed, I suspect the 10-year Treasury yield is headed much higher because investors will demand higher yields to compensate for rising inflation. Further, if Hormuz remains closed, drastically higher oil prices are all but certain. Higher energy prices mean higher prices across the economy and higher official inflation rates, which means investors will demand still higher yields to compensate. The problem is that interest on the federal debt is already over $1.2 trillion and is now the second-largest item in the budget. The US government cannot afford yields going much higher because the interest expense would push it toward bankruptcy. I am not sure how—or even if—the US government can manage this situation. Something has to give, and we will not have to wait long to find out what. The Iran war may prove to be more than another foreign policy disaster. It could be the trigger that exposes the fragility of the entire dollar-based financial system.

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Russell Gray
Russell Gray@RussellGray·
@truecorrective @ALEXNEWMAN_JOU @JohnFetterman Yes, but ... public schools are creatures of the state. Very difficult to penetrate and reform. I think home-school and charter schools ... working through parents rather than the educational bureaucracy is the higher probability path.
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The True Corrective (Patrick)
@ALEXNEWMAN_JOU @JohnFetterman @RussellGray I think it can be only be reversed through education. But if we just educate the adults in society, that only solves the problem for this generation. If we want to solve it for the long term, we have to make sure children are properly educated in schools.
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Alex Newman
Alex Newman@ALEXNEWMAN_JOU·
🔥 Top Dem. @JohnFetterman admits the Left has gone off the rails for communism. All the while, polls show America’s youth rushing toward socialism. What happened—and can it be reversed? @RussellGray, from Raising Capitalists Foundation, joins The Sentinel Report to discuss.
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Josh Philip Phair
Josh Philip Phair@JoshPhilipPhair·
@MarioNawfal Most people are not understanding what is actually being negotiated. The long game of a macro view of where the world is heading is needed.
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🚨🇺🇸🇮🇷 The man who started the war is the same man who has to end it, and he can't without admitting he lost. Scott Horton says the solution is obvious: pull out, shift the burden onto Tehran, and walk away. No real American interests are at stake. The only thing stopping it is the Pentagon, the arms industry, and every entrenched power that profits from keeping the empire alive. "There are no real crucial American interests at stake, only imperial interests, but none that truly affect the American people." @ScottHortonShow
Mario Nawfal@MarioNawfal

🚨🇺🇸🇮🇷🇱🇧 Iran and Lebanon are the last two dominoes in a plan written in 1996 and Scott Horton says every step of it has backfired. Topple Iraq to dominate the Shia and pressure Hezbollah. Instead the U.S. handed Baghdad to Tehran's closest allies and multiplied Iran's regional power beyond anyone's imagination. Then they backed al-Qaeda in Syria to undo it. That created ISIS, forcing a third Iraq war fought again on Iran's side. "They're really bad at this." @ScottHortonShow

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StripMallGuy
StripMallGuy@realEstateTrent·
I don’t know who needs to hear this, but many real estate fortunes were helped along by one of the greatest tailwinds in history: falling interest rates. Be careful when judging track records. Some of it is skill. Some of it is timing. We may not get that same environment again.
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Russell Gray
Russell Gray@RussellGray·
@Biblicalman Keep your heart with all diligence, forgot of it spring the issues of life. Proverbs 4.23 I believe. Don't follow. Seed and Weed. Delight yourself in the Lord and He will give you the desires of your heart. Psalm 37.4-5 Blessings
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The Biblical Man
The Biblical Man@Biblicalman·
The most dangerous advice you can give a man: Follow your heart. You don't know what lives in there. Neither does he.
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Adam Taggart
Adam Taggart@adamtaggart·
I'm about 11 days into this dang head/chest cold & just can't seem to shake it Anyone here know how long it takes to lick this thing? It's not terrible, but man is it lingering Hope everyone else successfully avoids it Have a great weekend!
Adam Taggart tweet media
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Lara Logan
Lara Logan@laralogan·
Exposing the Federal Reserve Cartel with G. Edward Griffin | Ep76 | Going Rogue with Lara Logan 00:00:00 – Marxism, Nazism & The Collectivist Con 00:13:00 – Federal Reserve Exposed: The Greatest Scam 00:22:07 – Jekyll Island: The Secret Meeting That Changed America 00:30:00 – Fiat Money, Gold & The Banking Illusion 00:38:00 – Debt Slavery: How The System Controls You 00:44:00 – Digital Currency, CBDC & The Coming Control Grid 00:51:00 – One World Government & The Globalist Takeover 00:58:00 – The Deep State, Lenin & The Enemy Within 01:06:00 – Sun Tzu, Collectivism vs Individualism & The Real War 01:17:00 – AI Religion, False Freedom & The New Technocracy 01:28:00 – 3% Can Change The World: The Path To Victory 01:40:00 – Truth Has Legs: Griffin's Legacy & The Fight Ahead Lara interviews G. Edward Griffin, author of The Creature from Jekyll Island. Griffin explains how the Federal Reserve, created during a secretive 1910 meeting on Jekyll Island, operates as a banking cartel rather than a government agency, profiting from fiat money created from nothing. He discusses how this system fuels national debt, inflation, and economic control. The conversation expands into collectivism versus individualism, the dangers of digital currencies, and the deep state. Despite a sobering outlook, Griffin remains cautiously optimistic that an informed population can drive meaningful change. Federal Reserve, G. Edward Griffin, Jekyll Island, Central Banking Exposed, Creature from Jekyll Island, New World Order @GoingRoguewLara | @GEdward_Griffin
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Russell Gray
Russell Gray@RussellGray·
Trump says a reset is coming. Powell and Bessent call an emergency meeting. Is it really about AI? Or could there be a relation between these two announcements? @adamtaggart
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Russell Gray
Russell Gray@RussellGray·
The output cant be fixed until the system, not the people or policies, are fixed. It's a fundamentally flawed system which requires every increasing debt. Rather than yell at the output or the pulling the levers we need to close attention to the inevitable replacement. That's where true tyranny might emerge.
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Russell Gray retweetledi
Inspired Money Makers
Inspired Money Makers@inspiredmoneyfm·
Everyone's asking: • What happens with the war? • What happens with rates? • What happens in the bond market? @RussellGray: A lot of that smooths out when you invest in productive assets that generate cash flow. Productivity over price. Resiliency over speculation.
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Derrick Evans
Derrick Evans@DerrickEvans4WV·
🚨 JUST IN: NYC Mayor Zohran Mamdani claims he can stop people from leaving New York City by raising taxes. "I'll ask those who make the most amount of money [to] pay a little bit more so everyone can stay in this city!"
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Russell Gray retweetledi
James Turk
James Turk@FGMR·
Good to see #JamieDimon publicly acknowledging what my #FearIndex has been telling us for months. x.com/FGMR/status/20… There are ominous parallels to those that led to the 2008 #GFC. When banks do “dumb things”, financial crises follow. Relative weakness of #NasdaqBankIndex is telling; down -13% from Jan’22 high. Own physical #gold #silver for safety. To protect #Capital & #PurchasingPower, own tangible assets and/or shares of companies owning tangible assets, like #PreciousMetal #miners. Avoid promises.
James Turk tweet media
James Turk@FGMR

Even though #gold & #silver were slammed on Friday, my #FearIndex this month 5.7% ominously rose above its #GFC high 5.0% signalling a brewing fin’l crisis. Buying physical #PreciousMetals with dollar-cost averaging still makes sense b/c 1) physical PMs offer safety in a fin’l crisis 2) gold & silver are undervalued as my long-term calcs show: x.com/FGMR/status/20…

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Ken McElroy
Ken McElroy@kenmcelroy·
I didn't buy my first property until I was 34. Today I own over 10,000 units and run a company with 300+ employees. But here's what most people get wrong about building wealth: They don't fail because they're reckless. They fail because they drift. They work hard. Save. Invest. Check boxes. But never stop to ask: Am I actually on track, or just busy? I've watched people follow all the "right" advice without a target... then wake up one day and realize time did what the market didn't. So let me walk you through 9 financial goals I made sure to hit before 50. #1: Liquidity I learned this one in 2008. Not "tight for a quarter" uncomfortable. I mean hit. Deals froze. Lenders disappeared. Every assumption I had about money got exposed. I remember waking up at 2am doing survival math. Not net worth math, how many months can we float this math. On paper I looked fine. Assets. Equity. Deals in motion. But cash was drying up. And when cash dries up, your brain changes. You stop thinking strategically. You start making defensive, shortsighted decisions. I watched guys worth millions on spreadsheets completely unravel. Dumping assets. Begging for extensions. Selling good properties just to survive. Not because the deals were bad, because they had no margin. They were rich until they weren't liquid. That's when I made a decision that changed everything: I'd never chase returns at the expense of resilience. Here's what liquidity actually buys you: Time when everyone else is rushed Clarity when everyone else is emotional Leverage when everyone else is forced The best deals I've ever done came when other people needed liquidity and I had it. #2: Good Debt (Not Lifestyle Debt) I'm over $750M in debt right now. And I sleep like a baby. Why? Because I don't owe it. My assets owe it. The tenants pay it down every month. I don't have debt on my house. My cars. My jet. That's personal debt. Lifestyle debt. I don't finance my lifestyle. Here's the rule: If debt is tied to a cash-flowing asset that pays for itself, good debt. If you have to earn the payments every month, bad debt. Most people use debt to pretend they're further ahead than they are. A boat loan isn't "good debt" because the rate is low. That's lifestyle inflation wrapped in financial language. #3: Know Your Target How much is enough? Not in theory, in your actual life. Wealth isn't about a number. It's about what that number funds. I have friends who hit $10M net worth and burned out. Why? Undefined finish lines. The game never ends. What starts as ambition becomes a prison. I have friends worth billions still desperately chasing the next billion. It won't change anything about their life. Get clear on what "enough" means. Then build around that. #4: A Real Plan Vision without a plan is entertainment. I knew a guy, magnetic, tons of energy, six businesses, drove a G-Wagon. Everyone wanted to be in the room with him. No targets. No tracking. No accountability. Ran his whole financial life on momentum. One divorce. One bad deal. One downturn. It all collapsed. Every year I sit down and map out a 10-year vision, break it into 5-year, 3-year, 1-year targets. Then quarterly rocks. Monthly execution. Daily actions. Most people don't fail because they're undisciplined. They fail because they're unclear. You cannot be disciplined if you don't know what you're aiming at. #5: Protection You build wealth for decades. One lawsuit, one diagnosis, one car crash, gone. Someone close to me got a sudden cancer diagnosis. Their family was in chaos. But they had protection in place, estate plan, insurance, healthcare directives. It didn't make the diagnosis easier. But it made the decisions simpler. Don't build a mansion on sand. #6: Everyone on the Same Page You know what breaks families? Assumptions. People avoid money conversations because they're awkward. But silence costs more than discomfort. I've watched strong financial positions fall apart because nobody had clarity on who gets what. #7: The Right Team As wealth grows, complexity grows. One bad CPA. One outdated trust. One missed filing. The wrong team is expensive in invisible ways. I had a client who thought he was saving money managing everything himself. One missed deadline triggered a tax nightmare. Saved $2,000. Cost him six figures. #8: Values and Legacy Legacy isn't what you leave. It's what you teach. Wealth amplifies whatever's already in place. Build entitlement, wealth makes it worse. Build discipline, wealth makes it powerful. Your kids need half the money and twice the time. #9: Skill Sets Before Assets Money without skill is fragility. I've watched wealthy families crumble in one generation. They passed down assets, not competence. Here's the paradox: Build the right skill set and money always finds its way back, even after a loss.  Inherit a pile of cash without skills? It disappears faster than you think. These aren't rules. They're filters. 2026 is going to create millionaires and wipe people out. Which side you're on depends on what you do in the next 12 months. I'm hosting a free masterclass breaking down exactly what I'm doing right now to protect and grow my portfolio through what's coming. you can sign up here web.thelimitlessexpo.com/home-
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Thrilla the Gorilla
Thrilla the Gorilla@ThrillaRilla369·
Property tax is just a tax on unrealized gains and I'm tired of pretending it's not. You buy a house for $300k. Years later, market goes up, assessor says it's worth $600k now. Boom—your tax bill jumps, even though you haven't sold a damn thing, pulled equity, or seen a dime of cash from that "gain." You're paying every year on paper wealth that only exists on Zillow or some county spreadsheet. We lose our minds when politicians float taxing unrealized stock gains for billionaires ("muh forced sales!"), but grandma gets hit with the same thing on her family home and we're supposed to call it "paying for schools and roads"? Nah. It's a wealth tax dressed up as a service fee, and it only feels fair because we've normalized it for centuries. Once the mortgage is paid off, you should OWN it outright—no annual ransom to the county just because your neighborhood got trendy. Abolish property taxes on primary residences. Tax consumption if you must, but stop pretending "ownership" means you rent from the government forever.
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Russell Gray
Russell Gray@RussellGray·
Yes. This is why most equity (unrealized gains) is fake and fragile. I think investors today are better served to focus on productivity (rents, operating profits) generated by Main Street assets.
Doug Casey's International Man@intlmandotcom

Many are understandably confused because today’s stock market valuations don’t make financial sense. But what they overlook is that these valuations do make political sense — and political concerns will continue to trump fundamentals as long as politicians control the money printer.

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