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You’d think with seven centuries of balance sheet creation rate cuts would be postponed indefinitely. I mean maybe Powell and @neelkashkari’s grandchildren can discuss rate cuts? 🤡🌎😂 #inflation #QE #ZIRP
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DERIVATIVE YIELD💸
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DERIVATIVE YIELD💸
@DerivativeYield
A derivative chasing yield. #TbillAndChill. DM's Open!
The Cloud Sumali Ekim 2022
326 Sinusundan236 Mga Tagasunod
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By shorting oil futures and draining their reserves too early, governments have setup the oil markets for extreme upside potential in a *right tail* move, which would be left tail for the global economy
You can't print oil, nat gas, or food
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Gold ripping to new highs above 4400 while $BTC drops 3% to 66,500 is the cleanest signal of the week.
This isn't a monetary debasement trade. It's a physical scarcity trade.
Crude approaching triple digits. Gold surging. Equities and crypto falling together. That combination has a name. Supply-driven inflation the Fed can't touch.
The 30Y yield is at 4.98%. Two basis points from 5%. If Hormuz escalates, that number breaks through and reprices every duration asset on the planet.
Geopolitical risk premium sitting at "moderate" while EM debt issuance is literally freezing. That's the mispricing.
$GLD over financial assets until this regime breaks. What's your read on the Hormuz timeline?
Okay then
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There is a species of ant that approaches the edge of another colony, kills a single worker, and then takes on the dead ant’s scent.
For ants, scent is everything. Wearing that scent, the intruder walks in with no resistance. The workers pass by without concern.
The intruder moves inward, toward the queen, then It sprays the queen with a different scent that makes the workers turn on her. Then they surround her and kill her.
The intruder does not need to fight anyone. The colony does the work itself.
Once the queen is gone, the intruder reproduces. The true invader is no longer an intruder. It is the future.
This is how ideological takeover works.
A destructive foreign ideology takes the scent of familiar ideas and walks in as if it belongs.
It speaks the native vocabulary, justice, equality, compassion, rights, progress. It uses these words and quietly changes what they point to.
Then it moves inward.
It alters how foundations are perceived. Responsibility is made to smell like cruelty, law like oppression, borders like hatred, tradition like danger, history like guilt.
At that point, the civilization turns on itself.
Its courts, universities, churches, media, and bureaucracies begin treating their own foundations as threats. They believe they are defending the system.
They are enforcing what now smells legitimate. They do not see the intruder because it sounds exactly like them.
And when the founding principles are finally removed, discredited, dismantled, erased, the foreign ideology does not need to conquer anything. It inherits what is left.
The queen is gone. The colony is no longer itself.
The most effective conquest is the one that convinces a society that its own foundations are the enemy, and that killing them is an act of virtue.
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Dude… literally all the wars are initiated or instigated by the US. That includes Ukraine top of list!
In 2014, Lindsgay Gangbang was in Kyiv promising to stand with Ukraine to the very end.
US/ISR is the world’s war engine, literally.
Department of State@StateDept
SECRETARY RUBIO: The U.S. is constantly asked to help in wars and we have. But when we had a need, it didn’t get positive responses from NATO. A couple leaders said that Iran was not Europe’s war. Well, Ukraine isn’t our war, yet we’ve contributed more to that fight than anyone.
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Not sure if we are at WWIII stage yet but it sure looks like a global war on energy infrastructure destruction.
No amount of policy can remedy this.
Any stimulative policy will result in inflation only with a very low growth beta.
Carl Bildt@carlbildt
New 🇺🇦 overnight drone strikes against the 🇷🇺 oil export terminals in the Gulf of Finland. It’s astonishing that these critical facilities don’t seem to have much of air defence. Meanwhile the 🇷🇺 shadow fleet is also under increasing pressure.
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Swiss lender UBS has suspended withdrawals from its
$469 million Euroinvest real estate fund for up to three years citing insufficient liquidity.
"In this challenging market environment, UBS Real Estate GmbH has taken the decision to suspend redemptions at this time to ensure the protection of all our investors' interests," the bank said in a statement.
h/t @wstpacglenn
-Sri Lanka Guardian
#commercialrealestate
slguardian.org/ubs-freezes-e4…
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"Peace and plenty they promised! But what did they give us instead? Famine and pestilence. Because of their pride, and because of their sin... They made themselves God!" - Lancelot
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I had dinner once with a top physicist and a top computer scientist and asked what they thought the probability was that we were in a simulation.
They answered simultaneously at 0% and 100% respectively. It was like a double-slit experiment, but with humans.
Interstellar@InterstellarUAP
🚨 Simulation Theory: The Double Slit Experiment proves particles act like waves until observed then they snap into particles. What if our reality only "renders" when we're looking, just like a video game optimizing resources? Check out this episode from The Why Files breaking it down, tying it to Simulation Theory. Are we in a sim? This could be the key to unlocking the true nature of existence! The Why Files video did a great job on explaining the Double Slit Experiment & Simulation Theory What do YOU think—real or rendered? Drop your thoughts below!
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@NorthstarCharts @DudeWhoInvests Great buying opportunities incoming…
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@DudeWhoInvests Tell me you know nothing about gold bull eras without telling me.
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GOLD CRASHING IN THE FACE OF GEOPOLITICAL INSTABILITY MAKES NO SENSE. IT IS SUPPOSED TO BE A HEDGE FOR GEOPOLITICAL INSTABILITY.
Watcher.Guru@WatcherGuru
JUST IN: Gold crashes under $4,500
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You just got a bunch of fiddys marked. @TheTriggerTrade
@DoubleWideCap lmao 😂.
Mike Investing@MrMikeInvesting
There is currently an extremely RARE setup on the S&P 500 which will make generational wealth for many over the next 30 days… This setup dates back to 2022 following every major rally which occurred on $SPY. When the weekly 9 EMA crosses below the 21 EMA there is a -10% or more correction to backtest previous highs. This time around will be no different, & $612 is incoming for $SPY before June ends. Don’t miss it…
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I've told you all until I was blue in the face:
House prices are most definitely going to correct. Significantly.
Darth Powell@VladTheInflator
LLLLLLLLLLLLLFFFFFFFFFFFFFFFFFFFFFFFFFFGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO US New Home Sales Collapse By Most In 13 Years In January - ZH
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Every single Investor in the entire World reading Jim's post...
Jim Cramer@jimcramer
Very oversold...
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As GOLD drops 1000$ take a look and see DJI/GOLD for example.
1/ This 1000$ drop managed to raise ratio from 8.90 to 9.90
2/ Path is still 5.72
3/ There'll be ~40-50% correction of stocks to GOLD.
4/ Considering 4700$ GOLD prices today * 5.72 (2011 DJI/GOLD ratio support) = 26884 for DJI -> that's almost 50% drop from over 50000 peak.
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The 2 year U.S. Treasury yield has risen 50 basis points in less than three weeks.
It now suggests one Fed HIKE may be coming.
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