1/20 PROVING THAT BITCOIN IS A LIQUIDITY DECOY WITH SIMPLE DIFF EQUATIONS.
“HODL” on to your socks. (a bit technical)
ALSO The Fed is semi-lying, in fact, about “We would lose control of interest rates without IOR.”
1/9 Precious Metals:
It stinks more than you think,
Let's stop & think for a minute.
What was happening in markets?
From Feb 21st the Nasdaq was already in trouble while
the Precious Metals Gold and Silver were ramping.
D-I-V-E-R-G-E-N-C-E
@DerivativesDon
TOLD YOU SO
South Sea bubble Scheme 2.0
Remember:
In 1720, too much gov war debt. Debtholders were offered to swap their gov securities for South Sea worthless shares. With enough marketing, the worthless securities were pumped into a bubble.
Debt went "poof"
RINSE/REPEAT
1/13 END OF DISSOCIATION OF CREDIT WITH GOLD FLOWS
Today we hear that the Gold Exchange of Shanghai is making it possible for trading partners with a surplus vs. China to get gold for their Yuan.
What is this move about?
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1/19 TARIFF: THE END OF 40 YEARS OF CONSUMPTION-DRIVEN GDP SUBSIDIZED BY THE GOVERNEMENT
Tariffs effectively decrease the purchasing power of the USD for Americans. And it’s a solution. Wut? 🤯
The Free Lunch of Excess Spending
For the last 2 decades at least there was a bit
China is now accelerating the internationalisation of the Yuan via Gold !
“China will allow certain products traded on the Shanghai Gold Exchange (SGE) to be delivered overseas by establishing storage facilities in other countries – part of a broader effort to promote the yuan
This is not default it's a prelude to it.
First the servicing of the debt is reduced or cut on foreign creditors
( The US did that in 1787)
and then later you have a the default. ( The US did that in 1789)
In modern parlance it is called adversarial/ unorthodox debt