The labor market is bad. The housing market is bad. Consumer confidence is bad. Most of the stock market is bad. The bond market is bad. The fix: HIGHER RATES

Amazon dot com’s stock price has now fallen 95% from its high on December 19, 1999. In just 21 months, this once-promising tech darling has fallen in the dustbin with all the other tech bubble busts.

Just for fun If we were to immediately begin a rates correction similar to the final GFC capitulation, US ten year rates could reach 2.2% by Christmas morning 2026. This cycle actually looks nearly identical to the GFC pattern with the exception of liberation day divergence.

Earthquake frequencies affect buildings of different heights

I did not know this About tattoos 😳😳

Are the Rothschilds a “trope” or the admins of the server?

Never forget, Nvidia $NVDA replaced Enron on the S&P 500 in November 2001. Both used special purpose vehicles (SPV) to hide their debt and circular financing. Jensen Huang was also accused of account fraud in 2000 and 2001, after an SEC inquiry found they had falsified their financial results.

*taps sign*

The market is starting to make cautious investors look stupid. Every dip gets bought. Every warning gets ignored. Every risk becomes another reason to buy. I’ve been doing this for 30 years. When a market makes risk management feel unnecessary, that’s usually when you need it most. Never confuse a rising market with the absence of risk.

They manipulate you with fear Watch how they do it 👇

And people still think this is a conspiracy theory. 🤦🏾‍♀️

Starting 9/2 the 3 month T-Bill yield took off higher and now sits above our simple Fed discount rate/T-bill model. Usually the Fed follows the market and this suggests a minimum of 25bp hike but 50 would not be out of the question. This is however right before the midterms so politics might be involved. We shall see. The Fed is in a tough spot as the War caused a supply side shock which is different from a demand driven situation. The interest rate market is likely looking at the fact the War not being wrapped up is becoming more structural than temporary. The Iranians IMHO have no interest in resolving this before midterms.

Kevin, look. After you get sworn in I’m hitting Iran. Hard. Very hard. Oil goes right back to a $100. Maybe more. Beautiful. Everybody’s going to love it. Then I go on television every single day and I say “cut the rates, Kevin. Cut them. Cut them now.” I’m going to be on your ass. Publicly. Relentlessly. The fake news will go crazy. “Trump’s attacking his own Fed chair!” Perfect, I did the same thing to Jerry during my first term and he waited a year to cut rates. Meanwhile the whole market knows you have to hike. Inflation’s coming back. Everybody sees it. I see it. And I’m putting BESSY on Japan. Scott. Yen carry trade? We’re going to blow it up. Watch what happens when that trade unwinds. Ugly for a lot of people. Beautiful for us. Really, Really bad for stocks. The AI guys? I’m bringing them all in. Elon. Anthropic. The whole group. I sit them down and I say, “Fellas, we gotta crash stocks. All of you go out there and say you’re scared of your own models. Terrified. The models are too powerful. We don’t know what they’ll do.” They’ll all say the same thing. Coordinated. Looks organic. Market panics. Beautiful. Stocks drop 30%. Then the government steps in and takes a huge stake. Huge. We buy the dip with the country’s balance sheet. We own a piece of everything. Beautiful. All the panicans will sell to us and it will be gorgeous. (leans in) That was the plan the entire time. $TLT is down 50% from the highs. 50%! Nobody wants to talk about it. You hike right into rising inflation, Japan blows up the carry trade, the AI boys all scream “we’re scared of our AI" stocks crash 30%, government takes the stake, and you force a massive flight to safety into long bonds if you know what I mean. Money has nowhere else to go. Treasuries rip everyone’s face off. Everyone’s face off! Then we cut rates. It will be beautiful. Believe me. I’ve been thinking about this for a long time. We’re going to make the long bonds great again.

So now that the money has run out, suddenly "winning the AI race" doesn't matter anymore... it's all about halting spending for "safety" 😏

First gold secured the dollars place in the world. Then oil secured the dollars place in the world. Now, neither are needed. Bc the debt itself secures the dollars place in the world. There is only one way out.

I don't think people truly understand how easy it is for implement a CBDC system: 1) "Iran" cyber attacks the banking system, wiping all records. 2) The government says it will be "two weeks to flatten the curve" and recover the bank records... it will be years. 3) People panic, so the government offers people a "temporary" digital Dollar by downloading an app. 4) Employers are able to pay their employees through this app, and employees are able to buy what they need with the app (with supply restrictions). 5) By the time bank account records are "recovered" everyone has been on the new system for so long with zero fees that they don't want to go back to the old system.