Connecting the Financial Dots with BigData (Graph)
@GraphFinancials
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Connect the dots. Docs, Imgs, Web Articles, Videos linked by big-data. Present, reply in the live data (a bit like "TRON"!) patent approved. (ex Hedgie)
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Connecting the Financial Dots with BigData (Graph) Retweeted
My proposal for a US-China Secretariat: A new approach to rebuilding and managing a deeply troubled relationship — before it’s too late.
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3/3 CONCLUSION:
99% of investors are COMPLETELY fooled into believing we had deflation and their anchor of rates is ABSOLUTELY TOO LOW.
Bonds’ raiders paradise! (short not now)
(Japan different)
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For the Same reason of war financing today (Irak, Afghanistan, Lybia, Syria) as in 1800s with Napoleonic wars in the UK, we have the following results.
- QE to Finance war
- bonds yield down
- yet increasing corporate margins
Not deflation silly !
(Japan different)
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Today 1st of the bonds raiders: Bonds Bubble!
Were rates reflecting
a) deflation or
b) artificial bubble?
B!
How do we know? It happened in 1800s, w/ corp profits inconsistent w/ deflation.
Dalio mentions markets is the same movie based on history.
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It looks like the debt ceiling has been lifted, your precious metals are safe🙏 Thank you Joe & GOP
Debt Ceiling Deal Between White House And GOP Reached In Principle
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Max ZIRP dependent levered plays go bankrupt with higher rates. Food? Zero elasticity, higher rates are passed through, yummy for banker funding food receivables while deposit costs lag.
Basic necessities rise in % of budget, disc. plunges. Bifurcation = deleveraging
@hendry_hugh
UK'S PM SUNAK ASKS STORES TO CAP BASIC FOOD PRICES - TELEGRAPH. .
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The biggest threat for precious metals measured in USD is a responsible goverment. This is a risk.
Democrats want to spend more and tax more.
Republicans are fighting to change that. It's really that simple.
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You can subscribe for a free trial
We have coverage of land prices, land companies coverage coming!
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How the nobility lost land in the French revolution to the peasants?
Not by land reform
Common sense versus sophistication.
Peasant families carried the stories of paper Livre debased in 1720
Then Mandats came, they knew the Kingdom was in trouble, they borrowed to buy land.
After we warned last year about the growing dangers in the most systemically important market globally, America's sovereign bond market, monetary leaders have begun to react. The unintended consequences of past policies, regulations, and interventions can no longer be ignored...
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Why raiders raid bonds?
Dalio wrote
Increasing the debt limit the way Congress and presidents have repeatedly done, and most likely will do this time around, will mean there will be no meaningful limit on the debt. This will eventually lead to a disastrous financial collapse,"
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a) The low in 2003, recession in yields was 3.10%. Back then Gov debt to GDP solid. No need to inflate away.
b) No real deflation between 2010-2021, just rates repression, why no real deflation (corporate profits lying, true deflation = low profits T. Tooke)
Let's RAID.
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Connecting the Financial Dots with BigData (Graph) Retweeted
Someone got the memo. I guess Fitch found a dead horse head in their bed or just received an offer they could not refuse. Fitch life insurance premium just got bumped up.
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Connecting the Financial Dots with BigData (Graph) Retweeted
US T Notes 10Y yield vs USD/JPY, still the same story, moving in synch à la 2022. No change there
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Ok, Since it's Friday
A gift for those that have been claiming PM manipulation.
The aim is not "see I told you so"
The recorded history of PM Manipulation & restrictions and the impacts on prices, miners & currencies
@WallStreetSilv
@mikesay98
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Highly predictable since last year. Rising prices and Rising bank margins would actually mobilize the liquidity-trapped to become untrapped at the bottom of the consumption, while the things relying on max ZIRP might continue to default. Stop-Go, Stop-Go to continue on USTs.
The US economy has shifted from a supply-driven inflation shock to an entrenched inflation dynamic.
Today's PCE report highlights how elevated income growth maintains elevated nominal spending which keeps inflation well above the Fed's mandate.
Core PCE inflation still at 5%:
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Vol on bonds:
@Nouriel
: Stagfl debt crisis.
5yrs 100bps > than 2010,
10yrs 60 bps.
Bottom of consumption, inelastic demand (Ketchup). Price rise faster now than yield have risen, easier credit!
Ultra leveraged to ZIRP/SVB/CRE?
Crunch
=>oscillations stagfl. & bankruptcies.
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