80‑Page Report Proves USD Fatalists Wrong
Just finished an 80 page report that explains (again) in detail (again) why all the USD fatalists are wrong (still). https://t.co/kHmCkT9PNM
USD Stablecoins Extend US Short‑term Funding, Burden Others
USD Stablecoins will allow US to fund at short end for longer than many previously believed possible. So if/when long end blows out, rest of world, who cant fund at short end, will feel the pain first. At same time...
Trump Informs Xi of US Missile Strike at First Meeting
The first time Trump and Xi met, Trump leaned over to Xi at dinner and let him know the U.S. had just fired 59 cruise missiles into Syria. Lets see what Thursday brings...
China‑Russia Trade Equals Oregon’s Entire Economy
Total trade between China and Russia is roughly $250B annually. Or about the size of Oregon's GDP...
Dedollarization Fails: Rubles Require Dollars to Acquire
What does it take to buy Russian energy? Rubles. How many outside Russia have Rubles? Almost no one. Where does one get Rubles? Gazprom. How do you get them? With US dollars. 😂 This is how you write Dedollarization in Cyrillic…
Even Flawed, America Stays Global Leader—Listen Up
I often get accused of saying U.S. can do no wrong. But its quite the opposite. U.S. has made decades of innumerable mistakes. The consequences of which are now being felt. Yet despite this it still remains atop global order....
World Rushes for Gold as Fiat Fears Rise
Despite all the typical American doomer narratives, the reason for the large gold exports from the U.S. to the rest of the world…is the rest of the world is much concerned about their own fiat currencies dying than the US...
US Capital Inflows Have Doubled Since 2018 Despite Predictions
Luke has been saying this trend would end since 2018. And during that time the global capital the US has sucked into its capital markets has...doubled. https://t.co/f1wrZt6C6Q
Autonomy Differs From Independence: Only Autonomous Bodies Testify
Autonomy and Independence are not the same thing. Independent entities are not required to testify to Congress 2X annually. Autonomous entities are…
Fed Independence Is a Myth, Powell Chasing Dragons
Fed Independence is a Myth. A bedtime story they tell people to make them think someone is fighting for the little guy against the big bad Government. Powell's ego has him fighting dragons.
Swap Lines Make Recipients Fed Branches Without Voting Power
The best way to think about USD Swap Lines is that they basically transform the recipient into a new regional branch of the Federal Reserve or US Treasury but the new branch doesn't have any voting rights with regards to...
CEO Weighs Government Power to Block Stock Sell‑offs
You are the CEO of a very popular but sometimes controversial company. The Gov comes to you and says they have a tech/regulatory framework that will prevent investors from selling your stock in times of stress. As the...
Swap Lines Reveal Preference for USD Over De‑Dollarization Pain
The existence of Swap Lines is all the proof you need that countries would rather deal with the Pain of being beholden to the USD system than to deal with the Pain that De-Dollarization requires. https://t.co/ejftsuboEK
Both AI CEO and Megachurch Leader Misuse Donated Funds
What’s the difference between Sam Altman taking money for a non profit AI working towards the greater good and then instead using it to personally benefit and the head of a non profit mega church taking money for the greater...
Administration Unaware of Middle East Impact on Energy Prices
Don’t forget the current US administration had no idea energy prices would rise if there was trouble in the Middle East…