Love your commentaries Peter. Always spot on. I would just love to get a hold of your podcasts in diction so we can read and not solely listen. Some of us digest better reading and I can’t take notes fast enough. Any chance you can provide transcripts of your podcast? Thanks Peter, Andy
In addition to Joe Biden's re-election (which means Powell and Yellen can keep their jobs, although I am not sure Powell wants his anymore), the reason for the pivot sooner than later is fiscal dominance. Given the correlation of asset prices to tax receipts and fiscal dominance, increasing asset prices helps keep the sovereign debt bubble growing a little longer (past the election) before it inevitably pops. This is a pivot from higher for longer (interest rates) to bigger for longer (government debt).
Hi Peter, so I am going to assume that this now provides the green light for those that have different plans to do some real rattling and shaking - never let a good crisis go to waste - and that is for me the exciting thing that is being lined up right now. I am thinking the CBDC's are going to be launched because "economy" is now slated to go south in a hand basket but also that a serious attempt will be made to deball the Feds and move them off the game all together. The Khazarian Mafia ( Deep State), I believe , have agreed to step down. We will see. In the meantime, it's time to move from T-Bills to Corporate Bonds.. there are some really nice yields to be had. It bypasses the Khazars ( Blackrock etc ) one more time and - I hope - t hat it will soften the landing considerably. I love your tongue in cheek reporting. TWO thumbs up.
Love your commentaries Peter. Always spot on. I would just love to get a hold of your podcasts in diction so we can read and not solely listen. Some of us digest better reading and I can’t take notes fast enough. Any chance you can provide transcripts of your podcast? Thanks Peter, Andy
Have to make $ cheap again so as to bail out the “alternative energy” fiasco. “Existential crisis” and all, ‘ya know.
Anything to save the country from Trump. If it kills us in the end, they reason, it was worth it. Power corrupts absolutely.
In addition to Joe Biden's re-election (which means Powell and Yellen can keep their jobs, although I am not sure Powell wants his anymore), the reason for the pivot sooner than later is fiscal dominance. Given the correlation of asset prices to tax receipts and fiscal dominance, increasing asset prices helps keep the sovereign debt bubble growing a little longer (past the election) before it inevitably pops. This is a pivot from higher for longer (interest rates) to bigger for longer (government debt).
https://thexproject.substack.com/p/everyone-is-missing-the-point-about-5dc
https://thexproject.substack.com/p/fiscal-dominance
https://thexproject.substack.com/p/an-introduction-to-inflation
The stock market can’t crash in sn election year. Sooo obvious.
Pump, pump, pump up the everything bubble! It was getting a little deflated.
Hi Peter, so I am going to assume that this now provides the green light for those that have different plans to do some real rattling and shaking - never let a good crisis go to waste - and that is for me the exciting thing that is being lined up right now. I am thinking the CBDC's are going to be launched because "economy" is now slated to go south in a hand basket but also that a serious attempt will be made to deball the Feds and move them off the game all together. The Khazarian Mafia ( Deep State), I believe , have agreed to step down. We will see. In the meantime, it's time to move from T-Bills to Corporate Bonds.. there are some really nice yields to be had. It bypasses the Khazars ( Blackrock etc ) one more time and - I hope - t hat it will soften the landing considerably. I love your tongue in cheek reporting. TWO thumbs up.