You’re right about everything — but nothing will change. The herd — take the “MAGA people” as just one example (and there are plenty of equivalents worldwide) — are happy as long as they get their one vacation a year, their weekend pizza (or McDonald’s in the US), and enough of a paycheck to cover Netflix, football, and other useless distractions. Keep them comfortable, keep them entertained, and the system rolls on.
The elites have perfected the art of dumbing down humanity — 99% of the population now lives in that fog. A revolution is the only thing that could change it, but the elites know this, and they’ll always keep the balance just enough to make sure it never happens.
Lower policy rates matter less today because the plumbing on the short end of the yield curve does most of the work to keep liquidity from seizing up. They can hold the policy rate high and stable while quietly forcing more cash through overnight facilities and collateral pipes to keep markets moving. The catch is that this takes even more dollars each day just to maintain flow, which erodes purchasing power over time, especially as the population grows.
A simple rule of thumb...roughly $22 billion pushes the 10 year yield by 1 basis point (0.01%) move according to Federal Reserve research. When yields fall, that burden eases because more money is circulating through the system (M2 rises). When rates stay high, the system demands even more than that $22B per 1 bps to keep liquidity lubricated. So while a prolonged “pause” can look sustainable, it actually implies mounting injections...capitalism’s engine needs increasing nominal fuel to keep output and asset prices aloft...and this is why M2 is rising even though the FED is still hawkish on policy.
Given those mechanics, they’ll cut when they have to...optics and control demand it. It’s easier to preserve a flawed system with liquidity than to risk reforms that threaten the narrative and the levers of power. Politics runs on appearances, and liquidity buys time and appearances.
That’s why I’m buying TLT. The Fed will act when the trade-offs bite...too much power and wealth are at stake to tolerate a freeze in liquidity. There may be no graceful exit from this setup, but I can position on the side most likely to benefit from the next large transfer of wealth....which I don't plan to make 10x-100x in wealth but to maintain the current course of inflation moving forward. It's all I can do with a system in self-destruct mode. In the next ten years, keeping your purchasing power resilient is a major feat. Something most people who do 10x-100x can never figure out...and these people will decay just like the rest.
Seems sadistic, but this is the nature of the system we live in currently. It's the closest truth you can get to reality...and the truth deepens by realizing that they will keep "kicking the can down the road" until the people revolt...not towards politics, not towards corruption, not towards freedom, or whatever else you want to call it...but when the people revolt against the system and demand for a monetary system that is backed by fairness.
Don’t waste your time calling in the MAGA people. Unless they truly want to be “saved” they will ride the train to meet Hades. That light in the tunnel, no longer at the end, is the train coming, and trump is the engineer. MAGA are the Gamma Ray people- catatonic and 🧠💀.
Trump needs lower rates to pay the interest on the 37 trillion dollar debt??? The Federal Reserve Cabal was created to protect the banks to protect the uber wealthy 'families'. Trump has no power. He takes orders. He's ordered to Alaska to meet with Putin and beg for Russia to leave Ukraine because the Military Industrial Complex needs their Rare Earths to keep their war machine going. Wall Street makes their money from corporations, pensions, governments et.al. No way will they allow the stock market to fall. From the late 1970s, these entities moved their retirement responsibility TO their employees TO the stock market. You want to see a revolution? Wipe out people's 401K's.
Maybe send some of these clear cut common sense truth torpedoes to the Trump. However, he might just be the guy in the middle of a Three Ring Circus....but this one has 33 Rings so everyone gets glued to a distraction that is captivating.
Next thing you know, it is like hearing a two minute warning before going over Niagara Falls in a two person row boat. It is a calculated warning so the Filthy Ones can enjoy seeing the victims scream in terror before the big plunge.
Sometimes it’s instructive to go back to when an institution was created to devine its purpose. The fed was created 100 years before the 2008 meltdown in response to a similar “crisis” (a crisis is whenever the filthy rich lose money) they lost money for the same reason chasing over priced assets based on FOMO . Capitalism is not a profit system it’s a profit & a loss system. Take away the fear of losing & all discipline leaves the system & it becomes giant casino without a pit boss. What the fed is trying to do is remove all fear from the system when it comes to the rich that’s deadly & will destroy the system. It’s not poor people who will destroy capitalism give them a little food & a place to copulate out of the rain & they’re happy . The greed of the rich is boundless .
President Trump signed an executive order (EO) allowing private assets and crypto assets into 401K employer-sponsored personal pension accounts. The new EO lets private equity, the same industry that has bankrupted hundreds of businesses and decimated many communities, tap directly into your 401K if individuals allow their 401K managers to buy assets from.
Private equity (PE) giant investment firms use money from pensions, endowments and other big institutions to buy other companies using a lot of borrowed money. As interest rates go up, those mountains of debt become toxic. Private equity is now sitting on $3.8 TRILLION of adjustable rate loans. Bankruptcy rates for their portfolio companies hit all-time highs in 2024.
I cut up my red hat and threw it in the burn pile.
Never had a hat, but we burned my wife’s shirt two months ago
Dear Greg,
You’re right about everything — but nothing will change. The herd — take the “MAGA people” as just one example (and there are plenty of equivalents worldwide) — are happy as long as they get their one vacation a year, their weekend pizza (or McDonald’s in the US), and enough of a paycheck to cover Netflix, football, and other useless distractions. Keep them comfortable, keep them entertained, and the system rolls on.
The elites have perfected the art of dumbing down humanity — 99% of the population now lives in that fog. A revolution is the only thing that could change it, but the elites know this, and they’ll always keep the balance just enough to make sure it never happens.
Lower policy rates matter less today because the plumbing on the short end of the yield curve does most of the work to keep liquidity from seizing up. They can hold the policy rate high and stable while quietly forcing more cash through overnight facilities and collateral pipes to keep markets moving. The catch is that this takes even more dollars each day just to maintain flow, which erodes purchasing power over time, especially as the population grows.
A simple rule of thumb...roughly $22 billion pushes the 10 year yield by 1 basis point (0.01%) move according to Federal Reserve research. When yields fall, that burden eases because more money is circulating through the system (M2 rises). When rates stay high, the system demands even more than that $22B per 1 bps to keep liquidity lubricated. So while a prolonged “pause” can look sustainable, it actually implies mounting injections...capitalism’s engine needs increasing nominal fuel to keep output and asset prices aloft...and this is why M2 is rising even though the FED is still hawkish on policy.
Given those mechanics, they’ll cut when they have to...optics and control demand it. It’s easier to preserve a flawed system with liquidity than to risk reforms that threaten the narrative and the levers of power. Politics runs on appearances, and liquidity buys time and appearances.
That’s why I’m buying TLT. The Fed will act when the trade-offs bite...too much power and wealth are at stake to tolerate a freeze in liquidity. There may be no graceful exit from this setup, but I can position on the side most likely to benefit from the next large transfer of wealth....which I don't plan to make 10x-100x in wealth but to maintain the current course of inflation moving forward. It's all I can do with a system in self-destruct mode. In the next ten years, keeping your purchasing power resilient is a major feat. Something most people who do 10x-100x can never figure out...and these people will decay just like the rest.
Seems sadistic, but this is the nature of the system we live in currently. It's the closest truth you can get to reality...and the truth deepens by realizing that they will keep "kicking the can down the road" until the people revolt...not towards politics, not towards corruption, not towards freedom, or whatever else you want to call it...but when the people revolt against the system and demand for a monetary system that is backed by fairness.
Don’t waste your time calling in the MAGA people. Unless they truly want to be “saved” they will ride the train to meet Hades. That light in the tunnel, no longer at the end, is the train coming, and trump is the engineer. MAGA are the Gamma Ray people- catatonic and 🧠💀.
Trump needs lower rates to pay the interest on the 37 trillion dollar debt??? The Federal Reserve Cabal was created to protect the banks to protect the uber wealthy 'families'. Trump has no power. He takes orders. He's ordered to Alaska to meet with Putin and beg for Russia to leave Ukraine because the Military Industrial Complex needs their Rare Earths to keep their war machine going. Wall Street makes their money from corporations, pensions, governments et.al. No way will they allow the stock market to fall. From the late 1970s, these entities moved their retirement responsibility TO their employees TO the stock market. You want to see a revolution? Wipe out people's 401K's.
communications@mail.whitehouse.gov
Maybe send some of these clear cut common sense truth torpedoes to the Trump. However, he might just be the guy in the middle of a Three Ring Circus....but this one has 33 Rings so everyone gets glued to a distraction that is captivating.
Next thing you know, it is like hearing a two minute warning before going over Niagara Falls in a two person row boat. It is a calculated warning so the Filthy Ones can enjoy seeing the victims scream in terror before the big plunge.
Say your prayers pilgrims.
Too 😎😂
Sometimes it’s instructive to go back to when an institution was created to devine its purpose. The fed was created 100 years before the 2008 meltdown in response to a similar “crisis” (a crisis is whenever the filthy rich lose money) they lost money for the same reason chasing over priced assets based on FOMO . Capitalism is not a profit system it’s a profit & a loss system. Take away the fear of losing & all discipline leaves the system & it becomes giant casino without a pit boss. What the fed is trying to do is remove all fear from the system when it comes to the rich that’s deadly & will destroy the system. It’s not poor people who will destroy capitalism give them a little food & a place to copulate out of the rain & they’re happy . The greed of the rich is boundless .
"Poverty exists not because we cannot feed the poor, but because we cannot satisfy the rich" ...anonymous
It’s the Jews
Hello Greg. As you mentioned about tourism is low, did you saw spirit airlines stock went down 40%. I see that airline extinct by year end.
Where Do You Spend Money on Food? How Screwed Up Are the BLS Weights?
https://mishtalk.com/economics/where-do-you-spend-money-on-food-how-screwed-up-are-the-bls-weights/
Paper gold expiration date on the Crimex(Comex) expiration date is This Friday the 15th.
Metals will be Hammered. Wash Rinse Repeat!
How do you wake up people, who don't know their asleep? They see not, they hear not, and they think not. THE REBEL
I feel they are getting desperate because people are awaking
Nicholas J Fuentes is the man who speaks the truth, and none of this dog chasing rain nonsense.
You can lead a horse to water, but can't make it drink. That's an understatement and unfortunately reality
Greg: Sounds right to me!
Thanks, Norton
Fantasy.
President Trump signed an executive order (EO) allowing private assets and crypto assets into 401K employer-sponsored personal pension accounts. The new EO lets private equity, the same industry that has bankrupted hundreds of businesses and decimated many communities, tap directly into your 401K if individuals allow their 401K managers to buy assets from.
Private equity (PE) giant investment firms use money from pensions, endowments and other big institutions to buy other companies using a lot of borrowed money. As interest rates go up, those mountains of debt become toxic. Private equity is now sitting on $3.8 TRILLION of adjustable rate loans. Bankruptcy rates for their portfolio companies hit all-time highs in 2024.