21 Comments

while I agree that the central banks are going to eliminate cash and try to take control, I also believe that something will become a physical substitute. consider cigarettes in prisons, or the original talley sticks in England. maybe gold coins, maybe something else, but many people will not tolerate having everything monitored and there will be something that bubbles up to take the place of the c-note. one man's view

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Interesting points by Catherine Austin Fitts at a Covid panel last year where she suggested that stockpiling alternates to currency including 1oz bottles of booze which is a shelf stable, easily stored commodity that always has its value appreciate with collapsing currency. If it doesn't prove useful for barter the cocktails still work. :~)

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Love it

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This is good. The tone reminds me of French newspaper Le canard enchaine. Great writing style :)

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Great writing. You're starting to see that what you are fighting against is much more than the wealth inequality that got you started down this path...

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I love your mocking of the high priests! I chant right along with you.

Happy 4th!!

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You too.

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Be a lot cooler if it was Sheila E., though.

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nothing to see here, right? 6bps spread between 2yr & 10yr this morning...meanwhile 5yr and 30yr were inverted for all of the last week(s).

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The Fed (and God knows what other Central Banks) owns so much of the market I don't think we have any idea what "the bond market" is telling us

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Indeed - and scarier yet - been following the Japanese JGB unlimited buys since March, in an attempt to keep their 10yr peg at .25bps, meanwhile Yen does the Tokyo drift in real time...what happens to global liquidity when they are forced to go from being only CB w QE and have to do an abrupt move to QT? How does Sony or Toyota handle the impacts of Yen devalue?

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I've wondered for years (along with Bill Fleckenstein) what Japan's endgame is. Grant Williams even has a podcast series based on it. My personal guess is that rather than Japan switching to QT the rest of the CB's switch back to full-on QE. (And "QT" so far is a joke). Now say inflation stays at 5% or 6% (or 20%), I don't think it matters. I think they'll all eventually choose to hyperinflate instead of overt default (ignoring Felix Somary's wise counsel). Every Central Banker (except maybe Sri Lanka's) will be fabulously well off no matter what anyway.

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Appreciate the additional research/resources noted above. And agree FED will abandon QT for full on QE creating the double ph#cked inflation infinity loop which leads us to the Keynesian IS-LM liquidity trap…

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also, i have about 250 storage units all over North America stacked to the rafters with toilet paper

assholes all over will have to come to me

#NOTOILETPAPERFORFEDASSHOLES

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I'm thinking transplantable organs .. kidneys, lungs, hearts, faces - especially faces if your a movie "star"...just image the trading value of elizabeth taylor's face in a post-apocalyptic world

you could probably feed a village

guys, bitching about the #FED is great but is there any legal way to actually stop these bastards?

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Quit electing the same Congress people

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i know you've noticed all the choices presented are the same barbie doll under the cutout paper clothes choices they give us to hang on them. Unless the unlikely combo of disallowing future jobs with the big money AND effectively limiting campaign contributions, the owners of the FED will also continue to own the government supposedly overseeing it. we don't stand much of a chance inside the system. Don Correleone had it right.

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I'm not naive, I understand I'm fighting a losing battle. I just wanted people to be aware of the scam. Many more now seem to be. When I started on Twitter in 2013, several prominent Fintwit pundits were appalled that I didn't think the FOMC was nothing more than a wise, altruistic collection of genius high priests whose only goal was saving the world. They mocked me, but now it's the Fed that's mocked. That's a start. https://web.archive.org/web/20220115162523/https://twitter.com/RudyHavenstein/status/1306336338262634496

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i wish there was something that could be done to rein them in but both major and all the "thirds" just love the low interest financing of their spend-to-buy-votes which their big money sponsors actually love too. i'm a retired guy trying to figure out if our assets and income will last till we die or only long to make us wish we were dead. What a shitty world the ultra rich make for the rest of us.

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I'm not a doomer or anything - I'm just tired of the bad guys always winning. https://web.archive.org/web/20220129143941/https://twitter.com/RudyHavenstein/status/951546365242359808

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