Today, I introduced the CBDC Anti-Surveillance State Act to halt efforts of unelected bureaucrats in Washington, DC from stripping Americans of their right to financial privacy. 👇
As Financial Twitter is all about hyping the latest news or market move, in macro-land people often tend to miss the forest for the trees.
Let's take a step back and look at the big picture.
Where are we in the long-term macro cycle?
A thread.
1/
Everyone is stuck, with no good options:
Putin can’t win, but can’t retreat.
Xi can’t grow, but can’t shrink.
Fed can’t bid USTs, but needs to keep USTs bid.
ECB can’t let Italian bonds go, but can’t keep seeing German PPI grow.
BOJ can’t drop YCC, but can’t kill JPY.
🥴
Auf EU Ebene wird jetzt die verpflichtende #Chatkontrolle vorbereitet: Hersteller müssen künftig auf euren Smartphones verdachtsunabhängig eure Nachrichten scannen. Erkennt die KI eine Straftat, wird eine eine Anzeige beim BKA gegen euch gestellt. Glaubt ihr nicht? #Thread
$FTM is down a lot; but we are always here to lift up some spirits! 🙏
3 people who Like and RT this tweet will each win $100 in $SPIRIT
Duration: 3 days.
If tasked with collapsing global bond markets & economies as quickly as possible, I'd do the following:
1. Have the Fed tighten with US debt/GDP >120% & deficits/GDP at 7%+.
2. Impede flows of energy & commodities out of Russia.
3. Impede flows of goods into & out of China.
At this point most of those operating in, or following the world of global finance, have seen some version of this "Chart of Truth" (@RaoulGMI) where the US 10Yr yield has poked its head above the top of its 40 year channel.
Where it goes from here, I don't know...
@MacroAlf@AndreasSteno@blockworks awesome to have some europeans in the macropodcastspace, also referncing to ECB and not solely on the fed as most almost always just speak about the fed
In case you haven’t heard this yet, so much has happened in the two weeks since @LukeGromen graced the podcast and much of it fits into the puzzle he mapped out in the excellent conversation. Do yourself a favour and hear what he has to say.
It’ll enlighten you
Growth takes DAILY effort:
Train your body daily.
Train your mind daily.
Train your spirit daily.
Do this for 90 days and watch the person you transform into.
India just bought 3 million barrels of oil from Russia at a 20% discount and paid in rupees, not USD.
The fight to de-dollarize the world is happening fast, and the US can’t explain the problem without revealing how monetary colonialism works.
#Bitcoin
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