My struggle: I just want time to go faster because of my curiosity of the future but also realise I should make the most out of today ● Radical centrist ●
Global money supply is skyrocketing.
And this is without a crisis or major financial event.
Data on money supply is far from abundant and mostly fragmented, making it difficult to see what is happening at the aggregate level.
This chart shows you exactly that. Central banks, economies, governments, and markets are heading for an epic clash.
Markets want to push interest rates higher as inflation spikes again, confronting governments with their huge debt levels with a surge in interest costs. Meanwhile, to preserve the little credibility that remains, central banks are forced to adopt a hawkish tone, preparing for further rate hikes.
All this puts massive pressure on the refinancing machine. More than 70% of all financial transactions are about refinancing or rolling over existing debt. None of that goes into the real economy.
And this is exactly why money supply growth is at warp speed despite a major downturn. Even to prevent that downturn from happening, unprecedented levels of liquidity are required.
Libraries full of empirical data and studies have shown one thing: faster money supply growth almost always leads to higher inflation.
Buckle up!
According to an exclusive report by the New York Post, President Trump’s first daughter, 44-year-old Ivanka Trump, was the target of an assassination plot by a trained member of Iran’s Islamic Revolutionary Guard Corps (IRGC), as revenge from the elimination of Iranian military chief Qasem Soleimani.
Marco Rubio argues that "Operation Epic Fury is concluded" as the objectives were acheved. In reality, Iran won this war. There was no regime chenge, no nuclear deal, no limits of ballistic missiles and drones, no decoupling of ties between Iran and its regional allies, and the Strait of Hormuz is now under Iran's control. US bases in the region have been destroyed, the US alliance system has been weakened, and the petro-dollar will not recover. This epic failure was not just another failed regime change war, this will severely weaken the position of the US in the Middle East. All that was achieved was the murder of many Iranians and keeping the Epstein files out of the media.
It all comes down to one simple rule:
"Just invest in and hold on to all (scarce) assets until we have Artificial Super Intelligence."
We will have inflation in the coming years (with short term ups and downs). Until ASI is born, then the delfation phase will start.
Global money supply is rising as fast as in 2020 and 2021, when governments tried to offset lockdown damage.
Just like last time, inflation will move higher. In six months, food inflation will accelerate too, because fertilizer prices are rising due to the war in Iran.
BARTIROMO: “Is this war over?”
TRUMP: “I think it's close to over … If I pulled up stakes right now, it would take them 20 years to rebuild that country. And we're not finished.”
Translation:
We're not going to do anything about the current situation other than talk about it.
When they situation has already solved itself, we will then look at the situation and declare it to be solved.
The ongoing closure of the Strait of Hormuz is deeply damaging. Getting global shipping moving is vital to ease cost of living pressures.
The UK has convened more than 40 nations who share our aim to restore freedom of navigation.
This week the UK and France will co-host a summit to advance work on a coordinated, independent, multinational plan to safeguard international shipping when the conflict ends.
@MadelonVos__ I believe wages and demand will drop but also prices will drop because productivity will explode higer. I think it will be some type of a deflationary implosion but in slow motion.
This is a good thing but we just need a safe and organised transition period.
🇺🇸🇮🇷 A senior U.S. military official just called this one of the most complex special operations missions in American history
The details that are emerging are extraordinary.
Two transport planes got stuck at a remote base inside Iran after the WSO was recovered.
Commanders flew in three replacement aircraft, extracted everyone, and destroyed both disabled planes on the ground to prevent them falling into Iranian hands.
The F-15E went down in a region with significant opposition to the Iranian government.
The WSO may have received help from local civilians willing to shelter an American pilot while their own government hunted him.
The CIA reportedly facilitates exactly this kind of arrangement through a process called "unconventional assisted recovery," making contact with civilians willing to help vulnerable troops survive.
So the full picture: a pilot ejected, climbed a mountain, was sheltered by locals who risked their lives, evaded for 48 hours while Iran offered bounties, survived a massive firefight at the recovery site, was extracted on aircraft that then got stuck, required three more planes to fly in, and the originals were blown up on exit.
What a story.
Source: NYT
Media: @officialrnintel
@JacobKinge@robziman Bro, I'm definitely not in favor of this Iranian regime but you're underestimating the situation. There will be no winners in this war.
One must ask itself why Canada (NATO ally) suddenly cares about international law.
This is all political theatre. He doesn't like Trump or he's hedging, nothing more.
In fact, he probably is pro regime change.
🚨 Canada just publicly rebuked the United States and Israel:
“The United States and Israel acted without engaging the United Nations or consulting allies — including Canada.”
A NATO ally. On the record. Calling this illegal under international law.
Spain banned US bases. Canada condemned the strikes. Senator Crow called it a lie. Senator Blumenthal fears boots on the ground.
The entire world is watching a man start an unauthorized war — built on fabricated intelligence — while burying files that could end his presidency.
Allies are breaking away. The coalition is collapsing.
And Trump is threatening trade wars against anyone who won’t play along.
This is what isolation looks like. This is what desperation looks like.