Thomas 🇺🇲

Mining deep value. Tracking real-time markets.
Spouting off about political non-sense.

[Thomas 🇺🇲 @ThmsWhiteCap]

@zerohedge Fiscal dominance has replaced monetary dominance and portends the sovereign debt crisis

[Thomas 🇺🇲 @ThmsWhiteCap]

@hartless259 @KATUNews She didn't praise anyone

[Thomas 🇺🇲 @ThmsWhiteCap]

@CoClarified @KATUNews She didn't. She reluctantly "acknowledged" the heavy burden he carries for saving tens of children's lives.

[Thomas 🇺🇲 @ThmsWhiteCap]

@leadlagreport Federal government should just get all the jobs then 🙄

[Thomas 🇺🇲 @ThmsWhiteCap]

One or both of @BretWeinstein and @ericweinstein parents' favorite words must be Imagine.

It's beautiful.

[Lyn Alden @LynAldenContact]

I’ve got my armchair criticisms of Powell, but I wouldn’t rank Greenspan, Bernanke, or Yellen ahead of him.

The core issue is fiscal dominance and the nature of the centralized structure itself.

[Thomas 🇺🇲 @ThmsWhiteCap]

@HodlMagoo After years of the Japanese bailing out US deficit spending, don't be surprised when their liquidity squeeze hits the bond market and we see a market contraction that rhymes with '87

[Peter Schiff @PeterSchiff]

Today is the beginning of the end of $MSTR. Saylor was forced to sell stock not to buy Bitcoin, but to buy U.S. dollars merely to fund MSTR's interest and dividend obligations. The stock is broken. The business model is a fraud, and @Saylor is the biggest con man on Wall Street.

[FischerKing @FischerKing64]

The national debt is approaching $40 trillion. It will never be paid off. No one is even seriously thinking about how to do it. The federal government will ultimately destroy the currency through hyper-inflation, pretend to pay off the debt - and wipe out any bank savings.

People with hard assets like land and homes will be fine - because those assets will also be inflated and hold their value. This explains to some extent why Blackrock and other PE outfits are buying up homes.

[Thomas 🇺🇲 @ThmsWhiteCap]

@leadlagreport A stock market crash will be a symptom, not the catalyst. The response will determine the impact on the affordability crisis. Asset repricing (housing) will be very helpful, further printing and inflation...not so much.

[Thomas 🇺🇲 @ThmsWhiteCap]

@MichaelAArouet Who wants 90's purchasing power? 🖐🏼

[Thomas 🇺🇲 @ThmsWhiteCap]

@StealthQE4 Each time debt has gotten to this point in history rulers (govt) have asked the wealthy (creditors) to help ease the situation via taxes. After refusing, rulers debase, grant jubilee, or declare war. This does not end well. See the French Revolution, Weimar Republic, Rome, etc.

[Thomas 🇺🇲 @ThmsWhiteCap]

@leadlagreport Large debt cycles and looming sovereign debt crisis

[Thomas 🇺🇲 @ThmsWhiteCap]

@StealthQE4 Efficient Markets 🙄
Price Discovery 🖕🏼

[Quiver Quantitative @QuiverQuant]

JUST IN: Senator Tina Smith has sold her position in Huntington Bank stock, $HBAN.

She sold it for up to $250K.

Smith sits on the Senate Committee on Banking.

[Thomas 🇺🇲 @ThmsWhiteCap]

@Unregul8ed @AP4Liberty Tariff's biggest impact is uncertainty as we've had 600+ different tariff policies since liberation day. Nonetheless, little inflationary impacts. The real issue is federal government debt spending.

[Thomas 🇺🇲 @ThmsWhiteCap]

@RealLiveAxel @mtaibbi Trench warfare as they gaslight the American populace battlefield

[Thomas 🇺🇲 @ThmsWhiteCap]

@onechancefreedm Add to this a demographic shift with Boomers extracting capital from the system, a Debt/GDP ratio at historic highs, Chinese gold purchasing in lieu of Ts, and a Japanese strategy that pulls the supportive rug out from underneath Treasuries and you have a recipe for disaster.

[Rothmus 🏴 @Rothmus]

They do the same thing in America.

[Thomas 🇺🇲 @ThmsWhiteCap]

@BobMurphyEcon Wait until they find out most money is really just future cash discounted to present value as credit, whether it be private or public doesn't really matter...until the bill comes due. 🫣 It's the discounting mechanism that creates the money.