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This is an excellent interview. I watched the first 9 minutes and minute 23 to the end.

Michael Belkin: The Bond Market Is Flashing 1987 All Over Again
https://www.youtube.com/watch?v=C1DlmUF0LlM

Input cost went up 40 percent as did transport to get the product to the customer on a skid.
The observation was this. They want Us gone. The Keynesian Veil is gone and the rope burn phase
has taken mid to small Shops to extinction. The Stalking Horse in the Office had one Job.
That He did effectively. The words He utilized spell it out as the fools tell you its acrimony and sans.
You have have no damned clue and no accidents exist.
What is unfolding is the cult arrogance of the Neocons leftists. Tue Dec 03, 2024 8:30 am
They simply are war to cover up the collapse of Keynesian economics and the monetary system of borrowing endlessly with no intention of paying anything back. The thieves and lies will continue to spread faster than Hunters crack whores did. Remember they have been at this longer then your alleged attention span.

The match was just tossed. And no its not different this time.

https://www.youtube.com/watch?v=_DztOU9e1gg

thread: amos, חמס
https://gdxforum.com/forum/viewtopic.php?p=84922#p84922

The point is not to win. White mice and black mice fund all sides.
Control the debt. Swamp water magic since August 5, 1861 for the first federal income tax.
General Grant was clear enough in the root issue after that.

Still they sleep what and who and how.

[quote=Higgenbotham post_id=95520 time=1791051499 user_id=100]
Now let's do some math. This is ideal and just for illustration. If the S&P loses 98 percent of its value at a constant 1 percent daily loss, this is 0.99 raised to the 389th power. Therefore, the triple inverse would increase by 1.03 to the 389th power, or about 98,000 fold.
[/quote]

If the S&P were to lose 1 percent on day 1, another 1 percent on day 2, then gain 1 percent on day 3, repeating that 3 day sequence until it lost 98 percent of its value, the triple inverse would increase about 62,000 fold.

The trend has shifted from a steep decline to a slow, fragile stabilization:
Demand Decline: Global oil demand has been trending downward. In early-to-mid 2026, demand fell significantly—reaching a nadir around May—due to soaring prices and supply shortages, particularly in China and Japan. McKinsey
Gradual Recovery: Recent data suggests the steepest declines are over. The International Energy Agency (IEA) noted that the annual decline in demand narrowed from 4.9 million b/d in Q2 2026 to 3.4 million b/d in Q3 2026,
with projections that demand may return to growth by late 2026 or early 2027. iea.org
Sector-Specific Losses: Consumption losses have been concentrated in middle distillates (such as diesel) and petrochemical feedstocks, specifically across Asia, as geopolitical disruptions in the Gulf and attacks on Russian refineries severely constrained the flow of refined products. iea.org
Inventory Depletion: To balance the gap between falling production (due to the Strait of Hormuz closure) and remaining demand, the market has relied on massive inventory draws. Global observed inventories plunged by 95 million barrels in August alone, contributing to a cumulative draw of over 500 million barrels since February. iea.org

A suspected arson attack on Easter Island created a wildfire that caused "irreparable" damage to some of its famous stone-carved monumental heads, authorities have said.

You are correct as imbeciles outpace those willing to remove the rate of change.
Propaganda works since they are educated idiots.

[quote=aedens post_id=95521 time=1791061170 user_id=182]
The map was forwarded from T.
* Amazon is mimicking Enron's playbook, in plain sight of regulators *[/quote]

The data center buildout reminds me more of Easter Island than anything else.

The map was forwarded from T.
* Amazon is mimicking Enron's playbook, in plain sight of regulators *

They have zero zero zero excuse not to clean that up.
We covered before as Orphan Structures and yes we where correct.

Rate spike as noted was sand bags for fin sector.
Numbers net actually value added was Alcohol on unwary Hookers.
Fully Hedged will absolve those who never fought the Tape.
We have not added more shorts as we prepare for march sweeps which matter to
our commodity crushed view only so the issue as before will be them pissing on the recency bias map as before.
Less that two percent in sata and yea long and short and twenty five percent cash for now.
May just watch the Uniparty Village Idiots who are fully funded as the Kafir French Fry.
Intel was they are Torching law emforcement as the usual suspects have a crisis hand wringing contest.

thread: amos, taproot

I have very little doubt, too, that for the majority of my readers the earliest times and those immediately succeeding,
will possess little attraction; they will hurry on to these modern days in which the might of a long paramount nation is wasting by internal decay.
Livy, History of Rome

[quote=Higgenbotham post_id=95472 time=1790277002 user_id=100]
I did the last 7% last week and am 100% in triple inverse. The 10 year has been up to multi year highs the past 2 days, climbing more today, but not over 5.3%. Meantime, some are explaining why that is not a problem. If the stock market collapses, then some will explain why it is a problem after the fact.[/quote]

Now I'm all in with the investment accounts. As the market holds or climbs I will be adding some fresh cash and putting it directly into triple inverse. I added some yesterday. Due to the interest rate rise, the triple inverse is returning about 5 percent per year with average volatility at a constant market.

Now let's do some math. This is ideal and just for illustration. If the S&P loses 98 percent of its value at a constant 1 percent daily loss, this is 0.99 raised to the 389th power. Therefore, the triple inverse would increase by 1.03 to the 389th power, or about 98,000 fold.

This is the Archdruid's response to a question.

[quote]“To say that the economic empire of hallucinated wealth will continue to exist, though, does not imply that it will continue to produce the goods and services and provide the jobs that people need.”

How far do you think things can go before the money economy outright collapses? Even with all the gimmicks and financial sorcery, surely it must be hit with reality eventually, right? Or perhaps it can sustain itself indefinitely as the real economy withers until political upheaval arises to destroy it?[/quote]

[quote]Nephite, the money economy can outlast nearly all of the real economy. It’s quite possible that the stock market will hit all time highs on the day that the power goes out in Manhattan forever and armed raiders cross the George Washington Bridge in search of loot and slaughter.[/quote]

https://ecosophia.net/economics-hallucinated-wealth-revisited/

This is sentiment, which is based on imagination. The only basis it has in reality is the rear view mirror which is always what creates the conditions for positive imagination-based sentiment. That being sentiment is most positive at tops and sometimes bottoms. At the gold bottom in 2001, people imagined gold would be mined from sea water for about $10 per ounce. Forget about doing the calculations based on real world constraints.

Circling back to what Hugo Salinas Price said about imagination vs reality, it's possible for imagination to break from reality for a time or, in this case, for a long time. But stock markets do have to have a basis in reality with respect to earnings (and their growth) and interest rates.

Earnings have to come from somewhere. They can be counterfeited for a time and they were. That game is pretty much over (see next paragraph). The last gasps are things like the $1,000 Trump Accounts which probably have to be invested into stocks, the purpose of which would be to keep the bubble moving until midterms, I suppose. They can be stolen from the private market for a time and they still are, but that game is winding down because stolen money must have a source from the real economy which eventually becomes a destitute real economy the more that gets stolen out of it. They can be faked for a time and they still are. But the Enrons and WorldComs of the world always get exposed by somebody and that reality based fact hasn't changed either. There are multitudinous discussions occurring right now about OpenAI being a fraud. If the stock market drops due to an interest rate rise or some other reason those discussions will probably gather momentum.

If the 10 year breaks higher to 6 percent and more, no, the stock market will not grow to the sky no matter how much that may be ingrained in someone's imagination. I'm not saying the 10 year will do that, just that interest rates form a basis of reality for what the stock market can do and, obviously the Fed can't hold interest rates down forever without popping the inflation genie out of the bottle.

Erasure numbers are in on the wasting.
The Lipstick period has not relented.

Nothing but B1 smoke.
Masquerading as data.
https://www.youtube.com/watch?v=bIiy09C1xN8&t=50s
The Radical Republicans were the political faction within the Republican Party originating from the party's founding in 1854
six years before the Civil War until the Compromise of 1877. Now your Uniparty thieves still acting like your different than
the East India Company. By the way Canada is simply not even a memory. Just road kill baking in the Sun.
Marxist Slaves at best.

Wed Jul 22, 2026 7:51 pm
Data points populated as free cash flow will sort the dregs sooner then later.
Food and Energy sweeps as the arrogated managers asked one actual expert
what substance are you on. The conceit was typical as Hayek described. The three decade analyst
smiled at the "Corporate" antagonism projection.
As for now the occupied space LLM is what we forwarded as even into wheel chairs they
will go arrogated as cognitive dissonance as H had presented a sound structured view in the Maintenance
phase and descending preferences of action items labeled non productive assets also labeled jail breaks.
For now into the September reference date we monitor the effect as trading volume and open interest have migrated entirely to
September, while the August contract sees negligible activity as it approaches its final trading days prior to physical delivery obligations.
Not to put a bias imprint into this entertainment as crack spreads and demand destruction from inflation targeting.
To put simply data fragility and lethargic preferences in transfer costs for descending into the terms H has described.
They are running cover for dismissals based on projection profiles they already had.

Oxen could endure lack of water during a desert crossing; it was the dust that killed them. Oracle Capital input losses unmentioned.
The Oxen died from overdrinking after crossing Forty-mile Desert.
The lone remaining steer and team of cows towed then to survive that trip.

Update note we already forwarded: Ai actual cost basis as we listed they are way over ninety percent
behind and will not recover into token value added.

The supply-siders will blame "supply shocks" or high taxes for the recession,
Austrians will point to prior monetary inflation and malinvestment as Customer preferences
since they are underwater. Statist will do what they do. Tax since that is what Inflation is.
https://www.usdebtclock.org/
The cascading maps are repeating. Failure. CEO Looting.

The goal is total information asymmetric warfare. You will linger in data fragility as they decline.
The recent energy map expansion for the Pacific will collapse when the level two and level three consumers base
choose abject failure. That is the Uniparty marching orders. Failure and yes they ignored the correct Rosa Koire into the Abys and destitution of
complete stupidity in Collectivism. The Politics of Envy but that would suggest thought maps as the Pretense of Knowledge is sealed.