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01-18-26 savo
amateur... of course no currency is looking healthy... that is why gold and silver do look healthy.
in any case other currencies are not important because they are not reserve currencies.
The whole point of the reserve currency is that one can safely hold it as "reserve". But if the reserve currency loses value every day against real money why hold on to it.
The whole US economy is based on importing goods and services from the rest of the world and exporting dollars so that the rest of the world finances US consumption. That is ending.
The US has already lost 85% of its value against the CHF over the last 50 years.. and 99% against gold. That trend is not going to change any time soon.
Regarding the possibility of a new Volcker...It is simply not possible. if somebody even attempts to reign on inflation and currency devaluation in the US through higher rates the whole financial sector will collapse. it is death by inflation/depreciation or death by financial crisis. There is no way out. The next crisis is a US government crisis... nobody can bail out the US government. |
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01-18-26 spal
RE is an alternative.
But yield is low (How so?)
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and most of it is increasingly captured by taxes (How?)
Interested in why you think this - maybe this must be the case in Argentina? Not in Wisconsin. |
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01-18-26 amateur
Well, most of the developed countries are highly indebted, look at Japan for a start, and Europeans. So no currency looks healthy.
Gold and silver have been a nice refuge lately. But I would not put a large % of my savings there, if a restrictive monetary policy were to return, they would lose all attraction. Not that it is something very likely to happen soon, really.
My doubt is, will it be low motion, real interest rates going back to zero for many years? Or will DT manage to get his wet dream, 1% nominal rates with Inflation at 3% or even 4%?
The mantra that central banks do not control long term rate is BS. They should not, but they can, and did it in the past.
RE is an alternative. But yield is low and most of it is increasingly captured by taxes. |
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01-17-26 savo
amateur... i think the US is literally broke.. understanding by broke as somebody that can not keep up with interest payments... in the case of the US needing to reduce rates into inflation above target and rising... which is bad for the dollar.
Nobody wants the dollar and nobody wants dollar assets that is why dollars assets continue going down when measured in real money.
Don be misguided by the S&P. It may go up in nominal terms and continue reaching new all time highs... but it is going down and has been gong down for two decades when measured in real money.
The US has a 50% budget deficit and is not growing. +GDP numbers are fake by misrepresented inflation. The trade deficit went down... because imports went down (of course as thing are more expensive because of tariffs) and exports went up. But 80% of the lower deficit is explained by exports of.....gold!
That is why they want Greenland... may be they know that there is gold down there.
The world does not need the dollar... it is a useless currency that loses value everyday. The people and governments that are supposed to hold them so that americans can consume beyond their meand are getting rid of them as fast as they can.
Americans have been living in fantasy land for 50 years.. consuming what they do not produce and paying for it with newly printed dollars. That fantasy has ended.
Look at the Yuan vs the USD... the USD is going down. The chinese are getting richer while the americans are getting poorer. Double whammy... they are facing more expensive US products because of tariffs and also because of the Yuan. Look at Chinese exports.. down to the US but up overall... what americans are not buying from China de rest of the world is.
Do not stand in front of this train. The era of American exceptionalism is over. The conversation is moving somewhere else. The times when americans could consume and not save while the rest of the world would finance them saving what they do not consume and giving those savings to the US are over.
That is what gold and silver are telling us. There is repricing of real monetary assets against the dollar because the US has no intention to change its behavior. |
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01-17-26 amateur
Savo, the US is indeed very much indebted but not yet broke, as the world still has dollar credits, which they can continue printing at will.
Do you think DT will succeed in pushing rate down, short AND long? His model seems to be the WW2 era, when the Fed would buy Treasuries open end at 2% yield. Will he be able to implement it now? |
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01-17-26 savo
FWIW I believe Denmark has no business in Greenland... having said that they own it..
How does the US intend to pay for it?
How does anybody value 2,000,000 km2 supposedly full of mineral resources which nobody can value and may be for the moment nobody can extract but will be able to in the future?
The US is broke... its currency nobody wants as the prices of gold and silver manifest... a dollar crisis is coming and a US treasuries crisis too.
There is no one who can bail out the UST.. as the UST bailed out the banks in 2008.
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01-17-26 victor
Everyone is asking about the Autopen? What was done is totally illegal, and anything signed that way is of “no further force or effect.” The person who “worked” the Autopen had no idea whether or not Biden approved of what he was doing. There was no ORDER in writing, and it was an absolutely illegal act perpetrated by the Radical Left Insurrectionists who illegally ran the Biden Administration. Every one of them should be arrested for what they have done to our Country. They didn’t win the Presidency but, when you think of it, neither did Joe Biden. The whole thing was RIGGED. There must be a price to pay, and it has got to be a BIG ONE!
PRESIDENT DONALD J. TRUMP |
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01-17-26 victor
We have subsidized Denmark, and all of the Countries of the European Union, and others, for many years by not charging them Tariffs, or any other forms of remuneration. Now, after Centuries, it is time for Denmark to give back — World Peace is at stake! China and Russia want Greenland, and there is not a thing that Denmark can do about it. They currently have two dogsleds as protection, one added recently. Only the United States of America, under PRESIDENT DONALD J. TRUMP, can play in this game, and very successfully, at that! Nobody will touch this sacred piece of Land, especially since the National Security of the United States, and the World at large, is at stake. On top of everything else, Denmark, Norway, Sweden, France, Germany, The United Kingdom, The Netherlands, and Finland have journeyed to Greenland, for purposes unknown. This is a very dangerous situation for the Safety, Security, and Survival of our Planet. These Countries, who are playing this very dangerous game, have put a level of risk in play that is not tenable or sustainable. Therefore, it is imperative that, in order to protect Global Peace and Security, strong measures be taken so that this potentially perilous situation end quickly, and without question. Starting on February 1st, 2026, all of the above mentioned Countries (Denmark, Norway, Sweden, France, Germany, The United Kingdom, The Netherlands, and Finland), will be charged a 10% Tariff on any and all goods sent to the United States of America. On June 1st, 2026, the Tariff will be increased to 25%. This Tariff will be due and payable until such time as a Deal is reached for the Complete and Total purchase of Greenland. The United States has been trying to do this transaction for over 150 years. Many Presidents have tried, and for good reason, but Denmark has always refused. Now, because of The Golden Dome, and Modern Day Weapons Systems, both Offensive and Defensive, the need to ACQUIRE is especially important. Hundreds of Billions of Dollars are currently being spent on Security Programs having to do with “The Dome,” including for the possible protection of Canada, and this very brilliant, but highly complex system can only work at its maximum potential and efficiency, because of angles, metes, and bounds, if this Land is included in it. The United States of America is immediately open to negotiation with Denmark and/or any of these Countries that have put so much at risk, despite all that we have done for them, including maximum protection, over so many decades. Thank you for your attention to this matter!
DONALD J. TRUMP
PRESIDENT OF THE UNITED STATES OF AMERICA |
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01-17-26 victor
| A front page Article in The Fake News Wall Street Journal states, without any verification, that I offered Jamie Dimon, of JPMorgan Chase, the job of Fed Chairman. This statement is totally untrue, there was never such an offer and, in fact, I’ll be suing JPMorgan Chase over the next two weeks for incorrectly and inappropriately DEBANKING me after the January 6th Protest, a protest that turned out to be correct for those doing the protesting — The Election was RIGGED! Why wouldn’t The Wall Street Journal call me to ask whether or not such an offer was made? I would have very quickly told them, “NO,” and that would have been the end of the story. Also, one was led to believe that I offered Jamie Dimon the job of Secretary of the Treasury, but that would be one that he would be very interested in. The problem is, I have Scott Bessent doing a fantastic job, A SUPERSTAR — Why would I give it to Jamie? No such offer was made there, or even thought of, either. The Wall Street Journal ought to do better “fact checking,” or its already strained credibility will continue to DIVE. Thank you for your attention to this matter! |
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01-17-26 carib
| Lea más: (Acreedores de Venezuela inician contratación de asesores para reestructurar la deuda) https://www.bloomberglinea.com/latinoamerica/venezuela/acreedores-de-venezuela-inician-contratacion-de-asesores-para-reestructurar-la-deuda/ |
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01-17-26 savo
Machadóvskaya participa en rituales de humillación públicos
i was wondering the same.. is there any limit to how much this woman is willing to embarrass herself in public?
If capital begins flowing back to veni, the economy recovers, real estate values recover, the central bank starts accumulating reserves and inflation falls... my casino chips are on Delcy to be the next democratically elected president of Venezuela not on the psycho.
She/EGU were chosen at a time of extreme distress 2024.. if that distress goes... people will choose the devil they know... as Trump just did.
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01-17-26 Merlino
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01-17-26 spal
.however the guy is anything but stupid imho
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Fine - but in my opinion he was pretty much dead wrong on Ratcliffe.
https://en.wikipedia.org/wiki/John_Ratcliffe |
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01-17-26 spal
The US possesses the capability to deliberately degrade US-supplied equipment in European hands during a conflict, not via a mythical instant "kill switch," but through "remote" electronic means (e.g., software/geofencing) and support denial. This acts as a de facto veto, ensuring alignment with US interests—e.g., preventing escalation or enforcing neutrality. OSCINT (e.g., CEPA, Bruegel) frames this as "weaponizable dependency," with Europe as a "vassal" in X discourse.
Degree of European Reliance: High (55-60% of advanced imports); critical in air (60% fighters), missiles (70%), and enablers (e.g., intel). Eastern Europe (Poland, Romania) is 70%+ dependent; Western (UK, Germany) ~50%, but nuclear sharing amplifies risks. This deepened post-2022 (2x equipment spending), per Bruegel dataset, delaying EU autonomy.
Degree and Speed of Degradation: Varies by system—immediate (hours/days) for software locks (e.g., HIMARS range); rapid (1-4 weeks) for networked systems (e.g., F-35 sensors); progressive (1-6 months) for spares denial, leading to 50-80% inoperability. In conflict, this could neutralize 40-60% of European capabilities within a month, per RUSI.
Classified Factor and Indirect Estimates: Some mechanisms may be classified (e.g., backdoors inferred from declassified GPS "selective availability" disabled in 2000, or nuclear permissive links). Impact: Potentially 20-30% faster degradation if activated, based on Ukraine (immediate HIMARS curbs) and Stuxnet (cyber-disable of Iranian centrifuges, declassified 2012). Unconfirmed, but X and media (e.g., FT) suggest it drives Europe's shift to indigenous production.
Overall, Europe's vulnerability incentivizes diversification, but current fleets remain exposed for 5-10 years.
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01-17-26 Merlino
| Spal I do not endorse his statement, just post it as curiosity....however the guy is anything but stupid imho |
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01-17-26 spal
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01-17-26 spal
el director de la CIA es quien tiene el control real del Leviathan estadunidense.
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Sounds sensational, but has no basis in fact. This guy should read up on John Ratcliffe - who is a pretty conventional thinker, avid Trump supporter and completely owes his position to Trump.
But spreading conspiracies and making hyperholic statements are more fun or maybe the guy is just stupid - which I do not rule out. |
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01-17-26 Merlino
Just an opinion by seemingly learned locals in reference to Delcy meeting the CIA's Director
Erik Del Bufalo @ekbufalo 19h
Además de esta verdad, el director de la CIA es quien tiene el control real del Leviathan estadunidense. En la práctica, es como si fuese el jefe de Trump.
Quote
Turning Point Shambhala @HanekeJr Jan 16
Los arcana imperii —advertía Tácito— no deben ser conocidos por el vulgo. Delxiaoping discute información de inteligencia y conduce la diplomacia secreta. Machadóvskaya participa en rituales de humillación públicos de la sociedad del espectáculo. El poder real es discreto. x.com/AlertaNews24/s… |
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01-17-26 panasonic
Savo, things are moving fast, sDelcy could hit some serious bumps ahead.
I trust US intelligence is moving fast to pave the road, Alex Saab did his part, probably ready to go and enjoy his millions. |
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01-17-26 panasonic
| Carib, indeed Colombia played an important roll to keep venezolanos eating from garbage bins. |
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01-17-26 savo
pana...
La presidenta encargada de Venezuela, Delcy Rodríguez, anunció este viernes la fusión del Ministerio de Industrias y Producción Nacional con el de Comercio Nacional en una «nueva instancia» que dirigirá Luis Antonio Villegas, con lo que sustituye del gabinete al empresario Alex Saab, colaborador cercano del presidente Nicolás Maduro. |
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01-17-26 leopardo
Carib se shall see…our best option is to wait another 3 to 6
months holding on to our position and seeing how the situation
develops… |
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01-17-26 carib
Santos has met Delcy Rodríguez, Venezuela’s acting president and previously Maduro’s number two. “She is very capable and very clever,” he says. “More like Chávez than Maduro.”
Trump’s solution of decapitating the Venezuelan regime and attempting to run the country by remote control from Washington will fail, Santos believes, unless there is a rapid transition to fresh elections, with the democratic opposition taking the leading role.
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01-17-26 carib
Please use the sharing tools found via the share button at
When Chávez’s “Bolivarian revolution” began, the economies of Colombia and Venezuela — “the jealous siblings”, were roughly the same size. Colombia’s GDP is now over five times larger and around 8mn Venezuelans have fled abroad to seek a better life.
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