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12-09-25 savo
silver spot above 60... first time in human history...
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12-09-25 savo
| similar thing pana with gold miners... 3 % swings most days. |
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12-09-25 panasonic
Savo, meanwhile daily swing in price of any mag7 between low and high of the day continues to be more than one year of interests.
3% or 4% became less and less relevant.
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12-09-25 savo
I wonder why it is unusual for this guy that bond rates go up when the fed cuts short rates into rising inflation... it is very reasonable thing to happen... if the fed stops fighting inflation longer rates go up... Next step... QE.. to lower long rates.
Yield Increases Are a Sign of What’s to Come in 2026
The Fed started pulling its benchmark rate down from a more than two-decade high in September 2024 and has since cut it by 1.5 percentage points to a range of 3.75% to 4%. Traders see another quarter point cut after the next meeting on Wednesday as virtually assured and are pricing in two more such moves next year, which would bring its rate to around 3%.
Yet, key Treasury yields — which serve as the main baseline for the borrowing costs paid by American consumers and corporations — haven’t come down at all. Ten-year yields have risen nearly half a percentage point to 4.1% since the Fed started easing policy and 30-year yields are up over 0.8 percentage point.
The bond market's reaction to the Federal Reserve's interest-rate cuts has been highly unusual, with Treasury yields climbing as the central bank lowers rates.
The divergence in the bond market indicates a matter of heated debate, with opinions ranging from a sign of confidence that recession will be averted to a signal that investors are losing confidence in the US's ability to rein in its national debt.
The Fed's lack of control over longer-term yields has drawn comparisons to the Greenspan conundrum, with some attributing the issue to a bond-supply glut caused by governments borrowing too much.
Monday trade is being characterized by surging bond yields in a week where the main highlight was meant to be a widely expected rate cut by the Fed. Risks are rising that the US economy will overheat into 2026. Even if that doesn’t materialize, history shows that as the end of a rate-cutting cycle nears, markets tend to start pricing in hikes to the detriment of US government bonds. The risk of a Federal Reserve policy mistake is high, with data now much less reliable and skewed toward looking artificially weak. |
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12-08-25 savo
Merlino.. i wonder whether the guys writing that manifest have taken the time to check with the US treasury department whether they have the resources to finance such a grandiose policy.
In the case of the Europeans everybody knows they don't.
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12-08-25 savo
| pt.. what does Maduro have to be pardoned for? |
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12-08-25 patient-trader
Maduro bets:
Maduro out by...?
https://polymarket.com/event/maduro-out-in-2025
Will Trump pardon Maduro by December 31?
https://polymarket.com/event/will-trump-pardon-maduro-by-december-31 |
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12-08-25 Merlino
Brian Berletic
@BrianJBerletic
·
Dec 7
Digging Deeper into the 2025 US National Security Strategy
I am repeatedly seeing takes depicting the latest US National Security Strategy as a "major shift," including Russia's RT - somehow "away" from conflict with Russia and even China, and toward the "Western Hemisphere."
They obviously did NOT read the entire 33 page document and are instead cherrypicking choice passages that tell them what they want to hear/believe.
Here are some other, less convenient quotes that make it obvious the US isn't going anywhere - it is simply expanding its network of proxies into what it itself calls a "burden sharing network" the US CONTROLS and SUPPORTS to avoid America's own overextension.
The latest strategy paper says:
"Continuing President Trump’s approach of asking allies to assume primary responsibility for their regions, the United States will organize a burden-sharing network, with our government as convener and supporter.
This approach ensures that burdens are shared and that all such efforts benefit from broader legitimacy.
The model will be targeted partnerships that use economic tools to align incentives, share burdens with like-minded allies, and insist on reforms that anchor long-term stability. This strategic clarity will allow the United States to counter hostile and subversive influences efficiently while avoiding the overextension and diffuse focus that undermined past efforts."
Did you get that? This network allows the US to "counter hostile and subversive influences," - which influences do you think they mean? Russia, China, Iran, etc. Obviously!
This is literally the evolution of what Secretary Pete Hegseth laid out in Brussels in February - the "division of labor" he demanded from Europe and America's Asian proxies to, "establish a division of labor that maximizes our comparative advantages in Europe and Pacific respectively."
(Source: https://war.gov/News/Speeches/Speech/Article/4064113/opening-remarks-by-secretary-of-defense-pete-hegseth-at-ukraine-defense-contact/
)
In regards to China specifically, the NSS says:
"We will build a military capable of denying aggression anywhere in the First Island Chain. But the American military cannot, and should not have to, do this alone. Our allies must step up and spend—and more importantly do—much more for collective defense. America’s diplomatic efforts should focus on pressing our First Island Chain allies and partners to allow the U.S. military greater access to their ports and other facilities, to spend more on their own defense, and most importantly to invest in capabilities aimed at deterring aggression."
Unless the First Island Chain has somehow moved to the Western Hemisphere - what the paper is admitting is that the US will not only keep the TENS OF THOUSANDS of US troops it has in Asia there - it will EXPAND their presence while forcing its proxies in the region to divert more public funds to pursuing the US containment of China.
The enitre paper is full of such contradictions - claiming it stands of the primacy of the nation state while demanding entire regions of the planet work with whom the US says and in the manner the US decides.
The paper claims it wants to end the Ukraine conflict, while demanding Europe prepare to fight an unnamed "adversary from dominating Europe," (obviously Russia).
Nothing is changing. Nothing could change. The material reality of US power and its relationship with the rest of the world is driven by corporate-financier interests that direct Washington, not the empty rhetoric taking place in Washington itself.
If you read the paper carefully, and completely, you will see that even the paper admits this.
So please wake up! Stop cherrypicking and reading what you want to read - identify what is lip service, and what is clearly describing continuity of agenda - read what is actually in front of you.
Read the WHOLE National Security Strategy paper HERE: https://whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.pdf
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12-08-25 savo
leo.. 8 years repeating the same thing... doesn't this guy have anything else to do?
The country for which he is a legislator is running a 50% budget deficit... debt is ballooning fast towards 40 trn... net job creation is negative... the economy is sustained by QE ... inflation is off charts...and his Sec of War is executing people in the high seas...
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