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David Jensen @RealDavidJensen
, 15 tweets, 91 min read Read on Twitter
@EmmaMuhleman1 @jameshenryand @michaellebowitz @SantiagoAuFund @dlacalle_IA @DA_Stockman @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @Halsrethink @AndrewBellBNN @JayTaylorMedia @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @JeffSnider_AIP @TruthGundlach @epomboy @TFMetals @PaulCraigRobert @LanceRoberts @TheBubbleBubble One important difference in the cycles is that low interest rates steadily build-in distortion to the economy over time while the tightening cycle (esp. a rapid tighten) precipitates failures that quickly cascade through the economy. Criticality theory.

#EndTheFed
@EmmaMuhleman1 @jameshenryand @michaellebowitz @SantiagoAuFund @dlacalle_IA @DA_Stockman @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @Halsrethink @AndrewBellBNN @JayTaylorMedia @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @JeffSnider_AIP @TruthGundlach @epomboy @TFMetals @PaulCraigRobert @LanceRoberts @TheBubbleBubble "I speak to more than a dozen ceos every single week. They all had high hopes. No longer."

"It changed in the last six weeks."

Anecdotes, but expected.

The Fed builds dysfunction into the economy with low rates - it shows when rates rise.

#EndTheFed

cnbc.com/2018/10/09/cra…
@EmmaMuhleman1 @jameshenryand @michaellebowitz @SantiagoAuFund @dlacalle_IA @DA_Stockman @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @Halsrethink @AndrewBellBNN @JayTaylorMedia @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @JeffSnider_AIP @TruthGundlach @epomboy @TFMetals @PaulCraigRobert @LanceRoberts @TheBubbleBubble Cramer's relay of plunging CEO sentiment fits w/ sudden dive in Consumer Metrics 'Weighted Composite Index' starting in September.

consumerindexes.com

A sharp break to be expected after years of zero Fed rate and then increased Fed rates. Criticality Theory.

#bonds #gold
@EmmaMuhleman1 @jameshenryand @michaellebowitz @SantiagoAuFund @dlacalle_IA @DA_Stockman @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @Halsrethink @AndrewBellBNN @JayTaylorMedia @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @JeffSnider_AIP @TruthGundlach @epomboy @TFMetals @PaulCraigRobert @LanceRoberts @TheBubbleBubble The Fed systematically lowered rates fr. 20% to 0% over 40 years.

#Fed embedded deep distortions into US economy & Great Big Fat Bubble.

Raising rates pops GBFB exposes 40 years of increasing chronic distortion fr. low rates.

Only policy fwd is monetary & debt restructure.
@EmmaMuhleman1 @jameshenryand @michaellebowitz @SantiagoAuFund @dlacalle_IA @DA_Stockman @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @Halsrethink @AndrewBellBNN @JayTaylorMedia @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @JeffSnider_AIP @TruthGundlach @epomboy @TFMetals @PaulCraigRobert @LanceRoberts @TheBubbleBubble 3) Not consumer "inflation expectations" but Fed money stock inflation as prime driver cons. goods prices.

NY Fed's "Underlying Inflation Guage" at 3.3% in July (14 year highs).

But Aug and Sep this price inflation measure NOT updated.

#inflation #bonds
newyorkfed.org/research/polic…
@EmmaMuhleman1 @jameshenryand @michaellebowitz @SantiagoAuFund @dlacalle_IA @DA_Stockman @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @Halsrethink @AndrewBellBNN @JayTaylorMedia @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @JeffSnider_AIP @TruthGundlach @epomboy @TFMetals @PaulCraigRobert @LanceRoberts @TheBubbleBubble 4) The broad M2 money stock.

2000, M2 = $4.6T ; Oil = $23 /bbl
2018, M2 = $14.2T, Oil = $75 /bbl : M2 increase 3.1 x ; Oil incr. 3.3x

1970, M2 = $0.6T ; Oil = $3.40 /bbl
2018, M2 = $14.2T; Oil = $75 /bbl : M2 incr. 23.7x ; Oil incr. 22x

The Fed inflates prices over time.
#OOTT
@EmmaMuhleman1 @jameshenryand @michaellebowitz @SantiagoAuFund @dlacalle_IA @DA_Stockman @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @Halsrethink @AndrewBellBNN @JayTaylorMedia @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @JeffSnider_AIP @TruthGundlach @epomboy @TFMetals @PaulCraigRobert @LanceRoberts @TheBubbleBubble 6) NY Fed completes its homework late & publishes Aug & Sep Underlying Inflation Gauge (UIG):

UIG @ 3.16% in Aug and 3.12% in Sep 2018.

The NY Fed needs to release its full UIG model including its VARIABLE weight factors for ea. UIG element.

newyorkfed.org/research/polic… #bonds
@EmmaMuhleman1 @jameshenryand @michaellebowitz @SantiagoAuFund @dlacalle_IA @DA_Stockman @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @Halsrethink @AndrewBellBNN @JayTaylorMedia @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @JeffSnider_AIP @TruthGundlach @epomboy @TFMetals @PaulCraigRobert @LanceRoberts @TheBubbleBubble @POTUS Reading this re. UK acting against US.

Terrible damage wreaked on US by Sir Alan Greenspan stands out.

Appointed Fed Chair & #LBMA formed in London in 1987 rigging global gold prices w/ Unallocated Spot #Gold contracts.

Gold = inflation warning system.

strategic-culture.org/news/2018/10/1…
@EmmaMuhleman1 @jameshenryand @michaellebowitz @SantiagoAuFund @dlacalle_IA @DA_Stockman @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @Halsrethink @AndrewBellBNN @JayTaylorMedia @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @JeffSnider_AIP @TruthGundlach @epomboy @TFMetals @PaulCraigRobert @LanceRoberts @TheBubbleBubble @POTUS Mid-Sept: Saudi's largest bank NCB joins RippleNet blockchain bank settlement system facilitates end-round of SWIFT bank system.

End Sept: POTUS announces KSA wouldn't last '2 weeks' w/o US.

Mid-Oct: Saudis warned of "severe punishment" re Kashoggi

#OIL
livebitcoinnews.com/another-feathe…
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