, 55 tweets, 397 min read Read on Twitter
@Halsrethink @RemainSovereign @TFMetals @BullionStar @jameshenryand @michaellebowitz @dlacalle_IA @DA_Stockman @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @AndrewBellBNN @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @JeffSnider_AIP @TruthGundlach @epomboy @PaulCraigRobert @LanceRoberts @TheBubbleBubble @POTUS @TayTayLLP @ronanmanly @jimiuorio @MoneyMetals @stranahan When a central banker or economist mentions 'stimulus', they are talking about diluting the currency through debt currency issuance - to create REAL GROWTH.

This is the insanity & silly talk promoted by central bankers globally.

Nobody asks the question.

#centralbanking #gold
@RemainSovereign @TFMetals @BullionStar @jameshenryand @michaellebowitz @DA_Stockman @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @AndrewBellBNN @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @JeffSnider_AIP @TruthGundlach @epomboy @PaulCraigRobert @TheBubbleBubble @POTUS @jimiuorio @MoneyMetals @stranahan @RandPaul The saying "You can't taper a Ponzi" starts b/c it's all about the flows.

Global USD debt ponzi has most externally levered to #USD failing now as #Fed accelerates tightening of money supply.

#Argentina, #Turkey visibly destabilized.
Wild card: #China w/ $3T external debt #OOTT
@RemainSovereign @TFMetals @BullionStar @jameshenryand @michaellebowitz @DA_Stockman @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @AndrewBellBNN @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @JeffSnider_AIP @TruthGundlach @epomboy @PaulCraigRobert @TheBubbleBubble @POTUS @jimiuorio @MoneyMetals @stranahan @RandPaul @POTUS well understands the primary threat the Fed's sudden constriction of US Money Supply (TMS) is to the US economy in its debt bubble & speculative cycle.
#USD levered countries blowing-up first; US financial & economic crisis follows.

thestreet.com/politics/repor… #OOTT
@RemainSovereign @TFMetals @BullionStar @jameshenryand @michaellebowitz @DA_Stockman @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @AndrewBellBNN @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @JeffSnider_AIP @TruthGundlach @epomboy @PaulCraigRobert @TheBubbleBubble @POTUS @jimiuorio @MoneyMetals @stranahan @RandPaul @Halsrethink Bloomberg probably doesn't have anyone who knows what the money supply is or its implications for the mkts / real economy. But if they did & saw this graph, they'd be terrified.

Bloomberg: Something Has Spooked the Currency Markets
bloomberg.com/opinion/articl…
#EndTheFed #Gold #OOTT
@RemainSovereign @TFMetals @BullionStar @jameshenryand @michaellebowitz @DA_Stockman @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @AndrewBellBNN @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @JeffSnider_AIP @TruthGundlach @epomboy @PaulCraigRobert @TheBubbleBubble @POTUS @jimiuorio @MoneyMetals @stranahan @RandPaul Money supply is everything.
If you severely cut money supply, you WILL collapse the markets & the economy.
The Fed has now severely cut the money supply to the level collapsing mkts in 2001 & 2008.

It is that simple. It is that clear.

mises.org/wire/money-sup… #gold #OOTT #Bonds
@RemainSovereign @TFMetals @BullionStar @jameshenryand @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @AndrewBellBNN @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @TruthGundlach @PaulCraigRobert @POTUS @jimiuorio @MoneyMetals @stranahan @RandPaul @DewsNewz @ClimateAudit @Schuldensuehner NYSE Index v. broad measure w/ ~2,000 stocks.
#Fed 1st cut True Money Supply fr 16% YoY to 8% by Q4 2013. NYSE cracked in Q3 2015. Impact takes time.
Fed cut TMS hard begin Q1 2017 & NYSE 1st leg down Q1 2018.
TMS now 3%: now second leg down.
TMS fuel valve is 'off'.
#Gold #Bonds
@RemainSovereign @TFMetals @BullionStar @jameshenryand @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @AndrewBellBNN @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @TruthGundlach @PaulCraigRobert @POTUS @jimiuorio @MoneyMetals @stranahan @RandPaul @DewsNewz @ClimateAudit @Schuldensuehner As #Fed slashed True Money Supply triggering financial/economic crisis of 2008, US vehicle miles travelled/capita fell fr. 2005 on.
Fed now slashing money supply & vehicle miles/capita concurrently falling fr Dec '17.

Chart: @aeberman12 #Gold #Bonds #EndTheFed #fx #Economy #OOTT
@RemainSovereign @TFMetals @BullionStar @jameshenryand @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @AndrewBellBNN @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @TruthGundlach @PaulCraigRobert @POTUS @jimiuorio @MoneyMetals @stranahan @RandPaul @DewsNewz @ClimateAudit @Schuldensuehner @aeberman12 Yellen #Fed slashed money supply fr 11% down to 3% start Jan 2017 - held low since.
Chop money supply, constrict economy impacting consumer after lag.

December 2018 retail sales increase vs November lowest back to '92.
#Gold #Bonds #EndTheFed #fx #Economy #OOTT #Economy
@RemainSovereign @TFMetals @BullionStar @jameshenryand @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @ErikSTownsend @AndrewBellBNN @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @TruthGundlach @PaulCraigRobert @POTUS @jimiuorio @MoneyMetals @stranahan @RandPaul @DewsNewz @ClimateAudit @Schuldensuehner @aeberman12 ... and now Retail Inventories vs Sales ratio spike to highest level back to Great Financial Crisis. #GFC2 is going to hit due to Fed's sudden constriction of the Money Supply - esp. after 7 yrs of ultra-loose ZIRP policy.

#Gold #Bonds #EndTheFed #fx #Economy #OOTT #Economy
@RemainSovereign @TFMetals @BullionStar @jameshenryand @RonPaul @RonPaulInstitut @MarkTOByrne @MarkYusko @AndrewBellBNN @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @TruthGundlach @PaulCraigRobert @POTUS @jimiuorio @MoneyMetals @stranahan @RandPaul @DewsNewz @ClimateAudit @Schuldensuehner 2000 share NYSE comp below.
Yellen #Fed cut True Money Supply (TMS) from 11% in Jan 2017 to 3% where it remains.
The central bank radically cuts money supply after 7 years of free (ZIRP) money - then? Market & economic chaos. Get ready.

#Gold #Bonds #EndTheFed #fx #Economy #OOTT
@RemainSovereign @TFMetals @BullionStar @jameshenryand @RonPaul @RonPaulInstitut @MarkTOByrne @AndrewBellBNN @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @TruthGundlach @PaulCraigRobert @POTUS @jimiuorio @MoneyMetals @stranahan @RandPaul @DewsNewz @ClimateAudit @Schuldensuehner @SylvainBaude @pensionpartners @StockBoardAsset Forget entirely the proximal China-US trade spat.
Ultimate disruptive force: #Fed manoeuvred the US into crash position by drastically tightening True Money Supply for more than 2 years.

Interbank lending shows liquidity probs.

#Gold #Bonds #EndTheFed #fx #OOTT #markets #money
@RemainSovereign @TFMetals @BullionStar @jameshenryand @RonPaul @RonPaulInstitut @MarkTOByrne @AndrewBellBNN @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @TruthGundlach @PaulCraigRobert @POTUS @jimiuorio @MoneyMetals @stranahan @RandPaul @DewsNewz @ClimateAudit @Schuldensuehner @SylvainBaude @pensionpartners @StockBoardAsset -The #Fed began to lower the Fed Funds Rate in Aug 2007.
-Dec 2007 the Fed implemented the Term Auction Facility for additional liquidity to banks.
But the damage from tightening had already been done & the Great Financial Crisis accelerated in the months ahead.
#Gold #Bonds
@RemainSovereign @TFMetals @BullionStar @jameshenryand @RonPaul @RonPaulInstitut @MarkTOByrne @AndrewBellBNN @realDonaldTrump @LouDobbs @Varneyco @MariaBartiromo @gatewaypundit @TruthGundlach @PaulCraigRobert @POTUS @jimiuorio @MoneyMetals @stranahan @RandPaul @DewsNewz @ClimateAudit @Schuldensuehner @SylvainBaude @pensionpartners @StockBoardAsset "If EFFR rise above IOER, it might be the case that the demand and supply of reserves intersect again... ...Then the new floor system might break down, and the Fed will need to excise its control of reserve supply to stabilize the interest rate."

seekingalpha.com/article/422162…
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