First tweet in an age...my fingers are trembling but I warned you that I'd be back with hurricane season. Everyone has left st barts. I'm fasting. Haven't had a dime in 5 days sauf a scoop of vegan powder and some nootropics for my brain and to keep muscle. I'm working out big
No filters...bring on reality 
Which is to say that I'm wired, really strung out. More than usual. No one gets it. Or maybe I’m a loony? Actually these are not mutually exclusive conditions. But Gross - the bond king - is bonkers. And newspapers filled with inflation stories are bonkers. And me? Let's move on
Inflation is a monetary phenomenon... I might add that it's a social phenomenon but it ain't most certainly got much to do with rising prices. I know that sounds loony but v few understand the concept and despite their recent efforts I'm not convinced the CBs get it either
We’ve been in a mild but real and profoundly life altering depression since 08. The Alien Body Invasion only made matters worse. And china seems intent on destroying itself (ok, a premature statement but even the godfather of finance is worried…Princes of the Yuan, anyone?)
10y Ts. The 4 US tech stocks with combined worth > than japan’s entire stock market. Both demonstrate that investors will pay anything for security and the semblance of certainty. Ts and Nasdaq valuations are rational not absurd if you haven't been housetrained by the fin media.
Investors locking in v low and certain future returns to protect themselves against v uncertain and troubled tomorrow. All monetary indicators disagree with the front pages of the FT and WSJ. Long term plays. Sure there's a 20% habitual correction out there but that keeps it real
And Gold & silver…i’m not sure what they offer…probably that same security - precious is precious - voilà. Oh and a really tasty correction...
Super charged returns from precious typically arise from policy errors none of which I can see amidst all the loony absurdity of the financial press, bond kings and the lame outpourings of phd economists
Ultimately, I suspect that crypto will furnish a monetary path that allows us to exit this retched 13 year depression. Private sector money typically rises to the challenge when the machinery of exchange is busted
I aint saying that crypto's a gold digger but it aint messin' with no broke...I think you know where this is going. Crypto pricing is a speculation but the bank system aint working. Money should be funky and moving around, shaking things up, it's not. It's shrivelled and hiding
And so blockchain et al, I suspect, will eventually free us from the absurd pretence/conceit of QE. The famine of bankable collateral is starving the debtor community of commerce. QE is bogus money, but the open shared ledger of blockchain might just prove the real thing.
Boom! Mike drop. This twitter thing aint so scary after all. Let's talk. But first I'm gonna take a bare food meditative walk à la plage. Oh and god rest the crazy soul of reggae legend, Lee Scratch Perry. Shine on you crazy diamond, middle name Hugh...
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