INTEREST RATES

From Volcker to Powell:

Powell will hike rates to 10%, but he doesn't know it yet.

Why?

Because this is a trial and error process.

Volcker didn't know either that he would be raising rates to 20%.

1/
Volcker was faced with one problem and one problem only:

PRODUCTION

DC and Volcker LEARNED by trial and error process over Time and Space that they had to hike rates to 20% in order to expand PRODUCTION.

2/
Same thing now.

DC and Powell are having one problem and one problem only:

PRODUCTION

And they are learning via Trial and Error in Time and Space that the first and foremost thing to do is HIKE RATES.

Powell/DC will keep hiking rates until PRODUCTION stabilizes.

3/
Conclusion:

10% - 20% rates are inevitably coming during the next 3-5 years from Powell/DC in order to attract and expand PRODUCTION into Allies Territory, or as it is currently known as Friend Shoring.

Reshoring is entirely impossible.

4/ end

#krisonomics

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More from @ektrit

Jan 26
INTEREST RATES BOOST PRODUCTION

tradingeconomics.com/united-states/…

Look at the graph of US interest rates.

Can you spot the most prosperous and productive period of history since the 70s?

1/
The most productive period in US history post WW2 was when rates were 20%, US kept thriving when rates were kept above 5%.

But why?

Why do high rates spur production?

2/
Simple, folks.

You DO NOT have to borrow money to start a business.

To reiterate, YOU DO NOT HAVE TO BORROW MONEY TO START A BUSINESS, when rates are above 5% permanently.

3/
Read 11 tweets
Jan 22
ASSET PRICES

The media focus is still on ASSET PRICES.

Folks, asset prices no longer matter.

The only things that matter now are 3:

PRODUCTION
PRODUCTION
PRODUCTION

Asset prices are now irrelevant.

1/
Stocks, Bonds, Housing prices, NOBODY CARES, nobody.

I remember speaking with DC insiders in 2015-2018, asking them about concern on supply chains.

Their reply was: NONE. They trust the Bankers.

2/
Things have changed.

Pentagon openly is saying they were wrong on trusting finance, they were wrong on disregarding supply chains, and the only that matters now according to pentagon is

PRODUCTION
PRODUCTION
PRODUCTION

3/
Read 5 tweets
Jan 22
FROM USD TO BARTER

I am saying that the world is trying to replace USD with BARTER.

This is self evident. They are declaring it, everybody is declaring it.

1/
Am I saying that they will succeed at the very end?

NO, THEY WILL FAIL.

What I am saying that SAYING AND TRYING is more than enough to break supply chains, which is happening.

2/
Seeing that the world is shifting from SAYING TO TRYING, Washington DC now has woken up to the fact that supply chains are breaking down, because they own supply chain has already broken down.

IT IS TANGIBLE FOR THE PENTAGON NOW.

3/
Read 5 tweets
Jan 15
COMMODITY BOOM

Folks, let me explain something to you.

First, thanks to @nntaleb , after reading Incerto, I have forced myself to think always in a NON linear way.

PLEASE, STOP THINKING IN A LINEAR WAY.

1/
So, what does commodity boom mean?

It means that commodity prices shoot high, too high. That sounds good if you think in a linear way.

Now, let's think how it works in reality, NON LINEAR.

2/
Commodity boom = Very High Commodity prices = Very high Shortage of Commodities = break down of supply chains = economic collapse.

THIS IS NON LINEAR THINKING.

Commodity Boom NEVER happens, never ever.

3/
Read 4 tweets
Jan 10
JEROME POWELL

Le me reiterate this again.

DC functions via Consensus.
DC functions via Consensus.
DC functions via Consensus.

Let me repeat:

DC functions via Consensus.

1/
Jerome Powell does absolutely NOT make any unilateral decisions about Interest Rates.

Powell EXECUTES the Consensus.
Powell EXECUTES the Consensus.
Powell EXECUTES the Consensus.

2/
The only people that destroyed the Consensus were Barack Obama and Donald Trump, the worst presidents in US history, spearheading the current decline of USA and the breakdown of supply chains.

Now we are back to normal.

Powell has access to true data, and is raising rates.

3/
Read 4 tweets
Jan 6
MODERN FEMINISM VS RED PILL

DOGMA VS OIKONOMIA

FREEDOM VS SLAVERY

SINGLE OR MARRIED

PATRIARCHY VS MODERN FEMINISM

thread

1/
We are used to always blame something in the past to justify the present in this online world now.

Arrest of Andrew Tate in Romania has made global headlines.

Feminists vs Red-Pillists have gone in overdrive on the internet trying to fool as many as millions as they can.

2/
Let's look at the Slavery topic.

You know when was the first time when the idea of liberating the slaves appeared?

In the 4th century we have debates between St. Basil vs St. Gregory of Nyssa.

3/
Read 19 tweets

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