The Final Reckoning - A Nation Consumes Itself
🧵👇
I study the vix, geopolitics and currencies - trying to make sense of what is actually happening in the context of sound bites we get here or there from government.
Its hard to paint an actual picture from a single sound bite or news article.
But when you put them all together you paint a tapestry - some call it a masterpiece - others call it a dystopian hellscape.
For each point I will try to include a relevant news topic.
Lets begin.
🧵👇
I study the vix, geopolitics and currencies - trying to make sense of what is actually happening in the context of sound bites we get here or there from government.
Its hard to paint an actual picture from a single sound bite or news article.
But when you put them all together you paint a tapestry - some call it a masterpiece - others call it a dystopian hellscape.
For each point I will try to include a relevant news topic.
Lets begin.
The U.S. is not just struggling; it's in a death spiral.
Driven by hyperinflation & desperation, the government is making choices that solidify its descent into kleptocracy and civil breakdown.
Here’s the terrifying truth that is unfolding
Driven by hyperinflation & desperation, the government is making choices that solidify its descent into kleptocracy and civil breakdown.
Here’s the terrifying truth that is unfolding
Crypto: Not Innovation, But Capitulation.
The government, facing a worthless dollar, is now frantically trying to contain crypto by regulating it into the banking system.
This isn't forward-thinking; it's a desperate attempt to co-opt the flight from fiat before total loss of control.
Its an admission the dollar is no longer a store of value which is pretty damning for a government to turn against its own currency like this.
#DeDollarization #CryptoControl
abcnews.go.com/Business/geniu…
The government, facing a worthless dollar, is now frantically trying to contain crypto by regulating it into the banking system.
This isn't forward-thinking; it's a desperate attempt to co-opt the flight from fiat before total loss of control.
Its an admission the dollar is no longer a store of value which is pretty damning for a government to turn against its own currency like this.
#DeDollarization #CryptoControl
abcnews.go.com/Business/geniu…
Codifying new "assets" into government function is an admission its own currency isnt plausible anymore
https://x.com/unusual_whales/status/1937948274708910261
Even the buffett has weighed in :
“We wouldn't want to be owning anything that we thought was in a currency that was really going to hell, and that's the big thing we worry about with the United States currency,” he said candidly.
Here’s why the Oracle of Omaha is getting anxious about the future of the greenback.
Dollar’s decline
Buffett’s concerns about the value of the U.S. dollar stems from his observations of the government’s spending under President Donald Trump.
Despite the Trump administration’s efforts to curb spending, the government spent $200 billion more in the first 100 days of Trump’s term than in the same period last year, according to CBS News analysis of U.S. Treasury data.
finance.yahoo.com/news/warren-bu…
“We wouldn't want to be owning anything that we thought was in a currency that was really going to hell, and that's the big thing we worry about with the United States currency,” he said candidly.
Here’s why the Oracle of Omaha is getting anxious about the future of the greenback.
Dollar’s decline
Buffett’s concerns about the value of the U.S. dollar stems from his observations of the government’s spending under President Donald Trump.
Despite the Trump administration’s efforts to curb spending, the government spent $200 billion more in the first 100 days of Trump’s term than in the same period last year, according to CBS News analysis of U.S. Treasury data.
finance.yahoo.com/news/warren-bu…
The Fed's Dogma: "Framework" Over Survival
Despite runaway prices, the Fed clings to a defunct "framework."
Their refusal to adapt to the real-world suffering means they will continue policies that guarantee the dollar's annihilation, prioritizing a nominal façade over the lives of millions.
#FedFailed #Hyperinflation
aier.org/article/rethin…
Despite runaway prices, the Fed clings to a defunct "framework."
Their refusal to adapt to the real-world suffering means they will continue policies that guarantee the dollar's annihilation, prioritizing a nominal façade over the lives of millions.
#FedFailed #Hyperinflation
aier.org/article/rethin…
The VIX Lie: Market Illusion
While the VIX seems "calm," this is manufactured.
The government must suppress any sign of panic to prevent total capital flight.
It's a thin veneer over a roaring inferno, ensuring a more violent collapse when it finally breaks. #MarketManipulation #FinancialCollapse
m.economictimes.com/markets/stocks…
While the VIX seems "calm," this is manufactured.
The government must suppress any sign of panic to prevent total capital flight.
It's a thin veneer over a roaring inferno, ensuring a more violent collapse when it finally breaks. #MarketManipulation #FinancialCollapse
m.economictimes.com/markets/stocks…
Any one who has followed me for any length of time has heard me say "Israel supports US equities" - they have no ethics or morals, and are not bound by US laws.
They are a natural ally to manage volatility, in exchange for bombs and bombing runs against their sworn enemy
They are a natural ally to manage volatility, in exchange for bombs and bombing runs against their sworn enemy
https://x.com/frankoz95967943/status/1779818741783777389
Housing Apocalypse: Frozen & Worthless
The housing market is dead.
Inventory piles up as hyperinflation makes any transaction impossible.
For most, homes are now worthless in real terms, and an inescapable debt trap. #HousingCrash #RealEstateApocalypse
realtor.com/research/may-2…
The housing market is dead.
Inventory piles up as hyperinflation makes any transaction impossible.
For most, homes are now worthless in real terms, and an inescapable debt trap. #HousingCrash #RealEstateApocalypse
realtor.com/research/may-2…
Worse yet - the burden of owning a home is explosively higher - with no relief in site.
wsj.com/economy/housin…
wsj.com/economy/housin…
New Homes: The Graveyard of Dreams.
New home sales are collapsing, leaving a wasteland of half-built structures.
This isn't just an industry dying; it's the systemic destruction of jobs & wealth, showing how fast the real economy vanished.
#EconomicCollapse #Unemployment
census.gov/construction/n…
New home sales are collapsing, leaving a wasteland of half-built structures.
This isn't just an industry dying; it's the systemic destruction of jobs & wealth, showing how fast the real economy vanished.
#EconomicCollapse #Unemployment
census.gov/construction/n…
CRE: The Bank Killer
Commercial Real Estate defaults are soaring, directly gutting the already fragile banking system.
This isn't a problem; it's the fuse on the final financial meltdown, with special servicers picking over the bones. #CRECrisis #BankingDoom
multihousingnews.com/special-servic…
Commercial Real Estate defaults are soaring, directly gutting the already fragile banking system.
This isn't a problem; it's the fuse on the final financial meltdown, with special servicers picking over the bones. #CRECrisis #BankingDoom
multihousingnews.com/special-servic…
Dynamic Pricing: Starvation by the Minute
Grocers adopting dynamic pricing in hyperinflation means the cost of food changes hourly.
This is not innovation; it's a direct mechanism for the impoverished to starve faster, as their worthless wages chase ever-climbing prices. #FoodCrisis #HyperinflationExplodes
forbes.com/sites/jennmcmi…
Grocers adopting dynamic pricing in hyperinflation means the cost of food changes hourly.
This is not innovation; it's a direct mechanism for the impoverished to starve faster, as their worthless wages chase ever-climbing prices. #FoodCrisis #HyperinflationExplodes
forbes.com/sites/jennmcmi…
Selling the Farm: Our Last Assets
The government's desperate attempt to sell off federal lands to raise capital, however politically challenged, is a sign of total fiscal insolvency.
They're liquidating national heritage for scraps of real value. #FiscalMeltdown #NationalBetrayal
cpr.org/2025/06/25/fed…
The government's desperate attempt to sell off federal lands to raise capital, however politically challenged, is a sign of total fiscal insolvency.
They're liquidating national heritage for scraps of real value. #FiscalMeltdown #NationalBetrayal
cpr.org/2025/06/25/fed…
"Golden Visa": Selling Citizenship for Survival
The US is effectively selling its citizenship via the EB-5 program.
This isn't about economic growth; it's a desperate revenue grab, typical of collapsing island nations, now adopted by a "superpower" on its knees.
#CitizenshipForSale #FailedState
holbornpass.com/usa-eb5/what-i…
The US is effectively selling its citizenship via the EB-5 program.
This isn't about economic growth; it's a desperate revenue grab, typical of collapsing island nations, now adopted by a "superpower" on its knees.
#CitizenshipForSale #FailedState
holbornpass.com/usa-eb5/what-i…
Guns Over Bread: The Ultimate Betrayal
In a final, deluded act of "strength," the US pours what little real resources it has into military spending, starving every other essential service.
This is the last gasp of an empire, sacrificing its people for a show of force. #GunsVsButter #ImperialOverstretch
csis.org/analysis/what-…
In a final, deluded act of "strength," the US pours what little real resources it has into military spending, starving every other essential service.
This is the last gasp of an empire, sacrificing its people for a show of force. #GunsVsButter #ImperialOverstretch
csis.org/analysis/what-…
Debt's Embrace: Drowning in Interest
For the first time, interest on debt exceeds defense spending.
This means the US is spending more to service past mistakes than to defend itself.
Fiscal insolvency is now undeniable and crippling. #DebtSpiral #Bankruptcy
pgpf.org/article/the-un…
For the first time, interest on debt exceeds defense spending.
This means the US is spending more to service past mistakes than to defend itself.
Fiscal insolvency is now undeniable and crippling. #DebtSpiral #Bankruptcy
pgpf.org/article/the-un…
Global Retreat & Betrayal: Foreign Aid Cuts
The US cuts foreign aid, abandoning its last vestiges of soft power and humanitarian responsibility.
This fuels global instability and refugee crises, turning the world even more against a collapsing America. #GlobalIsolation #HumanitarianCrisis
rescue.org/13-countries-i…
The US cuts foreign aid, abandoning its last vestiges of soft power and humanitarian responsibility.
This fuels global instability and refugee crises, turning the world even more against a collapsing America. #GlobalIsolation #HumanitarianCrisis
rescue.org/13-countries-i…
Government Dismantled: Power Consolidates
Mass firings of IGs, cuts to EPA, DoH, IRS, and Social Security (causing massive delays/denials) are not just budget cuts.
It's a deliberate dismantling of checks, balances, and vital services to consolidate unchecked power. #Authoritarianism #DeepStatePurge
(for cuts): spectrumlocalnews.com/international/…
(for DOJ/FCPA focus shifts, implying less broad oversight): natlawreview.com/article/dojs-n…
Mass firings of IGs, cuts to EPA, DoH, IRS, and Social Security (causing massive delays/denials) are not just budget cuts.
It's a deliberate dismantling of checks, balances, and vital services to consolidate unchecked power. #Authoritarianism #DeepStatePurge
(for cuts): spectrumlocalnews.com/international/…
(for DOJ/FCPA focus shifts, implying less broad oversight): natlawreview.com/article/dojs-n…
Starvation Wage: The Government's Cruelty
The vehement refusal to raise minimum wage amidst hyperinflation guarantees the working poor starve. It's a deliberate policy of impoverishment, ensuring no dissent from a desperate populace. #WageSlavery #SocialUnrest
investopedia.com/ask/answers/05…
The vehement refusal to raise minimum wage amidst hyperinflation guarantees the working poor starve. It's a deliberate policy of impoverishment, ensuring no dissent from a desperate populace. #WageSlavery #SocialUnrest
investopedia.com/ask/answers/05…
Bankrupt Banks: The Ripple Effect
Loan failures are soaring.
This is the inevitable crash as the real economy dies, directly pushing banks into insolvency.
No business or individual can repay debt with a worthless currency & no income. #BankingCrisis #LoanDefaults
spglobal.com/ratings/en/res…
Loan failures are soaring.
This is the inevitable crash as the real economy dies, directly pushing banks into insolvency.
No business or individual can repay debt with a worthless currency & no income. #BankingCrisis #LoanDefaults
spglobal.com/ratings/en/res…
Reputational Risk Removed: License to Cheat
The Fed removes reputational risk from bank exams.
This is a license for fraud and predatory behavior.
The system is telling banks: "Cheat, we don't care, just keep our paper Ponzi going." #RegulatoryCapture #FinancialFraud
pymnts.com/cryptocurrency…
The Fed removes reputational risk from bank exams.
This is a license for fraud and predatory behavior.
The system is telling banks: "Cheat, we don't care, just keep our paper Ponzi going." #RegulatoryCapture #FinancialFraud
pymnts.com/cryptocurrency…
SLR to Zero: Unlimited Debt Absorption
The Fed effectively eliminates the SLR for Treasury purchases. This forces banks to absorb infinite amounts of worthless government debt, hyper-inflating the money supply into oblivion.
It's desperate, last-gasp debt monetization. #DebtMonetization #HyperinflationarySpiral
ainvest.com/news/fed-propo…
The Fed effectively eliminates the SLR for Treasury purchases. This forces banks to absorb infinite amounts of worthless government debt, hyper-inflating the money supply into oblivion.
It's desperate, last-gasp debt monetization. #DebtMonetization #HyperinflationarySpiral
ainvest.com/news/fed-propo…
Chevron Overturned: Regulatory Anarchy
The Supreme Court overturning Chevron deference strips all "teeth" from regulatory bodies. There are now no effective checks on corporate power or government overreach. Lawlessness reigns. #JudicialActivism #Deregulation
naco.org/news/us-suprem…
The Supreme Court overturning Chevron deference strips all "teeth" from regulatory bodies. There are now no effective checks on corporate power or government overreach. Lawlessness reigns. #JudicialActivism #Deregulation
naco.org/news/us-suprem…
Now that you have context - not just imaginary bullshit - take a moment to compare and contrast
https://x.com/frankoz95967943/status/1913695469651591519
Lets keep going -
Environmental Destruction Unleashed
EPA rolls back key environmental laws.
This isn't about efficiency; it's about allowing unchecked pollution & resource exploitation by the powerful, further devastating the land and public health.
#EnvironmentalCollapse #Ecocide
hklaw.com/en/insights/pu…
Environmental Destruction Unleashed
EPA rolls back key environmental laws.
This isn't about efficiency; it's about allowing unchecked pollution & resource exploitation by the powerful, further devastating the land and public health.
#EnvironmentalCollapse #Ecocide
hklaw.com/en/insights/pu…
Delay PFAS limit rules...they dont care if you get cancer
npr.org/sections/shots…
npr.org/sections/shots…
Anti-Corruption: Officially Abandoned
Investigations halted, asset caps lifted, anti-corruption laws removed.
The US has formally become a kleptocracy, where the powerful can steal with impunity.
The rule of law is dead. #Kleptocracy #NoAccountability
winston.com/en/blogs-and-p…
Investigations halted, asset caps lifted, anti-corruption laws removed.
The US has formally become a kleptocracy, where the powerful can steal with impunity.
The rule of law is dead. #Kleptocracy #NoAccountability
winston.com/en/blogs-and-p…
Massie for president
https://x.com/RepThomasMassie/status/1821484304582516849
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