13 Comments
Sep 19Liked by Quoth the Raven

Yesterday’s decision will go down as one of the biggest policy errors in US history. It will likely be more consequential than the presidential elections, and most people haven’t a clue.

Policy makers need to seriously reevaluate how we structure our corporate boards and regional fed advisory boards. What financial institution CEO can ethically recommend an end to low rates, when doing so would blow a hole in their balance sheet? How about scaling back the BTFP? The FHLB lending program?

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In 2022-23 we actually saw M2 tick down, granted not a lot - but it was actually negative. Well that did not last long as we have seen M2 trend higher again in 2024. Now we will see interest rates come down and we will see people leverage back up and round 2 of inflation.

The baby boomers will mostly be ok - good percentage have their houses paid off and have accumulated enough money to survive.

The next 3 generations are going to be FUCKED. People are not saving, living paycheck to paycheck. I was doing a 401k review yesterday - company with 200 employees. Only 6 of 200 will have enough money to actually retire. Was talking to some middle management people (making $100K+ living in Iowa) - worrying about never being able to retire, the one person referenced having 3 boys and she averages $450 / week on groceries.

When round 2 of inflation comes in the next 24 months - it is going to be crippling.

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One sentence that Powell said explicitly in his interview comments, " we made a decision based on the people we serve". Let that sink in...

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in his own mind he probably means the nation's citizens. after all, looking at "the data" the economy has done & is doing pretty well. nobody can dispute that based on published data.

but if someone notes all the hedonic adjustments and gamesmanship in data numbers such as part-time jobs vs full time, etc. -- well, maybe not so good.

it's always been like this.

there's always complaints, after all even in the 1960s -- the great boom time -- there were protests about poverty. In the boom-time 1980s there were complaints about Reagan deficits.

In the tech bubble late 1990s I don't recall much complaining, but complaining was becoming unfashionable and the zeitgeist was "your'e a loser, learn to code" if you complained.

After the 08-09 crisis there were complaints about all the bailouts. They were legitimate complaints, I agree! But they were buried and people forget.

There were even complaints about quality/consistency of economic data going back decades.

There's always complaining.

But there has not yet -- not yet! - ever been a social/economic/political collapse of any kind. maybe once in U.S. history -- the Civil War. And The Great Depression of 1930s.

That should be food for thought.

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an insightful comment, thanks. agreed the data released publicly is groomed to death. yes, there is always complaining, but never any belt-tightening. the goofiness in the body politic reflects the prevailing mindset of our citizens. ready to spend what they don't have and could never hope to earn. I truly believe we are hosed mis amigos. although I wish the ride we've had here in the US and western Europe could keep going, the hammer of reality is ready to clock in for a busy shift.

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I remember reading stuff like this when Ronald Reagan was president. The longer you are wrong the easier it gets -- because people die and culture forgets. PT Barnum was right. They may be suckers but they can read!

So when 50 years later you read the same thing, it seems "new" and "provocative".

It isn't new. It's old. Rusty, dusty, decrepit, broken, out of gas, unplugged, corroded and disintegrating from age. Just like people.

If you've never seen it before now, it seems new.

Eventually it will be right. But if you want to make money investing, be careful believing it to soon. Maybe after 40 years the time is right, now, today? Maybe its time has finally come, I agree.

But I'm not sure.

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"Fiat money is just a promise, and the issuer knows they cannot pay it in today’s value. Making you dependent and rendering the currency worthless is the best way to control you. Protect yourself investing."

Nice summary comment. Have you ever considered that 99.9% of the advise out there, in response to this predicament, is to go and figure out a way to make more fiat money? As if you are smart with your investments and work real hard, you could be the next Elon Musk, Jeff Bezos, or Larry Ellison, and would have so much money that no matter what they do, you will be fine.

The money IS the problem..........and getting more of it isn't going to solve the problem. They can inflate it away faster than you can make it. We could all be millionaires and just treading water.

We ARE all dependent. Do you see that changing in your lifetime? The best we can hope for is some level of independence, but we are trapped inside a dollar cage, and the moneychangers are in complete control.

The mask is off.........the trap was laid.........we fell for it........and now the evil intentions of those running the money are coming to light in a way that even the dumbest of the dumb can see it. Sure, most of the stupid want to blame government, when government is just the tool of the evil, same as the money, but the evil goes beyond mere government officials. Government officials have become a buffer zone to protect the real evil from the sheeple. Bitch, whine, and vote all you want about your politicians...........and you will never get to or have any influence over the real power. The real power is never subject to your vote.

So what to do? Simply put, "what you can." You can be informed. You can limit your interaction with the finance system. You can learn to be as self reliant as possible. You can learn to live on less rather than always trying to get more. You can establish a priority list where more money isn't at the top. You can do what you can to insulate yourself from the machinations of the moneychangers, but they are not going away, and they will never willingly give up the power they have.

Daniel is correct that control is the end goal. In the end, you will have to determine how much control you are willing to endure........and realize the pain and sacrifice you will have to make if you intend to resist. I believe resistance is your duty as a human being. We have been too compliant and non-resistant for far too long. We have enjoyed our enslavement and gotten fat and soft.

Evil is aggressive and will never stop coming. There will never be enough "control" for evil to be satisfied. Evil seeks to control what you do, say, and think.......and the most powerful tool on earth for accomplishing that control is called.......M O N E Y. Be a slave to the money and you are a slave to those that create and control the money. That is why I am a "gold slave." Because no "man" made gold or silver. They can never control gold and silver the way they control fiat.......and that is why the evil hates gold and silver. I am aware of the limitations of gold and silver, but in the realm of money, what choice go I have? To me, gold and silver are a form of resistance.

Resist. Resist all you can. For the sake of posterity, resist. Find a way.......figure it out.......and resist.

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Finally... The TRUTH in print. Thanks

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When will grocery stores start taking precious metals by weight?

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thanks for that comment, I badly needed a LMFAO moment after reading the article. "ma'am we don't accept rhodium at the self-check kiosk, you'll need to go through the regular checkout to pay with that, thank you!"

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Truth, thanks for sharing.

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Financial repression is coming like a freight train

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