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Eccles Building Panic Room
Joined March 2009
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Breaking News From the Eccles Building Panic Room (Updated Daily 7-7:30AM PST):
dollarcollapse.com/breaking-…
DollarCollapse.com retweeted
Latest Bombthrower just dropped.
Stop "Voting Harder" and start building something you control. 👇
bombthrower.com/how-do-you-o…
If fractional reserve banking is prone to runs, why did it become the norm?
The article’s answer centers on incentives: more credit for banks to extend and more funding for governments to spend.
dollarcollapse.com/the-hidde…
DollarCollapse.com retweeted
The next edition of The Sovereign Capitalist letter comes out tomorrow.
In this issue:
👉 A look at the Anthropic S-1
👉 The Home-Rolled Self-Custody Playbook
👉 The Cyber-Pandemic is happening now
All this and more (including advance access to my new book, now).
Check out your first month for $5 with coupon code: JEFTOVICX5
thesovereigncapitalist.io
DollarCollapse.com retweeted
Key China Copper Gauge Flashes Warning As Mysteel Global Warns Metal Is "Sold Out Everywhere" zerohedge.com/commodities/ke…
DollarCollapse.com retweeted
"Warren Buffett metric" (total equity mkt cap as a % of GDP), adj. for Federal debt (b/c Fed will eventually have to monetize it)
Every time it has hit 100% (circles), stocks massively underperformed gold. Today, it's at 130%.
Gold <$4,000 = something wicked this way comes
A dollar in big gold and silver miners buys more free cash flow than a dollar in big tech.
The article puts the yield gap at 3.6 percentage points. Price matters, even when Wall Street prefers a story.
dollarcollapse.com/miners-ou…
When does a French debt problem become a European one?
The article flags a France-Germany yield spread above 200 basis points as a warning line.
dollarcollapse.com/the-bond-…
To match one year of gold mine supply, about 3,300 tonnes, you’d need roughly 1,650 gigawatts of fusion heat.
Which works out to…
The same amount of gold tonnage as one year gold mine supply it would require 550 large nuclear power plants, or more heat than every nuclear reactor on Earth produces today.
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10.
Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.
Now, we’re building a fusion reactor in San Francisco to achieve record power density.
255% of GDP is the value of the US stock market, a record. The commodities-to-stocks reading has fallen to 25.8. Commodities are still exceptionally underpriced.
-45.1% is the total-return drawdown in long-term Treasury bonds. Government backing did not protect their market value.
dollarcollapse.com/
Does owning the buildings make an AI investment safer? The article puts Equinix 12% below its peak. For investors seeking infrastructure exposure, a landlord label is no substitute for checking tenant and financing risk.
Here's why the critical minerals financing push puts junior developers into a position worth watching, not blindly buying, but in focus.
dollarcollapse.com/first-jpm…
The US Treasury says gold doesn't matter to the dollar. Yet, their actions this year would say otherwise.
dollarcollapse.com/three-ste…
DollarCollapse.com retweeted
Nice one, @LawrenceLepard
From his excellent Q3 letter: drive.google.com/file/d/1vye…
The U.S. had 14,496 commercial banks in 1984. By 2025, it had 3,806. Why does each banking bust seem to leave the biggest players stronger?
dollarcollapse.com/why-capit…
DollarCollapse.com retweeted
God forbid the most successful people in society endorse the wrong candidate.
