DollarCollapse.com retweeted
Latest Bombthrower just dropped.
Stop "Voting Harder" and start building something you control. 👇
bombthrower.com/how-do-you-o…
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
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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
DollarCollapse.com retweeted
Nice one, @LawrenceLepard
From his excellent Q3 letter: drive.google.com/file/d/1vye…
DollarCollapse.com retweeted
it's been a while since we had a European sovereign debt crisis
*FRANCE-GERMANY 10-YEAR YIELD SPREAD WIDENS 8BPS TO 135BPS
France CDS widest in 13 years
DollarCollapse.com retweeted
France is nearing a financial crisis. It's debt to GDP is now at 122%.
France has launched budget cuts, which are enraging the radical left protesters and migrants into burning schools and attacking teachers.
France’s debt pile is smaller than Greece’s, which was 143.5% of GDP, and Italy’s (138.9%). It’s also lower than the U.S.’s 122.6%. France, however, lacks the U.S. advantage of having the world’s reserve currency, which supports Washington’s ability to borrow.
DollarCollapse.com retweeted
6) Implied Allocation to Precious Metals
This four-year-old chart shows the implied global allocation to precious metals. I updated the current reading using publicly available figures.
2011 peak: 14.5%
Current global allocation: approximately 3.7%
USA allocation: only about 1.7%
Even after the recent strength, precious metals remain significantly under-owned, at only a fraction of 2011 peak.
DollarCollapse.com retweeted
Debt Crisis Back? European Bond Markets Crash, CDS Explode Amid France Budget Panic Contagion zerohedge.com/markets/debt-c…
DollarCollapse.com retweeted
Few metrics are a better read on real economic growth than electricity production.
US’s was flat for 20 years😳
US is finally reacting; bond investor consensus still thinks the US can catch up without the bond market being crushed in real terms, but that’s not possible. #YCC
DollarCollapse.com retweeted
BREAKING: Geddy Lee to be expelled from Order Of Canada.
"Endorsing wrong mayoral candidate in Toronto election inexcusable" -- Governor General
DollarCollapse.com retweeted
Meanwhile, in Canada: our frontier AIs will not be exterminating humanity anytime soon.
DollarCollapse.com retweeted
hf the loonie is really tanking vs the USD.
replete with a death cross, happening right now
Elbows UP! 🤡
DollarCollapse.com retweeted
Jeremy Grantham is making rounds sermonizing about Bitcoin and bubbles.
But if you look at the actual data, anybody following his advice would have been a lot worse off, across nearly every time frame over the last 30 years.
Is Jeremy Grantham Right or Wrong?
This interactive widget compared Jeremy Grantham's lifetime performance to "Bubble" assets like Amazon and Bitcoin.
DollarCollapse.com retweeted
1968 Big wipeout coming
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-- Jeremy Grantham
DollarCollapse.com retweeted
If you have nerves of steel and conviction, you too can replicate Jeremy Grantham's lifetime record of lagging the S&P by 200bps and personally become a billionaire in the process.
1968 Big wipeout coming
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2020 Big wipeout coming
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-- Jeremy Grantham
DollarCollapse.com retweeted
You know what nauseates me more than somebody creating trillions in the economy?
It's that a highly paid taxpayer-funded class of institutionalized mediocrity sneer at people who work, demonize people who achieve, and then presume to rule over them by Divine Right.
That's what's sickening.




















