Treasuries and stocks heading down in tandem

[Anonymous]

Anonymous wrote:The Golden Visa should wipe out the debt. And selling off all gov buildings or national park mineral rights.

I honestly can't tell if this is sarcastic or not.

[Anonymous]

Anonymous wrote:

Anonymous wrote:So what is the best way for the average person to make it through this?

Join the Administration so you can inside trade.

Sad but true. That’s what life is like in a banana republic. Set aside most of the grift for the authoritarian leader and some crumbs remain for his loyal enablers.

[Anonymous]

Anonymous wrote:

Anonymous wrote:The Golden Visa should wipe out the debt. And selling off all gov buildings or national park mineral rights.

I honestly can't tell if this is sarcastic or not.

Then I guess you will not understand the windfall when we put DJT in the 100 dollar bill. Boom! Instant revenue.

[Anonymous]

Fannie and Freddie stock up
50 percent today!

[Anonymous]

Anonymous wrote:We are heading towards a calamity unless Congress starts doing its job, which is extremely unlikely. At this point, the only way to avoid a yield-debt spiral (in which yields rise as debt rises, making service more and more unaffordable, eventually driving the country to insolvency) is massive austerity. This means tax increases across the board plus entitlement reform, which will deepen the current recession but prevent total fiscal and monetary collapse. Note that the current bill does the opposite. So, what will happen over the coming months and years? Yields will continue to climb, driving up borrowing costs and depressing economic activity. Note this is on top of the tariffs. Each 90 days, more debt will be issued at ever higher rates to pay for debt service, driving yields ever higher. At some point, the Treasury will start to print money (rather than enact austerity.) This will trigger both double-digit inflation and much higher yields--think 20%+. The Fed will no longer have any influence over rates. Existing debt holders will make out like bandits as the real value of their principal falls. However, the savings of pretty much every retiree and future retiree will be wiped out. We will enter a depression that only true leadership will get us out of. This is all a very real scenario, folks. Just because it hasn't happened here for eighty years doesn't mean it won't. There's nothing magical about the United States, certainly with our government no longer functioning in any real way.

I’m going to try to learn economics this summer, but what should you do in this scenario? Hold cash? I read about Venezuela’s triple and quadruple inflation rate — what happens then? You just don’t buy anything other than food and medical? Sell off assets?

[Anonymous]

Anonymous wrote:

Anonymous wrote:We are heading towards a calamity unless Congress starts doing its job, which is extremely unlikely. At this point, the only way to avoid a yield-debt spiral (in which yields rise as debt rises, making service more and more unaffordable, eventually driving the country to insolvency) is massive austerity. This means tax increases across the board plus entitlement reform, which will deepen the current recession but prevent total fiscal and monetary collapse. Note that the current bill does the opposite. So, what will happen over the coming months and years? Yields will continue to climb, driving up borrowing costs and depressing economic activity. Note this is on top of the tariffs. Each 90 days, more debt will be issued at ever higher rates to pay for debt service, driving yields ever higher. At some point, the Treasury will start to print money (rather than enact austerity.) This will trigger both double-digit inflation and much higher yields--think 20%+. The Fed will no longer have any influence over rates. Existing debt holders will make out like bandits as the real value of their principal falls. However, the savings of pretty much every retiree and future retiree will be wiped out. We will enter a depression that only true leadership will get us out of. This is all a very real scenario, folks. Just because it hasn't happened here for eighty years doesn't mean it won't. There's nothing magical about the United States, certainly with our government no longer functioning in any real way.

I’m going to try to learn economics this summer, but what should you do in this scenario? Hold cash? I read about Venezuela’s triple and quadruple inflation rate — what happens then? You just don’t buy anything other than food and medical? Sell off assets?

You could have a PhD in economics and win the Noble prize and it wouldn't be much help. Trying to predict the future and make tactical asset allocation decisions usually doesn't go well.

And this is coming from someone who lived in Venezuela when Chavez was elected and there are a lot of similarities in my opinion.

[Anonymous]

Anonymous wrote:

Anonymous wrote:Bitcoin is up big!

This is mainly because the dollar has dropped in value.

I hope Bitcoin has “decoupled” and is now a stand alone asset that might weather shtty a big economic downturn. Frankly, because I move a big chunk of money into it. However, my guess is it’s still seen as a speculative asset and will prob crash as well. I mean “cyclically” it’s supposed to crash in like 8 months from now, but who knows.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:We are heading towards a calamity unless Congress starts doing its job, which is extremely unlikely. At this point, the only way to avoid a yield-debt spiral (in which yields rise as debt rises, making service more and more unaffordable, eventually driving the country to insolvency) is massive austerity. This means tax increases across the board plus entitlement reform, which will deepen the current recession but prevent total fiscal and monetary collapse. Note that the current bill does the opposite. So, what will happen over the coming months and years? Yields will continue to climb, driving up borrowing costs and depressing economic activity. Note this is on top of the tariffs. Each 90 days, more debt will be issued at ever higher rates to pay for debt service, driving yields ever higher. At some point, the Treasury will start to print money (rather than enact austerity.) This will trigger both double-digit inflation and much higher yields--think 20%+. The Fed will no longer have any influence over rates. Existing debt holders will make out like bandits as the real value of their principal falls. However, the savings of pretty much every retiree and future retiree will be wiped out. We will enter a depression that only true leadership will get us out of. This is all a very real scenario, folks. Just because it hasn't happened here for eighty years doesn't mean it won't. There's nothing magical about the United States, certainly with our government no longer functioning in any real way.

I’m going to try to learn economics this summer, but what should you do in this scenario? Hold cash? I read about Venezuela’s triple and quadruple inflation rate — what happens then? You just don’t buy anything other than food and medical? Sell off assets?

You could have a PhD in economics and win the Noble prize and it wouldn't be much help. Trying to predict the future and make tactical asset allocation decisions usually doesn't go well.

And this is coming from someone who lived in Venezuela when Chavez was elected and there are a lot of similarities in my opinion.

Helpful, thanks! I’ll ride out the wave with everyone else. I’m sorry you’ve already gone through it, and not surprised about the similarities, unf.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Bitcoin is up big!

This is mainly because the dollar has dropped in value.

I hope Bitcoin has “decoupled” and is now a stand alone asset that might weather shtty a big economic downturn. Frankly, because I move a big chunk of money into it. However, my guess is it’s still seen as a speculative asset and will prob crash as well. I mean “cyclically” it’s supposed to crash in like 8 months from now, but who knows.

Bitcoin is based on a man-made math problem, where the solutions are deemed to have economic value by some unknown/mythical person. So, I would agree it’s definitely decoupled from the real world. But, better hope people don’t wake up, and ask what am I really holding here.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Bitcoin is up big!

This is mainly because the dollar has dropped in value.

I hope Bitcoin has “decoupled” and is now a stand alone asset that might weather shtty a big economic downturn. Frankly, because I move a big chunk of money into it. However, my guess is it’s still seen as a speculative asset and will prob crash as well. I mean “cyclically” it’s supposed to crash in like 8 months from now, but who knows.

Bitcoin is based on a man-made math problem, where the solutions are deemed to have economic value by some unknown/mythical person. So, I would agree it’s definitely decoupled from the real world. But, better hope people don’t wake up, and ask what am I really holding here.

Okay, but it’s been going up for almost twenty years. I’m pretty sure it’s not going away. Also, the president started a crypto reserves with a Bitcoin focus. You think it’s just going to evaporate and not return like the 15 other times it crashed and then flew up? I can’t even have this conversation with you because your confirmation bias prevents you from a broad look at things.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Bitcoin is up big!

This is mainly because the dollar has dropped in value.

I hope Bitcoin has “decoupled” and is now a stand alone asset that might weather shtty a big economic downturn. Frankly, because I move a big chunk of money into it. However, my guess is it’s still seen as a speculative asset and will prob crash as well. I mean “cyclically” it’s supposed to crash in like 8 months from now, but who knows.

Bitcoin is based on a man-made math problem, where the solutions are deemed to have economic value by some unknown/mythical person. So, I would agree it’s definitely decoupled from the real world. But, better hope people don’t wake up, and ask what am I really holding here.

Butcoin's value is made up by "everyone" , not "some person" . It is free market money.

[Anonymous]

Futures down today due to Trump's threat to use tariffs to extort Apple. Finally reached the point where market falls whenever he runs his mouth

[Anonymous]

Anonymous wrote:Futures down today due to Trump's threat to use tariffs to extort Apple. Finally reached the point where market falls whenever he runs his mouth

You know the playbook.

Buy stocks now while the market is down. He will reverse himself in a week. Bada bing the market is back up. Not manipulation at all. No sir.

[Anonymous]

Anonymous wrote:Fannie and Freddie IPO will save the day!

The other big movement is that as yields rise, equities will be less attractive (why put money into risk assets that historically have returned 6-7% when you can buy risk free bonds (treasuries, et al) and get 6% yield?

[Anonymous]

Tariffs are back! Try running a company in this climate, lol! SO dumb!