“The strong dollar is not a blessing in these tumultuous financial conditions as it places a great deal of stress on the world’s emerging markets, which are BORROWED in US DOLLARS due to the FOMC’s flooding the global system with very low interest possible loans. Cheap dollar loans become expensive when interest rates rise and the cost of DOLLARS rise along with it. A classic case of this was in January 2015, when Eastern European countries borrowed in Swiss francs because of low Swiss interest rates coupled with a guaranteed level of euro/Swiss franc at 1.20, A NO BRAINER.

But when the Swiss National Bank could no longer hold the PEG the market panicked and the SWISS FRANC rallied in dramatic fashion, leaving borrowers stuck having to repay with expensive Swiss francs. This is the current situation confronting the massive amount of loans held by private and public emerging borrowers with prior cheap dollar loans. This is just the beginning of this important discussion. ”

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“No sé si Milei tiene razón en cuanto a la oportunidad y el método, pero definitivamente los bancos centrales son como un cáncer al que debería ponérseles fin.”

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“Financial instability is going to force the Fed out of its proposed policy path. There is so much risk showing up in things like credit default swaps on European banks or emerging market bonds. Our 21 Lehman systemic risk indicators globally are the highest since the financial crisis, a lot of these risk metrics blew through Covid levels which is really bad. That means the Fed is not going to be able to complete the job on inflation which gets you to inflation sticking around at something like 3 to 6%.”

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Historian and author Edward Chancellor in an in-depth interview about the failed monetary policy of central banks and the difficult path to a healthier and more robust economic and financial system.

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“I think you want to look for companies that will be able to navigate this new world. They provide vital goods and services. They are self-funding and don’t rely on government subsidies. They are run by founders or owner-operators who take a long view. They try to remain apolitical. To me, the biggest risks lie in companies that suck up to the government and end up doing destructive things to shareholders. Nike for instance is trying to push certain official narratives that are going to alienate their customers in China. Yum Brands is unloading its chain of 1,000 KFC restaurants in Russia that took two decades to build. Those types of stocks are more likely to show up in the S&P 500 where everybody is positioned. If I’m right, the kinds of independent businesses I’m looking for will be seen as ports in the storm and trade at a premium.”

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“If the Fed keeps its policy path promises, take the tragedy in Sri Lanka and multiply it by ten across the globe over the next six months. Check-mate FOMC.” – Larry McDonald

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• China is taking advantage of cheap Russian oil and coal.
• Shunned by the West, Russia is looking to Asia to offload coal and oil at steep discounts.
• China’s industrial power is being fueled by U.S. adversaries in Russia and Iran, Hudson Institute’s Duesterberg notes.

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“The Fed is about to trigger a significantly harder landing than they intend. If they truly want to bring inflation down to 2%, a severe downturn would be inevitable. Another leg down in financial markets is to be expected.”

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“On December 27, 2021 I wrote an op-ed saying the Black Swan is now flying. My recommendation at the time: Purchase long-term puts on Tesla, then trading around $1,200 and long-term puts on Bitcoin then trading near $50,000. Not much more than six months later, Tesla is around $750 and Bitcoin is struggling to stay near $20,000. Yet, in my opinion the worst is yet to come.

Why? Financial markets are beginning to recognize that the central bank emperors are naked. Central banks have kept the markets rising ever since money printing began on a global scale in 2009 in the US and in 2011 in Europe.”

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“As I always had great admiration for nature -the true one, not the one that is imposed by force since violence is that which violates the natural order, as the Greek philosophers already knew- I was very suspicious of this supposed enemy of the human being. I always knew that nature is infinitely wise -more than human reason that doesn’t even know how far the universe reaches- and dedicated to the growth of life, particularly of man.”

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Monday June 27 at 9pm ET = June 28 9am Singapore Time

20 Minute Presentation followed by 10 Minutes of Questions

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“The “old world”, where politicians build borders -create «international» conflicts- and impose “laws” with their monopoly on violence (the State), is inevitably being left behind, simply because borders and violent impositions are unnatural. Of course, this will take years and it will not be a revolution, but – like everything in the real, natural world – a slow evolution, a maturation. But beware, beyond the fact that the digital world is still incipient and, therefore, with errors and deceptions, many are being left out because the technological development that drives this «new world» is accelerating by leaps and bounds to the point that an enormous most don’t even have enough time to catch up.”

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