Originally posted at Capitalstool. Join the fun! The banks are stranded on the liquidity shore. The deposits are racing out the door to fund the…
Originally posted at Capitalstool. The market is now operating in “Warren Space” What is Warren Space???? It’s the difference….the space….between the Governments “Implicit ” and…
Originally posted at Capitalstool. WHAT IS THE MOST VALUABLE THING IN CRYPTO?????? Its not the coin….that’s obviously worthless. Answer: Its the exit liquidity!!!!!!!!!! Why Primary…
The bond “vigilantes” (or should that be cuddly bond puppies) are sort of waking up from their sleeping beauty sleep. Which is so long overdue…..…
Originally posted at Capitalstool Uncle Warren I presume thinks that the printing priesthood will eventually pivot back to the big print. The simple fact is…
The FED printed trillions in 2020 and 2021. Did the value of all those printed dollars appear from thin air????? No it did not. It…
There is a new bond in town. 1/ It yields the CPI%. 2/ Its tax free. What a great investment!!!! Why Primary Dealers Net Short…
Crypto has no intrinsic value… .no stream of free cash flows stretching into the distant future to pay dividends etc. But as it has a…
Originally posted at Capitalstool. Just a PONZI scheme that soaked up a large part of the excess liquidity from the big 40% M2 print. No…
Originally posted at Capitalstool. The 40% M2 print from March 2020 onwards was a varitable tsunami of money. It pushed stocks and bonds and houses…
