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Larry McDonald’s (Lawrence McDonald) warning: - Inflation shock coming by September/October - 20-30% market drawdown possible by September - Double-digit inflation risk rising - China AI shock could hit the Mag 7 “The only way you get out of a $39 trillion debt hole… is to massage interest rates... show more

Miles Franklin Precious Metals

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11,053 views • 3 months ago •via X (Twitter)

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“Boomers are sitting on $79 trillion and 15-16% of their wealth is concentrated in TWO stocks,” says Larry McDonald (Lawrence McDonald), warning that “it’s madness & it will end in tears.” Larry sees a massive rotation into hard assets as the U.S. moves down a Banana Republic trail of debt debasement. The Bear Traps Report Watch 'The Real Story with Michelle Makori' here👇

“Boomers are sitting on $79 trillion and 15-16% of their wealth is concentrated in TWO stocks,” says Larry McDonald (Lawrence McDonald), warning that “it’s madness & it will end in tears.” Larry sees a massive rotation into hard assets as the U.S. moves down a Banana Republic trail of debt debasement. The Bear Traps Report Watch 'The Real Story with Michelle Makori' here👇

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🇺🇸TRUMP BLASTS FED: LOWER RATES NOW, WORRY ABOUT INFLATION LATER “By the way, we have no inflation now. We have a lot of debt coming due because Biden had all short-term debt mostly. We would get a lower interest rate if this guy [FED Chairman Powell] would lower rates. If in 2 years inflation comes back, he raises rates, but he keeps ’em the same. It's Insane.” Source: Rapid Response 47

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On a new episode of @CapAndFreedom, Jon Hartley and Stephen Miran unpack strategies to shrink the Fed's balance sheet, assess inflation and labor market dynamics, and explore how AI and rising public debt could reshape the future of monetary policy. Full conversation on X:

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Drop Site

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“He’s going to flip. He has to flip. Mathematically, that’s the whole point.” Lawrence Lepard, "fix the money, fix the world" says Fed Chair Kevin Warsh will ultimately be forced to cut rates and print money or risk the collapse of the financial system. He warns that a bond-market revolt could trigger a third “big print,” send inflation sharply higher and force a monetary reset within the next three to five years. How high could gold be revalued in the process? Watch the full interview with Michelle Makori:

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Miles Franklin Precious Metals

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Three signs tell you the government is using inflation to shrink your savings. 1/ The dollar index When the dollar loses value, inflation is rising and the government's debt becomes cheaper. 2/ Bond yields versus inflation If 10-year Treasury yields stay below the inflation rate, savers lose purchasing power every year. 3/ The Fed Chair's tone The words used at press conferences shape policy for the next 6 weeks. Keep an ear out. If all three signs appear, your cash and bonds are about to lose a LOT of value to inflation.

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Miles Franklin Precious Metals

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🚨INFLATION OR FINANCIAL CRISIS⁉️ PETER SCHIFF CALLS BS ON THE FED⚠️ JUST WAIT... THE FED WILL DO A 180!‼️ ⚡️Peter Schiff: Even if the Fed is serious about bringing inflation down to 2% with aggressive rate hikes and QT, once the stock market accepts that & crashes, the Fed will do a 180. A stock market crash, plus a real estate crash, threatens not only a recession but another financial crisis… Watch the Full Episode Here:

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How to Create an Economic Boom in America: Bend the Fiscal Curve Toward Sustainable David Sacks explains: "The thing that probably hurt the Democrats the most was inflation." "Voters clearly do not like the diminishment of their purchasing power." "But how do you stop inflation? You have to raise interest rates." "And that's not good either because that raises the cost of a mortgage, the cost of a car payment, it's bad for investment." "So how do you get out of that box where you either have high inflation or high interest rates?" "The only way is to bend the fiscal curve to that more sustainable path." "And if you can do that, the bond markets will actually give you credit for it in advance." "Right now we're unsustainable. The bond markets know it." "Inflation remains persistently high. The Fed has not been able to cut interest rates the way that they expected to." "If Department of Government Efficiency, working with the rest of the government, can now convince the markets that the US financial picture is more sustainable, we'll get credit for that..." "... interest rates will come down, and that will lead to a boom in the economy."

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12,225 views • 3 months ago

You can’t subsidise your way to success, or spend your way to salvation. After Question Time today, I spoke about the Albanese Government’s reckless spending that's driving up interest rates, forcing up inflation, and pushing Australia towards $1.2 trillion in debt. I also spoke about the Albanese Ministry of Truth’s omissions, historical revisionism and manufacturing of facts to suit its political agenda. Watch below 👇

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24,628 views • 6 months ago

Kevin Walsh took over the Fed with three choices to make... (only ONE is politically viable) Choice 1: Raise rates Higher rates would push the economy into recession and tank your retirement portfolio. The government already pays over $1T per year just in interest on the $39T national debt and can't afford to pay more. Choice 2: Hold rates steady Inflation lets the government repay the $39T debt with cheaper dollars each year. But because they keep borrowing $2T every year, the debt keeps growing. The problem is still there. Choice 3: Cut rates and print money The dollar weakens, inflation runs hotter, and the real value of the $39T debt shrinks year after year. The government has no choice to do this and you pay the price. If you hold cash or bonds (and the average American does), you pay the cost. This is what happened in 1946, before inflation erode the value of the dollar by 50% over the next 28 years.

Kevin Walsh took over the Fed with three choices to make... (only ONE is politically viable) Choice 1: Raise rates Higher rates would push the economy into recession and tank your retirement portfolio. The government already pays over $1T per year just in interest on the $39T national debt and can't afford to pay more. Choice 2: Hold rates steady Inflation lets the government repay the $39T debt with cheaper dollars each year. But because they keep borrowing $2T every year, the debt keeps growing. The problem is still there. Choice 3: Cut rates and print money The dollar weakens, inflation runs hotter, and the real value of the $39T debt shrinks year after year. The government has no choice to do this and you pay the price. If you hold cash or bonds (and the average American does), you pay the cost. This is what happened in 1946, before inflation erode the value of the dollar by 50% over the next 28 years.

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82,157 views • 1 month ago

Paper silver trades in huge volumes every day. But most claims aren’t backed by physical metal. Now that’s changing. China, Russia, and the US are taking delivery, creating pressure on the market. Watch the full episode of The Real Story with Michelle Makori & Willem Middelkoop on YouTube:

Paper silver trades in huge volumes every day. But most claims aren’t backed by physical metal. Now that’s changing. China, Russia, and the US are taking delivery, creating pressure on the market. Watch the full episode of The Real Story with Michelle Makori & Willem Middelkoop on YouTube:

Miles Franklin Precious Metals

20,320 views • 6 months ago

Mike Novogratz: The US has $40T of debt and there's only one way out. "The only way we deal with that debt is to inflate it away. Period. End of story." Run 4% inflation while convincing markets you're targeting 2%. Do that for 10 years and you've erased 30% of real debt. The danger is that people could lose confidence, and 4% becomes 14% or 40% - wiping out debt AND wealth simultaneously. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

Mike Novogratz: The US has $40T of debt and there's only one way out. "The only way we deal with that debt is to inflate it away. Period. End of story." Run 4% inflation while convincing markets you're targeting 2%. Do that for 10 years and you've erased 30% of real debt. The danger is that people could lose confidence, and 4% becomes 14% or 40% - wiping out debt AND wealth simultaneously. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

Milk Road

306,031 views • 1 month ago

🚨 WARNING: A BIG STORM IS COMING Fed just released new macro data and it’s WORSE than expected. If you currently hold assets, you’re not going to like what comes next: A global market crash is approaching, yet most people don’t even realize what’s happening. A systemic inflation issue is quietly forming beneath the surface, and almost no one is positioned for it. The Fed has no good options left: - Headline PCE inflation jumped to 4.1%. - Core PCE inflation remains at 3.4%. Fed’s inflation target is just 2%. - Manufacturing PMI came in at 53.3. - New Orders jumped to 56.0. - Services employment returned to expansion at 51.2. This is not bullish growth. This is the economy remaining strong while inflation continues to accelerate, giving the Fed no reason to cut rates. When inflation is running at more than double the Fed’s target while manufacturing and employment continue expanding, it tells you monetary policy is still not restrictive enough. That only happens before rates move higher. Now add the bigger problem most people are ignoring. U.S. national debt is at an all-time high. Over $39.84 trillion and rising faster than GDP. Interest expense alone is exploding, becoming one of the largest line items in the federal budget. The U.S. is issuing more debt just to service existing debt. That’s the definition of a debt spiral. The Fed becomes trapped between raising rates and allowing inflation to accelerate. This is why the latest inflation data matters so much right now: - You cannot sustain record debt levels when interest rates move higher. - You cannot run trillion-dollar deficits when inflation is more than double the Fed’s target. And you cannot keep pretending this is normal. That doesn’t happen in healthy systems. We’ve seen this exact setup before: → 2000 before the dot-com collapse. → 2008 before the global financial crisis. → 2020 before the repo market seized. The Fed is cornered. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 WARNING: A BIG STORM IS COMING Fed just released new macro data and it’s WORSE than expected. If you currently hold assets, you’re not going to like what comes next: A global market crash is approaching, yet most people don’t even realize what’s happening. A systemic inflation issue is quietly forming beneath the surface, and almost no one is positioned for it. The Fed has no good options left: - Headline PCE inflation jumped to 4.1%. - Core PCE inflation remains at 3.4%. Fed’s inflation target is just 2%. - Manufacturing PMI came in at 53.3. - New Orders jumped to 56.0. - Services employment returned to expansion at 51.2. This is not bullish growth. This is the economy remaining strong while inflation continues to accelerate, giving the Fed no reason to cut rates. When inflation is running at more than double the Fed’s target while manufacturing and employment continue expanding, it tells you monetary policy is still not restrictive enough. That only happens before rates move higher. Now add the bigger problem most people are ignoring. U.S. national debt is at an all-time high. Over $39.84 trillion and rising faster than GDP. Interest expense alone is exploding, becoming one of the largest line items in the federal budget. The U.S. is issuing more debt just to service existing debt. That’s the definition of a debt spiral. The Fed becomes trapped between raising rates and allowing inflation to accelerate. This is why the latest inflation data matters so much right now: - You cannot sustain record debt levels when interest rates move higher. - You cannot run trillion-dollar deficits when inflation is more than double the Fed’s target. And you cannot keep pretending this is normal. That doesn’t happen in healthy systems. We’ve seen this exact setup before: → 2000 before the dot-com collapse. → 2008 before the global financial crisis. → 2020 before the repo market seized. The Fed is cornered. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

218,550 views • 8 days ago

Everyone is talking about inflation. The Fed is hawking. The ECB is hawking. Financial media is on repeat. But there is a market specifically designed to price inflation expectations, and it is saying something completely different. TIPS breakeven rates, the market's real-time gauge of inflation protection demand, have been falling. Not rising. Falling. Five-year breakevens slid to around 248 basis points last week, back near where they were before the energy shock began, even as oil stayed elevated and central bankers turned more aggressive. In 2022, when inflation was genuinely broad-based, breakevens pushed toward 325 to 350 basis points. This time, the ceiling was 270, and the market has been retreating from it ever since. The bond market is not pricing sustained, widespread inflation. It is pricing a narrow energy impulse, one the market believes will either resolve quickly or destroy enough demand to contain itself. That is 100% against the Fed's hiking thesis.

Everyone is talking about inflation. The Fed is hawking. The ECB is hawking. Financial media is on repeat. But there is a market specifically designed to price inflation expectations, and it is saying something completely different. TIPS breakeven rates, the market's real-time gauge of inflation protection demand, have been falling. Not rising. Falling. Five-year breakevens slid to around 248 basis points last week, back near where they were before the energy shock began, even as oil stayed elevated and central bankers turned more aggressive. In 2022, when inflation was genuinely broad-based, breakevens pushed toward 325 to 350 basis points. This time, the ceiling was 270, and the market has been retreating from it ever since. The bond market is not pricing sustained, widespread inflation. It is pricing a narrow energy impulse, one the market believes will either resolve quickly or destroy enough demand to contain itself. That is 100% against the Fed's hiking thesis.

Jeffrey P. Snider

18,154 views • 1 month ago