-Tom Luongo gets mentioned several times today because his predictions may be coming true. The German 10-year bond was up to 2.61% today and climbing into the weekly close.
--While the US 10-year was up this week as well, the spreads have tightened and we had days when the US was down and the German was up, which can be seen as a signal/indicator that a breakdown is coming.
Has Powell won and run the ECB out of ammo? If so, as friend of the show EM Burlingame noted on the X platform, “Expect conflict to escalate all around us, targeted assassinations, all the precursors to hot war.”
-People are starting to realize that the war on fossil fuels and the business model of bringing AI to the world are mutually exclusive - and the tech giants helped fund & fuel much of the war on fossil fuels. Thread in the show notes.
-Are the rats fleeing a sinking ship? JP Morgan’s Jamie Dimon is slated to step down shortly, Morgan Stanley’s Chairman Gorman announced his retirement this week, and the head of the FDIC announced out of the blue that he’s also stepping down this week. What do these things all have in common?
-A mortgage-backed security defaulted this week, for the first time since 2008. There has been reporting that 2020-2022 was actually worse for the economy than 2008-2009, but The Fed and Treasury were able to “paper it over” under the table in non-public ways.
Business:
-NVDA beat earnings and soared this week, but more people are now starting to dig into the curious all of their accounts payable financials from shell companies that they allegedly own.
-Billionaire CEO of The Blackstone Group Steve Schwartzman that he will be supporting and raising money for Donald Trump this year. If you read or listened to my post/podcast Is the Fed Battling the EU Tyrants, you saw this coming.
If not…go have a read/listen.
Health:
-As it works out, the WHO’s pandemic treaty and Bird Flu scare tactics are both arriving at the same exact time - and what a surprise, it’s in a contentious election year! (said no one ever).
Science:
-Fauci’s bagman admitted to using personal emails and destroying records to prevent FOIA requests and cover up their treachery. In terms of scandals, this is a yuge one.
Geopolitics:
-Ireland, Spain, and Norway formally recognized Palestine as a state this week.
-The small island of Lampedusa, Italy was once again besieged with African immigrants this week.
Crazy Conspiracy:
While I could go deep and spend a few hours discussing this week's crazy conspiracy, Tom Luongo did it quite well in his Gold, Goats, and Guns posts.
In essence, the two posts below outline how the US campus protests aren’t organic (duh), that Netanyahu, Israel, and their US supporters were likely lured into a trap by those who wish to see nation-states be a thing of the past (think the story behind The Sum of All Fears by Tom Clancy) - as is pretty apparent now that the Soros and Rockefeller money behind it all has been made public.
Luongo theorizes that they stepped on a rake, however, and that the Anti-Semitism Bill that had so many people up in arms (see: astroturfing) will allow us to begin tracking these Color Revolution groups in the US. The giveaways for his last theory?
1. The ACLU came out against it
2. There is already an EO that Trump enacted which makes anti-Semitic institutions not able to receive USGOV funding.
Israel, the Protests, and the Title VI Two-Step Part I
tomluongo.me/2024/05/10/isr…
Israel, the Protests, and the Title VI Two-Step Part II
tomluongo.me/2024/05/11/isr…
Macro takeaways/lessons from the week:
-All eyes are on Taiwan, but I’d keep eyes on the South China Sea (Philippines region)
-If Tom Luongo’s theory is correct on the ECB is actually exploding or out of ammunition, expect the Eurotrash leadership to do something extreme to worm their way out of it.
--While the US 10-year was up this week as well, the spreads have tightened and we had days when the US was down and the German was up, which can be seen as a signal/indicator that a breakdown is coming.
Has Powell won and run the ECB out of ammo? If so, as friend of the show EM Burlingame noted on the X platform, “Expect conflict to escalate all around us, targeted assassinations, all the precursors to hot war.”
-People are starting to realize that the war on fossil fuels and the business model of bringing AI to the world are mutually exclusive - and the tech giants helped fund & fuel much of the war on fossil fuels. Thread in the show notes.
-Are the rats fleeing a sinking ship? JP Morgan’s Jamie Dimon is slated to step down shortly, Morgan Stanley’s Chairman Gorman announced his retirement this week, and the head of the FDIC announced out of the blue that he’s also stepping down this week. What do these things all have in common?
-A mortgage-backed security defaulted this week, for the first time since 2008. There has been reporting that 2020-2022 was actually worse for the economy than 2008-2009, but The Fed and Treasury were able to “paper it over” under the table in non-public ways.
Business:
-NVDA beat earnings and soared this week, but more people are now starting to dig into the curious all of their accounts payable financials from shell companies that they allegedly own.
-Billionaire CEO of The Blackstone Group Steve Schwartzman that he will be supporting and raising money for Donald Trump this year. If you read or listened to my post/podcast Is the Fed Battling the EU Tyrants, you saw this coming.
If not…go have a read/listen.
Health:
-As it works out, the WHO’s pandemic treaty and Bird Flu scare tactics are both arriving at the same exact time - and what a surprise, it’s in a contentious election year! (said no one ever).
Science:
-Fauci’s bagman admitted to using personal emails and destroying records to prevent FOIA requests and cover up their treachery. In terms of scandals, this is a yuge one.
Geopolitics:
-Ireland, Spain, and Norway formally recognized Palestine as a state this week.
-The small island of Lampedusa, Italy was once again besieged with African immigrants this week.
Crazy Conspiracy:
While I could go deep and spend a few hours discussing this week's crazy conspiracy, Tom Luongo did it quite well in his Gold, Goats, and Guns posts.
In essence, the two posts below outline how the US campus protests aren’t organic (duh), that Netanyahu, Israel, and their US supporters were likely lured into a trap by those who wish to see nation-states be a thing of the past (think the story behind The Sum of All Fears by Tom Clancy) - as is pretty apparent now that the Soros and Rockefeller money behind it all has been made public.
Luongo theorizes that they stepped on a rake, however, and that the Anti-Semitism Bill that had so many people up in arms (see: astroturfing) will allow us to begin tracking these Color Revolution groups in the US. The giveaways for his last theory?
1. The ACLU came out against it
2. There is already an EO that Trump enacted which makes anti-Semitic institutions not able to receive USGOV funding.
Israel, the Protests, and the Title VI Two-Step Part I
tomluongo.me/2024/05/10/isr…
Israel, the Protests, and the Title VI Two-Step Part II
tomluongo.me/2024/05/11/isr…
Macro takeaways/lessons from the week:
-All eyes are on Taiwan, but I’d keep eyes on the South China Sea (Philippines region)
-If Tom Luongo’s theory is correct on the ECB is actually exploding or out of ammunition, expect the Eurotrash leadership to do something extreme to worm their way out of it.
Gold Goats 'n Guns
Israel, the Protests, and the Title VI Two-Step Part I
"Clowns to the left of me, Jokers to the right...Here I am, stuck in the middle with you."-- Steeler Wheels Before I delve into what I think is really going on with the Anti-Israeli protests on college campuses I want to make one thing very, very clear: I…
-Last year seemed rife with what looked like sabotage attacks on infrastructure (food processing and trains mainly) while this year seems to be starting with a rash of foreign espionage teams trying to force their way onto USMIL bases and apparently hunting down SOF officers. Keep your head on a swivel.
White pill for the week:
The New Midlife Crisis article by Matthew Schmitz
firstthings.com/article/2024/0…
The Weekend Meditation/contemplation (Friday):
This was the mantra oft-repeated in my Masks Off post and podcast, but it’s such a great White Pill that I would like to leave you with it for this weekend as well:
“When change seems impossible, it becomes inevitable.”
Links mentioned in the show:
Mike Amabile and Run Over Twice “Blind”
open.spotify.com/track/6SG99nL3…
ZeroHedge- The Start of De-Dollarization: China’s Move Away from the USD
zerohedge.com/geopolitical/s…
The Tech Giants’ Self-Made Energy Crisis thread
x.com/AlexEpstein/st…
The CIA Twitter Files Thread
x.com/shellenberger/…
White pill for the week:
The New Midlife Crisis article by Matthew Schmitz
firstthings.com/article/2024/0…
The Weekend Meditation/contemplation (Friday):
This was the mantra oft-repeated in my Masks Off post and podcast, but it’s such a great White Pill that I would like to leave you with it for this weekend as well:
“When change seems impossible, it becomes inevitable.”
Links mentioned in the show:
Mike Amabile and Run Over Twice “Blind”
open.spotify.com/track/6SG99nL3…
ZeroHedge- The Start of De-Dollarization: China’s Move Away from the USD
zerohedge.com/geopolitical/s…
The Tech Giants’ Self-Made Energy Crisis thread
x.com/AlexEpstein/st…
The CIA Twitter Files Thread
x.com/shellenberger/…