vimarsana.com

Start buying more of gold i think they would love to buy more gold now but theres very little to quit or be out there is going to be difficult to buy gold the question is now that the music stopped whos got the gold and of the last 510 years we know 2 big players have been accumulating hundreds and hundreds of tons of gold and that would be china and russia and when the gold held by some European Countries and the i. M. F. Theyve got equal gold to what the u. S. Has so now weve got gold parity and weve got the ability now to rework the world currency order a new Bretton Woods they are going to go back to gold as they always do i dont think the us has a particularly strong hand this time but well see again looking at 1929 s. And p. 501029 analog update it is tracking it looks a lot like 1929 and of course after 929 we had years and years of just tedious side wait ness and long to pry. I do want to point out that you and i have also been talking about the intergenerational warfare the boomers versus the millennialism generations e. This could see for example a lot of boomers have to stay in the work force for the next 1015 years beyond what they were expecting if their for a one k. s are wiped out just as theyre getting ready to retire because the youngest of the boomers are only 5960 at the moment so you know they still have 5 years before they can collect medicare and if this crash mirrors what we saw in 2008 then were going to see a 40 percent 45 percent decline if its nearing 1029. 00 then were going to see 80 percent decline how long it stays there however is one thing of course weve never had such an activist central bank but i dont think thats going to be enough i think youre going to see very extraordinary fiscal responses this time to put this in perspective perspective right you have an 829 crash which was followed by the depression. You had a massive recession in the 1970 s. Due to the oil shock oil price of the time screamed higher and caused a major recession then in 2008 we had the subprime crisis and that was considered to be the greatest crisis sense the depression and thats how they build this 750000000000. 00 tarp bailout which became closer to 17 trillion dollars what it was all said and done now in 2020 we have what would be historically considered one of the greatest financial crises of the past 150 years and where does it fall into the category where how do you classify it i think were going to see a global depression and to your point how quickly do we get out of it the activist fed the problem there is that theyre prescription thus far have caused the problem so theyre actually the problem there needs to been fed the Central Banks need to be removed from the equation because they are the problem i think this. Banks will be removed and thats something well see over the next few years however we also are in the process of deed globalization and of course trump is calling this a foreign virus or of the chinese virus or the china virus of the one hand virus so lets turn to what this could mean for china this whole day globalization process as i said you know the Central Banks and the governments are no longer working together and especially in the west so when we saw italy start to really enter their crisis and pandemic mode and they had to shut down the entire country this was an interesting situation china is emerging as a Global Public goods provider as the us proves unable and unwilling to lead this is an Important Development and if the trend continues its one with potentially serious consequences for the u. S. Role in the world and he was responding to another tweet which was fax with data about what china was doing to help italy out remember all these other countries like france and germany shut down their borders to italy they wouldnt allow any. Personal Protection Equipment medical mask or anything like that to go to italy because they wanted to preserve it for their own country and a call between 2 Foreign Ministers china agreed to supply italy with 1000 ventilators and 2000000 masks additionally they are donating 100000 respirators 20000 protective suits and 50000 test kits as part of a massive aid package all right well this is interesting because remember when Trump Took Office c. Was very condescending toward the notion of globalization very condescending toward all global type of organizations like the United Nations the socalled globalists or the end of may at the same time the leadership in china made a very strong statement saying we are pro globalization we believe in globalization and now 2020 the crisis. Its. To 2 different schools of thought are in play so america is becoming insular and theyre saying no no we dont believe in globalization risk like were just going to close our borders and china is thinking well the only way we can grow is if we have a globalized world because were a huge export market and we need export markets to export to similar thinking was in place after world war 2 during the Marshall Plan right america resuscitative europe well yeah it was a nice thing to do but it created a market to sell to and it created a debt market to buy into and sell to and so i think china is thinking more in those terms this happens with the collapse of every empire thats a period of de globalization and then a period of hyper globalization follows as the new superpower empire takes over so the brits when they started to lose their empire they were against free trade and and were all for shutting their borders and contracting and taking what power they have left internally the u. S. Is doing the same i think in the long run i think itll be better for most workers i think because well have to produce our own stuff here so i think itll be better for us in the long term and we can just remove some of our hundreds of military bases overseas and start instead deploying those resources here domestically i think i could be wrong but i think thats going to be the better thing for us at this moment because we went too far in that other direction and sent all our wealth overseas and then heres a tweet this was from about a week ago but it got overlooked in all the other news of the chaos in the markets china Just Announced a 25. 00 trillion dollar room in b. Which is 3. 00 trillion u. S. Dollar plan on Infrastructure Investment yes trillions of dollars into sectors as 5 g. Electric vehicles Cloud Computing Smart Manufacturing and internet of things as we just discussed you know the u. S. Is retreating china is planning on expanding and that they go into this as the. Strongest player they do have a lot of corporate debt and debts as well so i dont know how theyll end up working that out but thats for the next few years to decide right there obviously you know gambling for the future you know you made an instant point about workers and doesnt benefit workers so looking way back looking from a 1000 years back you have to go back to the plague years in europe to find something that was equally beneficial to workers you know because of the plague of because so much of the population in europe was wiped out by the plague service at that time for the 1st time out of the go shading ability to and this was the beginning really of the middle class where serfs suddenly could negotiate it was like a massive strike so no workers were available and they had to bid higher for that so in the last few moments here i just want to say that theres another trend that goes with this to globalization and globalization because it is always a volatile period throughout history and i think you and i identified very early on you coined a phrase giago global insurrection against banker occupation because the us is an empire in debt and i think that was what youre seeing and the economist even picked it up now a new Study Suggests the number of mass protests globally has increased by 11. 5 percent per year on average since 2009 thats when exactly when kaiser report started and its been going up 11 and a half percent a year and its also exactly one big started for the 1st time in history individuals can be individually sovereign by separating the state from money thats never ever ever been done ever separating the state from money and that fuels the global insurrection against banker occupation anyway were going to take a break and when we come back much more coming your way. So she and i as a nation are subject to shopping to get some investors but there it. Is a mother could offer you got bored of the trip improved for nature my p. C. P. I didnt do enough to try to accomplish my project for the. Purpose. It was because of global what d was going to have to close to this need so that in your voice you just give us have looks like a bunch of us moving in the support of the family youre fighting with the folks are going up. The left coast youre fortunate enough about 4 to 6 months because in the south. Is your media a reflection of reality. In a world transformed. What will make you feel safe. Isolation full community. Are you going the right way or are you being led. Directly to. What is true whats his face. In the world corrupted you need to descend. To join us in the depths. Or unmaidenly shallowness. Of freddie supercool porch with little to look like there was a News New York at the saw on the chin at the start well im sure it will be achieved if we just look at ok feeling i missed these football for the program or not and i do it is me going for bush but i will push for the sure i mean he got us no. Good answer since. He asked. Me if. Im. Just so so so. Welcome back to the kaiser report on my faster time how to get a job ribena Dollar Collapse dot com john welcome back to matts good to be back the fed has injected at least 1. 5 trillion dollars into markets just in the past week here thought this is the most eventful couple of weeks in financial history thats about but i think more is coming its going to be more eventful Going Forward and you know were other than the fact that its a pandemic popping this bubble were following the script pretty well in which we have a gigantic financial crisis because all the debt were taken on and then the Central Banks of the world react by basically letting the system with cash and bailing out everybody in sight and thats the stage were at now where. They know they needa shaka know right now because they know that the Global Financial system and the Global Manufacturing system are shutting down so while its not clear that there are any financial tools that 6 a pandemic. Is still going to try because the only tools they have are easy money so you know that in the last week or so there were big Conference Calls all over the world with central bankers and prime ministers and president s talking to each other about you know what theyve got to do how big the number house to be to calm things down and so thats what theyre trying to figure out now but they start small with the bed cutting the fed funds rate by 50 basis points and now theyre into q. E. Theyre adding you know huge amounts quickly to the system and well see if that works i suspect not yet but were going to reach a point where the numbers are going to be astounding and the stuff theyre doing will be just experimental to me like were going to have to buy equities in the u. S. Sure like japan has been doing for a while now but on a much bigger scale so this story Going Forward is going to be Central Banks doing more and more amazing. Basically until either we fix quote unquote of the system and go back to normal growth or the world see our currency is just collapse. You know the end gave it is that collapse in n. P. R. Currency values because weve created so much money and everybody figures out that its the policy of their government to make their currency were less and less every year and they just bail on the currency which is the cost or in school of economics practice so were heading for that the question is do we get it this time around or do we thought somehow. So either way to buy ourselves ive never. You know i think i dont think we could do it in 2000 thats not that was the end of the system so im not a you know a good source of predictions about whether this works or not but it doesnt feel like we can work i mean the numbers are just too crazy and and the numbers are going to get through here so well see it but you know were living through from a finance geek standpoint the most interesting time because as you know. History books a century from now are going to devote chapters whats going on right now because this is so amazing and potentially so destructive so i think for the only purpose its going to be for. The absolutely terrifying one where lay said 2 things there that i want to focus on one you said this is a debt crisis and they also said that were going to expect the Central Banks to try all kinds of new things ive never seen before and thats been the story since 1907 and the ballad of austrade after the crash of 87 when Alan Greenspan gave a green light for the plunge Protection Team but to my question john and that the Central Banks can try all kinds of new things new Financial Engineering new quantitative a saying new repo write ballads. But at the end of the day its just more debt somehow as you say the crisis is caused by that and the solution from these guys will be to increase that correct you know were going to battle a debt driven crisis by taking on more debt which is what you said is what weve been doing since the the 990. 00 s. At least with Alan Greenspan bailing out everybody in sight. And theres a limit to that but the limit is much higher than that originally seemed like it was you know because in part because unlimited central bank Printing Press is a great tool for fully people in the beginning the world is basically ok and in part because its global everybody has a fiar currency printed press so all the Different Countries can can watch each others backs and the fact that they were able to cooperate in this you know essentially of a global long term inflation. Has meant a big they will get away with marketing the should have but the cost of massive increases in debt. And there there is a limit somewhere theres a number of weeks yet. But we wont know until after the fact what that number is you know i suspect its pretty close to where we are now but jeffrey thats for sure. But yeah from here on out we get more and more experimental we take bigger and bigger risks and i do think the. Well bailing out all the industries that are going to blow up because of the d coronavirus its one thing thats going to happen and by equities on the grass it was about. Now this these things basically short circuit capitalism because you know 2 things in capitalism work to work you need failure you know you need in individuals and companies and industries that make bad decisions to lose to teach the rest of us how not to be a. Second at a certain point death stops being stimulus and starts being depressing of Economic Activity you know becomes the creation. And a bad boys there is really not much left you can do or you know when the marginal utility of that never was the bag for each new bar a buck drops to 0 then youre out of a emma and were headed for that you know the line is dropping some topically its worth 0 and when it hit 0 been its game over for all of this so its not a question worth trying to that it because were really 6 months away from that are we 5 years where. And we cant know that and we cant know whatll happen to equity prices on the web maybe if the governments are buying up all the all the common stocks basically doing got a leveraged buyout of the private sector on the part of the government maybe they see asset prices on elevators but little while longer but the cost of basically the end of the Wealth Creation price signaling mechanism of capital and then thats basically over for the system weve known for all of our lives and you know were perilously close about what it reminds me of a medieval churches in france they have to throw the corpses into the basement and that they were unaware that rotting corpses and they death that was underneath them was making them sick as they were praying to go to heaven upstairs in the pews so he kept crying. More debt and throwing it into the basement and i wonder why theres no inflation. You know this idea of creating debt is going to somehow create inflation and set of create marty flakes and seems to be a point that every major economist in the world missed paul krugman at the New York Times doesnt get it danny last flour never understand this no economist who opens their mouth today seems understand that you this money printing the quantitative easing they say is to fight deflation they dont understand that theyre causing deflation but i want to ask you about more of a historical point you know during the 1930 s. After the crash a fine line the market of course went through an 80 to 90 percent crash but that was punctuated by these rallies the spikes as that were going to see this time i think john yeah we could easily see more volatility here on the upside as well as the downside and that thats even what happened just back in 2000 where you know the system started to implode because its a problem which is and we saw im not just steady downward pressure of sucking sausage huge up not as big as the ones recently but a lot of all the still business so yeah you know when Central Banks are in the markets with basically unlimited amounts of cash they can do all kinds of crazy they can make things go d up for a while and then its off to go make a go at it you know all of that could happen so that makes the details of whats coming completely unpredictable you know the broad outline that ok were taking. Now Monetary Policy is going to try to salvage the. Currency the world are going to have you know i think that kind of big. But how we get from here to there is very unpredictable because it has a lot to do with the decision so you know guy sitting around conference tables under pressure. And having extremely colorful tools at their disposal so we dont know how this will play out exactly but we know one thing we know is that the guys with the monetary tools are clueless as if they dont understand the power of the playing with and the 2nd is that beyond a certain point when death is a manageable you know you borrow money and youre good about it for a while but then the reaches a point where theres nothing you can do anymore that you only have some kind of a collapse and some kind of extreme pain and maybe youve got a choice of types of types of collapse for instance we could have a 9 to. Deflation or a depression where all the debts its way through to solve or we could have one more germany hyperinflation where we attempt to wave over the plate in a way you know those are 2 separate kinds of crazy things and we might still have a choice between those 2 but its only goes to we dont we dont have a choice somehow getting back to normal organic Sustainable Growth from here without a huge amount. So yeah we could see extreme volatility but you have to work its going through the roof here but it wont be healthy bull markets and stocks or bonds or whatever it will be on the side of a stream papyrology and a prelude to some kind of systemic collapse well one market thats telegraphing deflation. Its telling us latin claire that a debt global debt deflation is upon us and that is the us dollar and the us dollar is rallying so john of a now your web site is Dollar Collapse dot com the dollar has resisted all downward movement its high and looks like it could go higher the dollar is saying massive deflation is the dollar the only safe haven out there and i say this in the context of gold because gold its making no off time highs against every major currency in the world but not so the. Dollar one when you look when you look at here now well yeah the dollar has held up a lot better than it seems like it should have based on just the numbers but in part thats because there is world of the need in even bigger mess in the us its so you know relatively good as a place to hide out but not objective because you know d the numbers that underlie the dollar or so around this and all the big the currencies are having the same waitress a very grips. As for gold yeah you know so far the dollar has been a better safe haven the gold to as it has a limited time frame because. Gold cant be inflated away by rogue Central Banks but the dollar can be along with all the other currencies because remember its not good for us to have an extremely strong dollar in this kind of world because that as you said is deflationary perhaps and a an over leverage economy however if you play ssion because that means the real cost of your gas is going up as the value of the currency that you got used to pay back your desk goes up. And that is a recipe for mass spec of seeing your ass so you know youve got trouble right now saying. Why does everybody else have lower Interest Rates than us you know why are their currencies weaker than ours hee hee. You know a very simplistic way yes. But his solution of course is too aggressive were going to. Get us back to the race you know its about who. Actually will have to do it john a band going to get off their thanks for being on the kaiser report ok thanks matt john roberto has been our guest karen kaiser report hes a Dollar Collapse dot com my name is max guys around the stacy harbor thanks for watching if you want to catch us on twitter its guys report and select time by all. Blushes and then she cheats he could total more than the beach he cut a hole close to each senor he said its not that he changed its a shot suppose that all the shooting against. Let him into. The utica because you know i said. You needed at least then you got a little bit i was going to have to be skinny to show yeah for which we believe you shirleys. Given to us but to the south korean is just tell them not to be. Summed up. The mummy approachable british mr bush i am all sure because. You are no offense but you no longer a young woman in fact you are one of the last living survivors of the nazi else asked am aware of their. Leverage debt all your life. You can never forget america now auschwitz was really like to be inhaled because you would never believe it wasnt a human candle to have as a hobby of course for 32 years ago to be very bad it all seems so a lot of fireplace i hate to make it all better but when i get out on the farm saw you i want to take my son to herd next the also he can listen in hopefully bless you are heard screams. U. S. Markets the worst sell off in more than 3 decades and coronavirus with president possible recession may be in the offing. Because war all. Taking its efforts to contain a new level with an increasing number of Member States temporarily closed level of its. Borders of the entrance of the european union. Will be closed we are forced to stop Flight Connections to these countries and establish controls at the swiss border without a valid risen. Through. Typing scrutiny of u. S. Tech johns by european regulators

© 2024 Vimarsana

vimarsana.com © 2020. All Rights Reserved.