We know what’s coming and we are prepared.
Chances that Trump + Musk at DOGE + Bessent at Treasury could save the country from sovereign debt and currency crisis were always tiny.
Theres only one way to do that which does not involve collapse:
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Fiscal Balance to prevent govt spending from draining reserves
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Trade Balance to prevent private spending from draining reserves
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Raise SLR Ratio
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Establish a commodity currency capable of retiring debt without reducing m2 (monetize the assets on balance sheet)
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Revalue credit Dollars vs Commodity such that AT LEAST a 40% Treasury/Fed Reserve Ratio can be maintained
LONDON ATTEMPTED THIS from 1919-1934 and FAILED.
NO ONE HAS EVER SUCCEEDED TO TRANSITION FROM FIAT TO TO COMMODITY CURRENCY WITH OUT TOTAL MONETARY COLLAPSE.
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Courts are preventing Fiscal measures.
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Congressional RINOs are staged to prevent trade measures through Tarriffs
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No one in Congress or Business supports raising the SLR because it will bankrupt many banks. (Almost all will bankrupt in currency collapse, anyway - so higher SLR would actually save the strongest ones)
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No one has audited whether the Gold is still there. Trading might indicate recent price rises were JP Morgan buying for NY FED to return past leases.
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Without audit there's no basis to monetize the assets.
So...It probably will not happen.
What do you need to know?
First: Govt borrowing, and in fact all borrowing, is a logarithmic function of past compound interest on existing debt. Banks retain a portion of interest paid to secure future lending. The retention reduces M2 below the level required to retire old debts. Newer debts MUST be taken to re-enlarge M2 FOR SOLVENCY TO BE POSSIBLE.
See Fed M2 vs Debt chart. Dotted line is debt. Solid line is M2.
Second: Government is REQUIRED under Fed agreement to borrow more when private debt growth is insufficient.
Debt growth on the chart is too smoothly logarithmic to be organic. ERGO: IT IS INTENTIONAL. THEY SPEND IN ORDER TO BORROW NOT THE OTHER WAY AROUND.
Third: Note deviations in DEBT going all the way back to 1945/ Bretton Woods. It only happened in 2008. Slope resumed as a result of QE and zero rates. ERGO: Interruptions to LOGARITHMIC debt growth are fatal to the world wide monetary and financial system.
Fouth: Note ONLY deviations in M2 are in 2020. Theres a dip followed by a surge. ERGO: 2019 overnight freeze reflected impaired M2 relative to debt. Drops to a 5:1 DEBT:M2 Ratio risk currency crisis.
Fifth: Current ratio of Debt: M2 is just under 5:1 with debt growing significantly faster than M2.
Mathematically this is unrecoverable without major structural monetary reform within 15 years (at which point debt will nearly triple, while M2 doubles).
Without those major reforms Collapse will begin before the end of the decade (2030) as a Sovereign Debt Crisis, rapidly becoming a currency crisis.
You have fewer than 60 months to be prepared.
Ukrainian forces have begun training and testing exoskeletons for battlefield use. Soldiers from the 147th Separate Artillery Brigade are using them in the Pokrovsk sector for both logistics and frontline operations. The goal is to reduce physical strain, especially when loading heavy artillery shells into howitzers without automatic loaders. Artillery crews can handle up to 1200 kg of ammunition per day, and early tests show that exoskeletons help them work faster and with less fatigue Above all, by improving the conditions for those soldiers on the front lines who handle such heavy loads, plus the stress of work. Seeking to reduce overall fatigue in the troops
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🇮🇷🇮🇱 - 14 wounded in Iranian missile strike in central Israel, according to Israeli media.
🇬🇧🇮🇶 - A drone struck British Castrol oil warehouses in Erbil, Iraqi Kurdistan, causing extensive damage.
🇮🇷🇮🇱 - Iran launched 9 missiles towards Israel this morning alone, with at least 3 of them being cluster missiles.
🇱🇧🇮🇱 - Over the past 12 hours, Hezbollah launched counterattacks in Khiam and Qantara, in the Nabatieh direction, southeast Lebanon. Hezbollah recaptured northern Khiam, with fighting ongoing for the south of the town. Hezbollah units also re-entered Qantara; frontline sources reported clashes in the center of the town last night.
🇱🇧🇮🇱 - 48 IDF soldiers have been wounded in clashes with Hezbollah over the last 24 hours in southern Lebanon, according to the Israeli Army.
🇱🇧🇮🇱 - "The Israeli army is barely catching its breath in southern Lebanon, and its resources are less than in the previous round of fighting," - Haaretz....
🇺🇸 Blue Owl Capital just disclosed that investors tried to pull 40.7% of one fund and 21.9% of another in a single quarter, and both funds gave the same answer, you can only have 5% back, and everyone else waits in line.
This is a bank run, not a normal withdrawal.
Wall Street spent the last decade selling millions of investors on something called semi-liquid private credit, higher yields, steady income and the promise you could get your money back every quarter if you needed it. What they buried in the fine print was what happens when too many people try to leave at the same time.
Analysts who have covered private credit for decades say nothing on this scale has ever been reported before at any major private credit manager.
These funds do not hold stocks you can sell on a Tuesday afternoon, they hold private loans to mid sized companies that cannot be liquidated quickly without destroying the price for every investor still trapped inside.
This product was originally designed for ...
🇺🇸 President Trump wants to switch to war economy in 2027 with massive increase in military spending and massive cuts to healthcare and other domestic agencies
Once a deficit hawk — he said in 2016 that he thought he could balance the budget in five years — Trump ended his first term with $7.8 trillion in added debt. His 2027 proposal is expected to give an update on 10-year deficit projections currently estimated at around $16 trillion.
The GOP's message for the Midterms will be focused on the "need" for a massive defense build up while the Democrats' message will be focused on affordability.
The fiscal 2027 budget will be the first time Trump puts his second-term governing agenda into one comprehensive document — with the numbers to back it up. The budget he released last year lacked detailed line-by-line spending targets and the economic assumptions necessary to project the long-term cost of his proposals.
Investors in US Treasuries will be looking to see if the debt and ...
