Master Thread Dance Your Cares Away/Fraggle/Law Abiding Citizens
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hbar at 0.32
A few thoughts here for the crew. TFWIW
Restructuring the Economy:
There have been some great tweets by Financelot, a few that have been posted here, that are quite interesting. It lays out the overall challenge we face, and more importantly, the strategy that is leading to some interesting tactics being deployed.
Our core issue is the rate of growth of our debt, shocking I know. The makeup of that debt is about 75% ($26T) is owned by US and US and about 25% ($8T) is foreign owned.
What is interesting is that we have been seeing a "fire sale" of our debt by the foreign coutnries, notably China, Japan, etc., but other countries are actually increasing their holdings. Keep that in mind when it comes to trade negotiations and the idea of opening up the most important "asset" we have which is the consumer marketplace in the United States.
As I see it, there are 3-4 different tactics at play:
The "new" media.
There is nothing new under the sun. The media has changed and here is the map of what you knew to what is now with regard to media.
Joe Rogan is the zeitgeist center. He's the new Howard Stern, but much more serious and pursuant of truth.
Tucker replaced Rush Limbaugh. Different format, but he's now the one sounding the alarm and looking ahead. His view is much more strategic than most give him credit and he knows the answers to the questions before he poses them. He is also giving platforms to people that were not given platforms because of the threat they posed to the established institutions.
Get in a Bible Study
As someone much brighter than me said, politics is downstream from culture which is downstream from Worldview. If you want to make any sense of what is going on in the world, having a rock-solid foundation of your worldview and why is important. The Bible is true. There are a lot of charlatans and false profits out there (harari, Billy Carson, Sam Harris) but they are easily exposed and refuted by actual scholars. Those scholars are largely Christian and have been able to make the rebuke/refutation because they understand reality.
Find a good church that does expository preaching. If that's too big of a step, get into a good Bible study. This whole ordeal makes so much more sense when you understand the reality of human nature, and the Bible lays that out plainly, showing the actual solution: Jesus Christ.
If you think that is crazy, the foundation of AI is built on LLM.. LLMs are fundamentally collections of words, which we as humans, use to contemplate our reality.
In the beginning was the Word and the Word was with God and the Word was God.
Restructuring the Economy:
There have been some great tweets by Financelot, a few that have been posted here, that are quite interesting. It lays out the overall challenge we face, and more importantly, the strategy that is leading to some interesting tactics being deployed.
Our core issue is the rate of growth of our debt, shocking I know. The makeup of that debt is about 75% ($26T) is owned by US and US and about 25% ($8T) is foreign owned.
What is interesting is that we have been seeing a "fire sale" of our debt by the foreign coutnries, notably China, Japan, etc., but other countries are actually increasing their holdings. Keep that in mind when it comes to trade negotiations and the idea of opening up the most important "asset" we have which is the consumer marketplace in the United States.
As I see it, there are 3-4 different tactics at play:
- Get the foreign owners, particularly China, to fire sale their treasures, particularly as they look to move away from the US Dollars the the international reserve (i.e. BRICS). They have played ball and we have been, and should continue to effectively reduce the debt load via the sell high/buy low arbitrage AND take more ownership of our own debt, reducing the effective risk.
- Scott Bessent has to refinance ~$7T of the "intra-governmental" debt. This the debt obligation on many of our non-discretionary spending (i.e. Social Security, Medicare, etc.). The best way to do this would be to get a 1-time refinancing at much lower interest rates than currently offered by The FED.
- Which leads me to The Fed. It "owns" about $5T. There is a particularly line-item on the balance sheet that allows us to liquidate ~$1T as part of a refinancing effort. We can either pull that completely or use it as a helluva negotiating lever.
- The inflation right now actually helps us when thinking about buying back our own debt. The dollar actually goes further in this particular instance, and is something we have a window to achieve before pulling levers to reduce inflation.
The "new" media.
There is nothing new under the sun. The media has changed and here is the map of what you knew to what is now with regard to media.
Joe Rogan is the zeitgeist center. He's the new Howard Stern, but much more serious and pursuant of truth.
Tucker replaced Rush Limbaugh. Different format, but he's now the one sounding the alarm and looking ahead. His view is much more strategic than most give him credit and he knows the answers to the questions before he poses them. He is also giving platforms to people that were not given platforms because of the threat they posed to the established institutions.
Get in a Bible Study
As someone much brighter than me said, politics is downstream from culture which is downstream from Worldview. If you want to make any sense of what is going on in the world, having a rock-solid foundation of your worldview and why is important. The Bible is true. There are a lot of charlatans and false profits out there (harari, Billy Carson, Sam Harris) but they are easily exposed and refuted by actual scholars. Those scholars are largely Christian and have been able to make the rebuke/refutation because they understand reality.
Find a good church that does expository preaching. If that's too big of a step, get into a good Bible study. This whole ordeal makes so much more sense when you understand the reality of human nature, and the Bible lays that out plainly, showing the actual solution: Jesus Christ.
If you think that is crazy, the foundation of AI is built on LLM.. LLMs are fundamentally collections of words, which we as humans, use to contemplate our reality.
In the beginning was the Word and the Word was with God and the Word was God.
The winning continues...
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"Thank You"
And those windmills kill many migratory and endangered birds with impunity, yet, if you or I killed an endangered bird we'd be prosecuted.
The know Trump will launch a bevy of cruise missiles in a NY second while OBiden would just shit his pants while laying on a Delaware beach.
Sell the DEI built subs to Canada.
All they do all tge time is scream and yap. You're racist. You hate women and children. You hate the environment. Never have serious debate
Mazie is just satisfying her prurient interests since her #1 heartthrob, Hunter Biden, will be out of the picture soon.
They have been working on the plans for LA 2.0 for some time.
Not filling the reservoirs was not negligence or incompetence. It was part of the LA 2.0 plan.
Red Cross final report: Them Germans sure burn lots of firewood. Piles of ash everywhere.
GITMO bound
Has there ever been a more illiterate US Senator in our lifetime than Mazie Hirono? No way the people of Hawaii have ever elected her legitimately. She is the poster child for election interference and tampering.
Not only is she an embarrassment to our country, she is an embarrassment to mankind.
Not only is she an embarrassment to our country, she is an embarrassment to mankind.
That’s a democrat
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