...ongoing video list:....

...one of the better concise summaries of recent geopolitics I've heard. Squeezing everything out of everyone else until a small network possesses everything, as in every, thing



a good overview of macro.








...as promised, and already ar a theatre not near you but breathing down your shoulder




...melt-up time.


....a quick lesson...



....so, this is direction (added to reserve req. changes)





quantitative easing by the inverse, sort of











....oh, dear...





....playing chicken.....






Interregnum



very good information.....


Lacy Hunt: The Economy Is "Far Worse" Than Wall Street Thinks.




May '25
.....yup. It seems simple but in an era of prosaic valuations reality... has a dickens of a time getting through.







silver and gold






















markets in May, 2025 - paradigm shift? 





April 2025

...in case: this is from 30 years ago. Spot on....

excellent summary: 





....on why the tariffs hurt some multinationals while helping artisanal makers....






.....how china became dominant...



It's time to accept reality






The 12,000 year road to neoliberalism




is the Trump administration loosing itself?



March 2025


macro outlook march 2025 :

 


auto industry outlook 2025: 

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