Chris Martenson and Paul Kiker discuss recent financial developments, focusing on interest rates, market trends, and the implications of government spending. They explore the unusual rise in interest rates following a Federal Reserve rate cut, the impact of government debt, and the potential risks in the financial markets. The conversation also touches on the importance of risk management and the potential benefits of investing in commodities and precious metals.
Interest Rate Movements
Paul highlights the surprising increase in interest rates across various treasury bonds following a Federal Reserve rate cut. This unexpected trend suggests market volatility and potential inflation expectations, which could impact long-term yields and mortgage rates.
Government Debt and Spending
Chris and Paul discuss the significant increase in U.S. government debt, noting a $500 billion rise in a short period. They express concern over the lack of transparency in government spending and the potential implications for the economy, including the possibility of undisclosed spending affecting market stability.
Market Trends and Retail Behavior
Paul observes a high level of speculation and greed among retail investors, contrasting with the cautious approach of professional investors. He notes that retail investors are heavily invested in technology stocks, while professionals are more conservative, indicating a potential market risk.
Key Data
Interest rates have risen significantly across various treasury bonds since the Fed rate cut.
U.S. government debt increased by $500 billion in a matter of weeks.
Retail investors are highly speculative, while professional investors are cautious.
Predictions
There may be a shift in market dynamics as retail speculation contrasts with professional caution.
Commodities and precious metals may see increased interest as alternative investments.
Implication
Rising interest rates and government debt could lead to increased mortgage rates and financial market volatility.
Retail investors may face significant risks if market conditions change.
They are not just cutting holes in the rafts they are blowing up the dams to drain the water the boats float in. A full fourth turing blow up feels like the only fix with a reset that hits the wef crowd straight in the face.
Good to see Paul and Chris back having a conversation - that sounds a whole like the same one from from 3 and 6 months ago – markets mostly up and to the right while deficits soar and the economy may be showing or is showing weakness depending on what data you look at. The official gov’t bureaus are still spewing… what do you call it? Don’t you farmers have a name for that? Fertizer?
At the same time, there are these new interesting anomalies and potential signals like silver breaking out, professional money pulling back (a while back Warren Buffett was increasing cash) while Normie Norm is still loading up on NVidia (as is Nance Pelosi?). BRICS meeting and gaining legitimacy as potential alternative, Xie prepping for war and the specter of WWIII nukes or US directly in hot war, or straights of Hormuz shut down, or black swan or false flag induced or enhanced by globalists before or after election. It’s all good. Nothing to see here, move along…
Ps 121 (NKJV)
1 I will lift up my eyes to the hills —
From whence comes my help?
2 My help comes from the Lord,
Who made heaven and earth.
Oh and as for some personal updates on resilience, we are still harvesting delicious persimmons (the non-astringent kind) and we’re harvesting bananas too!
I finally went out to the jungle that was the garden, cleared some areas and have 4 of our raised beds planted with radish and beet seeds already sprouted, waiting on the carrot seeds to pop up; and transplanted cabbage, kale, cauliflower, broccoli, brussels sprouts, chives, and calendula. And planted 3 seed trays.
Still cigarette free seven months later (while still relying on Eagle Blend herbal smoke), walking regularly, and sunbathing sometimes.
@cmartenson You said that neither party is talking about debt. At the DNC/RNC Duopoly level, that is true. They simply argue about which [the other] party is at fault for the debt.
However, to be fair, here in WI we are hearing about the debt from Republican politicians.
Hovde, the Senate candidate started out out early with ads about national debt per person. Our Republican congressional candidates are also making it an issue, while their Dem opponents tell us what they’ll spend on.
The RFK campaign has also talked about debt from day 1 and the current MAHA platform that Trump supposedly incorporated still holds debt as a huge problem. Of course, as we all know MSM refused to cover his comments on national debt (or allow him a forum to discuss any issues).
RE: the Oklahoma bank - Do you remember when Janet Yellen told an OK congressman, that of course large depositors in OK Farm banks would not be bailed out because they would only take care of Important Banks. They tell us what they plan to do. Believe them the first time.
