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Halls of Shrewd'm / US Policy❤
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Author: UpNorthJoe ✭🐝  😊 😞
Number: of 48447 
Subject: New Post from WTH
Date: 04/12/2025 10:59 AM
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No. of Recommendations: 9
https://watchingtheherd.blogspot.com/

"The Crash That Wasn’t (Yet...)"

-------------------------------------

always liked reading in thoughts on current affairs.

Haven't read it yet, have to run.
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Author: g0177325 🐝  😊 😞
Number: of 48447 
Subject: Re: New Post from WTH
Date: 04/12/2025 11:10 AM
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No. of Recommendations: 2
Ah, he has another forum to post on. But I still wish he was still posting here.
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Author: AlphaWolf ✸  😊 😞
Number: of 48447 
Subject: Re: New Post from WTH
Date: 04/12/2025 1:03 PM
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I highly recommend that everyone read WTH’s post. I found it very valuable and quite frightening.

Boy, did America ever screw up royally.

November 5, 2024 will be a day that lives in infamy.
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Author: PucksFool ⎊🐝  😊 😞
Number: of 48447 
Subject: Re: New Post from WTH
Date: 04/12/2025 2:02 PM
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No. of Recommendations: 3
A post by Goofyhoofy over at TMF that is worth a look.
https://discussion.fool.com/t/how-that-doge-thing-...
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Author: knighttof3   😊 😞
Number: of 48447 
Subject: Re: New Post from WTH
Date: 04/12/2025 2:56 PM
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Haven't read it yet, have to run.

Long but well worth reading.

tl;dr which doesn't really do justice to the excellent explanation provided in the article:

Uncertainty has blown up hedge funds' basis trades, seized up overnight repo markets, and will cause global investors to dump US treasuries because a US default is no longer unthinkable.

My addition: tariffs (which are bad enough for hyperinflation) or no tariffs, this has all the earmarks of a true financial crisis where big institutional traders lose faith in counterparties. Same as in the GFC of 2008-09.
Tariffs and a brewing financial crisis are in addition to other inflationary shocks, like deporting illegal workers causing a labor shortage in specific industries.
Our goose is cooked.
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Author: ges ✧🐝  😊 😞
Number: of 48447 
Subject: Re: New Post from WTH
Date: 04/12/2025 3:03 PM
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No. of Recommendations: 1
Uncertainty has blown up hedge funds' basis trades, seized up overnight repo markets, and will cause global investors to dump US treasuries because a US default is no longer unthinkable.

Tune in to FOX or any of the RW media and have all your fears allayed. It's not that Trump has made any mistakes. On the contrary! He has just made the most brilliant economic policy moves in the history of the world!

These people couldn't be wrong, could they?

https://youtu.be/_Np27wLbxbg?t=515
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