37 Comments
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Petra Kehr's avatar

The road the can might be kicked down is long and longer.... and winding too, it seems

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StarboardEdge's avatar

Hi Petra,

Windy-er than any of us could have imagined. And when the end of the road is in sight (it's getting very close), the crumbs in charge will change the can itself to stretch things out a bit longer, while simultaneously hijacking the very Road we're all on -

hello CBDC's (Central Bank Digital Currency)...

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Petra Kehr's avatar

Recall one statement in David Webb 's introduction (y.k. Great Taking) where he's a meeting with György Shwartz (I think thats close) and the latter says to him:

You don't know what THEY can do.

Btw putting himself in a rather inferior position to THEM.

Sorry for replying late sometimes. Time lag is significant.

Cheers

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Bob Gmitter's avatar

The Fed doesn't do what is right for the health of America but only to enrich the rich elites. Our kids and grandkids face a scary future. Not sure how long our country can keep up this ponzi scheme before it crashes down.

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Paul Murray's avatar

Some external force or action is going to have to pull this plug. We are incapable of doing it. Best always. PM

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Paul Murray's avatar

Collectively, we need to stop looking for a rescue. It's not happening. Nothing is going to change; reason is not suddenly going to prevail. This has been going on for 2 generations now. It's a way of life for them, and it's a way of life for us. We don't have the ability to change now, even if we had the will. Trends in motion tend to stay in motion, until acted upon by a greater, outside force. Best always. PM

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Bill's avatar

Finance meets physics. For another one of those laws... Matter can neither be created nor destroyed. Just over or undervalued.

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JayCee's avatar

The wisdom of a science professor 👍

NB not many get into the devious arts of politics or the grubby world of $s and zero sense…

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Jimm Roberts's avatar

Eliminating the Fed, as Bill effectively proposed, to let borrowers and lenders set rates will also result in the end of deliberately devaluing the currency by 2% annually. It will also result in a gigantic void in financial news about the consequences of a single administrative decision on the stock market

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Andrei's avatar

Curious if the 1% cares? Do we care?

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StarboardEdge's avatar

Hi Andrei -

Ya mean - do we care about if the 1% care or do ya mean do we care about the current shitshow overall?

I'ma have to be a hard "Meh" on both counts...

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Andrei's avatar

From the pov of us, as members of the 1% and as subscribers to a specific substack meant to protect/advance our own capital, do we care about the wealth gap? How much do we care? I just found the hint of “equitable equity” in this latest post interesting (Big fan of broader n earlier financial literacy myself, but more concerned with my own money, as an example)

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StarboardEdge's avatar

Um, not sure how many BPR members also belong to the 1%. If you're in there - congratulations and more power to you. I'm a HUGE fan of Capitalism and the result it allows many to achieve.

As for me and mine, we are a ways away from that percentage and it hasn't been a goal of life for many years. Praise, Happiness and Balance are the goals now...

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Andrei's avatar

Globally speaking, we’re very much all doing ok. Blessings to ya

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Bill's avatar

I thought you were in the one percent. Perhaps only intellectually so far.That said, to be in the 2% Is not all that lofty. As far as a goals ...Those who earn well, save well , invest well,and avoid too much stupidity will get there. If not certainly their children.

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RICH's avatar

The proles didn't pay attention to BB. They just lived on.

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C Eti's avatar

To my fellow BPR members, the provided link below, is concerning the recent presidential debate's agreed upon items for discussion criteria ... more importantly ... those items which, specifically could not be breached.

Pissing on our heads, while simultaneously telling us it's raining, will only go so far !!

Will the Harris-West Crime Family be the heir apparent to the Pedo 10% Joe's Bribem gang !?!?

https://www.zerohedge.com/political/who-kamala-harris-brother-law-tony-west

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Howard E Bouchard's avatar

I have heard this my whole life and I will be 70 this year, so one wonders why now. I think BPR et. al. have made an excellent case that a trend that started long ago in terms of gold has blinded us by low interest rates, easy credit, and higher and higher asset prices. That is why we feel like if we sold our house at today's higher prices we would be hard-pressed to do any better in the same local market.

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Eric M Massell's avatar

Did Tom do his weekly report this week?

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Tyler L's avatar

Dan Denning did the report on Wednesday and Tom is doing his today. In Dan's email on Wednesday he wrote, "I’ve swapped publishing deadlines with Tom this week, by the way. You will hear from him on Friday with an updated Official List, more reader mail, and his latest analysis."

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RICH's avatar

The story never changes, and it never ends. And there is no way voting will change it. So why tell it? But don't forget to vote!!

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MarcusTC's avatar

Heard one of the theories for large rate cut was that the fed is losing large $ due to bonds on their books. Similar to the smaller banks. Going to be another interesting year my friends .

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Benjamin Croft's avatar

So has sitting in cash for 20-30%+ of our position for the last few years meant we have essentially lost out and do we need to seriously re-evuluate this urgently?

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Art K's avatar

Sitting in cash means that you already bought into the Maximum Safety Mode posture. Tom added a caveat to this by saying getting 5% on a T Bill means “the same as cash” so you could be doing a lot worse. For me, I never sit on any more than 10% cash. Put it to work, speculate or pay someone to speculate for you. Take some risk if you can handle it. Look, we are in a raging bull market. Who cares that it makes no sense or that this shouldn’t be happening. I will keep buying and selling Options until the bottom falls out. Of course I am not near retirement yet so my risk level has nothing to do with yours. So find what works for you and nobody else.

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Bill's avatar

That is a great rearview mirror question that I have been asking

myself. I did pay off pretty much all real With very low interest rates. Had I not done that? I'd be substantially better off financially. Sleep and security have a great deal of value though. No regrets.. If current stock valuations, it might be time to buy some of that real estate even if it's overvalued. Still safer than way overvalued stocks.I'm guessing. Good luck keep thinking.

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John P Gallien's avatar

Absolute game-changer: not letting the Fed print money to lend to the Federal government.

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Frank's avatar

am i missing something? "We could see glittering new highs in the Dow. And it could turn out that the January 2022 peak was not actually the Everest of the Primary Trend... but just another peak in the Fed’s Himalayas. But for now, we’ll stick with our guess: Jan. 2022 marked a turning point. And the primary trend is down." Didn't the Dow peak on the 19th of september2024? I may have to adjust my medication?

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Dean McLeod's avatar

I have to say that it's a pleasure to be associated with all of the commenters on Bonner Private Research. Many opinions; many personalities, all above the madding crowd that I experience in person. One of my regrets that none of my neighbors or friends seem able to turn off the media noise long enough to see deeper, longer.

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Henry boenning's avatar

can't be 32 million?maybe3.2 million

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Paul Murray's avatar

I know several people at the $3.2 million level. They are nowhere near the 1%. $3.2 million sounds like a lot of money. It isn't. Routine car repairs now are in the plus-thousand range, and no one bats an eye. What it takes to replace an engine or transmission used to buy a whole car NEW. Best always. PM

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JayCee's avatar

Let’s put some reality to it…

$3.2 million is only about 40,000 bottles of Bonner’s imported Malbec.

How long can a man live past a few years these days, with such a small supply?

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Paul Murray's avatar

Reminds me of an old Dean Martin song from his "country" phase:

"I ask the man behind the bar for the juke box,

And the music takes me back to Tennessee.

When they ask who's the fool in the corner, cryin',

I say, "Little ol' wine-drinker, me..."

I'm a Boomer, Class of '52...none of anything in our experience has prepared us for what I call "The Great Unravelling". When we got serious (80s-90s) about deficit spending as a policy in this country, I told people we were heading back the '30s, meaning "get ready for hard times" but figured we would recover. It didn't occur to me that we, the great USA, America, were going down for the count, but here we are.

Thanks for attempting to inject a little humor into this. As my son told me back in 2010: "Face it, Dad: The good times are never coming back." Best always. PM

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JayCee's avatar

Class of ‘48 … different vintage.

Told my Dad in 1998 before he passed and as WW2 RNVR Lieut. “We must just keep on fighting the buggers”

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JayCee's avatar

… or 400,000 at $32 million, one can hang on a bit longer.

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Paul McGinn's avatar

Glad to meet ya.

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Paul Murray's avatar

Always amazing to find out who's in the "same" boat, isn't it? Best always. PM

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StarboardEdge's avatar

Hi Henry -

I've seen the stat elsewhere also estimated at $32 million, per household of the 1%...

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