I sorted the articles in which I noted the "turning" from yesterday to today... and the context...
COMEX Deliverable Silver Far Less Than Imagined As 50% Of "Eligible" Is Not Available
The fact of which is still dependent on context... meaning: its value in relation to "growth in money supply" is one issue, only, in parallel with its current supply/demand balances, and projected demand in relation to both future focused economic performance, generally, and to the specific in the changing relative utility of the metal in industrial uses particular...
My "take aways"... monetary inflation is not "over" no matter the cries of traders today... but, the real economic pain being inflicted now by BOTH shifting reality in context, and being reinforced by monetary policy excesses... means "demand" can't grow, when "money power" is being used to squeeze all economic activity to grind to a standstill. And, the money function doing that... isn't acting in isolation... the next two links both independently just as relevant...
Bad Energy Policy Ideas Never Die
Sigh.
The End Of The "Growth" Road
The article describes a current view of reality in narrow context... but stops well short of noting that the changing dynamic that exists inherently redefines the nature of competition in a world tied to the tides... when the tides everyone is geared to deal with as expectation in a permanent trend... "suddenly" reverse. It's not "sudden" of course... I've been talking about the changes ongoing for years... noting milestones as they pass... while most others still refuse recognition. So, "deniers" of realities impose a conditional... as "recognition events" are not tied to the changes imposed in the context or in the underlying reality, but to the fact of the delay imposed in "recognition" of the fact of change having already long since having occurred.
Change in perception... drives change in behavior... and that tends to happen chaotically... making useful market awareness conditioned on an understanding fractals, chaos, and "tipping points" in behavior... even well short of the actual madness of crowds... but, also not erecting any barriers to that or excess in the willfulness of crowds in misunderstanding... or that being used in enabling manipulation ?
Tuesday: BUY, BUY, BUY
China's Congress Is Over: Has PBOC Just Let The Yuan Go?
One Bank Makes A Stunning Discovery: The Bank Of Japan's YCC Is Broken And Soon The Entire JGB Market Will Cease To Exist
Wednesday: SELL, SELL, SELL...
China's Yuan Soars Most On Record After Beijing Orders Banks To Dump Dollars
Meet The 7 Men Who Will Rule China
Wealthy Chinese Activate Financial "Escape Plans" Terrified Of Xi's Coming Reign Of Terror, And Why This Is Good News For Bitcoin
So, yeah... same old, same old... only more so... |
