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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding -- Ignore unavailable to you. Want to Upgrade?


To: elmatador who wrote (13391)3/31/2025 9:17:07 AM
From: robert b furman2 Recommendations

Recommended By
elmatador
toccodolce

  Read Replies (1) | Respond to of 13775
 
Good Morning El,

Last year I bought 5 US Notes and /or Bills in the secondary market. They yielded 5.4 to 5.6 percent.

Between the interest paid and the market discount the combined gains taxed at 40.8 % required quarterly estimates to be paid.

So keep in mind to the degree the ownership of the US Treasury debt is owned by US Citizens whose wind fall profits from US obligattions puts them into the highest income bracket with "Ordinary income, a whopping 41 % of that comes back on quarterly estimates.

Thattakes a huge bite out of the realized cost of that 880 billion everyone is agonizing over. My bet is 25% of that debt comes back either in quarterly estimates or a huge inflow for the government in about 2 weeks (April 15th).

They have all since been redeemed and the rates have dropped some 168 basis points.

Trump and Bessent are having it their way so far.

Bob



To: elmatador who wrote (13391)4/6/2025 9:29:38 PM
From: Cogito Ergo Sum  Read Replies (4) | Respond to of 13775
 
Ok elmat.. link to a post(s) where you define natural size for US, China, and EU.. I'm guessing it's largely mission accomplished for Russia.. or do they need to lose their eastern shores first..

Yes I realize it cannot be as simple as geography :)

Then again .. loss of status and loss of territory are linked.. but neither alone or together can possibly be sufficient to explain your theory..

And BTW I never disagreed that US will lose some status.. but US has far far too much going for it to end up like England for example.. it's days of power are not over.. its just gotta face it.. it's not alone anymore.. part of what's happening is that.. JMHO..