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

To: elmatador who wrote (13652)	8/3/2025 8:15:42 PM
From: nicewatch	1 Recommendation Recommended By elmatador Read Replies (2) \| Respond to of 13771

Proactively isn't the term I would use. The stock market had already SHARPLY corrected from late February to late March, 2020, and bond/note/bill yields had collapsed so the FED -as usual- reacted to what the market had already done. Because rates were already historically low, and the COVID panic caused them to crash back to near zero, the major monetary move by FED was another round of QE started around the March lows. That's what stabilized the markets and stock indexes made a low on that day if memory serves. Even your Brookings link says the same if you read between the lines. Then came all of the unnecessary stimulus bills (some of which are now proven to have had historic levels of fraud), due to all of the unnecessary lockdowns. So that's the economic part of the clusterphuck. But it gets much worse with isolation, kids trying to remotely learn, people not getting normal medical screenings, etc. Some states and countries handled this much better. China gets an F grade imo. USSA a D but that grade could range from As to many Fs depending on the state, imo. With dual mandate and "data driven" mindset the FED can never be proactive, imo. They're reactive by design. Truly free markets scare them or else why must they insist on interfering with the short term price of dollar debt? Thankfully there's still a very large and deep FED FUNDS futures market that they mostly follow. If that ever diminished or went away that's my tell to avoid most types of dollars savings in American banks. Americans should want a strong and independent FED per its original design of lender of last resort, without the modern interventionism related to dual mandate, and more recently implicit support of asset prices. But the latter phrase gets to a more complex issue of how bank credit is internally created and how that credit is used, namely for productive investment, or asset investment. fwiw.

To: elmatador who wrote (13652)	8/3/2025 9:06:46 PM
From: nicewatch	Respond to of 13771

The recent Cambodia Thailand flare up has nothing to do with a disputed temple along a long disputed border. The Chinese are building a dam that effects all neighboring countries. Cambodia is poor and unsure its dictator cares much after he gets his "tea money". Laos is even poorer but effectively communist and more of a vassal state to China, imo. Thailand and China have been in competition for 15-20 years to build and control dams on the main rivers of Laos. In another matter, long term ideally China would like to build a canal, maybe 100 miles across an isthmus of southern Thailand/Myanmar to bypass the Strait of Mallaca.