Lubos Zemek retweeted
Central banks bought 79 tonnes of Gold in August
China bought 25 tonnes of Gold
What do the CBs know
Lubos Zemek retweeted
BREAKING: President Trump says "great progress" is being made on a peace deal between Russia and Ukraine and accuses President Zelensky of not wanting to end the war.
"His country is in shambles, a large portion of his land is lost, his oceans and seas are gone, and his male population is low, wounded, and/or dead," Trump says.
Lubos Zemek retweeted
This is not 1980... Don't sell your gold.
Back then, US debt to GDP was ~30%, which enabled Volcker to hike rates aggressively to kill inflation.
But inflation wasn't the only thing he killed... He also plunged the US into a recession.
Today, with debt to GDP above 100% and deficits running at 6% of GDP, the US can afford neither a recession nor sustained higher rates.
In a recession, deficits blow out to 7-10% of GDP... at a time when foreign investors are increasingly unwilling to fund endless US deficits...
Forcing the Fed to let the money printer go wild.
Warsh can talk tough like Volcker, but the fiscal situation will force him to inflate the debt away...
So that a future Volcker can eventually hike rates to kill inflation.
Until that happens, we don't own enough gold for what's coming.
Lubos Zemek retweeted
BREAKING: The 10Y Note Yield falls to its lowest level since September 23rd as the selloff in tech stocks gains momentum.
It appears only downward pressure on equities can push yields lower right now.
Lubos Zemek retweeted
Major cheat code for life: Every pattern in your life repeats until you learn the lesson. The moment you choose differently, the loop ends and growth begins.
Lubos Zemek retweeted
Gold plunges as inflation comes in hotter than expected.
The rationale is simple: Higher inflation = higher rates = bad for gold.
This might be true in normal times, but not when the US is drowning in debt.
Now higher rates not only fight inflation but also kill the economy and the government's ability to service its debt.
High debt levels mean you can't afford to fight inflation...
In fact, inflation is the solution to overindebtedness.
We don't own enough gold for what's coming.
Lubos Zemek retweeted
It's official.
US CPI inflation has now been above the Fed's 2% target for 67 consecutive months.
The last time inflation was below 2% in the US was in January 2021, amid a global economic lockdown.
Over this period, the value of the US Dollar has declined by -22.5%.
In other words, it now costs $129 to purchase the same goods and services that cost $100 in 2021.
Compounding inflation has become the new norm in the US.
Asset owners are the only winners.
People who are highly aware become unsociable. Crowds drain them. Noise overwhelms them. Small talk feels like work. They chill different. A cozy room. Two people they trust. Good food. Music. Conversations that actually mean something. That’s where they feel alive. Depth over noise. Because for them... peace feels like home.
Lubos Zemek retweeted
BREAKING: Gold prices fall toward $4,100/oz as US CPI inflation rises to 3.7%.
Lubos Zemek retweeted
Replying to @ZEER0HOUR
I find it interesting that this attack happened at the same time Ukraine bombed Russia's oil refineries to make sure the US doesn't get any of their oil.
Lubos Zemek retweeted
Replying to @reid_pcsreid57 @ZEER0HOUR
There is going to be a lot done in the run up to the US midterms.
Lubos Zemek retweeted
Make a habit of shutting down conversations that involve hating on other people
Lubos Zemek retweeted
レベルの低い人と一緒にいると、自分のレベルまで確実に落ちるんだわ。相手のレベルが低いと感じたら、あるいは相手の交友関係のレベルが低いと感じたら、そっと距離を置くことよ。気づかんうちに引きずり下ろされるからな。
Lubos Zemek retweeted
Being disliked by people with ugly spirits is actually a form of divine protection, not rejection. When your frequency gets too high, it starts to irritate demons the way sunlight irritates mold. They can't stand your glow because it exposes their shadows. That's why Chosen Ones don't lose friends, they shed parasites disguised as company. Every hater is really a vibrational allergy test showing you who can't breathe the air you bring.
Lubos Zemek retweeted
so many books to read, instruments to learn, languages to speak, poems to write, countries to visit, songs to sing, movies to watch, people to meet, pictures to take, food to taste, places to see, sunsets to watch, stories to hear, stories to tell, things to create, hobbies to discover, dreams to chase, love to give, memories to make, lessons to learn, and a whole life to live.
Lubos Zemek retweeted
🚨 SOMETHING VERY STRANGE IS HAPPENING!
The S&P 500 keeps pushing to new all-time highs.
But here’s what almost everyone is missing:
The US stock market cap just exploded to $58 trillion.
Meanwhile, the entire US economy with every job, every factory, every dollar earned, is only $29.5 trillion.
Do you understand what this means?
The stock market is valued at nearly TWICE the country it's supposed to represent.
But here is the terrifying part:
The top 10 companies alone are worth $29 trillion.
That is almost the entire GDP of the United States sitting in just ten tickers.
And behind those record stock prices, the real economy is quietly cracking:
Credit card debt just hit a record $1.18 trillion, with serious 90-day delinquencies spiking to 10.9%.
That is a 13-year high.
Subprime auto loan defaults crossed 7.8%, officially surpassing the peaks of the 2008 Financial Crisis.
The personal savings rate collapsed to 3.4% as households burn through cash just to keep up with inflation.
US banks are sitting on over $510 billion in unrealized paper losses.
Continuing unemployment claims keep climbing as full-time jobs are steadily replaced by part-time gig work.
They scream on the news that this is "the greatest economy in history."
But who owns this wealth?
The top 10% control 93% of all stock market wealth.
Your paycheck hasn't grown 200% this year.
Your rent hasn't dropped.
Your groceries cost more every single week.
While the real world is struggling under debt and defaults, numbers on a screen keep printing new highs.
The stock market has completely detached from reality.
This is not economic growth.
It is a massive, centralized liquidity bubble.
For the record, I've called every major turn for the last 10 years, including the exact BTC bottom at $16K, the $111K top in October, and the current pump from $60K 10 days before it started.
Turn on notifications.
I will guide you through this liquidity squeeze, and when the real bottom finally forms, I’ll call it here publicly.























