LowryLetter retweeted
For those who believe financial stocks lead the overall market, this is sorta ominous.
LowryLetter retweeted
While everyone was focused on the NUMBER of jobs last week, what is far more important is the TREND of jobs, which doesn't suggest an economic boom is afoot.
@thedailyshot
LowryLetter retweeted
The US currency won't collapse, the US government won't default on their bonds. The economic policy is slow, unrelenting inflation that destroys the purchasing power of the dollar while inflating the value of the assets controlled by the super rich.
LowryLetter retweeted
The stock market doesn’t reflect the economic wellbeing of the country anymore. It report s hyper concentrated wealth. The bond market reflects our economic health now.
LowryLetter retweeted
Something I heard recently from a US electrical infrastructure manufacturing exec:
"I'd rather have copper in my warehouse than cash in the bank, because based on what I'm seeing in supply chains, I'm concerned that cash may not be able to secure me actual copper at some point."
Copper is trading around $14,470 per tonne today, which is ~$400 per tonne (~3%) below its all-time high....despite no news on tariffs and the first Fed rate hike in 3 years. Copper is on course for a weekly gain of ~3%. This is because physical buying has STRENGTHENED this past week.
The Yangshan premium, the amount paid above the London Metal Exchange (LME) price to import copper cathode into China, has increased to $124 per tonne today... the highest level since November 2022 (chart below 👇). And, the COMEX continues to trade at a premium to the LME (the 3-month is ~$140 per tonne & the 6-month is ~$400 per tonne).
This is not surprising...
Governments worldwide are investing heavily in grid infrastructure, rearmament and defence... while hyperscalers are racing to be the first with the largest data-centre capacity. There will continue to be significant buyers of physical copper, whether the Fed continues to hike or not.
Big if true....
🔥BREAKING HUGE: TETHER BEGINS BUYING SILVER‼️👀
Our friend @Sorenthek has discovered from Gold.com’s filings that Tether is
⚡️ “no longer just buying gold: new Gold.com filings show its affiliate is storing, trading and leasing PHYSICAL SILVER in Las Vegas, expanding its footprint deeper into the bullion market.”
There had been rumors that a big player had entered the silver market- this news confirms that the player is Tether.
🔥MASSIVE NEWS FOR SILVER⚠️
vblgoldfix.substack.com/p/th…
LowryLetter retweeted
It has started.
It's going to get much worse.
Stay tuned. rwerner.substack.com
LowryLetter retweeted
Anyone else see a theme?
US10Y >5%, HIGHEST SINCE 2007
US30Y >5.4%, HIGHEST SINCE 2004
JAPAN 10Y =3%, HIGHEST SINCE 1996
UK10Y >5.4%, HIGHEST SINCE 2007
FRANCE 10Y >4.5%, HIGHEST SINCE 2008
GERMANY 10Y =3.5%, HIGHEST SINCE 2009
LowryLetter retweeted
I'm with Burry on this one. Nothing they would love more than to get rid of open source AI so they can have monopoly pricing power combined with a tsunami of government money and protection
BREAKING: Michael 'Big Short' Burry says warnings from OpenAI and Anthropic on AI safety are nothing but “self-serving” IPO hype.
Burry argues that calls to slow frontier AI are really about protecting incumbents as competition catches up, while hyping the idea that their technology is so powerful it could become dangerous.
He says the warnings also provide “cover” for slowing growth as major AI companies prepare for potential IPOs, arguing that “LLMs are not AI and won’t be AGI.”
LowryLetter retweeted
This whole voluntary AI development slowdown is complete bullshit.
They just can't support their planned capital expenditure burn rate w/o going bankrupt, and they can't IPO because their books are horrific.
So they want to ban open source models and get a taxpayer bailout.
LowryLetter retweeted
At 10 AM, US Secretary of Defense Donald Rumsfeld held a press conference and announced that the Pentagon has “lost track of” $2.3 trillion, which is “unaccounted for.”
He goes on to highlight a number of other glaring inefficiencies in the Department of Defense.
LowryLetter retweeted
He forgot to mention that he was going to borrow the money to pay the "dividend' and the debt would be a liability of the citizens - and likely be financed by draining their 401ks and IRAS and pension funds. Our mothers told us there was no such thing as a free lunch and never to believe New Yorkers who tried to tell us different.
LowryLetter retweeted
nice to see this story go viral.
odd how the bitcoin component always gets left out... but alas! stablecoin play doesnt work without it, but thats ok.
thechain.wiki
thebitcoin-dollar.com
and many many many more articles and podcasts since 2021 on this subject!
<3
I figured out what they are doing with the dollar. They are swapping it. Push the old one out, pull a new one in, and the new one hurts Americans and pays the elite every time it moves.
Here is how it works:
Step 1: Weaken the physical dollar abroad through Tariffs, Trade wars. Create so much friction that countries stop using the dollar in trade. They move to local currencies, gold, other systems. The dollar index drops 12.6 percent in one year. Steepest decline in thirty years. BRICS accelerates away from dollar reserves.
That part looks like incompetence but if there is one thing Scott Bessent is not, it's incompetent.
Step 2: Ban the government from making a digital dollar. Trump issued an Executive order in January 2025. No federal agency is allowed to build one, so the public option...the competition to a private one, is dead.
Step 3: Pass the GENIUS Act. The law that creates a legal framework for private companies to issue digital dollars instead. And here is the key, the law requires every stablecoin issuer to hold reserves in short-term US Treasury bills. Lutnick and Bo Hines wrote the GENIUS Act to benefit Tether.
Fun fact: Howard Lutnick's Canto Fitzgerald owns 5% of Tether and Bo Hines left shortly after the GENIUS Act was signed to be CEO of 21st Century, Canto Fitzgerald's crypto arm that Tether now owns.
That means every digital dollar that gets minted automatically creates one dollar of mandatory demand for government debt. Unlike normal investors, stablecoin issuers are price-inelastic, they buy Treasuries regardless of yield because the law says they have to. Brookings projects $2.3 trillion in captive Treasury demand by 2030.
So you push the physical dollar out and countries stop buying Treasuries. Then you pull it back in through private digital dollars that are legally required to buy Treasuries instead.
Different dollar with the same control. Except now it is not a public system, it is a private one, and the private company at the center of it takes a cut on every dollar that moves. The private company is also incorporated in the BVI's so no regulator has jurisdiction.
That company is Tether. $183 billion in dollars running through it, $13 billion in profit last year. It has never passed an audit. Co-founded by Jeffrey Epstein's crypto advisor. Reserves custodied by the Lutnick's family firm. Protected by a law that was championed from inside the White House by a man who quit one month after it passed and became the company's CEO.
Scott Bessent said that stablecoin firms could buy up to $1 trillion in government debt. The European Central Bank warned this "effectively outsources parts of the national debt to the crypto sector."
So in turn, our dollar gets weaker, our groceries cost more, our 401k buys less, and every time that happens, demand for the private digital dollar goes up. They get richer and we absorb the cost.
That is the trade, and the people who set it up are the ones collecting on both sides.
Full investigation is on my Substack. Link in bio.
LowryLetter retweeted
Copper is about to enter a supercycle
The main drivers for copper prices in the past 175 years were:
- Increased industrialization and electrification
- Times of war or supply chain disruptions
- Post-war rebuilding
See where I am going with this... This resembles exactly our current situation, just on a much larger scale.
- The West has to rebuild its industrial base to gain independence from China
- We are electrifying everything
- We are witnessing one of the biggest supply chain disruption in history
- Ukraine, Gaza, Iran, Israel, and Lebanon have to be rebuilt
All while copper supply has been underinvested in for over a decade
We don't own enough copper for what's coming
LowryLetter retweeted
Gasoline prices are highly seasonal and should be falling through the end of the year.
The black line is 2026, and it's now 20 cents higher than any price seen between now and December 31.
LowryLetter retweeted
The Fed is clueless.
Scott Bessent is full of sh@t.
They are clueless.
They don’t hold the cards, Mr. Market
holds the cards.
Short the Fed.
Short @SecScottBessent
Long GLD vs TLT.
Long GDX vs TLT.
THANK YOU FOR YOUR ATTENTION TO THIS MATTER
LO










































