Today last free podcast so was glad to do it with Marc Faber hosted by Richard Bonugli at FRA not posted yet but find it at FRA if you want to access Yra it will be with Blog Notes From Underground and will be very expensive but enjoy this last podcast
Another great 37 minutes with Chris whalen and Julia La Roche Whalen would make a phenomenal Fed Chair
Waiting on FRA release of podcast from yesterday afternoon Peter Boockvar and Yra harris or as Springsteen sang:waiting on a sunny day
Ok so Julia la roche with Chris whalen and a FT oped from Sheila Bair all in 6 hours wow lots to be thankful for this week
How long will Europe tolerate an Uber weak Yen versus the Euro?Ueda needs to exert some independent thinking as the market has already exacted a large price by taking JGB yields to 1.80%.Where did Scott Bessent disappear to in his concern about BOJ policy?Review 1998 June
The wisdom of Keynes:it is better to fail conventionally than to succeed unconventionally — if you adhere to this don’t follow Yra Harris ever
Read the piece by Charles Calamoris on Fiscal Dominance produced by St Louis Fed a few years ago Fiscal Dominance will become a dominant concern going forward
Only genuine candidate for Fed Chair is Chris Whalen .Not a technocrat but a man of praxis theory and practice and understands the entire financial edifice from Main Street to Basel
Scott Bessent is being played by Ueda .bessent needs to pursue a stronger Yenand not allow the MOF/BOJ to use the global carry trade to engage in currency manipulation
Question:why would the White House be aggressive in getting the CPI released when the government is closed if they weren’t lower then expected.Especially with a Fed meeting next week ? Hmm Columbo is bothered by this
Will uranium stocks get hit again or has somebody front run the announcement on releasing weapons grade plutonium to nuclear energy companies?
Ok put Shawn Fain in charge of air traffic controllers and he will have them walk off and the government will reopen in 24 hours
Ok my JOKE for today:Putin will end Ukraine war I’d Melania poses nude with him With her dynamite body does she get Nobel Piece Prize
Question to ponder:is electronic money the onset of genuine fascism.The use of electronic money is the ultimate data surveillance in my limited mind

