My first novel, Expectation Value, is a story of spies, physicists, mercenaries, and billionaire cult leaders fighting to control world-changing technology. The catch? The secret lies in the mind of one man and he's terrified of what he knows... Order👇 a.co/d/iZE60Jv

How much of the “real” economy is a shadow “deep state” (em)bezzel? How many “masters of the universe” are merely managing the off-b/s assets of an intel service? How much of what passes for “news” is a press release announcing the allocation of spoils b/t elite factions? etc.

defensemirror.com/news/39017

Boomers and foreigners have a lot of stocks & RE. Millennials still in a starter home at best & a little bitcoin. Generational & geopolitical rebalancing requires lower equities, lower rates, and higher Bitcoin. However, USG tax receipts are very sensitive to equity prices.

Those Atlanta GDPnow models showing a sharp drop in growth were distorted by the large amount of gold imports in Jan. Interesting.

This is worth watching…

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x.com/matthew_pines/…

#carequinha