The X Project Guy @theXprojectGuy
The X Project is knowledge & learning at the X of economics, geopolitics, money, interest rates, debts, deficits, energy, commodities, demographics, & markets. thexproject.substack.com Illinois, USA Joined December 2023-
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Are you a believer and investor in Bitcoin? Do you understand what it is and how it works? If not, check out "Bitcoin for Beginners - An Introductory Primer based on @LynAldenContact 's Book "Broken Money" - Article 47," which you can find at the link to my X/Twitter profile.
Can you recognize “Generational Opportunities”? Check out The X Project’s article #46 with that title that covers @Go_Rozen ‘s latest market commentary - The Norwegian Illusion - which can be found at the link in my X/Twitter profile.
Can you read and comprehend the Fed's alphabet soup of jargon? Do you know and understand what BTFP, ON RRP, TGA, and QT are and why April 18 mattered? If not, check out The X Project's article #45, which you can find at the link to my X/Twitter profile.
Do you know who @robert_spalding is? He wrote one of the most important books everyone needs to know about. thexproject.substack.com/p/war-without-…
Do you want to see the world from a different perspective that illuminates and informs? Instead of looking at gold priced in dollars, look at the dollar priced in gold. Or oil priced in gold. Or the S&P 500... Check out The X Project's article #43, "Priced in Gold – Looking…
Do you want to see the world from a different perspective that illuminates and informs? Instead of looking at gold priced in dollars, look at the dollar priced in gold. Or oil priced in gold. Or the S&P 500... Check out The X Project's article #43, "Priced in Gold – Looking… https://t.co/YPXLghlCkd
Can Trade Intervention Lead to Freer Trade? The X Project's article #42 summarises @michaelxpettis 's important paper. Check it out at the link in my X/Twitter profile.
Can Trade Intervention Lead to Freer Trade? The X Project's article #42 summarises @michaelxpettis 's important paper. Check it out at the link in my X/Twitter profile. https://t.co/5Mv3Hsy0AI
What do you need to know about gold's recent breakout to new all-time highs? Check out The X Project's article #41 at the link in my X/Twitter profile.
What do you need to know about gold's recent breakout to new all-time highs? Check out The X Project's article #41 at the link in my X/Twitter profile. https://t.co/SAfzxcTlZC
Did you know the U.S. has a National Defense Industrial Strategy? Do you know what it is or what it says? You should... Check out The X Project's article #40 summarizing the NDIS, which you can find on the link in my X/Twitter profile.
Did you know the U.S. has a National Defense Industrial Strategy? Do you know what it is or what it says? You should... Check out The X Project's article #40 summarizing the NDIS, which you can find on the link in my X/Twitter profile. https://t.co/4vfVPQ287e
Do you know who Mike Green (@profplum99) is?Do you know his views on passive investing and its impact on the stock market? You should. Check out The X Project's article #39, "A Powerful and Unappreciated Structural Force Driving Our Markets is About to Change - A Summary of…
Do you know who Mike Green (@profplum99) is?Do you know his views on passive investing and its impact on the stock market? You should. Check out The X Project's article #39, "A Powerful and Unappreciated Structural Force Driving Our Markets is About to Change - A Summary of…
"A poll at the International Atomic Energy Agency’s forum in London found that 65pc of insiders think fusion will generate electricity for the grid at viable cost by 2035, and 90pc by 2040. The Washington-based Fusion Industry Association says four of its members think they can…
"A poll at the International Atomic Energy Agency’s forum in London found that 65pc of insiders think fusion will generate electricity for the grid at viable cost by 2035, and 90pc by 2040. The Washington-based Fusion Industry Association says four of its members think they can…
Do you realize our money is broken? And our financial system is failing us? Do you know who @LynAldenContact is? You should... Check out The X Project's article #38, summarizing her ground-breaking must-read book, which you can find in the link to my X/Twitter profile:
Do you realize our money is broken? And our financial system is failing us? Do you know who @LynAldenContact is? You should... Check out The X Project's article #38, summarizing her ground-breaking must-read book, which you can find in the link to my X/Twitter profile: https://t.co/NijmnCmpYb
Did you know "The Fourth Turning is Here"? Do you know "What the Seasons of History Tell Us about How and When This Crisis Will End"? Do you know Neil Howe @HoweGeneration? You should... The X Project's 36th article covers this very important book you can find at the link…
Did you know "The Fourth Turning is Here"? Do you know "What the Seasons of History Tell Us about How and When This Crisis Will End"? Do you know Neil Howe @HoweGeneration? You should... The X Project's 36th article covers this very important book you can find at the link… https://t.co/cbBmQOwGjb
Do you care about the future of technology, AI, and our economy's growth and improving living standards? Then you need to care about the future supply growth of electrical power and primary energy. Without it, there is no economic or technological growth, nor is there a future…
Do you care about the future of technology, AI, and our economy's growth and improving living standards? Then you need to care about the future supply growth of electrical power and primary energy. Without it, there is no economic or technological growth, nor is there a future…
Do you know who Michael Howell @crossbordercap and are you familiar with his work on global liquidity and its impact on markets and the economy? You should... The X Project's 35th article "The Rising Tide of Global Liquidity Lifting All Assets" summarizes his important work,…
Do you know who Michael Howell @crossbordercap and are you familiar with his work on global liquidity and its impact on markets and the economy? You should... The X Project's 35th article "The Rising Tide of Global Liquidity Lifting All Assets" summarizes his important work,… https://t.co/1HLbtHk1Gv
News from one of the front lines of WWIII fortune.com/asia/2024/02/2…
Do you know what cliodynamics is, who @Peter_Turchin is, and what he says about "End Times: Elites, Counter-Elites, and the Path of Political Disintegration"? You should because the End Times are coming, and they will impact you. The X Project's 34th article summarizes this…
Do you know what cliodynamics is, who @Peter_Turchin is, and what he says about "End Times: Elites, Counter-Elites, and the Path of Political Disintegration"? You should because the End Times are coming, and they will impact you. The X Project's 34th article summarizes this… https://t.co/X9ynfypNtD
According to Michael Howell @crossbordercap , global liquidity bottomed in Oct. 2022 and should be rising through the second half of 2025. Here is a recent article on his views: thexproject.substack.com/p/the-rising-t…
According to Michael Howell @crossbordercap , global liquidity bottomed in Oct. 2022 and should be rising through the second half of 2025. Here is a recent article on his views: thexproject.substack.com/p/the-rising-t…
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Went to the private beach with the fiancé yesterday, the fee keeps the obnoxious people out so she can tan in peace and I can read. Caught up on GaveKal pieces. Thinking about it this morning, western policymakers are lost. They don’t understand how they are losing to Russia.…
So - see attached - have we already given up on powering data centers with nuclear? Microsoft to power data centres with big Brookfield renewables deal on.ft.com/3wr936h I assume batteries are part of the deal also…
THE LATEST FROM Canadians for Nuclear Energy. Rising electricity demand is driving Ontario to plan big increases in its capacity to generate low-carbon power, especially nuclear. Where should the new capacity be built? Finding, studying, and approving a site can take decades,…
Why Republicans are starting to worry about RFK Jr. Monday night, Trump said, “They say he hurts Biden. I’m not sure that that’s true, and I think he probably hurts [us] both”. 15% of respondents who picked Trump against Biden defected to Kennedy in the five-way matchup (Cornell…
A valuable lesson from the 70s that is particularly relevant in a day like today: Gold and commodities consistently outperformed while tech stocks endured numerous setbacks. Although this dynamic appears to be unthinkable today, keep in mind that markets often defy…
USD/JPY v. 10y UST yields. It's starting to look like the weak JPY will crush America way before it crushes China.
This started bottoming back when US banks ran into issues and were bailed out. Fed and Treasury want to fight inflation but don’t want depositors to lose any money either, and so liquidity remained available even as inflation remained above-target. #FiscalDominance
Whoa! Are US Treasury term premia breaking out higher?
BTFP = Buy The F****ING Paper, right?
Can you read and comprehend the Fed's alphabet soup of jargon? Do you know and understand what BTFP, ON RRP, TGA, and QT are and why April 18 mattered? If not, check out The X Project's article #45, which you can find at the link to my X/Twitter profile.
On China: Why the Real Risk is CNY 5, Not 9 pracap.com/on-china-why-t…
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27 years ago, Zbig Brzezinski warned "the most dangerous scenario would be a grand coalition of China, Russia, & perhaps Iran." Out of hubris, US policymakers spent the last 20-25 years pursuing policies that [wait for it]... pushed China, Russia, & Iran closer together. 1/
3/ I'll end with a warning from Obama, 9 years ago: /End.
2/ Why did US policymakers do this when Brzezinski so specifically warned them not to? Perhaps the best explanation I have seen came from this quote from a 2017 article in The Atlantic, titled "Power Causes Brain Damage."
27 years ago, Zbig Brzezinski warned "the most dangerous scenario would be a grand coalition of China, Russia, & perhaps Iran." Out of hubris, US policymakers spent the last 20-25 years pursuing policies that [wait for it]... pushed China, Russia, & Iran closer together. 1/
@michaelxpettis @FT Inflation/currency devaluation is a transfer of wealth from households to producers Deflation/currency revaluation is a transfer of wealth from producers to households What does China (running massive trade surplus) need? To Help producers or boost households? What does US…
Let's assume for a moment that the Fed is trying to cut rates to rig the election. Evidence is piling up that this is the case. Do you think they will be successful? The Fed is a big dumb organization, and when big dumb organizations intervene in complex systems they do not…
1. Western consensus: "China needs to devalue CNY" 2. China devalues CNY v. gold; western consensus laughs at "Chinese capital flight" into gold 3. CNY oil allows China to influence gold prices 4. USD begins devaluing v. gold 5. Western consensus stops laughing. 👈We are here
The chart below portrays a predicament that is progressively becoming the centerpiece of the demand argument for commodities. Despite the recent upsurge in construction spending, commodity producers have evidently fallen short of matching this trend. Capital expenditure in…
WHO IS ROBERT F. KENNEDY JR. AND WHY IS HE RUNNING FOR PRESIDENT? (The Associated Press) The lack of excitement many Americans feel about a presidential rematch has heightened interest in alternatives to the major-party candidates, none more so than Robert F. Kennedy Jr., whose…
The copper-to-S&P 500 ratio undeniably stands out as one of the most intriguing potential double bottoms in markets today. While the green revolution and electrification efforts are set to provide a significant boost in demand for the metal, a more compelling argument lies in…
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