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00:12SHORT
“And that's still my target for the year treasuries at 10% yield... if you want to get housing back to some more reasonable levels, you need to have wages rising to about 7% a year... So, that requires”
@Monetary Matters · The Monetary Matters Network
Governments must engineer 7% wage growth to fix the housing crisis, which will force Treasury yields to a staggering 10% and crush bond prices.
TLTSHORT@ $81.61
$81.41+0.24%
since call Jul 22
peak +1.5%
“why would any country that could theoretically disagree with the Trump administration... hold Treasuries as foreign reserves... I suspected we were going to see a natural flow out of Treasuries into g”
@Monetary Matters · The Monetary Matters Network
Central banks are dumping US bonds to avoid asset freezes and flooding back into gold, reversing a fiat reserve experiment that only began in 1980.
GLDLONG@ $377.38
$375.61-0.47%
since call Jul 22
peak +1.6%
“I can't help but feel that the modern modern growth is actually all driven by semiconductors or computers, if that makes sense. And so that's why semiconductor prices are like the new oil, um oil from”
@Monetary Matters · The Monetary Matters Network
Semiconductors replaced oil as the economy's engine, and blocking China from buying equipment chokes off the marginal supplier of the last 30 years.
SMHLONG@ $570.65
$531.11-6.93%
since call Jul 22
39:35SHORT
“Particularly for Google, like you know, I know I rarely Google search anymore. I tend to search for everything in ChatGPT first cuz I get cleaner, better answers. Um you know, so if I was Sarah as Goo”
@Monetary Matters · The Monetary Matters Network
Google's advertising monopoly is crumbling as users abandon traditional search, with ChatGPT already capturing 19.5% of global traffic for cleaner answers.
GOOGLSHORT@ $323.01
$360.54-11.62%
since call Jul 22
55:36LONG
“the memory stocks are very weak, but memory pricing has actually been very strong this month. Um you know, so it sort of points to you know, excessive it was excessive greed, excessive long positions.”
@Monetary Matters · The Monetary Matters Network
Retail traders got greedy with leveraged funds, forcing a technical washout in Micron stock even as consumer DRAM pricing rockets 60-90% higher.
MULONG@ $993.21
$812.68-18.18%
since call Jul 22
TIMESTAMPS
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36:35
39:35
55:36