Apophenia Now, and Again: A Blond Hair Rinse And Repeat Conditioning Treatment
"If I practice politics (and economics) unethically, I will be unpleasant to the gods, and if I do it righteously, I will be unpleasant to the citizens." (Chrysippus, parenthesised by the Author)
Summary:
· The Davos narrative, of the contagious “Asian Debt Crisis rinse and repeat”, spreading from China, is being spread, in the public domain, by Mr. Market.
· The PBOC’s latest Reserve Requirement Ratio cut, removes more “safe assets”, from the Chinese banking system, thereby, sustaining pressure on the “Asian Debt crisis rinse and repeat” trigger.
· In response, to the PBOC’s latest Reserve Requirement Ratio cut, the banks will cut their liabilities and shrink the money supply.
· The reduction of Chinese bank liabilities, in the form of deposits, is, in effect, a bank run rather than an attempted consumption stimulus.
· Chinese fiscal policy will not take up the heavy economic lifting burden from the banking sector.
· The aging Chinese consumer will prefer liquidity, over consumption, and, over speculation, in the absence of fiscal and monetary policy stimulus.
· The shrinking Chinese money supply will, ultimately, bring deflationary support, for the Yuan, but, at the large economic cost, of recession, to the real economy.
· With no prospect of fiscal or monetary policy stimulus, in sight, increasing political uncertainty, and the risk to the leadership is being addressed with purges to consolidate loyalty/control.
· The hearts and minds, and purchases, of Asian hydrocarbon consumers are pivoting into alignment with US “Friend-Shoring” supply chain architecture.
· Were the current Middle East conflict to become long-term, in duration, the Asian hydrocarbon pivot would become fundamentally, and structurally, permanent.
· Biden adjusts the terms of the US/EU LNG basis trade to sustain America’s global-industrial competitive advantage, and “Swing Producer” pricing power.
· Trump’s “Manchurian Candidacy” has been connected, to the “UK Butler’s” “Manchurian Candidacy”, by the “Global Blair Witch Inc. Project” management team.
Extracts
· The Great Fraud of China is crumbling to reveal moral hazard and wealth confiscation.
· China’s attempted Global De-Dollarization has increased the global supply of, unwanted, Yuan and increased the global demand for scarce US Dollar Reserves, and, thereby, failed.
· The “highly likely” estimated probability that China will trigger an “Asian Debt Crisis rinse and repeat” is rising further.
· Mr. Market’s Editorial confirms that Emerging Markets’ financial instability, originating from China, is the lowest hanging fruit on the Tree of Liberty.
(Source: the Author)
· The Chinese prequel, to the “Asian Debt Crisis rinse and repeat process”, has been framed in Davos.
· The “War of the Words”, to narrate the Polycrisis, has officially commenced at Davos.
· The “Asian Debt Crisis rinse and repeat process” show will be a series, of episodes, rather than a single blockbuster.
(Source: the Author)
· The “Friend-Shored” supply chain basis, for the New New World Order Green Transition, is secured in US Dollar Terms.
· US scale hydrocarbon production undermines the competitive advantage, and pricing power, of OPEC+.
(Source: the Author)
· The rules of “Techno-Economic War” preclude Gulf War III.
· The price war for hearts and minds, of Asian hydrocarbon consumers, illustrates how US-scale hydrocarbon production has undermined the competitive advantage, and pricing power, of OPEC+.
· Hamas, the IDF, and the Houthis have triggered the smoking gun of the “Asian Debt Crisis rinse and repeat”.
· Hamas, the IDF, and the Houthis have fired more rounds of US “Friend-Shoring”.
(Source: the Author)
· The Chinese prequel, to the “Asian Debt Crisis rinse and repeat process”, has been framed in Davos.
· The “War of the Words”, to narrate the Polycrisis, has officially commenced at Davos.
· The “Asian Debt Crisis rinse and repeat process” show will be a series, of episodes, rather than a single blockbuster.
(Source: the Author)
· NATO’s long-term disinflationary US-Scale hydrocarbon supply, and EU demand, are converging, together, and diverging from OPEC+ supply, basis 2030 delivery.
(Source: the Author)
· Xi Jinping “influences” the US Presidential election by expressing his preference for American Dictatorship, rather than American Democracy, as a “Techno-Economic War” adversary.
· Xi’s global preference supports his domestic position.
(Source: the Author)
· Cleverly’s “stupid” suggests that Chinese malign influence, on the “Ungoverned Kingdom (UK)”, predates current policy, at least, as far back as the Brexit referendum decision.
· Evidently, if India continues to act in good faith, on its “G20 BReCsit” intentions and capabilities, it will be forgiven for its malign influence on the Brexit referendum decision and any current policies in the “Ungoverned Kingdom (UK)”.
· Current UK “Friends-and-Family Shorers” are not in the “Global Blair Inc. Witch Project” friends and family.
· The current arrests, of the “Oxford Apostles”, are on the “Global Blair Inc. Witch Project” timeline.
(Source: the Author)