The Advent Of Inconvenient Truths Reveals The Epiphany Of Coincidences
“Our choice now is a starker – and darker – one: how dangerous are we actually prepared to make our world?” (Charles III)
Summary:
· Divergent trade performance illustrates the failure of De-Dollarization and the success of Friend-Shoring.
· Divergent trade performance accelerates the decay rate of the crumbling Great Fraud of China.
· The cracks in the crumbling Great Fraud of China reveal moral hazard, and wealth confiscation, in the Shadow Banking Sector.
· The “Friend-Shored Co-AI-lition of the Willing” is in the process of consolidating its dominant global position to the exclusion of China.
· The “Friend-Shored Co-AI-lition of the Willing” is building out capacity for the application of “Replicator Doctrine” commercially and militarily.
· The military and commercial application of “Replicator Doctrine” is protected by the steep monopoly barriers to entry of disinflation and trade rules.
· The steep disinflationary monopolist barriers to entry, of “Replicator Doctrine” are based in Japan and financed through the Yen Carry Trade.
· The BOJ is aggressively prosecuting its global mandate of “Central Bank Debaser in Chief” (CBDC).
· The Epiphany of Ties rekindles the Special Relationship.
· The Ungoverned Kingdom (UK) will lose its Marbles but regain EU membership.
· The EU has opened the Green Garage Door to UK EU re-entry.
Abstracts
· 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.
(Source: the Author)
· Goldman’s continued Pantechnocracy narrative price-discovery, extending from “Speaker Pelosi’s Bottom”, reprises the 1990s New World Order price-discovery of “IrrAItional Exuberance” at peak Wall of Worry.
· “Speaker Pelosi’s Bottom” smells like victory for Biden’s “’24 Leap of Faith”.
· “Speaker Pelosi” is the “Replicator”.
· The “Replicator” replicates “Replicator Doctrine” as an investment strategy.
· “Replicator Doctrine” confirms the “Techno-Economic War, Today, to Avoid the Real Thing in 2026” Author’s “Leap of ’22”.
· The incoming ARM IPO reveals how a de facto, and de jure, “Techno-Economic Industrial Monopoly” will deliver the scale, of “Replicator Doctrine”, through a de facto, and de jure, “Techno-Economic Industrial Oligopoly” of military/civilian “Replicators”.
(Source: the Author)
· There is an AI in FAANG.
· US-AI Inc’s new “Hypergrowth Phase” is both a Polycrisis problem and a disinflationary solution.
(Source:the Author)
· The Yen Carry Trade is disinflationary unless you’re Japanese, but the Kishida Put will cover your bills if you are.
· Kishidanomics loves Friend Shoring and Yen Carry Trade global reflation.
(Source: the Author)
· The BOJ upholds globally coordinated MMMT, which is predicated on a managed foreign exchange rate system that maintains the appearance of US Dollar strength.
(Source: the Author)
· Japan Inc. positions for Friend Shoring and Yen Carry Trade global reflation.
(Source: the Author)
· King Charles III marks the advent of global inconvenient truths.
(Source: the Author)
· The rekindling of the symbiotic Special Relationship is pending the tall New World Order of the permanent sacking/resignation of the Butler, the conviction of the Oxford Apostles, the UK re-joining the EU, the closure of the VIP Lane, and India leaving the BRICs.
· The rekindling of the symbiotic Special Relationship is also pending the syncretic bicameral Anglo-Saxon political cleansing simultaneously occurring on either side of the Atlantic.
(Source: the Author)