The Great Global Onshoring Moment
“It will have state-of-the-art stealth technologies making it virtually unseeable.” (Donald J. Trump)
Summary:
· Sir Keir (Joseph) of Starmergrad goes over the top, by forcing conscription through social welfare deprivation.
· There is growing conscientious objection from the intended enforced conscripts.
· The Pre-COVID Vibe has reached a Minsky Moment level of uncertainty, higher than the original, at the ECB.
· Through the process of Modern Monetary Monopsony Theory (MMMT), the insolvent ECB will replace toxic COVID balance sheet assets, with new European military fiscal deficit assets, in order to expand Eurozone banking sector reserves.
· The process of European military fiscal deficit asset creation is contingent upon an expansion of Global Reserves.
· It is ironic that an alleged ECB Hawk is calling for hyperinflationary new reserve creation under the guise of financial stability policy tightening.
· “Mar-a-Lago Consensus” has transitioned, “Onshore”, via “Mar-a-Lago Accord”.
· The halo effect, of the recent US Minsky Moment, highlights that the Fed is now two FOMC meetings out of re-alignment with the “Onshore Mar-a-Lago Accord” policy curve.
· The Fed’s misalignment raises the requirement for a less gradual re-alignment than Chair Powell’s “Transitory” rhetoric signals.
· President Trump has “Executively Nudged” the Fed off its employment mandate dataset onto his DOGE “Onshore” dataset.
· The “Onshoring” Nvidia ecosystem is becoming TBTF.
· The TBTF “Onshore US MilAItary Industrial Complex” is located between a “BlackRock and a Hard Place”.
· The American sky is being “Onshored”.
· US Mineral Security is being, simultaneously, “Onshored” to reinforce the “Onshore MilAItary Industrial Complex”.
Extracts
· Sir Keir (Joseph) of Starmergrad does DOGE, by Clause IV’ing Labour’s Sacred (Cash)Cow, to fill his war chest.
· The sacrifice of the UK’s Sacred Welfare (Cash)Cows is a fatal, self-inflicted, wound for the Labour Party and Sir Keir (Joseph) of Starmergrad.
· The UK Labour Party is the US Democrats’ economic and political lab rat, to test the Anti-Trump vaccine.
(Source: the Author, March 15th 2025)
· The Falklands War halo finally illuminated the “Starmergrad” distraction.
· The Brexit voting, anti-immigrant, thickening “Red Wall” will not enlist, or conscript, to become the thinly underfunded Red Line defending the EU’s war at “Starmergrad”.
· The over-taxed, thinly underfunded, and financially overstretched UK polity, will not support or finance “Starmergrad”.
(Source: the Author, March 1st 2025)
· The conversion of the US Marshall Fiscal Dominance Plan into the EU Martial Fiscal Dominance Plan converts the US twin deficits into EU twin deficits.
· President Trump is “checking” the hypothetical limits of US Dollar debasement, and fiat currency inflation, that the Kentucky Federal Bank of Barbarous Relic has physically set.
· EU twin deficits are framed, by France, as the fiscal basis for a deeper European economic and political union.
· The EU twin deficit-financed European economic and political union will use the Modern Monetary Monopsony Theory (MMMT) process to create new assets that will replace the distressed assets on the insolvent ECB balance sheet.
(Source: the Author, February 22nd 2025)
· In the face of defence-driven fiscal expansion, at the national level, the ECB has elected to tighten macroprudential policy rather than monetary policy.
· Germany’s new center-right government fiscally militates for ECB macroprudential prudence.
· The ECB’s developing “Mar-a-Lago Consensus”, for central banks, “Mar-a-Lago Accord” r* is higher than during the QE interregnum.
· According to the ECB, central banks will remain insolvent and, be out of the QE business until a new round of Global Reserves has been created.
(Source: the Author, March 1st 2025)
· “Mar-a-Lago Consensus” just had its US Minsky Moment reveal.
· The US Minsky Moment is the loss of the Fed's credible commitment.
· The loss of Fed credible commitment is a result of the insolvency that DOGE will exploit.
· The Fed’s credible commitment, and, hence, monetary policymaking is being realigned with DOGE.
· The US Minsky Moment reveals that DOGE is the equivalent of Paul Volcker for the incoming secular economic expansion and bull market.
(Source: the Author, March 15th 2025)
· “Mar-a-Lago Consensus” is Monroe and Brzezinski Doctrinaire.
· The Monroe/Brzezinski frame of reference suggests US “Onshoring” more than “Friendshoring”.
· The evolution of US tariffs on Canada, Mexico, and China confirms that “Mar-a-Lago Consensus” is antithetical to China’s Belt and Road.
(Source: the Author, February 8th 2025)
