>12/04Jpb10y over 2%Massive correction on all ponzi papers>12/07/25-12/09/25Correction intensifies>12/10/25Fed lowers rate by .25Short term rebound Until>12/19/25Boj raises by .5Announces open market operations (selling its tbonds 100% of them)Red knife 25-60% down in all ponzi markets>12/20/25 - 02/15/26Somewhere here emergency rate cut>02/07/26 - 31/12/26Rebound, won't reach highs of December 25 despite helicopter money/ fed buying bonds/ Credit lines collaterized by zoomers assumed productivity in the next 30 years >01/01/27-12/31/30Inflation reaches triple digits, base interests over 20%, while economy in depression, slide toward equilibrium, so in nominal terms 1993 levelsBuy the dip in the 2031 IF the above doesn't devolve into anarchy/ full authoritarian totalitarism. In that case gl surviving the natural state.
Also it should be obvious for anybody with two braincells, that shiny rocks are supposed to collaterize parts of the liquidity flooding - so no, shiny rocks are not a store of "value" during the unwinding of this. The exact opposite. Same goes for buttcorns in the "reserve"
Interesting timeline, after market today is going to be interesting.