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The Great Reset is the Great Tribulation

The Great Reset is the Great Tribulation

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Day: January 7, 2024

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The Fed must end its balance sheet unwind soon, so deficit spending can continue to accelerate

January 7, 2024January 7, 2024 Stone

QE is dead, long live QE! The RRP facility continues to show big drops in excess bank reserves at the FED, which is now down

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Newsletter

  • Fed’s Powell says the end of balance sheet drawdown process may be nearing
  • A reader asks about the government shutdown
  • Rise of ‘Accidental Landlords’ Is Bad News for Investors Who Bet Big on Rentals
  • What Would an AI Crash Look Like?
  • A Great Year for US Stocks? Not Compared With Rest of the World
  1. Greg on Fed’s Powell says the end of balance sheet drawdown process may be nearingOctober 16, 2025

    SLI didn't tank too bad, with recent volume the offering should quickly close. However it seems this company is only…

  2. Stone on Fed’s Powell says the end of balance sheet drawdown process may be nearingOctober 16, 2025

    According to Bloomberg. As far as China is concerned, America started it. Earlier this week, US Treasury Secretary Scott Bessent…

  3. Stone on Fed’s Powell says the end of balance sheet drawdown process may be nearingOctober 16, 2025

    Agh. Should have known. On the bright side, Morgan Stanley is the underwriter.

  4. Ben on Fed’s Powell says the end of balance sheet drawdown process may be nearingOctober 16, 2025

    Picked up some at some at 4. Thanks for the tip!

  5. Stone on Fed’s Powell says the end of balance sheet drawdown process may be nearingOctober 16, 2025

    Congrats to all those who are long SLI

  6. Stone on A reader asks about the government shutdownOctober 16, 2025

    Since we know where the lost sheep of the House of Israel, the remnants of the northern tribes, migrated, judgment…

  7. Stone on Fed’s Powell says the end of balance sheet drawdown process may be nearingOctober 16, 2025

    The only real data that came out this morning indicate nothing positive. Philadelphia Fed Manufacturing Index (Oct) Act: -12.8 Cons:…

  8. Stone on Fed’s Powell says the end of balance sheet drawdown process may be nearingOctober 16, 2025

    China spoke of “mutual respect” and “peaceful coexistence,” but Scott Bessent described a very different encounter when a top Chinese…

  9. Andrei on A reader asks about the government shutdownOctober 15, 2025

    Agreed. WWIII is baked into the cake and we will have to eat it.

  10. Freek on A reader asks about the government shutdownOctober 15, 2025

    “By hook or by crook, there will be war. Because the debt is too high, the people are “too many”…

  11. Ken on Fed’s Powell says the end of balance sheet drawdown process may be nearingOctober 15, 2025

    Interesting program name.

  12. Stone on Fed’s Powell says the end of balance sheet drawdown process may be nearingOctober 15, 2025

    Just bought a couple hundred shares of ASPI at $12.55 in pre-market. Will buy more if price falls, especially below…

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