23 Comments

ya know, I dont know what Tom is talking about half the time. This was true when I would listen to him talk and Alex Krainer made what Tom was saying comprehensible.

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Luongo acolyte Phil Gibson has a summary post already:

https://qpol.substack.com/p/same-old-song-and-dance-of-ponzi

I'm sure Tom himself will have a long-form writeup on the bank failures soon enough.

Meanwhile, Mathew Crawford is already into part 2 of his take:

https://roundingtheearth.substack.com/p/why-would-silicon-valley-be-ground-e24

I'm not sure he's even aware of Luongo, and his theories don't quite overlap, but conspiracy finance is his wheelhouse, and it makes for an interesting comparison.

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Tx. Will check the links.

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I liked Gibson, on to Crawford.

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Mar 13, 2023
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I think you're right about the lack of a geopolitical perspective. He seems to see this happening in almost a vacuum.

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Thank you for this. Seeing the Fed seemingly go along with a Yellen-driven depositor bailout, I thought Powell had finally sold us out. Letting banks borrow against LT bonds at par just kicks the can down the road, but, I guess, Powell still sees that as capital attraction to AMERICAN LT debt, offshore interests be damned.

Knowing that, as a political reality, taxpayers were ultimately going to be on the hook, I much preferred the proposal I heard over the weekend about banks being able to capitalize their losses from current sales of their LT bonds to make depositors whole and receive special, favorable amortization rates for those particular losses over time to make up the difference. Seemed like a more-stable way of bailing out American banks that could survive long enough to reap that benefit, while reining in excess debt.

The path chosen seems more like the gasoline-and-a-match approach, but I'm going to trust the analysis of Luongo, as our Head Sneetch, that Powell is indeed playing all sides against each other as the "Fix-It-Up-Chappie."

BTW, Credit Suisse is, indeed, good and rightly screwed. Pricing on their credit default swaps just hit a record, double that of the '08-'09 meltdown:

https://www.zerohedge.com/markets/credit-suisse-cds-hits-record-high-silicon-valley-banking-crisis-spreads-europe

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Whatever a credit default swap is. Hope it bites them in their elite asses

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Basically, credit-default insurance sold by a financial institution for a fee or "spread" to a party looking to offlay default risk. HUGE derivatives market in them, estimated at over a QUADrillion of exposure worldwide. Credit Suisse has the greatest share of that exposure. They are toast.

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And the market is up. Swiss banks, local banks, guv'mint bankrupt and credit cards maxxed...what's to worry? If Powell doesn't cooperate, maybe the tooth fairy?

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All over my head but reading this calms me some. Also, FWIW I read that Harry and his Duchess had quite a bit of money at SVB. Hope they lose it all. Sorry but...I do 😆

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Quite over my head to. It is nice to have Mark translate it all for us. Making the incomprehensible ...understandable. more or less :-) As to the Harry and his Duchess... would not surprise me. SVB was quite woke. Now they will have something else to complain about .....

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That's enough of that, History Lass!

Harry and the escort are going to do a new round of interviews demanding that you stop paying attention to them and their finances!

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🤣🤣 Probably @Wolf! Pathetic

Wonder how the Duke and Duchess of Winsdor would have handled their exile had they had social media?

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I think this will help the smaller local banks. It may help the big Gangster Wall Street parasites for the short term but they are still sitting on the multi trillion durative bubble that in my guess the interest rates going up is making it almost impossible for them to paper over this time. I hope at the end of the day the Gangster Wall Street will finally be broken up and scattered into the wind they have worked against this country since it founding. Bring back the Hamilton American system it has worked every time it was tried.

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Bring back gold. I want to walk around with a pocket full of gold coins instead of credit cards

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Will make muggings and lost wallets more exciting. Also, making change with scales... watch out for plated tungsten!

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Mar 13, 2023
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But that card is still a digital product which can be switched on and off at the whim of the govt. The money is still not mine.

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Many common-sense solutions are technologically "very easy" and yet somehow always out of reach politically.

Not sure what the Federal Reserve would be without fractional reserve lending. But I'll join you in rooting for a gold-backed dollar, if that's what you're saying. Silver would be fine by me too.

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Don't get your hopes up. This is another bankster-engineered event. The whole Luongo Theory of Everything is just "our banksters" (Powell's Fed, big NY commercial banks) vs "their banksters" (Davos and European finance in general).

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Remember our bankers and the London bankers are joined at the hip maybe they think they could take out the rest of Europe and control the EU to bring back the empire. I think that is what the NY guys would like but I wonder if Powell is looking to do something different let's see

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It won't help smaller banks who are invested in collapsing assets. Many of them will be bought up cheap by the big guys... which will at least stabilize the overall situation without direct taxpayer intervention.

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I wish some of you guys had posted your thoughts! :) I am too old and too nervous and not high-finance literate, especially when banks are failing. So, get busy and help calm me down. Of course Mark Wauck is my go-to guy, but I like to see things confirmed. Thank you. :)

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I’m with you.

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