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Eccles Building Panic Room
Joined March 2009
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Breaking News From the Eccles Building Panic Room (Updated Daily 7-7:30AM PST):
dollarcollapse.com/breaking-…
A dollar in big gold and silver miners buys more free cash flow than a dollar in big tech.
The article puts the yield gap at 3.6 percentage points. Price matters, even when Wall Street prefers a story.
dollarcollapse.com/miners-ou…
When does a French debt problem become a European one?
The article flags a France-Germany yield spread above 200 basis points as a warning line.
dollarcollapse.com/the-bond-…
To match one year of gold mine supply, about 3,300 tonnes, you’d need roughly 1,650 gigawatts of fusion heat.
Which works out to…
The same amount of gold tonnage as one year gold mine supply it would require 550 large nuclear power plants, or more heat than every nuclear reactor on Earth produces today.
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10.
Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.
Now, we’re building a fusion reactor in San Francisco to achieve record power density.
255% of GDP is the value of the US stock market, a record. The commodities-to-stocks reading has fallen to 25.8. Commodities are still exceptionally underpriced.
-45.1% is the total-return drawdown in long-term Treasury bonds. Government backing did not protect their market value.
dollarcollapse.com/
Does owning the buildings make an AI investment safer? The article puts Equinix 12% below its peak. For investors seeking infrastructure exposure, a landlord label is no substitute for checking tenant and financing risk.
Here's why the critical minerals financing push puts junior developers into a position worth watching, not blindly buying, but in focus.
dollarcollapse.com/first-jpm…
The US Treasury says gold doesn't matter to the dollar. Yet, their actions this year would say otherwise.
dollarcollapse.com/three-ste…
DollarCollapse.com retweeted
Nice one, @LawrenceLepard
From his excellent Q3 letter: drive.google.com/file/d/1vye…
The U.S. had 14,496 commercial banks in 1984. By 2025, it had 3,806. Why does each banking bust seem to leave the biggest players stronger?
dollarcollapse.com/why-capit…
DollarCollapse.com retweeted
God forbid the most successful people in society endorse the wrong candidate.
Inflation doesn't pay down debt.
It transfers the burden.
Washington's $40 trillion gets lighter by exactly the amount that lands on every paycheck, pension, and savings account in the country.
Bondholders get paid in full.
They just get paid in smaller dollars.
Gold has priced this in since Nixon.
Bitcoin since 2009.
In revolutionary France, each wave of paper money bought a shorter burst of optimism. More currency was not the same as more lasting wealth.
dollarcollapse.com/what-revo…
DollarCollapse.com retweeted
France is nearing a financial crisis. It's debt to GDP is now at 122%.
France has launched budget cuts, which are enraging the radical left protesters and migrants into burning schools and attacking teachers.
France’s debt pile is smaller than Greece’s, which was 143.5% of GDP, and Italy’s (138.9%). It’s also lower than the U.S.’s 122.6%. France, however, lacks the U.S. advantage of having the world’s reserve currency, which supports Washington’s ability to borrow.
DollarCollapse.com retweeted
6) Implied Allocation to Precious Metals
This four-year-old chart shows the implied global allocation to precious metals. I updated the current reading using publicly available figures.
2011 peak: 14.5%
Current global allocation: approximately 3.7%
USA allocation: only about 1.7%
Even after the recent strength, precious metals remain significantly under-owned, at only a fraction of 2011 peak.
ALT Implied Allocation to PMs