#krisonomics by Ektrit Kris

TWITTER THREAD HERE Thanks to Tom again for these supply chains links. The content is the best explanation why supply chains keep breaking down and there is absolutely no chance of subsiding inflation (meaning fixing supply chains) until 2035 the earliest. 1/ thread Incora’s bankruptcy sends a warning signal to aerospace supply chains. Supply chain and caught between supplier and customers supply chains. And the financial squeeze. https://supplychaindive.com/news/incoras-bankruptcy-aerospace-supply-chains/652433/ Incora has 7000 suppliers and 8400 customers. From 2020-2023 two problems occurred: 1) Delivery time doubled from 9 to 18 months from 50% of goods. 2) Higher price inputs from rise of prices of raw materials, which they couldn't pass on to customers as they have long term contracts. 2/ Okay, now SCALE IT UP folks, SCALE IT UP. There are 334 million businesses globally. To repeat: There are 334 million businesses globally. 3/ Almost all of them are having the exact same pro...

LINK TO TWITTER THREAD HERE DEBT CEILING okay, here's how DC works. thread 1/ We are talking about the largest empire in the history of the world, the United States of America. Such empires don't function on "last minute deals". Everything is decided upon on consensus way in advance. 2/ DC politics, is 95% performance acting, and 5% Consensus Politics behind closed doors. In 2011, McConnell and Biden had made the deal weeks in advance, but the Performance Show went to the last minutes, even causing S&P to drop USA from Triple A to AA+ rating. 3/ But, and that is a beautiful 'but' which is related to the current situation as well. S&P dropping USA to AA+ caused a de facto Technical Default in Shadow Banking. You ought to understand the entire financial game is in shadow banking. 4/ This is a short and sweet easy explanation of Technical Default, not to be confused with Financial Default. Financial Default is when payment of interest is not made. Self ev...

 After the news UBS taking over CS with guarantees from the Swiss National Bank, now we have Federal Reserve providing Currency Swaps to US ally central banks . What have we seen thus far? We have seen shareholders and bondholders being wiped out, but deposits needed for payrolls, meaning to run the REAL SUPPLY CHAINS, have been supported. The support is now NOT at 0%, the support for payrolls to keep supply chains going is at an onerous 4.75% interest to be paid to the Fed. THIS IS A GREAT THING, AND IT IS EXACTLY WHAT THE FEDERAL RESERVE WAS ESTABLISHED FOR, TO PREVENT COLLAPSE OF SUPPLY CHAINS. THIS IS A GREAT THING, AND IT IS EXACTLY WHAT THE FEDERAL RESERVE WAS ESTABLISHED FOR, TO PREVENT COLLAPSE OF SUPPLY CHAINS. THIS IS A GREAT THING, AND IT IS EXACTLY WHAT THE FEDERAL RESERVE WAS ESTABLISHED FOR, TO PREVENT COLLAPSE OF SUPPLY CHAINS. Few have noticed, but Pakistan, which had been disobeying US for quite some time already, has an immense shortage of dollars, to the point ...

 Thurje në twitter, këtu. Republika Jugosllave e Kosovës  Edhe ish UÇK kanë përqafuar Republikën Jugosllave të Kosovës.  Tani ta themi drejt, UÇK nuk ka qenë ndonjë forcë e madhe, shumë më pak se 1% e meshkujve të aftë për luftë, të cilët i stërviti Sigurimi i Enver Hoxhës, me urdhër të Ramiz Alisë 1/ Në përgjithësi shqiptarët e KS NUK luftuan. Ishte Ramiz Alia, pastaj CIA që i stërviti dhe i bashkoi, madje kundër dëshirës së tyre.  Por, këta pak, kanë luftuar. Por, edhe ata që luftuan, tanimë NUK duan bashkim kombëtar. 2/ Edhe ish UÇK po i puthin bythën serbëve që të bashkëjetojnë, refuzojnë hapur bashkimin kombëtar. Edhe Thaçi adoptoi Rugovizmin, ta themi troç, por u pendua më vonë. Ramushi po se po, është bërë Rugovist i thekur.  3/ Rugovizmi tani është se facto platformë kosovare, jo shqiptare, e adoptuar nga 100% e politikës së Prishtinës dhe ndoshta nga 99% e gjithë shqiptarëve në KS.  Në mënyrë subkoshiente 99% e shqiptarëve të KS janë ende jugosllav...

  TWITTER THREAD HERE INTEREST RATES BOOST PRODUCTION Look at the graph of US interest rates. Can you spot the most prosperous and productive period of history since the 70s? 1/ The most productive period in US history post WW2 was when rates were 20%, US kept thriving when rates were kept above 5%. But why? Why do high rates spur production? 2/ Simple, folks. You DO NOT have to borrow money to start a business. To reiterate, YOU DO NOT HAVE TO BORROW MONEY TO START A BUSINESS, when rates are above 5% permanently. 3/ Why? Because medium level rates, 5-8% make it impossible for the financialization of commodities. Commodities would be used ONLY for productive deeds, not as money in shadow banking rehypothetication. 5/ Cheap commodities and cheap energy makes makes possible to boost an economy WITHOUT DEBT. Let me reiterate: Cheap commodities and cheap energy makes makes possible to boost an economy WITHOUT DEBT. 6/ Let me reiterate: Cheap commodities and cheap energy makes makes pos...

USD VS BARTER      The idea that the world has no choice but to use USD because their trade would decline and collapse, is self evidently NONSENSE as the world has chosen already to have their trade decline and collapse by gradually using Barter, just NOT to use USD. The age of getting SOMETHING (goods and services) for NOTHING (digital dollars on computers) is over. World is going BARTER, whatever the cost, including self destruction. Nobody fear US anymore, as Washington DC is in cold civil war mode, while Janet Yellen sabotages Jerome Powell. TWITTER THREAD HERE  -  FROM USD TO BARTER I am saying that the world is trying to replace USD with BARTER. This is self evident. They are declaring it, everybody is declaring it. 1/ Am I saying that they will succeed at the very end? NO, THEY WILL FAIL. What I am saying that SAYING AND TRYING is more than enough to break supply chains, which is happening. 2/ Seeing that the world is shifting from SAYING TO TRYING, Washi...