Comments by "Frostie-Flake" (@PlanetFrosty) on "Eurodollar University" channel.

  1. The pure joy declaring doom is upon us! Jeff is in the hog heaven of doomsaying!😂
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  2. Jeff is the downer you need to get yourself even be more fearful and depressed.😱
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  3. Has Eurodollar University become the Dollar Store Eurodollar University with this spring sale like Target?đŸ€”
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  4. What you seem to be forgetting is that China is a Ponzi Economy with an internal currency(RMB) and the international currency Yuan trade. The banks, like India, are largely just extensions of the PBOC making it NOT APPLES TO APPLES in terms of function.
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  5. Klick Bait Eurodollar University
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  6. Chinese debt to GDP with hidden debt is potentially as high as 600%
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  7. C’mon EuroDollar U has a sale because people are poorer and you need a sale like WALMART!😂 It’s ok, it’s what you clearly tell us! Eurodollar Discount University has a nice ring to it in these hard times😱
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  8.  @vincentczz  đŸ€Ąbuy yourself a side show and take it on the road
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  9. Great presentation!
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  10. The real PRC deficit is closing in on $100T with real GDP only $5.3T not $18T
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  11. China’s Bond Defaults have been dramatically escalating for 4 years. Ol’ Bond King missed the details as Belt and Road failure depleted PRC’s FX reserves. The real Ponzi Scheme In Communist China. The Fed has guaranteed the collapse of PRC and Russia. Now Europe holds a huge amount of PRC bonds. Blackstone big China exposure. Blackrock has massive default exposure in China and Europe as well as other locations with $3-4 Trillion of their funds under management. WHAT YOU GUYS GET WRONG IS TECHNOLOGY TRENDS bringing innovation deflationary money. You miss the innovation that’s happening at small and medium organizations as new innovation deconstructs the big tech giants behind innovation curve favoring decentralization. This includes technological decentralization of the Global monetary system. Radical changes due to technology from integrated circuit level to network decentralization will force a radical change. The speed of innovation and settlement of funds changes everything.
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  12. China’s dark money market and secondary hidden debt is massive. The AR “chop” transfer is a tradition which puts hypothecation up to $10B. Belt and Road has chewed up a lot of dollars and is hidden. This is obscure debt and a mess as he destroys his enemies “white glove” held assets that make it worse. Xi has destroyed the economy that was fake based on massive debt.
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  13. Residential real estate is poised for a 40% hair cut in the next two to three years. This based on over a 100 years of data.
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  14. Saudi’s plan has failed and Russia has killed even its own demand as its economy sinks like a rock. China’s pollution index should be dropping as well as production declines. We’re set up for a linked collapse of both Russia and China.
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  15. China’s real GDP validated from internal documents, satellite data and other sources. @Lei’s Real Talk research puts China’s actual GDP at $5.3 Trillion not $18T. China is flat broke!
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  16. Part of the West Coast container price drop is union strike fears on West Coast and change in shipping patterns to East Coast that is up. You’re over estimating the drop on pacific coast, but trade is declining, just not as much as you assume.
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  17. I would agree, but without infrastructure and vast corruption it’s a bad place to do business! Still structural nightmare exists in doing business in India. I’m rooting for India, but Modia didn’t make the right moves.
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  18.  @raesmart3305  China didn’t bail out the USA EVER! They were part of the great China Wall Street Ponzi Scheme where CCP insiders made billions plus their buddies while useless infrastructure projects failed to produce value.
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  19.  @zeusfriends  Yep on Wall Street Great China Ponzi Scheme Money
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  20.  @raesmart3305  wow, you don’t understand the Eurodollar system on which nearly on viable trade runs
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  21. If I were to look at the inflation chasing red herring rates. What I see are flaws in your thinking in key areas: 1. Over all reallocation of production and non bank capital to support small and medium size enterprises. 2. Introduction of “stable” coin inflation adjusted in dollar denominated values. There is much more on this global change of equity movement.
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  22. With this industrial metal disguised as a store of value materials science is producing better substitutes to gold used in a number of industrial applications. The perception of Gold as price of dollar derivative fails to understand the value fundamental of industrial use which undermines the base price of Gold. Technology development in US economy is now the other leg of currency value. This leg up in technology takes down value of gold 1/3 to 1/2.
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  23. Shelter prices are up because the crime and negative impact of Boarder Queen Harris failure has created disasters police departments and cities are covering so School and municipal bonds don’t completely collapse! I see this in my area of multi million dollar homes. CRE is real trouble as signs on Apartments offering free first month and move in deals in mid to upper scale units! Small towns and cities in Colorado are now suing the State and Denver for pushing illegals over their way!
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  24. Do we believe the Chinese numbers? China’s real debt to GDP is near 600% when hidden debt considered. Not just 280% admitted.
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  25. You seem to not understand China’s theft of US Credit for Belt and Road as well as other growth programs through world bank and IMF which ends up clearing back to US in a China collapse. It’s far worse than you think. Not a “5” but more like a “15” as the communist fake economy collapses as they always do.
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  26. Analysis of Chinese internal documents, satellite data and more demonstrate real GDP is only $5.3 Trillion not $18T.
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  27. Jeff & Steve—the reality is that inevitable collapse of China. China’s real GDP is only $5.3 Trillion not $18T. China is in massive deflation. Keep in mind, the US is still the cleanest shirt in the dirty laundry. China’s collapse is nearly a destruction of $53 Trillion in assets as Xi Jinping turns full communist making the mess driving all of this. Blackstone is DOA with commercial Chinese property and bond defaults have been going on for 4 years or more. China has hooked Saudis into their mess and they’re compromised with other Middle Eastern countries dipping their bills into PRC disaster. Saudis are in deep stuff. Russia and China are about to collapse which is what markets are telling us. Hang on!
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  28. China collapse imminent
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  29. You miss the micro issues Labour has made much worse
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  30. Non linearity may also mean your predictions are also non sequential with China, Russia and dictator war mongering being the biggest problem you ignore. This could produce unpredictable results in response to threat matrix and new economic adjustments to mitigate or eliminate threats.
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  31. Xi Jinping may no longer be in control.
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  32. Communism and State Owned Industries always work great! What are you talking about? Great highly efficient SOEs will pull China out! All that extra cash in CCP big dog pockets pay no attention to it!Common prosperity will be had by all!
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  33. Waiting for Gadot
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  34. Do both you guys have cats in your pants? Are cats wiggling around scratching you or dead? Dueling techno issues are being missed by your generalist view, in my opinion. We may be looking at business leadership change which is disruptive. New entrants will come in to wipe out over inflated prices.
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  35. Collapse of Saudi and UAE spending is a real indicator as foolish spending has drained sovereign wealth funds putting Middle East in trouble as Russia is collapsed, China $110 Trillion dollar local debt and bond defaults building.
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  36. Sounds like a China problem, or at least began there. NYC evaluation has been bad for decades.
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  37. @EurodollarUniversity Jeff, the “China problem” was always going to end here. Mass CCP subsidies of various industries to capture share was ALWAYS A PONZI SCHEME enable by US Investment. This was always going to be the end state of China’s politcal corrupt model detached from true capitol markets.
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  38. The CCP typically lies about its GDP and so on. @Lei’s Real Talk did financial analysis of PRC. REAL CHINA GDP is actually $5.3 Trillion not $18T. Their debt to GDP is thus 360%-450% or possible PBOC hidden debt pushes towards 1000%. CHINA IS FLAT BROKE!
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  39. You’re assigning real market forces to China which is nothing more than a giant Ponzi Scheme that’s collapsing and will ultimately benefit North America. EU bought too much of the China lie and is paying the price. India can succeed if the can fix vast corruption and backwardness of years of failed socialism.
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  40. There are two „s one is the internal carnival money and other is international trade „ because the PBOC is not a real Central Bank it’s not even a good Ponzi Scheme!
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  41. ChatGPT solved the problem for J Powell! Nothing to see here. No need for Eurodollar U we just have ChatGPT work it out. You’re out of work, Jeff!
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  42. Communist hybrid system fails again just like EU subsidized and now again we see communism and socialist policy doesn’t work.
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  43. University of Chicago and US based Chinese Analysts put real PRC GDP at $5.8 Trillion or somewhat less never exceeding $9.2 Trillion or maybe slightly more based on real factors from Chinese language documents. It’s always been a giant CCP giant Ponzi Scheme. Keep in mind another manipulated market due for correction is OPEC+ due for disaster built on totalitarian vanity projects not unlike China in part of its membership.
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  44. You’re missing the decoupling of totalitarian regimes from global economic system. The collapsing of Russia and China is changing the narrative in new ways. Control was a function of the model of totalitarian control.
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  45. They’re admitting they don’t know đŸ’© from shinola!
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  46. @Eurodollar University - Jeff, deflation is not entirely the result of economic factors, but innovation expectations and actual innovation. Yes, I have a family office and with deep our Chinese(Mandarin speakers) analysis shows real Chinese GDP is only $5.3 Trillion not $18T. The China Ponzi Scheme is about to collapse so hold on to your hat!
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  47. @Eurodollar University the reality is China “REAL” debt to GDP is 600% not the CCP admitted just under 280%. The rise in Fed Rates means China’s massive dollar denominated debt is draining the CCP. Xi Jinping drained FX reserves to pay bills for failed Belt and Road. China’s February was “much better” year over year. That doesn’t reflect the real CCP economy and WS copium still being peddled.
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  48. @Eurodollar University Jeff you missed major technological changes and UNREST IN SAUDI ARABIA, as a spill over from Iran. SAUDIS ARE ON THE EDGE OF DEMOCRATIC REVOLUTION! You entirely miss these developments which are more likely to come within 18 Charts and farts get you a room with a fog of incoherent numbers telling you something. OPEC is now DOA and new arrangements developing and relationships developing. Long term for oil outlook with nuclear power expansion is grim except in very precise areas. With collapse of Saudi under revolution and in Iran expect to see drastic change. CHINA IS BROKE! My Family Office tracks China and has two academic economists as consultants now report real Chinese Debt to GDP is now well over 1000%. People are starving in China. Our Chinese associates are providing the detail from inside China. IMF data is wonky and all over the place. Mass unemployment in China.
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  49. You’re missing the trend in that the “normal” Eurodollar system is dead. This is because of cryptocurrency complete shift to non-banking via digital services like social media and cellular infrastructure. TradFi is dying!
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  50.  @vincentczz Obviously, you’re just have zero understanding of economic process and get everything from You Tube yappers
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  51.  @vincentczz  watch and learn uninformed one as PRC đŸ”„
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  52. You’re not discussing the bankruptcy of multiple local areas of China. The PBOC is running out of capacity and euro dollars to deal with trade.
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  53. Excellent point! I’ve been talking to people about this lunatic thinking as well. Multipolar is the new talking point the arrogant ass Peter Zeihan preaches as he pontificates. He does have some reasonable conclusions, but he doesn’t understand innovation and a change in “globalism” that is “edge focused” in both innovation and global relationships enabled by the new converged communication Infrastructure. The mistrust of government which leads to more person to person and small business to individuals in other countries. This is enabled by technology and protection of performance of purchase of Lightning Network. The edge structure of Lightning and Stable-coins(dollars) function quicker and bring finality of settlement more quickly and without millions of people, but we have to improve some functions technically in infrastructure to realize this for all.
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  54. You’re miss substantial structural differences between PRC banking system that still hybrid communist. SOEs are still and issue with vast numbers of unpaid workers.
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  55. You realize that the RMB is the internal “carnival money” used inside Chine and „ is external trade money and there is another factor in manipulation Chinese people’s purchasing power or ability to move money out of PRC for any purpose. It’s not a typical central bank system in China, but a giant Ponzi Scheme that’s collapsing. Copper sales and other commodities are shifting as are manufacturing. India too runs risks with odd ball system that is vulnerable and hampered its growth for decades.
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  56. China is largely DOA in the near future. Xi Jinping’s bailouts through SOEs set the stage for collapse of productivity and economic capability.
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  57. China has ALWAYS been Wall Street and CCP working together in the world’s largest Ponzi Scheme. The Big scam is on! Or is it collapsing in on itself?
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  58. China is a giant Ponzi Scheme. Gordon Chang wrote about its mass debt Ponzi promoted by local governments and real estate bubbles. Floods in China destroyed any chance of China turning around, but its been largely a scam with subsidized exports.
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  59. China’s FX position is desperate and it is estimated they have less than $800M. Steven VanMeter’s assessment of Russia and China’s designs on the RC position of $. Is full 😅of holes like Swiss cheese. Man you haven’t been following China’s “dark money markets!” You’re SOL, but the trade surplus doesn’t tell the story! China’s admitted debt to GDP is 200%, but likely really 600% or worse. China’s “private or hidden” dark gold counted by them turned out to be blocks of copper gold plated. China’s corruption and dark commodity trade is enormous.
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  60. What we are seeing is deconstruction of over financialization of business. Large entities, like Google, Microsoft etc are crumbling from their very structure. The oligarchies are going through decoupling from the economy and will rot away. The Fed is being challenged by innovation in exchange of value. The individual and small business will rise while corporates are deconstructed. Ukraine is an example of the rise of human self organization in the face of adversity from bigger rivals. It mirrors change in human population that is both more individualistic, but also more self organizing. Innovation and invention in technology is bringing on these trends as well as government growth and ineffectiveness reaching the breaking point. You can see this in pop music coming from SE Asia, Russians(now mostly elsewhere) in parts of South America and Youth in India SoKo and more. It’s not in corporate numbers. They’re doomed and tied to collapsing Fed efforts. No, certain technological trends are irreversible as totalitarians and big government days are numbered. This is a cataclysmic shift in society that embraces freedom, fairness and self determination. Jeff, your numbers don’t tell this story.
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  61. You guys are missing COMMUNISM and the GREAT CHINA PONZI SCHEME which are different animals. We’ve pretended they’re part of our global system and Wall Street has created the Ponzi with the CCP. This the GREAT TOTALITARIAN COLLAPSE!
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  62. Industrial use of gold drives its value and new materials science emerging likely this year could reduce its value in many areas 1/3-1/2. Gold could go down sharply.
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  63.  @NavyNews2day  I’m glad you’ll have a golden mic to trade for dog food! It’s a shinny yellow rock. Industrial use is its fundamental value. All assets boil down to usefulness not keeping it in a vault. Perception of gold’s value is a very fragile thing.
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  64.  @callmebill  Humm, and in 18 months to 2 years as materials science replaces gold in industrial applications what will it be worth? Maybe a little less or a little longer, but this is not a new phenomenon in nature of the value of materials because it’s a material world.
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  65. Innovation in production, innovation and better productivity through technology drive prices down. Neither Eurodollar Jeff or Feaky Fiat Fed adequately accommodate for this apparently deflationary prices moves unrelated to stand deflationary assumptions. Impact of fast moving technology is simply ignored by Jeff and Fed.
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  66. I’m so glad you expose the “Petrodollar” myth. Bunko Bitcoiners, as opposed “educated” bitcoiners, are peddling dollar doom. The Gold Goofs are no better. My business is communication infrastructure including making Lightning secure infrastructure and trading infrastructure so exchange can be economical global settlement access.
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  67. Duh, India making friends with Rusky as it collapsed into obscurity and China collapsed was foolish bet — The end of Great China Ponzi Scheme! India never fixed corruption or its own issues of infrastructure to build a real economy. The great scam China was always going to collapse. Youthful demographics is THE ONLY THING GOING FOR IT! Sorry, Man you don’t get great China scam! Doing biz in India is still a nightmare!
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