Comments by "Frederick Miles" (@frederickmiles8815) on "Recession for (Almost) Everyone! || Peter Zeihan" video.

  1. Love your analysis but you still dont get where money comes or repo markets in general. Ukraine / gov spending going ham at all levels (to pay for student loan forgiveness, muni bonds sold to pay for migrant boondoggles, Israel, Ukraine war, etc) is all about pumping (selling) tbills that are used to buoy money market funds to keep repo markets stable (as that is the current collateral underpinning our fuggazi markets). Everything else is theater and side show - reverse repo is draining, bank lending facility is sunsetting and when curve reverts those money market funds sink and everyone runs to long bond (security) as market crashes.
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