Berkshire is Buying What?

Berkshire is quietly buying one stock almost every single day. Nearly $600 million in just over two weeks. It's in the most hated corner of the market right now.  The stock is Lennar, one of America's biggest homebuilders. Since mid-September Berkshire bought about 7.5 million shares, almost all of it around $80.

 

The 2 Cycles of a Financial Extraction Heat Engine

Your whole idea of buying every dip through ETF and chill is a 13-year illusion. 100 years of S&P 500 real returns, split into regimes: – 1928-1948: 0.6% a year – 1949-1968: 12.7% – 1969-1984: 0.5% – 1985-1999: 15.1% – 2000-2012: -0.8% – 2013-2025: 11.8% Notice the rhythm. A golden era, then a dead one. Feast, famine, feast, famine. Not one regime in a century simply continued. The long-term average of 7% real that everyone plans with? Almost no generation actually experienced it. You got 12%, or you got zero. The average is a fiction made of two extremes. Everyone who started investing after 2009 has only known the feast. Buy the dip worked every single time. Not because it's a law. Because you happened to live inside the blue bar. But the current run is already as long and as rich as the two golden eras before it. And every one of them ended the same way: not with a warning, with a decade. Mean reversion doesn't announce itself. It just stops paying. The next 0.5% decade will feel impossible right up until it starts. It always has.

 

Debt within Debt within Debt

What are US Treasury bonds?    Let's follow the life cycle of 1000 USD.

  1. 1000 USD is borrowed into existence by some poor sap putting himself in hock to the debt based monetary system.  So that 1000 USD is ALREADY a bond and someone is ALREADY paying interest on it.  Let's call it what it is:  Slave Units.   ( Debt Slave Units )
  2. Government wants to spend 1 Trillion Debt Slave Units it does not have.  So it borrows by selling UST to the Federal Reserve or someone else who has enough aggregated enough Debt Slave Units.

So the diff here is

  • USD is essential notes on the debt slaves
  • UST is a recursive aggregation of the USD debt at amounts at which privately owned central banks are unwilling to risk with private citizens that can easily default on debt.

UST is the bigger sister matrioska doll of the USD.   Scams within scams within scams.  You have to keep them coming or people catch on.  

Trump trying to get ahead of a narrative Pre-blames economic crash on democrat take over of congress

Presidents have no power. Their function is 

  1. provide illusion of democracy
  2. distract
  3. 3-take the blame when the High Banking Command wants to do something really unpleasant.

You can see how nasty what they have planned is by how they are setting Trump up to be so eminently hate-able.   

First you liked him in 2016. Then they use him to undermine the only resistance they have in the logical / conservative right.   Then they use him to take the blame when they go on a looting binge again.

Replay of Hoover.  Hoover took the blame for the Great Depression but he was the engineered fall guy.  Most people have no historical perspective on Hoover.

The powers that be don't want you to know more about Hoover because once you know the history of Hoover you realize the game.  

Hoover was a mining stock swindler that supposedly was banned from the London stock market.  How bad do you have to be to be banned from that?  First think I think of when I think of the London stock exchange is swindlers.