Geopolitics & Empire Cognitive Dissidents: Ping Pong Politics, Sovereign Debt Rattle, & The Donald & Elon Show
Jun 8, 2025
Dive into the precarious dynamics of sovereign debt and the looming bond market collapse. Discover the critique of Trump's image amidst growing surveillance concerns tied to tech giants like Palantir. Explore the 'ping pong politics' phenomenon, revealing how public dissent shapes political outcomes. Delve into the implications of climate challenges on agriculture and the skepticism surrounding technocratic solutions. Finally, discuss the murky motivations behind humanitarian interventions in conflict regions like Gaza and the ever-changing landscape of geopolitics.
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US Sovereign Debt Market Collapse
- The US sovereign debt market is showing signs of a collapse due to rapidly rising yields and falling bond prices.
- This undermines the financial system's foundation and risks triggering insolvencies in banks and pension funds.
Financial System Insolvency Risk
- The financial system is insolvent due to these bond losses but avoids immediate collapse by holding unrealized losses.
- Realization of losses, such as forced bond sales, would trigger banking failures similar to the 1929 crisis.
High Yield vs Secured Creditors
- Monica Perez shares experience as a high yield banker explaining how secured creditors like JP Morgan get full repayment.
- High yield debt carries higher risk and often loses out, hence the high interest rates demanded.
