Every Sunday morning I send out three thoughts.

Sometimes these thoughts are on the economy, life, or hard assets.

If they’re helpful or hopeful to you, that’s great… Sometimes it just comes down to reality. That’s what I’m interested in…

So, here we go.

Here are three Sunday morning thoughts for you:

1. Want to know who runs the world? Here’s a hint…

Last quarter Blackrock pulled in $221 Billion in client cash.

That brings total added assets over the past 12 months to $2.4 Trillion.

And that… brings their total assets under management to $11.5 Trillion.

You might think that total includes massive amounts of client cash, but it does not.

It includes infrastructure like data centers, resources, and investment in energy production like nuclear facilities, solar, and wind.

The backbone our technological future requires.

Now the firm wants to dip their toes into private credit.

That means they want to loan to struggling businesses. Businesses that rely on credit to remain going concerns.

The more they own, the more clout they have in the backrooms of decision makers everywhere.

Whether that means politicians, bankers, or businesses owners.

Power is no beggar.

It’s not bias either.
 

2. The Mises Institute released a new documentary entitled: ‘Playing With Fire: Money, Banking, and the Federal Reserve.’ This is information everyone needs to know so “society” can develop a new story about money.

When I wrote to you yesterday, I wrote about “technological progress” and the need for a new money story.

A new money story based on a unified mythology, values and purpose, which are told through stories.

I think, I might be wrong…

But, I believe that in order for that new story to develop, “society” needs to admit the truth.

Every person needs to understand what governments and the elite have done to our money.

The Mises Institutes’ new documentary does just that.

You can look it up on Youtube and Rumble…

Or wait till tomorrow.

It will be in Monday’s Top Ten Videos.

3. Where are we in the psychology of the market cycle? Madness, that’s where.

Market psychology cycles are an important aspect to watch.

Especially if you want to predict the ups and downs of the market.

Take a look:

The feeling I get when looking at the S&P 500 is the feeling of complacency, but…

That’s me.

I think there’s another category here.

Far beyond euphoria, or thrill, or optimism…

We are in disillusionment.

For example…

Investors sold the most amount of T-Bills in history this week.
 

Yet, the dollar index is on the way up.

And the S&P is still hitting all-time highs…

This is disillusionment.

But, you tell me.

Maybe you see something different.

Where are we in the psychology of the market cycle?

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