The Bond Market is SCREAMING and You Better Pay Attention

本站收录: 2026-05-22

[00:00:01]Most people are not aware of the three things that are happening now, let alone one of them. And in today's video, I'll break it all down right here. You came here for the truth, so let me unveil that for you. You see the news every single day. What is it? It's going on the Strait of Hormuz. The next day, it's the bond market. The next day, it's what's happening with some politician.

[00:00:25]And every day, it's impossible to keep up. But I'm going to show you the very basics. Number one, the Federal Reserve.

[00:00:34]We can look back all the way to 1913, or we could just skip to the present. Let's get to it. You have to understand what they're doing right now is printing $40 billion every single month. When you do that, what happens to the currency? It devalues. As a result, things go up.

[00:00:51]Food goes up in price. Energy goes up in price. Look at your electricity prices.

[00:00:55]Look at all of the services that you pay for. They're up. And so we know as a result of this, what is going to happen in the next year, in the next two years?

[00:01:06]Take a guess. The theme of the day is inflation. Now, take that and put it back for a second. Look at what's happening with AI. You can see this as a very good example. JPMorgan's AI push sparks fears of mass job losses on Wall Street. There will be all different types of jobs. And I think we will be hiring more AI people and fewer bankers in certain categories, and it will make them more productive. There are some people right now that are going to benefit greatly from what's happening.

[00:01:42]Why is that? Because they're able to utilize this, and they say, "Look, we're going to give that guy some of this AI power, and he's going to have to be five times more productive." That's the deal.

[00:01:56]You can keep your job, but you got to increase your productivity. How do you increase productivity? You can give be given more tools. If you're a farmer and you're out there with a rake, you're not going to get much done if you got a plant a whole field. But if you give you a John Deere tractor, suddenly you can do a lot. That is the tool. You still need the person behind it, but now they suddenly expect you to do a whole field instead of just a little garden. Do you see the difference? That's what's going on, not just with JP Morgan and Jamie Dimon.

[00:02:34]Jamie Dimon, okay? Not there. You can see for yourself that they are doing this everywhere.

[00:02:43]I I've seen so many companies, particularly in the tech industry. Why?

[00:02:47]Because now they don't need to type squiggly bracket, make sure you indent.

[00:02:52]Was that four spaces or five spaces? No, none of that. That's gone. That is literally gone. And what that means is anything that comes up on your screen can be automated, can be multiplied, can be improved. And this is something that just did not exist before. What about all these auditors? What about, you know, they they bring security companies in and they say, "You're a consultant. Tell us what we need to fix." And they go in there and they spend some time and they spend weeks and they spend months and they charge 100,000 to these big companies to 100,000. They say, "We need to keep your systems in check because you're a financial company and you have a lot of security here and the holes there are going to get busted open. So, we'll make sure we take care of that."

[00:03:44]Well, now you have Claude Mythos that's better than all of that.

[00:03:51]And it's going to be available to the public very soon. Already the companies, I think Firefox used it and others, they implemented it and immediately they find security flaws and they fix those security flaws. What does that do to those industries?

[00:04:08]Well, what this does for you and I, because that's what really matters, is that it lowers the cost at which we can do certain actions. We can't lay bricks.

[00:04:20]We can't do stuff with our hands yet.

[00:04:23]They'll get to that.

[00:04:25]But if it exists on a computer screen, it can be dialed in and automated.

[00:04:30]And for you the individual, go back to theme one. What did I say? Inflation.

[00:04:37]Let me show you. Groceries just had the biggest price hike in years and it's about to get even worse.

[00:04:43]How is this possible? How is this possible during this time when we don't have Remember what they were using during 2020? Oh, we have the supply chain problem. So, it's going to affect you. It's going to increase Oh, you're experiencing inflation? Blame Blame the supply chain. Supply chain. Supply Just over and over again. You heard that, but now here it is. It's about to get even more expensive. They're going to use excuses. They're going to say it's something that's going on the other side of the country. Oh, it's because of that politician. And they will never point fingers at what is actually going on.

[00:05:19]The real deal. All right? Yes, you can look at other prices and stuff. You already know that. Coffee's going up. My goodness, my espresso is going to cost more money.

[00:05:30]But it's this. It's the balance sheet.

[00:05:33]It's the interest rates. The Federal Reserve actions.

[00:05:37]We're coming full circle. 1913. Yeah, they've been doing this for a long time and they've been devaluing the currency.

[00:05:44]Battle to shrink the Federal Reserve's balance sheet has begun.

[00:05:50]Oh my goodness.

[00:05:52]Can you believe it? Look at this.

[00:05:54]Decreasing the balance sheet and then what happened?

[00:05:57]Oh no, we got to print money.

[00:05:59]Over $40 a month. Look at this come down.

[00:06:05]And what they are talking about is Kevin Warsh. There's a new boss in town. Oh, that's right. And what he said is yeah, we're going to have to decrease that balance. So we've got ways to do it.

[00:06:17]But of course, they're not going to be able to do it. He did point out when Congress was grilling him, they basically said, uh you know what? Um Well, you know, what are you going to do? He He made the you know, 2008 we made a mistake, 2020 we made a mistake, we should not have expanded the balance sheet. Now, I agree with that. I know you watching at home, you agree with that, too.

[00:06:42]But there's just a problem here when they say they're going to do something and then, you know, they don't actually do it.

[00:06:49]That's the problem. And so, I'm not just here to point fingers.

[00:06:55]It means that inflation is here to stay.

[00:06:59]They're telling us out there that things are going to get a lot cheaper, deflation is coming. I'll believe it when I see it. Until then, inflation is the name of the game.

[00:07:09]We have a bond market that is getting out of control.

[00:07:15]The bond market is screaming inflation is here to stay. It's screaming that there is a systemic problem.

[00:07:24]And you cannot shake that off by some politician, some suit and tie that says, "Don't worry, everything's going to be okay." The bond market doesn't give a you know what.

[00:07:37]The dangerous brew that's rattling the bond market, the The of debt, inflation, and populism Why they threw that in there?

[00:07:44]Has changed the interest rate landscape since 2020. This article was a written by ChatGPT, who knows.

[00:07:52]Uh but the point here is the the yields are rising and that happens when when things are getting scary.

[00:08:01]When things are looking worse, bond yields start to rise. When there's a worry that inflation is coming, bond yields rise. And that's what's happening now. And yet interest rates have come down, right? We're we're, you know, not high, not low, but they've come down and the bond market's like no. We don't care.

[00:08:22]So, what you have to do for yourself, this is a thesis lab within the moneygps.com.

[00:08:29]And um what I suggest people do is they develop their own thesis lab for, you know, if you don't have access to the moneygps.

[00:08:40]But when you go into your own thesis, you develop a thesis.

[00:08:46]This is one I just pulled up right now.

[00:08:48]But you have to start to analyze who stands to gain, qui bono.

[00:08:55]All right? And this was built around Ray.

[00:09:01]Ray, if you're watching, we always ask this question, qui bono, who stands to gain? And this is it.

[00:09:08]So, you have to figure out what is your thesis? Inflation is here to stay. If that's your thesis, who's going to win?

[00:09:19]Are there government contracts around that, that companies that will benefit from this? And what are the insiders doing?

[00:09:28]What are the congress people doing as a result of this thing, this thesis? I just put here, AI stocks are in bubble, but will still outperform even if the broad market corrects. So, that's my thesis.

[00:09:43]And there are companies, contracts, government contracts, and Congress trades directly involved in this thesis. You could do the same thing. You don't need the thesis lab.

[00:09:55]You could do that on your own, but in this case here, the thesis um is basically saying that there's bubbling valuations, and it goes on prioritizing AI for military dominance, national infrastructure makes the government push behind it a very attractive thing.

[00:10:17]Interesting. Just like uranium when I talked about in 2020, it's kind of the same deal.

[00:10:23]And that links directly with this. So, I'll get into it with the Finance Friday crew.

[00:10:27]Um Trump admin takes equity stake in IBM and other quantum computing companies.

[00:10:34]This is not the first one. They've done this multiple times. In the case of Intel, which I brought up to the Finance Friday crew when it happened, it has mult- the stock has multiplied manyfold.

[00:10:47]Since I brought it, I said, "Hey, government's behind it."

[00:10:50]So, you know, you do what you want with that. Anyway.

[00:10:57]So, that's what we are seeing today.

[00:11:00]For the people who I said yesterday want to get in on the Finance Friday, probably as you're watch- watching this like today, Friday, May 22nd, 9:00 p.m.

[00:11:10]Eastern time.

[00:11:11]There's um if if you want to get in on that session, for the people, I tried to reply to you in the comments. If you haven't replied to me, david@themoneygps, you say Janet Yellen, and you come on in the Friday session, okay?

[00:11:28]Um so, I will uh see you there. Make sure you reply to that, otherwise I can't give you the link. Uh so, please do.

[00:11:38]What can you as an individual do? Take action on this what I've said today.

[00:11:43]Inflation is here to stay. Don't wait for some magical thing to go on. The bond market's screaming it. The Federal Reserve has all these trillions. Every central bank around the world has pumped in cash left, right, and center, and grocery prices, electricity prices, everything they're all rising. They've all risen, and yet they're rising more.

[00:12:03]And so, you if you knew that was the game, if you knew that was like you had this it's already in a book, and you could flip to the last page, and you could see that, well, then what would you do?

[00:12:16]And go from there and reverse engineer.

[00:12:19]I know what I'm doing.

[00:12:21]I know what I'm doing, and I've been working every day at it.

[00:12:25]And then I come to make these videos to show you just a little tidbit of what I've done.

[00:12:31]And I have so much more that I'm working on. I've been building all kinds of stuff. All You have no idea. If you've seen the Money GPS, it'll make your head spin. Okay?

[00:12:43]The things that are in here are unavailable elsewhere.

[00:12:47]Like just this feature, I just love this.

[00:12:51]But, when we look at these things within in here, this gives you a taste of what I've been up to.

[00:13:01]And you could see this for yourself when I look you know, deeply at this, we start to think what exactly is going on?

[00:13:12]What exactly is this all about? Well, there are so many developments that are happening today, we cannot keep up. But, we have to do our best.

[00:13:24]Inflation is here to stay. The bond market's screaming it.

[00:13:28]Look at what's going on with the jobs.

[00:13:30]Writing's on the wall. Let's get smart.

[00:13:33]Let's get serious. If you have a business or a skill, you have to monetize it, and you have to multiply yourself. You have to create something that is scalable, and you have to do something that simply cannot be automated away in the next 6 months, year, 24 months, whatever the case is.

[00:13:53]Do not sit idle.

[00:13:55]If you need my assistance, if you are a business owner, if you have a skill, reach out to me. I can help, or just do your own thing.

[00:14:03]Don't sit idle.

[00:14:05]I I really want you to not be a sitting duck here. That That's my message to you. If you appreciate this video, hit that thumbs up button.

[00:14:13]When you hit that, when you comment down below, you're supporting this channel, and I'll try to make as many videos as I can with the best, the latest, and greatest. I'll see you in the next one.

[00:14:24]Take care.