As it turns to world financial liquidity debris?


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Please excuse me for not posting regularly. The basic explanation is that I do try improve the service and I’m delayed by the server admin. Me believes come with the actual improvement which in reality become just small step forward. The last think I will expect was sabotage but it is over now all working again and the web site is no longer visible for intruders.

This is as what we are calling Silent Recession and Silence Crisis!

Michael Howell Predicts Continued Surge in Global Liquidity;

Michael Howell is the founder and CEO of Crossborder Capital, a London-based FCA registered, independent research and investment company with over $1 billion assets under management. He observed that the draining of the Reverse Repo (RRP) facility and the Bank Term Funding Program (BTFP) contributed significantly to the rise in Fed liquidity last year. He anticipates that central bank liquidity will continue to unlock, especially once the RRP is fully drained, and suggested that the BTFP could even be renewed as concluded “The return of quantitative easing Stock to be boosted by increasing levels of global liquidity in markets” At first glans it seems like Michael replace his knowledge with believes that there is a deep pocket of liquidity on the world and each government upon these needs can reach for it whenever they do like.

Well, this dilutional idea is contradicted by The Conservation of Matter During Physical and Chemical Changes … matter is never created or destroyed, it cycles through our world as changing just the substance and liquidity in financial world exactly are restricted by the very same principals of the Mother Nature Law. No atoms are destroyed or created … The same amount of matter (finances) exists before and after the change—none is created or destroyed as we call it in money world “balance the books”.  IT is and just changing the substance as moving from one account to the other account. This concept refers to transactions recorded in financial statements that reflect their economic substance rather than merely their legal form.

Either in or at some point I have got to Michael Howell statement that the central banks can only sell bonds on the market, then I want to make clear that any issuances of new gov Bond be limited to the number of liquidity available for Primary Dealers. Bank of England in that matter has LSO as Liquidity Support operation with DWF, ILTR and CTRF however the Primary Dealers will not use this dilutional help because the growth machine is no longer working due to Government misperceptions of the genuine reality. While UK economy is not that sensitive to short term interest rate … the Banks as Primary Dealers who trade gov gilts and Bonds are … as they depend on market available liquidity which be measure on depositors as expenses divided by revenue from long term gilts and bonds investment multiplied by fix rates deriving from mortgages. Since the mentioned above gov does drive the real estate out of affordability zone the growth machine simply slow down and does not make any more any UK productivity as growth. UK depend on deficit just to balance the books. 

BoE has no choice any way … because Primary Dealers are out of liquidity */* as such tie to capital gains in long term Gilts and Bonds … Andrew Bailey may raise the YOKER and kill the debt headroom Rishi Sunak or other Gov does created on inflation. … with simple outcome as Gov collapse.

The other way is to raise liquidity for Primary Dealers be … to keep 5.25% interest rates and prolong Gov agony either way they do decide to go with it … it will make earning contraction upon consumption market liquidity needed by primary dealers the way we do observe M1 supply contraction upon reinvested existing gilts and bonds on maturity dates. To keep up with Primary Dealers demand in liquidity … depositors as well as market will be required to sell equities and or assets and that means not just recession but stagflation with works forces on layoffs.

Investors should therefore expect a continuing tail wind from global liquidity instead of last year’s severe headwinds. This should prove good for stocks, but less positive for bond investors. As BoE is no in any circumstances intention to lower the interest rates causing BoE enormous as colossal expenses of gilts and bond issued thereafter the interest rates hikes.

Off course there be many solutions to apply … but not for the governments all over the world … because these leading political organization are created from educated fools described by Moliere

For example, I will prove for you one of such as Ukrainian’s war efforts and supplies.While all Ukrainian Nation put these lives on knife-edge Ukrainian Government playing politics carelessly to national needs. In the image to the left expressing UA GDP by IMF and for the last two years we do observe contraction in the GDP since the war started in Ukraine February 2022 and then miraculously reverse its course to 3,2% 2024. As a matter of facts and off course all world or a specially UA Gov and IMF want to coverup this event as an event-issue pretending that the 1.5 trillion USD printed mostly on UA Army members loans that allowed for Ukraine to recover simply never took place.

Well; Please do see the few images as emails exchanged with UA gov. (click on each one of them to be readable 1-7) as I do contact the UA government and offer them quick financial recovery. While at first it was over this ability to perceive such reality finally, they do catchup with the concept. They do respond to me on Telegraph Ukraine web channel so you do read only my part.

I do show for them two YouTube clips as how the western civilization economy does work and as what Japan has done on the past and that took place in June 2022 but they still do not get it till August (see the July 30th 2022 email) as when they finally begin to follow the idea. Till October 2022 they as UA indeed print on loans 1,5 trillion USD circa and they do invest some portion of it in world Bond. (US Bond just 20 bn USD)

Then some wise guy come up with better idea and at this point turn all efforts to restore Ukraine to ashes. I will show for you as how Sergii Marchenko became the head of World Bank and IMF board member. In 2020 He Sergii Marchenko was appointed as World Bank, Ex-Officio Member of the Board of Governors. In other words, a representative of the member country without particular intention. Then on 2022 thereafter printing the mentioned above 1.5 trillion USD World Bank as well as IMF call Sergii Marchenko for duty and allowed for him to be distorted emotionally upon description made by Moliere “A learned fool is more fool then ignorant fool” As upon such distortion IMF and World Bank did favors for the Devil Russian President Putin and converted all the liquidity printed by Ukrainian’s 1,5 trillion USD which shall be exchanged for necessary weapons and ammunition trough the … and each individual country GDP upon NATO 2% investment in these defense system to ashes by loans outside of GDP upon International Monetary Fund's (IMF) Extended Fund Facility where Ukraine become beneficiary, the World Bank the Trustee and G7 nations mainly the holders of the loan as funds.

Off course, I-we can blame Sergii Marchenko for this misfortune even finger him as traitor, but it is up to President Zelenskyy to conduct proper investigation to determine his misfortune as misconduct. All I have done as a matter of facts point on some of the real occurrences in these circumstances.

You see; If UA Finance Minister Sergii Marchenko or anyone on his behalf will continue the Telegram Ukraine web channel communications or even better arrange live contact, I will provide for them the opinion as how such bond investments shall be made. In other words, or for example they shall contact JPMorgan Chase in UK Barkley’s etc. then in Europe ... invest these 1.5 tn USD in banks bond holdings ...  supply these 1.5 trillion USD liquidity for world market and upon what collateral these banks will provide specified loans and call for meeting either Pentagon or other Military organization or ammunition to equipment producers within the mentioned above G7 etc. countries. These bankers will present for them real cash for these stockpile inventory that can be renewed upon NATO investment and it will be the military organization of each individual country to convenience these political governments to approve such scenario. Each government already has the bond investment so there be more then contend to deal on military basis. All that operation be done through national GDP and boost the country economy. But for some and unknown reason to me Ukraine went through IMF and destroy all idea as how to supply and defend Ukraine.

Based on these circumstances of the issues let assume that it is a coincident that Sergii Marchenko was appointed in 2023 as Chairman of World Bank what means WB President and IMF Board Member. But as soon as you do realize that all 1.5 trillion USD has been allocated outside of each country GDP as waisted because the DEBT got higher and no fund were created to repay it upon growth machine speak itself.

Now, you hearing from US Congress ... claiming; Quote;

Mike Rogers Chair of the House Armed Services Committee who is an American lawyer and politician serving as the U.S. representative for Alabama's 3rd congressional district

“United States in a new and fat in new and fatal ways and I fear Putin will use a victory in Ukraine as a springboard to invade Eastern Europe we can't let that happen we must restore American deterrence it starts with this Administration finally articulating a winning strategy since the start of the war President Biden's Ukraine policy has been plagued by hesitation every major weapon system the United States has provided from Stingers to Abrams to attacks only came after serious Congressional pressure and it usually arrived months late and in insufficient numbers the president's hand ringing has only prolonged the war and driven up cost in terms of dollars and lives meanwhile the US sanctions have failed to make much of a dent in Putin's War Machine the president's use uh the President should use the billions Frozen in Russian assets to support Ukraine and he should arm Ukraine at the speed of relevance but in order for that to happen Congress needs to pass the National Security Supplemental if the United States is unable to send additional weapons to Ukraine Putin will win and I would remind my colleagues that nearly all the money we're spending to arm Ukraine doesn't leave this country it goes directly to us companies and American workers to produce more weapons at a faster Pace this funding is revitalizing our defense industrial base after Decades of atrophy it's exactly what we need to do to prepare”

Member of the U.S. House of Representatives from Florida's 7th district Cory Mills who is an American businessman, defense contractor, and politician who is a member of the United States House of Representatives for Florida's 7th congressional district since 2023. Committee on Armed Services - Subcommittee on Intelligence and Special Operations

“discussions with Ukraine was that our concern when we were at war in Iraq I do not know sir I was not in the US government at that time I was cause I was actually deployed to that war as well as for the additional seven years in Iraq three years in Afghanistan Kosovo Pakistan North Somalia blown up twice in ' 06 all to do what to play interventionism it's played neocon … neolib ideas that we don't understand the evolution of warfare is beyond kinetics and now into the ideas of resource economic supply chain and non-kinetic influence operations that have been not only vastly more successful but also safer and not costly to the American people you know next year at 34 plus trillion dollars we're going to spend more in interest payments than the entire budget for our National Defense annually we need to start thinking about three priorities for a change America Americans and American interest and if we're talking about building coalitions for allies then we need to be putting the pressure that President Trump put on our NATO allies to say you need to be paying 2% of your GDP which we agree now needs to be even more than that when you're looking at Russia's increase to 6% but instead we're continuing to play politics let's bring this vote to the floor even though it's not a bill which has all the necessary things and hasn't addressed the corruption hasn't addressed the failure for 100% audit on Ukraine funding hasn't addressed what does success look like for Ukraine and this idea that whatever happens in Ukraine is somehow going to happen”

So, for some or many of you it may become justified as what is the current opinion in this article.

The Lamestream Media pile on that issue as well;” Without further U.S. military aid to Kyiv, Russia will soon surpass Ukraine by a factor of ten in the number of artillery shells fired daily, U.S. Army Gen. Christopher Cavoli told House Armed Services Committee on April 10.” “Ukraine may lose the war against Russia if the U.S. Congress does not pass a bill on aid to Ukraine, President Volodymyr Zelenskyy said, CNN reported.

I can restore the entire fund for Ukraine 1.5 trillion USD or if necessary, double it. So, I have contact Sergii Marchenko trough established email contact, and imagine what he simply decides to block me on his tweeter account ... as inform me that an and his decision has been made.

What basically means that he Sergii Marchenko does not care for Ukraine.

But Albert Einstein said; the law of mathematic refer to reality but is uncertain. So, if you want to be certain you must admit that, Jeremy Hunt is wrong:

Based on the above I can ensure all of you that if UK of GB want to get out of this quagmire, we have to get rid of these two-bunco-artists as Rishi Sunak and Jeremy Hunt out of the Downing Street.

We can afford 18% pay raise for trade Unions no question about it, we also can afford to provide for the UK Defense department more than £50bn this year, either some of you come out with strong believe that we can’t afford it. The question rather be for how long we can afford it. In that case you have to consider all world as debt crisis, and do not forget that, Nicholas Lyons Lord Mayor of the City of London do all he can do to help for UK Economy and country by leading as much as 14 trillion funds ready to build UK of GB. And yes, we can make long term strategic direction to reinforce global position for London.

The seldom solution is very simple as convert the current debt to liquidity. Let the liquidity to boost the market upon growth restoration in GDP, with elimination of the bust part in the boost and bust circle. So, get Ben Wallace in the PM office we sit-down and talk.

By Peter von Roggenhausen April 18 2024

Ps. I’m very sorry for the slow action on posting the news; The reason as usually if the fund. We so far did not receive any single penny or red cents in donation. This means that our expenses are covered from the fund we have and loan we have obtain. I have heard some rumors about the donation you have made to US but I can ensure you that such never get to US. So, since we do not accept rumors if you have made any donation ask your band as where it get to? Because we have not received it. Or you can send to US a copy of the donation and we will trace it on your behalf.

Oh. Well, as the people saying “Money talks” … so if we had had the necessary fund, you will have the right information at the right time.