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Bill’s Commentary:
“This is significant and a step in the correct direction”
Trump Admin Floats Unfreezing Russian Assets In Big Move To Restart Talks
President Trump appears to be busy rolling back years of entrenched Ukraine policy. Starting last week he announced the controversial diesel deal with Putin, and this week Ukraine’s Zelensky is complaining that intelligence-sharing has been throttled, and possibly even cut off.
The possibility or even likelihood of this heading to another TACO moment aside, what’s next? New reporting in the Financial Times gives an idea. The United States has floated a proposal that European countries unfreeze some of Russia’s sovereign assets and deposit them in an entity controlled by Washington.
The FT report cites four people familiar with the matter, who describe that the idea was formally presented by envoys Steve Witkoff and Jared Kushner during a meeting of Western allies and Ukraine in Miami on Oct.10.
Bill’s Commentary:
“It’s all about credit”
Paul Tudor Jones says 2027 could be a really challenging year for the stock market
Legendary hedge fund manager Paul Tudor Jones told CNBC that next year could be a tough one for the stock market because of increased equity supply from big tech initial public offerings coming down the pipe as well as a potential reckoning from the ballooning U.S. fiscal deficit.
“2027 is going to be really, really challenging for the stock market,” Jones told “Squawk Box” on Tuesday. “You’ve probably got the most negative flow picture for the U.S. stock market that we’ve had, say, since 2002.”
The founder and chief investment officer of Tudor Investment said that corporate buybacks, along with mergers and acquisitions, have been a tail wind for the stock market for most of this four-year bull market as they decreased the equity supply.
Bill’s Commentary:
“Here is some math for you!”
The Most Detailed Explanation Ever Written for $93,683 Gold and $10,409 Silver
The Great American Shell Game: How Washington Plans to Magic Away $41 Trillion
Leave it to Washington to look at a soul-crushing $41 trillion national debt mountain and think: What this really needs is a clever marketing campaign and some crypto bros.
Hand it to the political class for dubbing their latest parlor trick the “GENIUS Act.” It takes real audacity to brand a glorified financial shell game as visionary statesmanship. The plan is simple, or so they would have you believe.
Step one: force payment stablecoin issuers to back their tokens 1:1 with short-term U.S. Treasuries (93 days or less). By buying back volatile long-term bonds and churning out short-term T-bills, the U.S. Treasury creates a captive, non-price-sensitive buyer out of the expanding multi-trillion-dollar digital asset market. Suddenly, global crypto rails become a self-funding engine for the federal deficit. All of us have seen how insane this is just as recently as the past 3 days when blown up data centers wiped out crypto holdings. Pretty strong argument to why gold and silver are not prone to same risk.
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Bill’s Commentary:
“Pay no attention to the man behind the curtain!”
Tokenization could unleash tens of billions of dollars in trapped capital, Nasdaq CEO says
Tokenization could free up tens of billions of dollars in capital tied up in assets used as collateral across the global financial system, Nasdaq CEO Adena Friedman said.
Tokenizing assets such as Treasurys, equities and money market funds, along with the flow of money, could make collateral more liquid, Friedman told CNBC’s Joanna Ossinger at the TOKEN2049 conference in Singapore.
“If you tokenize all those instruments along with the flow of money, then the collateral becomes very fluid,” Friedman said.
Bill’s Commentary:
“Our pal Brian checks in with a video of interest.”
Hi Bill,
An interesting video. The S&P calculation was off, so I have corrected that in my notes below.
FYI; BrianHow Many Big Macs Does One Ounce of Gold Buy?
- Big Mac Prices given in the video above, in Federal Reserve Debt Notes:
- in the year 2000 = $2.24
- in the year 2026 = $6.12
- This represents a loss in purchasing power of -63%.
- Another way to look at it, is you only get 37% of a single Big Mac with $2.24 today.
- Number of Big Macs purchased per ounce of Gold:
- in the year 2000 = 125
- in the year 2026 = 701 (+461%)
- Number of Big Macs purchased per ounce of Silver:
- in the year 2000 = 2.2
- in the year 2026 = 10.2 (+364%)
- Number of Big Macs purchased per the S&P500:
- in the year 2000 = 656
- in the year 2026 = 1,275 (+94%)
- S&P500 as of 10-13-2026 = 7,805.45. The video above uses a 2026 price for the S&P of 5801.76, which is significantly low, so I am using my own today price for this +94% calculation.
- Number of Big Macs purchased per Barrel of Oil:
- in the year 2000 = 13.4
- in the year 2026 = 15.4 (+15%)
The latest from USA Watchdog – (Also posted under Interviews)
Bill’s latest with Dr. Dave Janda (Also posted under Interviews)
- Big Mac Prices given in the video above, in Federal Reserve Debt Notes:
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Bill’s Commentary:
“The only thing The Constitution did not address was a national mental health illness…”
The latest from USA Watchdog –
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The latest from USA Watchdog –
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Bill’s Commentary:
“Hyperbole?”
Bill,
Looks like we’ve crossed the event horizon in U.S. and global debt.
When something gets sucked into the black hole, we know it takes only a fraction of a millisecond to reach the central singularity.
In my mind, we could go to sleep at night and wake up in the morning without a usable currency.
Wolfgang
GOLDMAN SACHS DROPS DOOMSDAY STATEMENT: U.S. BONDS HAVE NO BUYERS
Goldman Sachs just admitted the long end of U.S. Treasury market is “totally bidless.”
Translation: almost nobody wants the 10- to 30-year debt the U.S. is trying to sell.
No buyers. None. Zero.
https://x.com/SternDrewCrypto/status/2106044033634079186
The latest from USA Watchdog –
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Bill’s Commentary:
“Did he just tell you they were going to hyperinflate?”
Trump Says Inflation Will Pay Off The $40 Trillion Debt “Very Rapidly”
President Trump thinks ‘certain levels’ of inflation could take care of the $40 trillion national debt.
“You know, inflation. Certain levels of inflation will also pay off that debt very rapidly. Very rapidly,” he told TIME in an interview published Thursday, after the outlet pointed out has grown by about $11 trillion over his five years in office. In response, Trump first blamed Joe Biden, then the Fed, then hinted at a plan he wouldn’t share.
“I know I’m the best in the world,” Trump said. “The best – I don’t want to tell you what those means are, but you can pay off the debt through other means. But the one thing that you can do is pay it off through growth, and we’ve never had growth like this.”
“Re: Ummmm🤔🤔 hyperinflation ???”
Bill’s Commentary:
“I am taking a few days off. I ask, at what interest rate does The Great Unwind begin?”
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The latest from USA Watchdog –
Bill’s Commentary:
“WOW! Imagine the rules on a national level if he becomes President? As if the gov’t of California hasn’t proven themselves to be insane already !!!🙄🙄🙄”
California Passes New Law Requiring Booster Seat For Children Up To Age 16
California is putting teenagers as old as 15 through a state-mandated seat-belt fit test—and those who fail it will have to remain in a child restraint such as a booster seat.
The new rule takes effect January 1, 2027. It applies to children ages 8 through 15, meaning it reaches right up to a teenager’s 16th birthday.
The law stops short of ordering every 15-year-old into a booster. Teenagers who pass all five steps may use an adult belt, while those who miss even one step will need a child restraint.
The story exploded across social media Saturday as Californians compared Sacramento’s latest mandate with the state’s much larger public crises.
Bill’s Commentary:
“These are hedge funds, the treasuries will be sold as quickly as they were bought…”
Hedge funds hold a record share of the $30 trillion Treasury market. What could go wrong?
- Hedge funds held a record 7% of marketable Treasurys as of end-2025.
- Regulators warn high leverage and basis trades could amplify Treasury market turmoil.
- Hedge funds can boost Treasury market liquidity, but their growing role also risks creating financial instability.
Bill’s Commentary:
“On silver”
Silver’s Biggest Paradox: More Gold Exists Above Ground—and Silver Is Still Ignored
Silver is still cheap—obscenely, almost comically cheap—and the public is being trained to ignore it because that is what people do at turning points: they stare at the rear-view mirror and call it analysis.
Silver’s ridiculous discount
At roughly $65 or below, silver remains:
- 49% below its nominal all-time high of about $120.
- 72% below its CPI-adjusted 1980 high of roughly $217.
- 92% below an M2-money-supply-adjusted equivalent near $774.
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Bill’s Commentary:
“This is the real story from 30,000 feet.”
“Ghali called this the “most acute copper scarcity on record” and a “de-globalization endgame.” The industrial metal’s story is quickly shifting from an AI data center boom to a liquidity crisis, as free-floating copper inventories decline to unprecedented levels.”
“De-Globalization Endgame”: Deutsche Bank Warns Historic Copper Squeeze Could Ignite 50% Rally
London copper prices are near record highs at the start of the week, reinforcing the supercycle commodity bull-cycle thesis former Goldman Sachs commodities chief Jeff Currie outlined in August: “get long and buckle up.” The convergence of tight physical markets, currency debasement and policy intervention is creating conditions for a sustained repricing of scarce resources.
From refined petroleum products and rare earths to industrial metals and certain agricultural commodities, tightening physical markets underpin our “own the bottlenecks” theme.
Deutsche Bank’s head of metals research, Daniel Ghali, added urgency to that theme on Monday morning, warning that available copper inventories globally have fallen to “unprecedented lows.” As US and Chinese stockpiling squeezes supplies available elsewhere, Ghali sees copper rallying roughly 50% to $22,050 a ton by the second quarter of 2027.
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Bill’s Commentary:
“Please note on the chart below, every time the yield curve inverted since 1970 (with the exception of 2022) the economy moved into recession. The case can be made that 2022 was an outlier, because of the fiscal and monetary largesse used to counter COVID’s shutdown of the real economy. Or of course, the economic #w we received were pure fabrication? In any case, the current debt and debt service #s are horrific, an inverted yield curve at this point will uncover malinvestment everywhere. The rubber is about to meet the road!”
SURPRISE!
@RohitMishra2024
Commentary account
⚠️🚨THE NOSE JOB – Patent Exposes The Microneedle Swab Weapon‼️
They told you it was just a “swab.”
Patent US20130085472A1 MICRO NEEDLE NASAL DELIVERY DEVICE proves otherwise.
This was not cotton on a stick – it is a covert drug delivery system designed to pierce your nasal mucosa and dump its payload directly into your body.
Now ask yourself why Fauci and his Satanic cronies were OBSESSED with shoving something deep into EVERY citizen’s nose.
Why the endless drive thru PCR theaters on every corner? They were not testing you. They were prepping the delivery route.
The device looks exactly like a nasal swab. But hidden inside were micro needles. One swab, one puncture, straight to the cribriform plate just inches away from your brain.
Link; https://patents.google.com/patent/US20130085472A1/en
Bill’s Commentary:
“No one really cares yet… they will soon!”
This is why you might see 8% mortgage rates soon
Freddie Mac’s weekly national rate for a 30-year mortgage loan increased to 7.03% on Sept. 24 from 6.95% the previous week and 6.15% at the end of 2025.
Freddie Mac said on Thursday that the national average rate for a 30-year mortgage loan in the U.S. had risen to 7.03%. The 7% threshold is a psychological barrier – with good reason.
If you were to buy a home at the national median price of $429,100 for August (according to the National Association of Realtors) and put down the traditional 20%, or $85,820, you would borrow $343,250. If you financed that with a 30-year loan with an interest rate of 7.03%, your monthly principal and interest payment would be $2,290.57. And that wouldn’t include escrowed property taxes and insurance. And of course in many areas of the U.S., you would be hard-pressed to find a home at the national median price.
Bill’s Commentary:
“Idiots!”
RAF Fairford suspects released on bail, head of counter-terror police says
‘Some evacuees returning home’ but cordon remains
The BBC understands that some evacuees are returning to their homes.
Our reporter on the ground has been told by a farmer living nearby that local people are being allowed back to their houses.
On Sunday, 85 households close to the military base were advised to evacuate, and a leisure centre was made available for those unable to stay with family or friends.
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Bill’s Commentary:
“This all started in the 80’s with the saying “he who dies with the most toys wins”…”
United in debt: America has become a nation of fake rich people
The U.S. now functions as two distinct, fully realized nations occupying the same geographic coordinates. One exists in concrete and brick, where citizens drive 20-year-old sedans and buy generic eggs. The other exists within a six square-inch, forever-vibrating rectangle, where every third twenty-something is a lifestyle curator living a life built on reckless financial decisions.
A recent report by Empower, a major financial services company based in Colorado, found that 24 percent of Gen Zers experience intense pressure to display material wealth on social media, even as 41 percent of all Americans don’t consider themselves financially well-off. The math is simple, brutal and undeniable. Millions of broke people spend borrowed money to convince other broke people they live like oil barons.
Walk into a cafe in any major city on a Tuesday morning. The line stretches out the front door with men and women waiting to pay $7 for an oat milk latte. The transaction takes three seconds via a plastic card. The coffee is gone in ten minutes. The debt remains on the balance sheet for 30 days at a 28 percent annual percentage rate.
The latest from USA Watchdog –
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