{"id":260976,"date":"2025-05-28T03:38:33","date_gmt":"2025-05-28T03:38:33","guid":{"rendered":"https:\/\/peraltafinancing.com\/activist\/a-dying-man-will-try-any-medicine\/"},"modified":"2025-05-28T03:38:33","modified_gmt":"2025-05-28T03:38:33","slug":"a-dying-man-will-try-any-medicine","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=260976","title":{"rendered":"A Dying Man Will Try Any Medicine"},"content":{"rendered":" \r\n
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Boy, oh boy are things\u2026 um\u2026 interesting. I almost miss the days of green-haired teenage girls with hairy armpits gluing themselves to the road to make the weather better.<\/p>\n\n\n\n

Now we have craziness at the international trade level. At its core, it\u2019s all politics.<\/p>\n\n\n\n

The now dead George Carlin had a skit where he told us why he doesn\u2019t vote. To quote:<\/p>

<\/a><\/div><\/div>\n\n\n\n
\n

\u201cI don\u2019t vote. Two reasons I don\u2019t vote. First of all, it\u2019s meaningless. This country was bought and sold and paid for a long time ago. The isht they shuffle around every four years\u2026 doesn\u2019t mean a f* thing.<\/p>\n\n\n\n

And secondly, I don\u2019t vote because I believe if you vote, you have no right to complain. If you vote, and you elect dishonest incompetent people and they get into office and screw everything up, well\u2026 you are responsible for what they have done.\u201d<\/p>\n<\/blockquote>\n\n\n\n

We\u2019ve had some conversations with clients who are questioning their own voting after the trade war kicked off. The problem with taking a position for or against any politician is that probability is not in our favour. We\u2019re bound to be disappointed because the vast majority of these podium donuts aren\u2019t there for our benefit. Sure, some of the things they may espouse are to our benefit, but then others aren\u2019t. What to do?<\/p>\n\n\n\n

Well, I think it\u2019s best not to get caught up in the mental gymnastics of it all and simply keep reviewing the actions and data and then making decisions for ourselves accordingly.<\/p>\n\n\n\n

As far as the tariffs go, at first glance they make no sense. The orange man said they are \u201creciprocal,\u201d but any idiot with two thumbs and an interwebs connection can quickly do the math and determine this is hogwash. What they are is quite simple \u2014 they are based on\u00a0other countries\u2019 trade surplus with the US<\/strong>.<\/p>\n\n\n\n

The supposition around \u201creciprocal\u201d came unglued as soon as they tried to figure out why on God\u2019s green earth there were tariffs on an uninhabited island that has only penguins. Wait\u2026 what!? Anyone then following their nose saw that the narrative fell apart faster than logic at a climate change gathering.<\/p>\n\n\n\n

What this amounts to is an attempt to restructure creditors. It\u2019s what you do in bankruptcy. Trump appears now to be bringing his experience in chapter 11 proceedings onto the global stage.<\/p>\n\n\n\n

This is a big deal!\u00a0From where we sit, there are four big forces through history that drive everything<\/strong>, all of these are interconnected and in many instances causal to each other:<\/p>\n\n\n\n

    \n
  1. The monetary and credit cycle where nations get into a sovereign debt problem, which needs to be dealt with.<\/li>\n\n\n\n
  2. Domestic conflict, typically beginning as political disagreement, but where disagreement isn\u2019t resolved by discourse.<\/li>\n\n\n\n
  3. A rising power challenging the existing power and causing international conflict.<\/li>\n\n\n\n
  4. Technological changes that assist in disrupting the status quo.<\/li>\n<\/ol>\n\n\n\n

    So the first changes the monetary order. The second changes the political order. And the third changes the international order, while the fourth assists in ushering it in.<\/p>\n\n\n\n

    How does this all play out?<\/p>\n\n\n\n

    Well, let\u2019s start with what we\u2019ve been watching recently. No, not the Chinese laughing at bringing manufacturing back to the US\u2026<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Confucius philosophy says:<\/p>\n\n\n\n

    \n

    \u201cIf you want to govern a country, you must first govern your family. If you want to govern your family, you must first govern yourself.\u201d<\/p>\n<\/blockquote>\n\n\n\n

    The issue here isn\u2019t about \u201cfair trade.\u201d It is about survival, though. Former Greek finance minister Yanis Varoufakis dropped some hard truths about the real reason behind the US- China trade war.<\/p>\n\n\n\n

      \n
    1. The US doesn\u2019t fear China because of \u201ccheap labor\u201d or \u201cIP theft.\u201d What it truly fears is China\u2019s capacity to undermine the US-led global financial order \u2014 the very system that allows America to print dollars and buy the world.<\/li>\n\n\n\n
    2. Wall Street\u2019s aging financial architecture is losing its grip. It can\u2019t control crypto flows. It can\u2019t keep up with new financial ecosystems. China \u2014 with its digital yuan, vast industrial base, and rising global influence \u2014 is the first real threat to this system.<\/li>\n\n\n\n
    3. Trump\u2019s \u201creciprocal tariffs\u201d were never about balancing trade. They were a desperate attempt to slow down China\u2019s rise and protect the dollar system from collapse. Because if China succeeds, the US loses its magic weapon: monetary dominance. See point 2 above.<\/li>\n\n\n\n
    4. Today, Trump is laser-focused on America\u2019s financial core with the Treasury bond market (America\u2019s lifeline) and the stock market (America\u2019s wallet). Both are fragile. And any external pressure could trigger a chain reaction.<\/li>\n\n\n\n
    5. The US is now panicking over who\u2019s selling off US Treasuries. China? Japan? Others? Trump reportedly wants to punish any surplus country that dumps Treasuries \u2014 with tariffs, of course. This is not about trade. It\u2019s about a dying empire trying to stop the bleeding.<\/li>\n\n\n\n
    6. In short, America is no longer confident in its own financial fortress. And China is no longer playing by the old rules. This isn\u2019t just a trade war \u2014 it\u2019s a war for the future of global finance.<\/li>\n<\/ol>\n\n\n\n

      Further to this point, the famous Ben Rickert (for those who\u2019ve watched The Big Short) highlighted this issue:<\/p>\n\n\n\n

      \n

      \u201cFor the first time ever, China\u2019s CIPS (Cross-Border Interbank Payment System) surpassed SWIFT in single-day transaction volume. A red banner flashed across Bank of China\u2019s HQ at 1:30AM on April 16, 2025.<\/p>\n\n\n\n

      CIPS processed a jaw-dropping \u00a512.8 trillion RMB in just one day\u2014roughly $1.76 trillion USD. That volume, if verified, overtakes the greenback-dominated SWIFT system in sheer daily cross-border throughput.<\/p>\n\n\n\n

      No fireworks, no Western headlines. Just one quiet early morning in Beijing where the dollar\u2019s crown slipped. The world\u2019s financial plumbing just got a reroute\u2014through China.\u201d<\/p>\n<\/blockquote>\n\n\n\n

      This of course is known to those who DON\u2019T rely solely on Western propaganda media.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      Now, consider the US bond market.<\/p>\n\n\n\n

      The problem is that the US can\u2019t just do what Milei is doing. The debt is too large, and because US treasuries are embedded in the very fabric of global financial markets, paying down that debt has ramifications that Milei simply doesn\u2019t have to contend with.<\/p>\n\n\n\n

      To highlight the issue: consider that the most significant effort to cut government spending (DOGE) is set to yield $50 billion in annual savings. Awesome\u2026 until you realise that this is on the back of a $7.5 trillion budget. They haven\u2019t even managed to cut 0.75% of spending. Furthermore, the US has to borrow over 10% of GDP annually to keep the lights on.<\/p>\n\n\n\n

      Now they\u2019re weaponizing the dollar and trade in a desperate attempt to \u201cMake America Great Again.\u201d The rest of the world is preparing.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      Something else\u2026<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      Gold has a long way to go. That being said, it is looking a bit frothy right now, so if you\u2019re the sort that will freak out if you see a decent pullback in a bull market (20-30%), you may want to check yourself on going \u201call in\u201d here. On the other hand, it\u2019s a bull market, and if \u2014 like us \u2014 your timeframe runs into the years, then you\u2019re simply ensuring your allocation is adequate and leaving the rest to the market gods.<\/p>\n\n\n\n

      The old adage is worth considering \u2014 never sell a bull market and never buy a bear market. Bonds are in a bear market\u2026 and gold is in a bull market.<\/p>\n\n\n\n

      Editor\u2019s Note: We are living through a rare and pivotal moment in financial history \u2014 a time when the old order is unraveling, and a new one is being born. The geopolitical chessboard is shifting, trade is being weaponized, and the dollar\u2019s dominance is quietly being challenged in real time. This isn\u2019t business as usual. It\u2019s a systemic clash.<\/p>\n\n\n\n

      If you\u2019re trying to make sense of how to invest amid collapsing narratives, geopolitical chaos, and the breakdown of the global financial order, this is the moment to dig deeper.<\/p>\n\n\n\n

      Download our exclusive special report:<\/strong><\/p>\n\n\n\n

      Clash of the Systems: Thoughts on Investing at a Unique Point in Time<\/strong><\/a><\/p>\n\n\n\n

      Inside, we explore the key dynamics reshaping the world order \u2014 and what it means for your capital.\u00a0Click here to get it now.<\/a><\/p>\n\n \n <\/div>\r\n
      \r\n","protected":false},"excerpt":{"rendered":"

      Boy, oh boy are things\u2026 um\u2026 interesting. I almost miss the days of green-haired teenage girls with hairy armpits gluing themselves to the road to make the weather better. Now we have craziness at the international trade level. At its core, it\u2019s all politics. The now dead George Carlin had a skit where he told […]<\/p>\n","protected":false},"author":1,"featured_media":260977,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12022],"tags":[6519,385,14944],"dealstore":[],"offerexpiration":[],"class_list":["post-260976","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-activist","tag-dying","tag-man","tag-medicine"],"yoast_head":"\nA Dying Man Will Try Any Medicine - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=260976\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"A Dying Man Will Try Any Medicine - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Boy, oh boy are things\u2026 um\u2026 interesting. 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The now dead George Carlin had a skit where he told […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/fivemor.com\/?p=260976\" \/>\n<meta property=\"og:site_name\" content=\"Som2ny Network\" \/>\n<meta property=\"article:published_time\" content=\"2025-05-28T03:38:33+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/05\/Activist-Website-Images-1-10.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1080\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/fivemor.com\/?p=260976#article\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/?p=260976\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371\"},\"headline\":\"A Dying Man Will Try Any Medicine\",\"datePublished\":\"2025-05-28T03:38:33+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=260976\"},\"wordCount\":1380,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/fivemor.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=260976#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/05\/Activist-Website-Images-1-10.jpg\",\"keywords\":[\"Dying\",\"Man\",\"medicine\"],\"articleSection\":[\"Activist\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/fivemor.com\/?p=260976#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/fivemor.com\/?p=260976\",\"url\":\"https:\/\/fivemor.com\/?p=260976\",\"name\":\"A Dying Man Will Try Any Medicine - 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