Thursday, March 24, 2022

The Destination of the Handbasket



promoted video from the BlackRock investment group delivers a single point amid a multitude of points that may help clarify exactly where this handbasket is heading.

Notice, the key phrase right at the beginning of this promotional video, “many prize experiences above possessions.”  Compare that statement to, “you will own nothing and be happy.”  Notice the similarity?


BlackRock and the ever-mysterious Vanguard are the largest financial institutions in the world, with investment assets under management that far exceed the GDP of every country.  They are, quite frankly, the vault behind the World Economic Forum, and combined they hold sway in almost everything that happens in the geopolitical world.

As we look at the speed of our increasingly changing world, it is important to remember two key phrases CTH often repeats. First, ‘there are trillions at stake’, and second, ‘everything that happens is about the economics.’

If we stand back and look at the activity, not the expressed ideological framework, but the actual reality of what BlackRock is doing – amid a world where they are purchasing physical assets at an astonishing rate – something does become clearer.

While BlackRock is espousing a world where people “prize experiences above possessions”, and they position themselves as an investment group to finance and profit from that worldview, at the same time BlackRock itself is purchasing physical assets (lots of real estate) for themselves.

Stand back and look at the biggest of the big pictures.

A Build Back Better society, or “great reset”, is factually underway as triggered by the gateway of SARS-CoV-2 and the massive spending by western nations to subsidize the lockdowns, shut-downs, economic closures and forced unemployment.

Global inflation is being driven not only by the American spending spree, but also by the massive government spending programs of the EU, U.K, New Zealand, Australia, Canada and many western nations.

The bills for those subsidies and bailouts are due.  The labor of the citizens is going to have to pay those bills, while simultaneously we deal with inflation and massive debt balances on all nations’ balance sheets.

Into this mix comes the very real possibility of a declining U.S. trade dollar, as a result of geopolitical conflict between the west and Russia, China, Iran and OPEC in the geography of Ukraine.   The financial sanctions by NATO and western allies have factually created a rift in currency exchange valuations.

As the proverbial west hammers those sanctions even harder and more deliberately, what they are doing is creating a stronger and greater likelihood that the dollar will be removed as the global trade currency, and we will enter a phase where two sets of nations exist:

One set of nations will run their economy on oil, gas and fossil fuels.  The other set of nations will be focused on running their economic engine on the premise of sustainability, or renewable energy.

The sanctions toward Russia actually help to drive this chasm even wider.

To me, this looks entirely purposeful – done by specific intent and design.

Two world groupings.  One group, oil-based energy (traditional) – let’s label them the RED GROUP; and one group GREEN energy (the build back better plan).  It is not accidental these two groups hold similar internal geopolitical views and perspectives.

♦ The important part to see is… there are going to be two sets of nations with two structurally different economies. A red group and a green group.

These two groups are going to end up in competition with each other.  It is as inevitable as sunrise, if you can see this cleaving I am talking about.

Now, think about the economic system of trade that exists between the Red and Green groups.  There has to be a way for them to exchange value if they are going to purchase from and sell to each other.

Additionally, and this is *key*, the Red group is going to have a strong strategic advantage in production costs.  The Red group is going to be using oil, coal and gas (fossil fuels), which are abundant, cheap and the infrastructure is already in place.

The Green group is going to be at a strong disadvantage, at least for a generation or two, as the costs associated with the production of goods and systems is going to be much more expensive to operate, as the transition into Build Back Better sustainable or renewable energy takes place.

In the macro view, stuff from the Red group is going to be cheap.  The exact same stuff from the Green group is going to be more expensive.

If you are still with me, hopefully, you can see how this is all coming together.

♦ The western debt incurred during COVID-19 is a problem.  However, this debt diminishes with inflation.  A $20 trillion debt is not as big a problem when bread costs $100/loaf and people are earning $50,000 a month.   The Green group is entering into this position.  In this position, the BlackRock approach of physical ownership of real estate and physical stuff is way more important than holding money or dollars which will immediately lose value.  Physical ownership of stuff is important.

♦ It is likely, based on the economic alignment, the Green group will be forced to assemble under one currency (set of financial valuations), and the Red group will then assemble under their own currency (set of financial valuations).  My hunch is the western group (green) will use a digital currency.

Once both sets of currencies are established, then trade between the Red group and Green group can be determined based on a central valuation done by, say, The World Bank.   In the Red group, a 20″ tire is worth 100 red bucks.  In the Green group, a 20″ tire is worth 150 digital green bucks.  Two vaults and two exchanges.

In order for all of this to come together, the population needs to be shifted in their perspective of money and material value.   That takes us back to where this conversation started: “owning nothing and being happy” is akin to “prizing experiences over possessions.”

The Western (green) financial mega-system operators are going to own the physical assets, and the people will live under that ownership.  In the Red group, that system -essentially- already exists.