Inflation Will Be Anything But Transitory
Blackbeard Research Report: Inflation will be Anything but Transitory
Palisades Gold Radio: Sep 18, 2021
Blackbeard brings us numerous long-term ratio charts that outline his thesis on inflation. He makes a compelling case for why inflation will not be transitory.
Inflation is always and everywhere since there is a finite amount of currency at any time competing for goods and services. These assets and services are always competing to capture part of the available currency.
The CPI is borderline fraudulent and doesn't properly consider input costs. Inflation is partially a result of volatility in these costs. Volatility in prices creates winners and losers depending on when people buy products and services.
Today, financial assets have captured too much of the currency in circulation. This capture creates shortages in capital for other parts of the economy like commodities and industry. He compares the PPI/CPI ratio over the last 100 years and notes that industrial costs are rapidly rising while consumer prices will need time to catch up.
People often don't recognize inflation until after it's happened. The academics on the Fed's board don't really understand how inflation works in practice. Inflation is a reduction in the expected future benefit of money.
People think their investments are going up but inflation will negatively be affecting their returns. Inflation is likely to be persistent and he argues that energy input costs are rising and will affect all commodities.
Rising energy costs should impact the cost of mining gold and put pressure on the gold price. Lastly, he examines several commodity futures charts and notes that there is potential for even higher copper prices.
The chart for steel is extremely dramatic and one would expect serious ramifications from this commodity alone. When you weigh the abundance of data in his presentation it's really hard to imagine an environment where inflation does not move considerably higher.
Tom notes, "It's likely gold and commodities turn to capture some of the excess currency supply. It's so clear that a rebalancing needs to happen and a reversion is very likely."
Good Evening Dinar Recaps,
Hormuz Reopened Under U.S. Navy Control: Global Energy and Trade Enter a New Phase
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Rob Cunningham: What if Humanity was Given a Genuine Choice?
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What if humanity were finally given a genuine choice?
Not Left vs Right
Not capitalism vs socialism
Not one central bank against another
Something far more fundamental
Coffee with MarkZ, joined by Bob Lock. 08/10/2026
MarkZ Disclaimer: Please consider everything on this call as my opinion. Be sure to consult a professional for any financial decisions
MZ: Iraq's cabinet, Iran, and Bob Lock joins us to take your questions on Trusts.
THE CONTENT IN THIS PODCAST IS FOR GENERAL & EDUCATIONAL PURPOSES ONLY&NOT INTENDED TO PROVIDE ANY PROFESSIONAL, FINANCIAL OR LEGAL ADVICE. PLEASE CONSIDER EVERYTHING DISCUSSED IN MARKZ’S OPINION ONLY
Good Afternoon Dinar Recaps,
Oil Shock Meets Fed Uncertainty: Markets Reprice Inflation, Debt and Risk
Renewed Strait of Hormuz tensions are pushing energy prices higher just as investors prepare for critical U.S. inflation data and reassess the Federal Reserve’s next move.
Oil Prices Rebound Over Unsettled Hormuz Deal
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TNT:
Tishwash: Iraq regains its seat at the world table... Baghdad is advancing in Arab diplomacy and international partnerships
In a new indication of the expanding Iraqi presence abroad, Iraq ranked 12th in the Arab world and 94th globally in a ranking that measures the level of diplomacy and the ability of countries to build international relations and partnerships, according to data from the American magazine "U.S. News & World Report" .
Iraq has moved up in the rankings, ahead of Lebanon , which came in 13th place in the Arab world and 96th globally, while the UAE topped the list of Arab countries, ranking 28th globally, followed by Kuwait, Qatar, Saudi Arabia and Bahrain.
Ross: All of this is Necessary Before the Revaluation of IQD
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Al-Zaidi is using the provincial coordination body to push land reform, electricity restructuring, fiscal caution, and service delivery while the regional environment is putting pressure on the budget.
All of this is necessary before the revaluation of IQD:
1. Executive procedures for the 1 million residential land plots project start 1 September 2026.
MilitiaMan & Crew: QD News Report | Breaking Down Today's Movements
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The Crew: Samson, PompeyPeter, Petra, Daytrader, Sunkissed, GIGI and Militia Man
No drama. No intrigue. No songs and dances. Just straight, factual news that I read and interpret to the best of my ability after being an avid Dinar investor and insanely obsessed Dinarian for over 15 years.
Follow MM on X == https://x.com/Slashn
Will The Central Bank's Funds Be Sufficient To Cover Salaries? An Economist Explains.
Information/Baghdad...Economic expert Safwan Qusay clarified the Central Bank's ability to secure salaries for the upcoming period given the current circumstances.
Qusay told Al-Maalouma, “Iraq exports oil to the Turkish port of Ceyhan and 120,000 barrels per day via tankers to Banias in Syria, in addition to exports through the south towards the Strait of Hormuz, which approached 42 million barrels last July.”
Good Morning Dinar Recaps,
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"The Most Widely Discussed Scenario" Removing Zeros To Withdraw Looted Funds And Address Salary Issues... Experts Warn Against A "Makeover".
2026-08-09 | Baghdad - 964 Economic and financial experts are discussing proposals to solve the liquidity crisis and salary delays plaguing Iraq, most notably changing the currency and removing zeros from the Iraqi dinar, or introducing additional denominations that correspond to the noticeable expansion in the size of the circulating money supply.
KTFA
Sunday Night Video
FRANK26…8-9-26…..INCREDIBLE AND CREDIBLE
Intel Call with Walkingstick
This video is in Frank’s and his team’s opinion only
Frank’s team is Walkingstick, Eddie and Omar in Iraq and guests
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Funny how the crypto bros are mourning right now meanwhile the IQD & XRP conspiracy theorists are at the edge of their seats.
The news coming out of Iraq right now is a non-stop INSANE barrage of BANGERS.
Can’t help but stay giddy.
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Liberty Crusade Official: 8-8-2026
The modern financial landscape is undergoing a profound transformation. From persistent inflation and record-breaking national debt to shifting geopolitical alliances and technological disruptions, the global economy appears to be at a critical turning point.
In a featured commentary from Liberty Crusade Official, analyst Larry Ballard offers an expansive breakdown of these interconnected macroeconomic trends, proposing that seemingly isolated financial challenges are actually part of a synchronized global currency reset designed to reshape the international monetary framework.
Dawn Crackdown Returns $370M+ To Iraq
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The total comprises about 390.08 billion dinars ($300.3M) in cash, including $141 million converted into Iraqi currency, and half a ton of gold valued at 185,000 dinars per gram.
Good Afternoon Dinar Recaps,
China Builds the Next Financial Layer: Renminbi Bond Market Push Expands Global Capital Alternatives
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‘We’ll Wake Up One Day to Find a Different World’: The BRICS+ Shift Is Here | Andy Schectman
Miles Franklin Media: 8-8-2026
Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, speaks with Andy Schectman, Founder & CEO of Miles Franklin Precious Metals, ahead of the September BRICS summit.
Schectman argues that BRICS is no longer simply talking about challenging the dollar – it is methodically building the payment rails, commodity exchanges, vaults, and settlement mechanisms needed to operate outside the Western financial system.
TNT:
Tishwash: The salary crisis is under discussion in parliament; the finance minister is exploring ways to address the economic situation.
MP Ahmed al-Khazali revealed on Saturday that Finance Minister Faleh al-Sari will be present at the Finance Committee meeting to discuss the repercussions of the economic crisis facing Iraq and to find solutions to the salary payment problem.
Al-Khazali told the Information Agency, "Finance Minister Faleh al-Sari's attendance, scheduled for tomorrow, Sunday, will be at the Finance Committee meeting to discuss the economic problems and repercussions, including the salary payment crisis, in order to find radical solutions to this problem."
KTFA:
Clare: Apple Pay Coming Soon to Iraq as Digital Payments Expand
Credit Bank of Iraq says Apple Pay will soon be available in Iraq, adding an international digital-payment option as the country modernizes its banking sector.
ERBIL
- Apple Pay will soon be available in Iraq, Credit Bank of Iraq announced Friday via its website, opening the prospect of contactless payments through compatible Apple devices as the country's financial sector moves toward wider use of digital banking services.
International Experts Join Iraq Effort To Trace Stolen Funds
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