Market Crashes Happen When Tapering Begins
Peter Boockvar: Market Crashes Happen When Tapering Begins
Palisades Gold Radio: Nov 20, 2021
Tom welcomes back Peter Boockvar of the Bleakley Group. Peter discusses the latest CPI prints and the transportation bottlenecks. These logistics issues are likely to persist to the number of trucking and shipping companies that went out of business in recent years
High prices for houses have forced many to seek rentals driving rents higher. These are long-term structural issues and with low-interest rates, home prices have risen significantly.
The ongoing mix of fiscal and monetary largess has caused many of these problems. Infrastructure spending is pulling workers away from other employers and projects.
This spending won't necessarily do much for the economy. We need to stop spending and reduce some of this liquidity and get control of inflation.
Market corrections tend to occur around the Fed's taper plans which is when we often see pullbacks.
Therefore, we're unlikely to skate through this taper program either.
What the Fed does this time around will be interesting as they will risk tanking the dollar. It will probably be a no-win scenario as markets today are drunk on easy money.
He explains why yield curve control is difficult to reverse once implemented. The dollar needs to be compared against other currencies as there are many reasons why it may be rising or falling. One reason gold and silver have underperformed this year is due to the Fed's claim to have inflation under control He believes cryptocurrencies will be staying and there are commonalities of belief with those that like metals. Both markets are quite small when compared to the world economy.
Gold has an extraordinary history while Bitcoin is still very new. Those that say Bitcoin will replace gold have little understanding of its history.
The drive towards green energy and solar will continue and that should put a floor under metals like silver. Should silver rise by several multiples then producers may consider substitutes.
Time Stamp References:
0:00 - Introduction
0:34 - CPI & Transportation
4:54 - Rent & Housing
6:16 - Fed Rates & Bubbles
8:09 - Infrastructure Spending
10:05 - Tapering & Corrections
14:21 - Powell & Doves
16:39 - Yields & Control
19:02 - Dollar Path Forward
20:48 - Gold, Silver & Commodities
22:10 - Bitcoin & Metals
25:43 – Mining Input Costs
26:28 - Silver & Slowdowns
27:13 - Wrap Up
Talking Points From This Episode
- Inflation numbers and supply chain breakdowns.
- Real estate bubble driving demand for rentals.
- Market corrections and why they tend to follow Fed policy.
- Dollar performance and gold's 5000-year history.
Good Morning Dinar Recaps,
KHARG ISLAND ATTACK RAISES NEW OIL-SHOCK RISK: MIDDLE EAST ENERGY DISRUPTION COULD REPRICE GLOBAL DEBT AND CURRENCIES
An oil tanker was reportedly struck near Iran’s critical Kharg Island export hub, adding a new layer of energy-supply risk to a global economy already dealing with elevated oil prices, inflation pressure and higher borrowing costs.
KTFA
Friday Night Video
FRANK26….9-4-26…..THEY CALLED
This video is in Frank’s and his team’s opinion only
Frank’s team is Walkingstick, Eddie and Omar in Iraq and guests
Playback Number: 605-313-5163 PIN: 156996#
Rob Cunningham: A New Monetary Era is here
9-4-2026
RIPPLE: THE CONNECTIVE INFRASTRUCTURE OF PROGRAMMABLE GLOBAL FINANCE
A new monetary era has taken form.
The G20 is advancing financial modernization, digital assets, ISO 20022 harmonization, longer payment-system operating hours and better cross-border payments.
History Makes a STRONG Case For A Dinar Revaluation
The Dinar Den: 9-3-2026
Global monetary systems are rarely static, continuously evolving through cycles of restructuring, technological innovation, and geopolitical readjustments.
Among the most discussed topics in modern currency analysis is the long-term trajectory of the Iraqi dinar and the broader economic framework supporting its potential revaluation. Rather than viewing currency shifts as isolated financial events, expert analyses suggest that significant monetary adjustments are part of a larger historical continuum.
Bruce’s Big Call Dinar Intel Thursday Night 9-3-26
Transcribed By WiserNow Emailed To Recaps (INTEL ONLY)
Welcome everybody to the big call tonight. It is Thursday, September 3rd and you're listening to the big call. Thanks everybody for tuning in. We appreciate you, and we are still reaching over 20 million listeners in 160 or more countries. So that's good news, and so we're getting the. the call out there, and I'm excited about that. I'm excited about where we are, really. Believe it or not, and I'll have some good information to give you guys in my segment.
All right. Let's get into the intel segment and let's see where we are today.
Good Afternoon Dinar Recaps,
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MilitiaMan & Crew: Iraq's Quiet Build: Why everyone is watching the new cabinet
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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
TNT:
Tishwash: Asiabi launches Mastercard card program and connects its customers in Iraq to payments around the world
Asiabee offers virtual Mastercard, Platinum and World cards directly linked to the Asiabee wallet, enabling secure local and international payments through a single integrated digital experience.
AsiaBee today announced the launch of its own Mastercard card program, a move that expands the payment options available to its customers in Iraq Asiabi's wallet is linked to Mastercard's verified global network.
Ariel: The Iraq Budget, What to Watch
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September 15: Council of Ministers receives the draft. Watch for the redenomination language. If the 2027 budget includes specific provisions for currency note replacement, denomination restructuring, or central bank account recalibration the mechanism is live. It’s not a rumor. It’s line items in a federal budget.
The budget will sit with the Council of Ministers for approximately one month. Amendments. Approval. Then parliament. That puts the parliamentary vote window in mid-to-late October. If the Clarity Act moves through Congress on a parallel track and September 15 is the convergence signal both could reach final vote within the same October window.
The Budget Comes First... Parliament Pledges To Cooperate With The Government To Approve It Quickly, And The Parliamentary Finance Committee Reveals To NINA The Size Of Iraq's Debt
Baghdad / NINA / The Parliamentary Finance Committee has tallied Iraq's external and internal debts, while affirming that the Parliament will cooperate with the government to pass the general budget law as quickly as possible.
Good Morning Dinar Recaps,
CHINESE BANKS RETURN TO U.S. TREASURIES: DOLLAR DEPOSITS REVEAL A SHIFT IN GLOBAL CAPITAL FLOWS
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Dutch CB Declares Gold As Ultimate Reserve Asset | Clive Thompson
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A major central bank is quietly repositioning its gold for a crisis, and Clive Thompson says investors should be paying close attention.
The Dutch central bank is moving gold reserves toward Londonand spreading its holdings across multiple locations, explicitly citing crisis preparedness and describing gold as an “anchor of trust” and an ultimate reserve asset for hedging extreme systemic risks.
KTFA
Thursday Night Video
FRANK26…9-3-26….THE ANSWER
This video is in Frank’s and his team’s opinion only
Frank’s team is Walkingstick, Eddie and Omar in Iraq and guests
Playback Number: 605-313-5163 PIN: 156996#
A Silent Crisis is Hitting Private Banks... and a Source Warns: "Al-Taif" May Not Be the Last.
Last updated: September 3, 2026 Al-Mustaqilla / Special / - Iraqi private banks are entering a very sensitive phase, amid warnings of widening liquidity problems and the inability of some banking institutions to meet their obligations to their depositors, at a time when the sector is undergoing a broad restructuring and evaluation process led by the Central Bank of Iraq.
The Candlestick Makers Are Back, and This Time They're Not Joking
Notes From the Field By James Hickman (Simon Black / Sovereign man) September 3, 2026
In 1845, the French economist Frédéric Bastiat petitioned parliament on behalf of the nation's candlestick makers. They were being ruined, he wrote, by an unscrupulous rival that was flooding the market with light at a price no honest candlestick maker could match.
America's Dollar Was Backed by Gold Until 1971 — Why Everything Costs More Now
August 2026
In 1971, President Nixon went on live television and made a decision that changed the value of your money forever. He suspended the dollar's convertibility into gold — a move he called "temporary." It's now lasted over fifty years.
Before that night, every US dollar was backed by physical gold sitting in a vault. The world's currencies were anchored to the dollar, and the dollar was anchored to gold at a fixed rate.
Reset Intelligence: Level Playing Field
9-3-2026
Level Playing Field
By Reset Intelligence | @EXIT_FIAT
The G20 closed in Asheville with the loudest clips doing the least work. The US Treasury Secretary put exchange rates on the official record as a policy-choice cause of global imbalances, and the word he used for the destination was equilibrium.
Small Banknote Shortage Causes Daily Disruption In Kirkuk Markets
2026-09-03 Shafaq News- Kirkuk Merchants and residents in Kirkuk, northern Iraq, are increasingly struggling to obtain 250-dinar ($0.19), 500-dinar ($0.38) and 1,000-dinar ($0.76) banknotes, with traders reporting shortages of small denominations and growing difficulties using worn or damaged notes in daily transactions.
Good Afternoon Dinar Recaps,
U.S. TREASURIES LOSE THEIR “SAFETY PREMIUM”: FED WARNING SIGNALS A STRUCTURAL REPRICING OF GLOBAL CAPITAL
Federal Reserve Governor Christopher Waller says the traditional safety premium attached to U.S. Treasuries has largely disappeared, raising important questions about future borrowing costs, the dollar and the global flow of capital.
The Central Bank reassures depositors: No bank failures... and liquidity exceeds 60%
Baghdad Today - Baghdad The Central Bank of Iraq reassured depositors on Saturday (September 5, 2026) about the safety of the banking sector, stressing that “imposing supervisory or guardianship committees on a licensed bank does not mean its bankruptcy, but rather comes within the framework of precautionary and legal supervisory measures aimed at protecting the rights of depositors and ensuring the stability of banking operations.”