Date: March 9th, 2026 11:06 AM
Author: Yummy Phase Pol Pot
In late 2019 the Repo market froze up. The financial system was a dead man walking and needed a massive injection of liquidity, but doing so would've triggered hyperinflation in the real economy.
Solution: Covid shows up (just in time) and we locked down the economy, depressing consumption while the newly printed cash was washed through the financial system. "Hehe, wait two weeks!"
In February 2026 the Repo market starts acting up again. Private credit is taking it on the chin. And the "tech stocks are in a bubble" talk has reached saturation as people start to sweat the level of debt being raised to build data centers.
Solution: Bombing Iran to spike oil prices. $120+ a barrel oil acts as a tax on production and will crush demand. Valuations get reset as institutions move cash out of AI stocks and into harder assets. When "the war" continues for "longer than expected," the Fed will print trillions once more.
The "Strait of Hormuz" is the new "14 days to flatten the curve." A scripted emergency loop to shield a financial system suffering from terminal illiquidity.
Translation: We've reached the point where the total debt load is so massive that the interest alone eats every dollar of actual cash in the system. The "plumbing" is dry. The system can’t survive another rate hike, but it can’t survive a bank run either. So they trigger a "managed" geopolitical shock to freeze the machine, kill demand, and give (((themselves))) cover to reset the deck while we're all looking at the map and arguing over Trump.
(http://www.autoadmit.com/thread.php?thread_id=5843411&forum_id=2#49728289)