Written by Bryan Lutz, Editor at Dollarcollapse.com:
Every Sunday morning I sit down to write a few thoughts.
Sometimes these thoughts end up being about life, other times they are on gold, geopolitical issues affecting the markets, or the economy.
Here are three thoughts for this morning:
1. Injecting liquidity into the market does not create a fair and competitive economy. The Cantillon Effect shows the big, mega cap companies benefit the most. Here’s the most recent example.
Nvidia continues to benefit from the massive amount of money injected into the markets during the pandemic.
With AI being all the rage, Nvidia hit another new all-time-high this week.
Now it’s about to hit $4 Triiiiillion market cap.
Whenever interest rates ease and M2 supply increases, blue chip and large cap stocks benefit. Small cap stocks hardly benefit at all. If anything, they are hit harder when the Fed prints to “restart” the economy.
The Federal Reserve always prints its way out of recessions. When bubbles burst, banks fail, or policy changes make the markets puke, printing more money is always the answer.
Enter the Cantillon Effect.
The only thing is many companies never see that new money.
The money that is supposed to be used to “restart” the economy.
It’s harder for them to access credit, because they have yet to prove their profitability. Their credit ratings are simply harder to increase.
And because of the inflation new money creates, their cost to produce goes up shrinking their profit margins.
Here’s how it’s going for the Russell 2000 (the smallest 2000 companies on American exchanges).
They have not seen a new all-time-high in almost three years.
You can see the spikes.
This happens every time.
Does the federal reserve system create equal and fair economic opportunity?
We need something better.
2. We like to point out that in countries where we see mass immigration, rape rates are the highest. Yet, in the United States we just get more sophisticated about it.
Here’s some more collapse porn (but hopefully more than that).
Take a look at these statistics shared by Michael Arouet on X.
Rapes per 100,000 inhabitants
🇵🇱 Poland – 1,48
🇧🇪 Belgium – 34,9
🇩🇰 Denmark – 45,4
🇫🇷 France – 52,5
🇸🇪 Sweden – 90
🇬🇧 UK – 109What is different in Poland than in all these countries? And please don’t tell me that it’s different counting methods.
— Michael A. Arouet (@MichaelAArouet) July 3, 2025
Poland leads the way in safe society for men and women in Europe.
It has the least rapes per 100,000 people.
Even if you take into account that some rapes are not reported, the numbers are fairly clear. Where there is mass immigration, there is an increasing amount of rape.
We like to point to standards not being set and a lack of literacy of “cultural values,” but the problem throughout the West is pervasive.
Moral decay is everywhere.
We cannot recognize a rapist when we see one. Take a look at the man who calls himself “love.”
How can one man who is guilty, “transportation to engage in prostituion” not be guilty of sex trafficking?
And there is very little outrage outside of the courthouse.
via @LaNativePatriot
In fact, there is actually the opposite.
Here’s a video of Diddy fans celebrating “minor” criminal charges. They are spraying each other with baby oil. Some of them, half-naked.
Retards celebrating Diddy by spaying each other with baby oil.
"Culture" pic.twitter.com/37EDGnMvqp— Retard Finder (@IfindRetards) July 3, 2025
Rapes may be up in these other countries, but rich Americans are just more sophisticated about it, and some even celebrate it.
3. Even though Gold is going sideways, it’s hard to believe the massive trend towards gold and away from the dollar will change anytime soon.
Since May, gold has been consolidating.
At this time of the year, this is usual behavior for gold, but…
It usually starts in March.
Instead, gold continued up for another two months.
The fact that it’s not moving now doesn’t mean it won’t go up during its usual cycle, starting in late August – dowry buying season.
If the trend is any indication…
As well as Donald’s Trump increased deficit spending, and the expectation of interest rates lowering more money is bound to flow into gold.
One thought on "3 Sunday Morning Thoughts – July 6 Edition"
37 trillion national debt. What more needs to be said? The Big, Beautiful Bill is only going to delay the collapse. If Trump & the Repubs can keep the House and Senate, then that’s two more years of a reprieve of sorts. Physical silver, gold, and toilet paper. Valuable assets to have. Big gov won’t help you. Self-sufficiency will.