Things don't make so much sense if we can't see how all of this fits with Energy, it seems to me. The difference between now and even twenty years ago, is we are now something like 10% solar powered. Most can guess money is energy, but what is the difference on economy, of money representing energy from solar, vs money representing energy from other "sources"? Since solar comes from outer space, it comes from an external source, whereas all other sources are ""Inside the box", on planet Earth.
By implementing solar energy, we are physically breaking open what was previously a conceptually closed box. Like it or not, the box is opening, and can't be closed again, only opened further.
The old rules which all applied in the closed box don't work any more. Now, when massive stimulus is issued, the value of money goes up, not down, but the value of assets, capital, and their profit making capability plummets. Oil even goes negatively priced. When this was seen in 2020, standard traditional investors, led by Warren Buffet, quit the markets, with Buffet declaring "Something had gone wrong with money". But the markets carried on, mostly driven by folk who had access to markets for the first time via the Robinhood app, who had never traded before, and were trading with money received for free. The things they bought indicate they were not trading for profit. They bought shares in mostly known but bankrupt companies. In effect, they were bailing out the companies they believed should be bailed out, and allowed the prices of otherwise profitable assets to languish. Why would they care about profit, when money was for free? Did anyone wish to preserve oil? Nope, they let it go negative. Did anyone need gold? Nah, we have free money. How about Hire cars, looks like Hertz is going bankrupt. Damn I need to be able to hire a car now and then, throw some bucks over there. Ship cruise companies going bankrupt? Yeah I wanna go on a cruise sometime, now money is free, throw them some bucks.
The courts in the US changed the laws to allow those folk to continue bailing out those bankrupt but still loved companies.
Everyone else around the world looked on in amazement, and bought some dollars, cheering those heroes trading with free money, rescuing the things they loved, and the dollar soared.
Those are the dynamics described in investor only terms, that most people know about, rather than in terms of physical energy, that only engineers know intimately.
In terms of physical energy, Joules were coming in from the sun, flowing through the system like the current through a wire, or fluid through a pipe. All of the bulbs burned bright, and all turbines were spinning fast, driving all things. That was the value of all people, assigning money on all of the things they thought were valuable, creating the actual value, in exactly the same way as the movement of current through a wire, or fluid through a pipe, generates value, just by moving energy from A to B. They were voting, in pure fine-grained democracy, creating more value than any seen previously. If that had continued, we might have seen newstarts offering things never done previously due to being unprofitable, yet valuable to humanity, being funded.
Instead, the money was stopped, by those with the power still to make it stop; the minority still holding the capital, which still had some value. The oil baron's couldn't have stopped it, because their assets were worth nothing, in fact had become debts. So the folk that stopped it were the holders of gold, and... Bitcoin. Even bitcoiners didn't get what was going on, they couldn't see it for their own greed.
But the bankers saw it, and maybe recognised it from an old discussion with Nikola Tesla, an Engineer, who had it all figured out 120 years earlier, and wished to deliver universal solar power to all people with something like internet connectivity. The banks, specifically JP Morgan, Tesla's only funder, guessed the likely effect on capital, and didn't want to lose that power, so Tesla's funding stopped, and his project collapsed. Tesla probably spent the remainder of his life trying to figure out how to get round what he surely saw was a huge barrier to human development our fascination of capital, which actually was always just a false god of energy drawn from below, looking like energy from source, when it never was, the true source that created it all, was always the sun, we were just missing the technology to actually have it.
The difference is it comes for free, no extraction needed, so it can't be represented by money-as-debt, which is all promises to pay, which ultimately all end up as promises to do the work of extraction.
The only way it can be represented is by issue of free money.
That is the physical proof that free money now, in the presence of significant solar power, has actual intrinsic value, therefore must be issued honestly representing it, for the money to retain value.
That is the physical explanation for why we are seeing spiralling inflation; money is not representing actual valuable product, the most valuable product we can imagine, as long as the money is not being issued for free, therefore not transmitting any of that valuable energy to the people who need it, and generate the most value from it, by trading in markets with it, assigning value to the actual things of value to humanity.
The world of capital is ending. We are moving from technical capitalism, and we are necessarily entering an age that we might describe tchnically as energyism.
It doesn't have any flavor of traditional politics, it is politically homeless.
Banks have seen this coming for 120+ years.
But we are just starting to work it out, greatly assisted by internet connectivity.
If you understand this, then you understand that the change coming is huge, but the outcome isn't bad for the majority, who don't have capital to gain or maintain control or privilege. It is only bad for those who wish to try to retain their privilege using the power of capital, because the value of capital will be zero, one way or another, it will either be removed by inflation, or relinquished by issue of free money.
Nature appears to have this all stitched up, she has the greedy elites at check, with one move to mate, it seems to me, and maybe now you too, if you understand what I've written here, and many times, analysing it now for about five years.
I am not gonna apologise this time for rambling on anyone's story, I don't care if I am jailed or put in an asylum for saying what I am saying. It is time folk's eyes were opened, to what is really going on, by the connection between money and energy.
Forget about investing. Start thinking what to do with free money, when it comes along, as it has to, and demand the free money right now.
An open box is infinitely better than a closed box, and after all, a baby dies if it doesn't breathe, after its umbilical is cut. Our umbilical to the energy of Earth is being cut.
Are we gonna learn to breathe as a species, or just die as a species?
