Edward Dowd

Some forces inside the government have flipped the switch on $NVDA. A lot of what is coming out has been known to these people for some time. The timing right after the midterms and power switch to blue cannot go unnoticed. Expect the narrative to switch to national security and eventually a call to ban or regulate open source. Looks like $NVDA has been skirting export rules. Obviously this is bearish for the stock. EDWARD DOWD

Narrator: “Big Pharma executives gather in an unknown location to discuss their ‘Dario’ problem.” 🤣😂 EDWARD DOWD

Ed Dowd: The AI Bubble & $3 Trillion Private Credit Crisis — Is the Party Ending? EDWARD DOWD

https://eddowdbeyondthenarrative.substack.com/p/the-credit-markets-are-signaling?r=12542m&utm_medium=ios&utm_source=notes-share-action EDWARD DOWD

If you are red pilled and know what’s going on don’t let it rob you of your Joy. Life is short. I live in the present moment as much as possible because that’s all we got. “Therefore do not worry about tomorrow, for tomorrow will worry about itself. Each day has enough trouble of its own.” Matthew 6:34 EDWARD DOWD

Midterm Elections: Not a Mandate, Just a Rejection Mark Mitchell and Rich Baris warned this was coming. The reasons were visible in the data long before Election Day. The economy for the average household remains the real problem. https://eddowdbeyondthenarrative.substack.com/p/midterm-elections-not-a-mandate-just?r=12542m&utm_medium=ios&utm_source=notes-share-action EDWARD DOWD

According to former BlackRock portfolio manager Ed Dowd, the recent coordinated media focus on AI doom narratives was a calculated psyop designed to stifle open source AI through regulation. He says it reflects desperation from OpenAI and Anthropic as open source models increasingly threaten their market position, but maintains that growing public awareness is undermining this effort. "What breaks a psyop is awareness of the psyop." "I think the psyop is dead on arrival, personally. But it also shows you how in trouble OpenAI and Anthropic are." EDWARD DOWD

If this is accurate Mark Walters has a problem. Liquidity tide receding. https://eddowdbeyondthenarrative.substack.com/p/mark-walters-20-billion-regulatory?r=12542m&utm_medium=ios&utm_source=notes-share-action EDWARD DOWD

The gimmicks and games of private credit are increasingly under pressure as defualts rise. Eventually a collateral chain breaks somewhere and the private market freezes. EDWARD DOWD

Fitch says private credit defaults have reached an all-time high, with lenders increasingly relying on accounting gymnastics and debt extensions to keep troubled borrowers afloat. https://quoththeraven.substack.com/p/oh-by-the-way-private-credit-defaults EDWARD DOWD

Better late than never. I suspect this was delayed due to the economic consequences. They should have done this day one. If they actually follow through this will add to economic troubles already brewing. EDWARD DOWD

Stephen Miller announces the Trump administration and Sec. Scott Bessent are moving to DE-BANK illegal aliens, making it UNBEARABLE to stay in America BASED 🔥🔥 "Once illegal aliens lose their access to capital, that is going to be a MAJOR driver of self deportation!" "We are NOT going to allow illegal aliens to use banking services in this country. You know, contrary to popular perception, the stupid phrase about 'illegal aliens living in the shadows.' Illegal aliens DON'T live in the shadows! Illegal aliens have credit cards." "They have bank accounts and their paid with direct deposit." "So illegal aliens fully participate in the commercial systems, the financial systems of America — shutting that down is a MASSIVE engine for deportation." "The Treasury Department just issued new guidance to financial institutions to banks." "The next step in this process is us meeting individually with banks and financial institutions on cooperating with us to remove the illegal aliens from the banking system." EDWARD DOWD

Seems to me AI has made hacking infinitely more productive while increasing cybersecurity costs for companies. How does that figure into the productivity miracle promised? Reminds me of porn driving a large part of 90s internet traffic growth. EDWARD DOWD

"There's a lot of very wealthy people who think there's too many of us on the planet." Former BlackRock portfolio manager Ed Dowd warns that a coalition of supranational elites strives for absolute technocratic control over humanity via the construction of an "open-air prison". He points to the infiltration of powerful institutions, including the US government and the UN, and suggests that unsustainable pension costs provide an economic incentive for elites to "eliminate lots of elderly people... so you'd never have to pay out these off-balance sheet liabilities". EDWARD DOWD

Fed October Rate Hike Odds Are Higher Than Markets Think...A surprise Is possible. Even if they hold rates steady I am expecting a very Hawkish press briefing https://eddowdbeyondthenarrative.substack.com/p/fed-october-rate-hike-odds-are-higher?r=12542m&utm_medium=ios&utm_source=notes-share-action EDWARD DOWD

"It was the vaccine." Former BlackRock portfolio manager Ed Dowd warns that excess mortality data reveals two distinct phases of Covid-era deaths. In 2020, excess deaths largely affected the elderly due to poor hospital protocols, while a subsequent 2021 surge shifted to younger adults concurrent with vaccine mandates. "I'm not a scientist or a doctor, but I'm pretty sure there's no virus that attacks [elderly] people and mutates to attack young people." EDWARD DOWD

What happened to the Golden Age and don’t be a panican Dan? EDWARD DOWD

Dan Bongino Advises Families to Stock Up on Emergency Food, Water, and Batteries “There have been some warnings put out … about 30 days of preparedness … Get yourself some emergency food and water … There's nothing wrong with being prepared.” EDWARD DOWD

Since June, according to the numbers we track, Total Housing units completed have dropped 13.3% into end of September. Includes single family and multi family. From the peak in August 2024 the decline to June was 22.3%. Total decline from peak into September was 31.2%. The last 3 months are a step function down or as I like to say accelerating lower. EDWARD DOWD

The Bank for International Settlements is now saying just this. Echos of 2000s telecom boom. ✅circular financing that makes demand partly endogenous (incestuous) ✅concentrated upstream linkages that amplify spillovers ✅opacity arising from private markets and off-balance-sheet commitments https://eddowdbeyondthenarrative.substack.com/p/when-the-central-bank-of-central?r=12542m&utm_medium=ios&utm_source=notes-share-action EDWARD DOWD