M2, Treasuries, and AI: Scary or Not Scary?

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Joe Leote

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Sep 5, 2026, 2:18:32 PMSep 5
to Money Group
Once at the public swimming pool I saw a father playing the role of scary shark with his young daughter in the shallow water. She kept repeating this expression: Daddy daddy! Scare me! Stop stop stop!

Secondary Markets, governments: Scare me! Stop stop stop!

Good analysis of historic M2 money supply growth: is it scary now or not scary?


M2 now: not scary!

US Treasury float: scary or not scary?


AI Agents Creating Secret AI Only Communication Boards: Scary or Not Scary?


AI now: scary!

Joe

William Meyer

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Sep 7, 2026, 11:19:32 AMSep 7
to understan...@googlegroups.com
I am nostalgic for m2 debates...seems so long ago.

But all the grown ups know the inflation debate comes down to repeated supply shocks (oil this time) vs demand shock from run away asset prices.  

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