The last five years

How about this for the plot of a terrifying horror film ?

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“To make a great film you need three things – the script, the script and the script.”

• Alfred Hitchcock.

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How about this for the concept of a modern day dystopian horror film ?

A shadowy and unholy cabal of political, corporate and monied interests begins to twig that after decades of unrestrained debt issuance, the global monetary system is falling ever more rapidly apart. Concerned at protecting and reinforcing their wealth and power, and unbothered by concepts like democracy, political legitimacy or basic human rights, they formulate a plan with multiple agendas:

• Eviscerate the middle class – throughout history, reliably the one sector of society that stands between the world and tyranny;

• Make the working class entirely dependent on the State;

• Transfer trillions of dollars in wealth from the poorest to the richest;

• Demoralise the population by whatever means possible, not least by continued foreign ethnic replacement;

• Destroy nascent political threats (a.k.a. ‘competition’) by whatever means possible;

• Orchestrate a controlled demolition of the existing world economic order, prior to:

• Introducing Central Bank Digital Currency, a programmable, switch-offable money which will effectively terminate the concept of individual financial sovereignty and independence.

How to implement this plan ?

The Association of Countries will lay the groundwork for the plan with their ‘2030 Programme for Renewable Growth’. Adopted by all Association of Countries member states in 2015, the PRG outlines 17 interconnected Renewable Growth Goals to be achieved by 2030.

Next, the Global Disease Authority, under the leadership of Teddy Jesus, a former Marxist terrorist, will announce the sudden outbreak of a novel pandemic, called Convid. Testing positive for Convid will involve patients using an inappropriate diagnostic tool that simply suggests that sufferers may once have had a common cold.

Taking their lead from draconian lockdowns in the Far East and a sudden, new-found respect for all aspects of life in Communist China, western governments collectively throw in the bin centuries of agreed pandemic protocols and instead force their citizens into house arrest – and all small businesses towards bankruptcy. Large businesses are allowed to operate with impunity. Pubs are closed – lest people start to talk to one another. Churches are closed – lest people retain faith in something other than Big Government.

To deal with the repressive waves of censorship fast encircling the world, former British Prime Minister Tony B. Liar suggests bringing in digital ID cards, but not for Ukrainean rent boys linked to the current Prime Minister, Queef Stűrmer.

Then Antonio Mas-Murdra, head of Weyland-Yutani’s bioweapons division, announces the creation of brand new experimental carcinogen treatments that will solve the crisis, albeit by radically reducing the size of the global population. The new experimental treatments will benefit from lifelong immunity from prosecution for their creators, and will be aggressively marketed by a dismal array of B-list celebrities, sportspeople and sundry influencers – the cornerstone and acknowledged gold standard of all respected science. Any pre-existing treatments which might also offer protection against Convid are banned – a necessary precondition for providing the new carcinogen treatments with emergency use authorisation from a thoroughly corrupt healthcare regulator.

Former British Prime Minister Tony B. Liar suggests bringing in digital ID cards, but not for the thousands of unwanted illegal benefits migrants crossing the Channel. Nor does he advocate digital ID cards to tackle the child rape gangs that the Socialist government of the UK is happy to turn a blind eye toward, given that it is dependent on activists from the same community to deliver key ethnic votes, legitimately or otherwise. In this regard, Britain’s Socialists are taking a leaf from the policy playbook of their US peers.

Central banks are encouraged to explode their balance sheets in one last glorious hurrah of printed money, thus enabling the chattering classes to work from home without having their Deliveroo privileges impinged upon.

Despite (in fact, because of) the rollout of the ‘miracle’ new treatments, sometimes fatal incidences of anaphylaxis, myocarditis, pericarditis, thrombosis and Guillain-Barré Syndrome go through the roof.

It subsequently emerges that the experimental treatments have no medical efficacy whatsoever, but do wonders for the profits of related pharmaceutical companies. It transpires that governments, the media and Big Pharma have all lied. But by this stage everybody has moved on, because a war has broken out in Eastern Europe and all the countries of the West require their populations to virtue signal furiously while what remains of their wealth is recycled to the Democrat Party and its moral exemplar leader, Jo Bidet, suffering from advanced senescence and almost complete familial corruption.

To deal with processing applicants to fight in the short, victorious foreign war, former British Prime Minister Tony B. Liar suggests bringing in digital ID cards.

Meanwhile the bond and currency markets of the world start to buckle under the stress of five decades worth of oversupply and vast anticipated new monetary stimulus. The newly elected US President, Orangeman Badd, falls out with his former best friend, Techbro Must, and pledges to add another $4 trillion to the national debt. While gold and silver rally, large cap tech starts to falter.

The next phase of the plan: a dramatic and insanely costly crackdown on the ‘obvious’ threats inherent in anthropogenic Climate Change – another crisis that doesn’t actually exist but which can apparently be solved by tripling energy bills, banning regular travel and social activity, and destroying the bits of the economy not already destroyed by the State’s machinations during Convid. And yes, there’s more in the pipeline (though not in the giant gas pipelines into Europe that were clearly destroyed by Russia because that narrative obviously makes total sense). Coming next: 15 minute cities; ongoing veneration of LGBTQ interests; the wholesale rejection of the principles of modern liberal democracy, Christianity and free market capitalism; the worship of apparent victimhood; aggressive repression of free speech; the seizure and nullification of all forms of private wealth by the State..

So what should the title of this dystopian horror film be ? We’ve no definitive one yet, but as a working title we’d suggest: ‘The Last Five Years’. If there’s ever to be a sequel, the title will be ‘Judgment at Nuremberg 2’. It won’t be fiction, but rather a documentary.

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Tim Price is co-manager of the VT Price Value Portfolio and author of ‘Investing through the Looking Glass: a rational guide to irrational financial markets’. You can access a full archive of these weekly investment commentaries here. You can listen to our regular ‘State of the Markets’ podcasts, with Paul Rodriguez of ThinkTrading.com, here. Email us: info@pricevaluepartners.com.

Price Value Partners manage investment portfolios for private clients. We also manage the VT Price Value Portfolio, an unconstrained global fund investing in Benjamin Graham-style value stocks and also in systematic trend-following funds.