us economy

Debt-Dependent Speculative System US Economy

Posted by on Oct 11, 2019 in us economy

Leverage and Liquidity US Economy

Through my research looking into the leverage and the liquidity in the US economy and markets I’ve noticed an overlapping narrative of how the leverage may eventually become too much cause a short-term or long-term liquidity crisis like we have already seen with the over night and term repo market in this past month which has now turned into QE4.

Charles Hugh Smith typically writes the most clear narratives in my opinion.

A lot of …

Read More »

If perceived value of collateral goes down we could see falling demand and liquidity issues

Posted by on Sep 19, 2019 in us economy

Earnings Recession US Economy

The US economy is in an interesting spot right now. We are said to have parts of the economy in an earnings recession, that’s not the definition that most are familiar with.

When many people think of a recession they think of it lasting for a couple years and a lot of people out of work and a large loss of your stocks and real estate values or the Minnesota home that you live in.…

Read More »