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Strategies & Market Trends : The Aristocrats (tm)
NNVC 1.450+2.8%3:59 PM EDT

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From: sense9/10/2024 2:08:04 AM
   of 5080
 
What is Everyone Missing ?

Jeff Snyder has addressed warnings signs, but largely done that piecemeal.

We've noted currencies becoming an issue again... the carry trade unwinding...

Yen Carry Trade: Japan Just Flipped, The Rest Of The World Is Next...

And...

Contagion Spreading: The Rapid Repricing of Global Risk Assets (everything you need to know)

Looking for things to worry about in the "issues" and "problems" apparent in the global economy... isn't exactly a snipe hunt: recession, excessive debt... the insolvency of the banking systems... "supply chains" and trade wars... hot wars... worse coming... with currencies on the ropes... "financialization" and "globalization" too often used as euphemism for "centralized control" and "mercantilism" supplanting free market functions...

But... there's history to consider as a possible guide to how things may begin to come unwound... IF history is useful as a guide... as seems likely, still, even given our problems today are clearly larger / more intractable than those "minor wrinkles" that have derailed markets in the past...

China... it is being pointed out this week... is seeing markets resuming declines and the economy is accelerating to the downside... Some say: It's already in a depression... and the trend in acceleration is worrisome...

"Globally synchronized" is often used to highlight purposefully crafted interconnectedness now... giving us an expectation that "globally synchronized recession" is not just "in the cards"... but a deliberate plan. We know the sovereign (and market based) debt risks... and the real estate bubble risks still somehow avoiding being unwound in spite of reality obviously requiring "can't get there from here"... without risks being realized ?

Currency wars... now a deliberate hacking at the roots of the global economic system... Only some few aware of BIS planning... and the implementation of plans... for re-monetizing gold... or Biden's efforts coordinating with others in things that work to undermine the reserve status of the dollar...

"Contagion" is making a comeback... on steroids... is what that really says ? But, unlike prior instances... this time, it appears... "they" are doing all "they" can... not to prevent it happening... but to induce it ?

"Contagion" has a history... so, the Asian Contagion or the 1997 Asian financial crisis... worth some study ?

From the Asian Development Bank:

"Contagion: How The Asian Crisis Spread"

As the U.S. is set to lower rates... many are expecting resulting "capital outflows" will quickly drag the U.S. into the same economic mire as is already afflicting China and Germany... "and so it begins"... ?

Jeff Snyder: "truth is finally starting to leak out"...
China's Collapse Has Entered a Dangerous New Stage

Steven van Metre:
WTF is going on ? China Is PLUNGING – And It’s Spreading to the Rest of the World!

"We're going to see deflation in every major economy"...
"deflation, delinquency, default... financial crisis... one right after another"

"Y'all still not quite ready for that "reset" yet ? OK. Let's get 'ya ready !!!"

Helicopters carrying cash reported inbound... ?
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