Note: I’m a bit busy this week as the book draft is due, and we’ve got the amazing Honey Badger farm event here at Evie’s and my homestead starting on Thursday. Okay, I am completely swamped! To keep current with everyone, I am making the Inside Take’s I produce (normally only for Peak Insiders) available to all levels of membership this week.
The signs are lining up – there’s a major liquidity event (soon to be a crisis) in the markets as indicated by a spiking dollar, spiking yields, and falling stocks. That trio of signs is what we saw in 2008.
A fourth indicator is the yield curve is steeply inverted, which I cover in this video.
Finally, we’ve got the US Federal Reserve busy raising interest rates and reducing its balance sheet, both of which serve to ‘tighten financial conditions’ which is a fancy way of saying “money is harder to come by. When that happens, weaker players and entities/individuals with urgent funding needs get in trouble.
Add it all up and we’ve got the makings of a really big financial crisis on the way, far larger than 2008.
by glryan2020 
