In Part 1, I covered the vital concepts of market liquidity and how systemic liquidity crises can rapidly and quickly lead to insolvencies and bankruptcies. Those are 2008-style “Lehman moments” that everybody in power still fears.
And for good reason – 2008 almost broke the system.
In this report, I delve into the Fed madness (which I’ve been pointing out for far too long) which saw $5 trillion added in hot new money in just two years. Now that a mere $0.15 trillion has been taken back off, we’re seeing stress signals that tell us something is about to break.
The tension of the past few years – consisting of Covid lies and lockdowns, billionaires becoming deca-billionaires, massive inflation, wars, shortages, and social strife – is now spilling over into politics.
So-called “right-wing” politicians are now scooping up victories but, truth be told, to me these “right-wing” people mostly look like politicians that aren’t completely unreasonable. Naturally, that drives the crazy politicians even crazier and so the conditions are set now for a very long period of extreme social, political, economic, and energy and food disruptions.
Today, we are seeing red tidal waves worldwide. Basically, that wave means different things to different people, but in virtually every case it’s the euphemism for a blood bath in politics or economics.
On the political side, in America, it means the expectation that Republicans will win political races across the spectrum to take control of Congress, state legislators and governors’ mansions, even local races such as city councils and…