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We are now entering the second stage of the busting of the #everythingbubble.
On Mar 2, 2020 I laid out some thoughts for the sequence of events during and post the COVID shock. Time for a short retrospective and some ideas what may happen next.
On Mar 2, 2020 I laid out some thoughts for the sequence of events during and post the COVID shock. Time for a short retrospective and some ideas what may happen next.
The the initial market reaction to the pandemic and the lockdown was highly deflationary.
The easy part was predicting that monetary and fiscal policy would throw everything they had onto the “deflationary crisis”. Pointing out the chance of severe price inflation and the opportunities that lay in investing in commodities definitely was way more outlandish.
Last Thursday (s. ; or for the full live stream, s. ), @SevimDagdelen from #DieLinke has discussed with @RaniaKhalek & @EugenePuryear esp. the recently decided & billion-dollar rearmament of the German #Bundeswehr...
...as a result of the #RussianFederation's military invasion of #Ukraine, as officially justified by the #GermanFederalGovernment. A recommendable interview! Besides her opposition to such rearmament & the associated fundamental departure...
...from the so-called „#Entspannungspolitik“ established by #WillyBrand & #EgonBahr for #Germany's relationship with the #USSR (& also its territorially largest & politically strongest successor state in the form of the #RussianFederation),...
The #everythingbubble is in it’s first stage of popping. We expect sharp monetary and fiscal reactions to a slowing economy and eventually an overdose which brings inflation and finally the bursting of the debt bubble in a second stage:
A short thread.
A short thread.
In our @IGWTreport s we have been writing a lot about the #everythingbubble and various pins which may prick them. It seems, as if the #bubble finally found it’s needle last week.
Graph from IGWT Report 2017.
Graph from IGWT Report 2017.
Last week’s market reaction priced in a highly deflationary scenario, which - all things being equal - seems quite rational as economic growth and velocity of money is plunging.
