This time it IS different - not what you think

For anyone mature enough over the past 30-years has lived in epic times; prosperity at every turn.  Each dip was a buying opportunity to reap bountiful harvests.  Think back to how close the entire US financial system was to collapse in '08. Last minute deal brokering for $800B in liquidity saved the day. Was this normal?  No way!!!

The problem this time is that the politicians across the globe are conspiring to work together to dismantle existing civilizations and of course they have a playbook ready to deploy once enough destruction has taken place. See if politicians can induce enough pain on the populace then can 'appear' to be saviors with their all new 'plan'. 

The Western-System Is More Fragile Than Ever.  No this is not more fear Porn!!! How you might ask?  The western nations have long since hollowed out their manufacturing sectors that once made them great. They have allowed the financial systems to be come corrupt and polluted with wolves that only protect their own interests.  Think I am wrong?  What about the government overreach from the SEC against SEC...specifically the ability of SEC and Congress to trade on privileged information while the rest of the populace can not. 

Let's count the ways

• History’s Biggest Credit Bubble is Bursting at The Seams
  • The era of fake $ is coming to an end (Recall US printed 25% of all Dollars in circulation in past 12-months.)
• Huge market pessimist (globally) - across the USA the feeling we in for a worse environment than 'The Great Depression'
• US $ has been weaponized via sanctions and the DeDollarization effort continues to grow. The World Reserve currency is not supposed to be weaponized it should be neutral. 
• US is the largest Debtor nation in the HISTORY of the world. You can't print yourself to prosperity!
• M2 money values are crashing not just MoM but YoY too (last month it was down 17.9%). Keep in mind this the 1st series of M2 contractions in 12-years. (yeah that puts us back to 2010, what was going on back then??)
• Citizens are struggling to pay for basic necessities (food, water and shelter), energy bills or eat? That is a nasty decision.
• Current Politicians are embracing the victim mentality in stead of the hero mentality.
• Low birth rates YoY spell trouble for future growth rates in GDP
• Higher mortality rates means the elder generation is no longer around to provide wisdom and common sense
• Hyperinflationary energy prices in EU, what type of collapse will this cause in EU? How much will spill over to your country?
  • Recall France, Germany are already warning you how cold you will be this winter (it's still technically Summer until Sept. 22nd)
  • Germany manufacturing sites are already shutting down to conserve power
  • Belgian firms are shutting down too (These include Aluminum and Zinc smelters - hello the world runs on commodities)
  • Russian has shutdown Nord Stream 1 (NS1) in protest to nations and their sanctions. EU 'leadership' has sold away those nations for what?
• Higher food prices and people not having enough money to pay for utilities
• Home prices in 25+ markets have declined for second month in a year - look out below
• Previously owned homes down 20% in July
• Recall in the 1970's US inflation rates were 15%+ and the US Debt:GDP ratio was 30%
  • Now the US Debt:GDP ration is north of 125% - think about why this one fact is so VERY important.
• Famine and food riots globally (not yet hit the USA) but are active globally
  • Recall the average age of US farmer is 58 (US was the bread basket of the world) in some areas of the world that average age is higher. 
  • US west is experiencing 1200 year cycle drought
    • Las Vegas, New Mexico only has 20-days worth of Water remaining. You know the rule only 3-days without water prior to death setting in.
  • Fertilizer and pot ash producers are shutting down - these are required to produce food on grand levels.
• Government incompetency, corruption and policy failures that expect tax payers to pay for. They failed Econ 101, 201 and 301 and want you to reelect them again.
• Despots always accuse the opposition of crimes they themselves are guilty!!
• Government pairing w/ Big Tech for censorship to eliminate any other sides of the story
• Politicians and the entertainment industry are tied at the hip!
• Central Banks, specifically the US Fed can’t solve an Inflation Problem It Doesn’t Understand!
• "War on cash” - efforts to remove cash and move to digital cash are underway, which opens the door to...CBDC
• CBDCs to save the World as well as the tyrants that back them!

Recall Isaac Newton for every action there is an equal an opposite reaction! Does that mean since US equities market have experienced a 40-year 'bull market' that we should expect a 40-year bear market?  I can't say with certainty, but I expect very hard times ahead.  Additionally, I would add the Western world is rapidly finding out where stuff actually comes from, and while that’s a painful experience, it is nothing compared to the grand picture here and how these competing systems are leading us towards a global conflict. 

Summary There are signals all over that you should be paying attention to,

• No steel = No industry (or industry jobs)
  
• No fertilizer = No food
• No natural gas = No electricity or heat

although, the Fed and the Politicians need you to believe this time it is different and they are genius level smart and that they can alleviate the need for any and all recessions and depressions. Recall, recessions and depressions are natural occurring processes to excesses in the cycles (Bull). It appears the current energy crisis as well as the commodity shortages will unravel EU. The concerns now should be how far and wide will their issues spread across the globe. I would urge you that we have a greater depression inbound and the potential devastation is enormous.