recession

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Lessons From The Great Depression

2 Nov 2023 5 minute read 1 comment OfTheFreeMarket

“No one can possibly have lived through the Great Depression without being 8scarred by it. No amount of experience since the depression can convince someone who has lived through it that the world is safe economically.” –Isaac Asimov As economic fear...

A Recession Incoming? Maybe Just A Transition To Modernity..

2 Nov 2023 2 minute read 0 comments OfTheFreeMarket

“World needs a new order of modern economy.” ― Toba Beta, Master of Stupidity Questions.. The world economy is in dire need of a reset. Age old institutions, and status quos have been propped up by unnecessary intervention and bailouts for too long...

The end of Brazil part I - The economy

29 Sep 2023 2 minute read 0 comments makindesh

Brazil Hits Two Negative Records in August 2023 Brazil reached two negative records in August 2023, indicating that the country's economy is in a concerning situation. The first record was the federal public debt, which reached R$ 6.26 trillion, the...

Balance sheet recession

13 Sep 2023 1 minute read 0 comments fmiren

Balance sheet recession is one kind of economic recession that differs from other “ordinary” recessions. It is an environment in which private sector pays down its debt. Since this implies less corporate spending or investing, it can lead to contract...

Japanese '90s - Balance Sheet Recession. What is it?

5 Jul 2023 1 minute read 1 comment fmiren

  Balance sheet recession is a type of economic recession that differs from other “ordinary” recessions. It is an environment in which private sector (households and business entities) pays down its debt. Since this implies less corporate spending or...

What do consumer loans and delinquency ratios tell about recession?

26 May 2023 1 minute read 0 comments fmiren

Consumer Loans: Credit Cards and Other Revolving Plans, All Commercial Banks   Delinquency Rate on Credit Card Loans, All Commercial Banks   Consumer loans are rising. If we look at the last 1 year, credit card loans are increasing almost in a li...

M2 Money Supply Contraction & Rate Hike 'Double Lag Effect' To Hit This June

17 Apr 2023 6 minute read 7 comments SweptOverNiagara

On March 31, I published a post titled, 'M2 money supply at minus 7.9? Not in my lifetime!' in which I shared incredibly important information about the ever shrinking money supply after reading a great article on KingWorldNews.com that was full of u...

State of the Market (04/08/23)

8 Apr 2023 2 minute read 0 comments Todd Mei PhD

Welcome to the free State of the Market report for the Art of the Bubble! ​ Our subscriber plans make use of the same base algorithm that our crypto hedge fund, 1.2 Capital, does. It’s modified in timeframe and weighting so you don’t have to stare at...

Market risk, volatility, and business cycles

2 Apr 2023 1 minute read 0 comments fmiren

  Market risk, volatility, and business cycles We know that exogenous factors, such as major geopolitical events (wars, trade wars, regional conflicts, invasions etc.), can and do create significant volatility. For example, a geopolitical tension, ev...

Time to rebalance for the recession

28 Mar 2023 2 minute read 0 comments Crypto Raj

Dear Friends, Since COVID impacted businesses and economies, we have all been expecting a large-scale recession. It is now speculated that we will witness one by late 2023 or early 2024. However, this recession is unique - we know it’s coming. So, we...