Posting this for anyone to view to see what's unfolding here, but everywhere I look I see alarm dangerous dangerous repeats of the roaring 20s on a scale larger than I could ever imagine.
I have hundreds of hours studying this ERA and although this looks great and no "Recession" what's coming is going to be much worse and change the world in a major way.
The reason a lot of the FRED charts don't backdate to 1920s is people would pick up on this and raise alarm bells, but because everything is going up like I suspected since early 2023, people are ignoring this.
Roaring 1920s
- 1920 Unemployment spike.
- 1923 rates trend close to ZERO.
- 1925 Markets stimulated crisis saved?.
- Wrong people on the sidelines waiting for a recession got a case of FOMO and decided to re enter the market via leverage and heavy leverage creating an even bigger crisis.
- 1928 Rates start to rise as the bankers figure out this is not under control.
- 1930 finally the market breaks taking a dive forcing rates to get to ZERO again as fast as possible.
Roaring 2020s
- 2020 C19 crisis, unemployment spike.
- 2021 Rates globally forced to ZERO.
- 2022 Rates globally starting to rise to counter inflation.
- 2023 inflation contained (for now) majority of the market funds on the sidelines waiting for a recession. Hedge funds are NET SHORT stocks higher than COVID.
- 2024 No Recession, Rate Cuts money starts flowing back into markets heavily.
- 2024 is now packed filled with leverage of people who thought a recession was coming. FRED panics rising rates to contain bubble.
- 2025-2028 Crisis.
There's a reason Gold and Bitcoin are both moving up the same time equity markets are.
Smart money has already made the connection of how bad this is going to get.
The amount of money that will be printed soon to control market collapses + bond yields will debase your money faster than you can imagine.
So yeah while everyone is getting fanatic, make sure you allocate to the right assets that protect debasement.
Enjoy this final Roar, it could theoretically be the last one in our lifetime to flip wealth.