Credit Cycle Trough?
Two years ago I predicted there would be no crash in home prices similar to 1990/2001/2008 and I called that one right (Prices are up almost 9%). Most people were conditioned by the last three deflationary recessions to expect a 50% crash.
"Nationally, CoreLogic’s most recent home-price
analysis reports that home prices rose 3.4 percent
from November 2023 to November 2024. It forecasts
that price growth will continue, with an increase
of 3.8 percent by November 2025"
Trump EO bans CBDCs, A step toward Ending the Federal Reserve, and much more
Agenda 47 is in full swing and Trump’s latest Executive Order will unleash prosperity like never before.
Trump's CBDC ban sets the stage for a few State-based stablecoins operating at a regional level, I think, and I'm two years ahead of it.
Credit Cycle - 2022
In 1991, I read a Barron’s article by Ray Dalio (founder of Bridgewater Associates, net worth of $22 billion) about the credit cycle (Kondratiev wave, debt cycle, etc) and it’s been in my mind ever since. Today I read an engaging article by Brandon Smith similar to my own analysis
Inversion
Key Treasury yield curve hits deepest inversion since 1981Key Treasury yield curve hits deepest inversion since 1981MSN 1981-82 was the “Reagan Recession” and if you believe in the K-wave (Credit Cycle) , also the transition from an inflationary upcycle to a deflationary downcycle. The current environment is probably the K-wave inversion,
Credit Cycle 2
I described the Credit Cycle a year ago, with a prediction that house prices won’t crash like the 1990, 2001 and 2008 deflationary (downcycle) recessions. Seventy percent of Americans are under 55 years old and never experienced the 1970, 1975, 1980-82 inflationary (upcycle) recessions when house prices didn’t collapse, so
State Depository Token Platform - 2025
A State Depository Token (SDT) platform could issue tokens backed by the US dollar and alternative tokens backed by gold or other value systems. The dollar tokens would be legally restricted by Federal money laundering laws, but the alternative tokens could act as a cash-equivalent in a separate domain subject