Housing Bust

Housing Bust

The Great housing bust of 2022 is the last shoe to drop as central banks burst the everything bubble with aggressive tightening. If the FOMC follows through with a third 75 basis point hike in September, Monetary policy has gone from unprecedented easing during the lockdowns of 2020 to unprecedented tightening. This radical shift in …

Systemic Crisis

Systemic Crisis

We could be in a systemic crisis, a period of great uncertainty characterized by failing currencies, bank closures, supply chain collapses, and heightened geopolitical uncertainties, leading to war.   A paradigm shift is underway. The unipolar world with the US as the sole hegemonic power dominating international trade, global shipping routes, and shaping foreign policy is …