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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: Real Man who wrote (5321)8/30/2022 7:52:41 AM
From: Real Man1 Recommendation

Recommended By
re3

  Respond to of 10599
 
Fed raising increases twin deficits and rushes US to unsustainable sovereign debt position. Because all debt matters - corporate, private, sovereign, you have to add it all. 1000 trillion swap gorilla bets against US default on leverage due to positive carry. As real investors (China) flee. This is gonna be a sight to behold, 2008 was walk in the park.



To: Real Man who wrote (5321)8/30/2022 8:47:12 AM
From: Sun Tzu  Read Replies (1) | Respond to of 10599
 
High energy prices mean that smelters can't operate, which constrains the supply and leads to inventory drawdown.

If we're going to hit a global recession, as many expect, then the prices may spike just before they crash. Or they may slowly slide off a cliff if the bad news trickles down and we just live off of the inventories.


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