The Credit Cycle Melt Up And Coming Crash
How the equity melt up is setting the stage for larger risks - for now we rally HIGHER
The Credit Cycle Melt Up And Coming Crash
With equities continuing their melt-up, this is THE time to have clarity about HOW HIGH we can go and WHEN we are likely to see flashing red signals to get out. Today I recorded a video breakdown explaining how the credit and liquidity cycle function, and then connect that to WHERE we are going.
To be clear, I am still bullish, but there will be a moment when I exit and raise a ton of cash. If you aren’t preparing now for this, you’re guaranteed to fail.
The Macroeconomic Framework of Capital Flows: A Comprehensive Playbook
As promised, here is the playbook that lays out everything you need for navigating this cycle:
As always, a Pepe for the culture:
The information on this website/Substack is for information purposes only. It is believed to be reliable, but Capital Flows does not warrant its completeness or accuracy. The information on the website/Substack is not intended as an offer or solicitation for the purchase of stock or any financial instrument. The information and materials contained in these pages and the terms, conditions and descriptions that appear, are subject to change without notice. Unauthorized use of Capital Flows websites and systems including but not limited to data scraping, unauthorized entry into Capital Flows systems, misuse of passwords, or misuse of any information posted on a site is strictly prohibited. Your eligibility for particular services is subject to final determination by Capital Flows and/or its affiliates. Investment services are not bank deposits or insured by the FDIC or other entity and are subject to investment risks, including possible loss of principal amount invested. Your use of any information which is proprietary to Capital Flows or a third-party information provider shall only be used on individual devices without any right to redistribute, upload, export, copy, or otherwise transfer the information to any centralized interdepartmental or shared device, directory, database or other repository nor to otherwise make it available to any other entity/person/third party, without the prior written consent of Capital Flows.
Thanks 🫡