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:
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