In a “Dollar Rally Induced Liquidity Crisis and a Late September Warning,” published (Twitter thread) on Sep. 10, concerns about the Sep. 24 time frame began to manifest on Sep. 17 when Russia raised concerns about long-range missiles being transferred into Ukraine by...
The recession that’s taking hold in the U.S. and Europe is deepening amid a likely escalation of NATO’s proxy war (Twitter thread) with Russia in Ukraine. A sanction-induced energy shortage and subsequent liquidity crisis spawned by a strengthening dollar that the...
The underlying factor driving the liquidity crisis within a broad swath of financial markets is a significant U.S. dollar rally since the June 2021 low. The $DXY went vertical in March 2022 when the Federal Reserve began raising interest rates after Russia’s “special...
While the western United States bake in another heat wave with relatively affordable but inflated prices for gas and electricity compared to Europe via hydrocarbon-based power that’s taken for granted with EVs and air-conditioned flats, European Russophobic lords are...
Just as the domestic supply chain crisis in transporting goods across the United States was loosening up a tiny bit, another problem within the trucking, freight, and shipping industry popped up on the West Coast that’s spreading to East Coast ports. The conflagration...