| Ripple Effect — July 17, 2025
Investors continue to charge into the stock market. And when your 401(k) balance is soaring higher, it’s easy to overlook the fact that stocks aren’t the only game in town.
Not only that, stocks aren’t even the most important game in town.
It’s credit markets that matter. Without credit, from overnight lending to financing governments for 30 years or more, financial markets get far more unwieldy.
Right now, liquidity is drying up in the bond market at its highest level yet:  Market liquidity in the bond market is now worse than during the 2022 bear market or even the Great Financial Crisis. With bond yields back to 5%, and with markets showing signs of concern over the potential replacement of Jerome Powell at the Fed before his term ends, the bond market isn’t quite in full revolt.
But it’s trending in that direction. And investors may find that in times of rising illiquidity, increasing your own personal liquidity by raising cash may be the prudent move.
~ Andrew |  In late 2024, Elon quietly created a company called “USA, Inc.” What’s more… Elon also just created his own city in Texas. It’s in zip code 78521. And now, with his major public fallout with President Donald Trump… Could Elon Musk be planning to do the unthinkable? Or is there something else going on in zip code 78521? Well, one financial analyst may have the answer: What’s happening in Elon’s new Texas city is pointing toward potential riches for Elon… And potential riches for YOU, if you follow the steps he lays out today. Click here right now to see the details for yourself.
| P.S. Yes, as an asset without any counterparty risk, gold is also a standout in a panicking credit market scenario.
But even in that situation, gold could face a selloff as investors rush to cash, the final say in liquidity in today’s day and age.
That’s what happened in 2008 and 2020 as credit markets cracked. But both times gold was the last asset to sell off, and a sign that the crisis was peaking, before moving to new highs. Bitcoin, which was created in response to the money-printing that followed the 2008 crisis, saw a similar move in 2020 – an initial flush lower, before a face-ripping rally.
As always, your reader feedback is welcome: feedback@greyswanfraternity.com (We read all emails. Thanks in advance for your contribution.)
How did we get here? Find out in these riveting reads: Demise of the Dollar, Financial Reckoning Day, and Empire of Debt — all three books are now available in their third post-pandemic editions. You might enjoy one or all three. 
(Or… simply pre-order Empire of Debt: We Came, We Saw, We Borrowed, now available at Amazon and Barnes & Noble or if you prefer one of these sites: Bookshop.org, Books-A-Million or Target.)
Please send your comments, reactions, opprobrium, vitriol and praise to: feedback@greyswanfraternity.com |
Tidak ada komentar:
Posting Komentar