BradMatheny

The unwinding of the global excesses will be epic (not here yet)

Long
ECONOMICS:USIRYY   United States Inflation Rate YoY
I was just looking at some data and put this chart together. Pay attention to how the dynamics of USD assets have changed over the past 3+ years - and the excesses built into the global economy since the 2008-09 GFC.

As much as I want the global to navigate a soft-landing process, I see the excesses of the past 8+ years unwinding in a somewhat extended format through 2025 or beyond.

Because of this expectation, I believe the US/Global markets may enter a period of extreme consolidation over the next 4+ years before attempting to shift back into a longer-term bullish price trend. This means we need to stay focused on assets that provide safety and security while attempting to navigate a broad global capital unwinding process.

Bitcoin and other speculative assets may see massive revaluation events - same with Technology and Innovation sectors.

Traders will get chopped up unless you are able to target quick profits and/or ride our shifting capital trends in various global assets. Passive investing may seem like the safe play - but I believe CASH and HEDGING will outperform almost everything else over the next 3+ years.

Follow my research and learn how to spot these bigger cycle trends. The peak in the US markets is not here yet - but when it happens, be prepared for extreme market volatility.

Disclaimer

The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.