Face the fact that cash is NOT a solution to a crisis
Source: Investment Books (Dhaval)
This is money debasement and loss of purchasing power looks like.
Below you can see the change in purchasing power of the U.S. dollar as measured by aggregate price inflation, including impactful historic events. Anyone who has attempted to save in dollars since the inception of the Federal Reserve until now has been robbed of their purchasing power. Source: Figure-7D, Broken Money thru Reese M.
What's going on here?
Source: Bloomberg, Lawrence McDonald
Here's the most shocking part of Q1 us GDP numbers...
Source: www.zerohedge.com
Nice relative price chart by Jay R. Ligon at TheeDisruptor
The 7 C's (Cattle, Corn, Crude, Cocoa, Cotton, Copper, Coffee) vs Consumer Discretionary $XLY Why? It is a clear measure of the inelastic demand for commodities (the ultimate staples) versus elastic demand of discretionaries. Plus we can eye inflation at work and the strength of commodities.
Money debasement
Source: CNBC
The bonds market's inflation expectations just hit new 52-week highs.
Commodities are following the trend. Source: J-C Parets
Economic Growth Forecasts for G7 and BRICS Countries in 2024 🗺️
Source: Visual Capitalist
