How painful will the incoming deleveraging years be?

[Anonymous No.55838126]

I mean let's face it, households are overleveraged, the business sector is overleveraged, the financial sector is overleveraged, local and state governments are overleveraged and the federal government is oveleveraged.

There's literally no reason to feel bullish in the medium to long term with fundamentals this shit, is there even a way to profit from the deleveraging when it eventually goes full steam?

[Anonymous No.55838201]

I'm tired of all these panicking bobos bros

[Anonymous No.55838210]

It'll be very painful big guy

[Anonymous No.55838285]

It will never happen, contraction of any kind is not allowed anymore. At the first sign of deleveraging the Fed will create infinite programs like BTFP so that deleveraging doesn't have to take place. Just look at student loans, there's already a 12 month on ramp period that will be extended into infinity so that no one has to pay back their loans. People will gladly accept an endless inflation crisis if it means number on screen goes up

[Anonymous No.55838322]

>>55838285
Yeeeaaaaahhh naaaaaaaaaa

You sound exactly like the people who in 2021 at the peak of the bullrun were saying

>THE FED CANNOT RAISE INTEREST RATES EVER AGAIN, ITS IMPOSSIBLE, BITCOIN IS GOING TO 500K EOY, PROPERTY VALUES INCREASING 30% PER YEAR WILL BE THE NORM, BUY NOW OR MISS OUT!!!!!!!!!! ITS MATHEMATICALLY IMPOSSIBLE FOR THE FED TO RISE RATES! IMPOSSIBLE! EVEN JUST 1% RISE IN RATES WOULD CRASH THE ECONOMY!!!!

[Jealous No.55838325]

new RD ID

[Anonymous No.55838430]

So what everyone here is saying is: volatility is under priced.

[Anonymous No.55838449]

>>55838126
Very, but it's for the best.

[Anonymous No.55838451]

>>55838126
There is no deleveraging, just hyperinflation.

[Anonymous No.55838456]

Embrace the debtpill, we are just getting starting

[Anonymous No.55838462]

>>55838126
Mortgage bailouts

[Anonymous No.55838700]

>>55838210
for you.

[Anonymous No.55838726]

>>55838322
The Fed can raise rates to 10% and it wouldn't matter because they will can create BTFP clones to manage duration risk. The 2020 crash opened the doors to infinite QE

[Anonymous No.55838732]

>>55838430
VIX broke years ago bro.

[Anonymous No.55838743]

>>55838700
>for you.

[Anonymous No.55838847]

>>55838322
Fiat grift requires continued and ongoing debasement to function, Jay the Faggot will do a Volcker, and by that of course I mean manipulate inflation and money stock statistics to paint a rosier picture than reality, actual inflation has been 5-10% per annum since the '80s, as evidentiary by the price of everything from hamburgers to houses. The only thing that would stay the oligarchy's hand away from further debasement is a mass secessio plebis, but workers have shown time and time again that as long as they have their goyslop and their blue cat people fucking whales in IMAX they'll happily continue to take it up the ass. Never forget what debasement is: a parasitic transfer of resources from income earners to oligarchs via asset inflation.

Notice that high FFR is INFLATIONARY under fiat, as interest is paid with debt, which is paid with more debt. "Higher for Longer" guarantees further debasement.

[Anonymous No.55838907]

>>55838847
To put it simply
>companies like Apple are making money on their cash positivity without doing any business purely through interest on overnight T bonds
While inflation sucks money out of earners pockets