Thursday , 4 June 2026

Debt & Deficits

What Goes Up Exponentially Eventually Drops Like A Stone – Got Gold?

When growth becomes exponential the likelihood is that it won’t last and that there will a substantial move in the opposite direction. This article looks at the unsustainable trends in most asset classes, population numbers, inflation and credit growth and discusses the dire consequences that are most likely to unfold in the years to come as a result.

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China’s Debt Bomb & What Might Spark the Fuse

The ramp up in Chinese debt accumulation has been a leading concern of investors for years. The average total debt of emerging market economies is 175% of GDP, and skyrocketing corporate non-financial debt has launched China far beyond that number. The real question is: by how far? The answer is disconcerting, because nobody really knows. In today’s chart, we look at various estimates to the size of China’s debt bomb, its payload, and what might spark the fuse. Words: 354

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Stan Druckenmiller: America Is Heading For A Disaster

Stan Druckenmiller had an incredible investing performance (a compounded annualized rate of return of 30% - without a single down year - over a 25 year period) which was rooted in his skills in making macroeconomic forecasts. Applying those skills to an analysis of our current & future economic situation he has concluded that America is heading for a disaster. Here's why.

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Red China Is Drowning In A Sea of Red Ink

China is only becoming more indebted, even as its economy slows down. By 2014, China's total debt reached $28 trillion, according to McKinsey & Co. That is roughly half the world's entire debt. In this article we show what's happened to Chinese debt and why people are starting to worry about it.

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