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M2 Money Stock

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Global Liquidity (in USD), a rough measureThis black barchart is the M2 of the largest central banks of the world (USA, China, Europe, Japan.), converted into USD (in Trillions), which is the world reserve currency. So this is a rough expression for global liquidity, which can go and buy assets like stocks or bonds. Any strong decrease in this Liquidity should sooner or later lead to a run for US Dollars to service the huge amount of "Eurodollar" debt aka global USD-denominated debt. Leading to asset markets finding themselves up in the air like Wiley Coyote. In comparison it shows $SPY in orange. You can see how declines in liquidity can lead to stagnations in $SPY. In 2016 though the market seems to have front-ran the acceleration of supply of liquidity... This chart is just an analysis on liquidity as an indicator, not a prediction on what to come next from here on...
FRED:M2SL
by Vollchaot
2
cDon't listen to all the pundits when they tell you the market is strong. If you had to borrow money every year to keep up your lifestyle and pay off those debts with larger debts, would you say your personal economy is strong? No. That's exactly what the government has done for decades and the chickens are coming home to roost. The SPX (S&P 500) has been phantom collapsing since August 2021 but it's hidden by the larger weighted stocks. It's possible we see a quick rally before a huge sell-off, but I wouldn't place that bet. There are good companies that are down dramatically. Even Chipotle (CMG) is down 31% in the last 6 months which is a crash! Here are some more: Clorox (CLX) down 28%, BlackRock (BLK) down 28%, Paypal (PYPL) down 69%, Penn National Gaming (PENN) down 50%, Paycom (PAYC) down 39% and so many more. The first area to break we need to be watching is the 3,700 level. The next is the 3,500-3,250 then the where there is a possible area of large support off the old pre-pandemic highs. Our average sell-off yellow bar is 3,000 - 2,800 as a very fair level of support. That isn't to say we can't have a 50% collapse or more, but this is a great starting point to average out and see where this may end. If we see banks folding, WW3, or anything along those lines, expect massive moves to the downside and then incredible inflation (FED money supply growth).
FRED:M2SLLong
by DefyingFinance
Hyperinflation coming by 2030 in the US. Can it be true? Who does it benefit? Check out the M2 money supply vs the S&P 500. Clearly, the more that is printed the more assets increase. Owning assets is your best bet of financial survival. The poor will be crushed but being wealthy in that time is not pretty either. This has been talked about for years by people like Robert Kiyosaki, Peter Schiff, Mike Maloney, and so many more. Milton Friedmans Free To Choose on YT has a great explanation about inflation I recommend everyone look at. This chart is monthly and if we are truly looking at a long-term time horizon, it looks clear this trend is not changing. Usually, these don't change until it implodes on a government. Be watching commodities over the next decade if you are a long-term player. I will be stacking those chips along with crypto in the Defi world and other dividend-paying stocks with cash flow real estate as a backup. This market we are heading into is going to test everyone's asset allocations to the extreme. #crash #inflation #depression #marketcollapse # hyperinflation
FRED:M2SLLong
by DefyingFinance
1
Bitcoin Supply Inflation VS M2 Money Supply InflationOver the last few months, inflation has been a hot topic. As a result, I thought it would be great to emphasise the most important aspect of Bitcoin's monetary policy: scarcity. For the first time ever, we can precisely see the maximum supply of a asset than can perform as our global reserve currency. Given the halving event that occurs every four years (210,000 blocks), the inflation rate of Bitcoin's supply is steadily approaching zero. This is evidently shown via Glassnode''s data for Bitcoin Supply GLASSNODE:BTC_SUPPLY . After the third halving event, Bitcoin's inflation rate was approximately 1.8% In recent years, Bitcoin has a lower inflation rate when compared to the current inflation rate of the M2 money stock. Over the long term, this is extremely bullish. We can expect more capital to be injected into Bitcoin and the rest of the cryptocurrency market as adoption continues. Trader Dončić
FRED:M2SL
by Doncic
Growth Cycle Analysis of USD Supply.This is not entirely about a trade, moreso a thought experiment of the future to come. After the great 2020 coof liquidity crisis a brief and severe expansion of the monetary supply occurred in order to bail out the entire economy. This seems to be followed by an equivalent expansion rate mirrored by the 1971 expansion. The marked difference this time is that the interest rate is 0. To reign this in would require negative rates, or capital controls, AND a major collapse (which I do not think will be permitted).
FRED:M2SLLong
by FlyTheElephant