US tightening to date continues to ripple through money and credit in an orderly sequence. Bank lending – the next shoe to drop. Michael Burry is now positioned for a crash. Expect a collapse of “everything” within the next four months?
Bank credit standards are already tight enough to curb private credit creation. Mind the 4-quarter lag. pic.twitter.com/OdhHXtgF1K — Steve Donzé (@steve_donze) November 24, 2022 https://t.co/thBvOcvlOP — Tuomas Malinen (@mtmalinen) November 24, 2022 A storm is brewing… ⛈️ $SPY $VIXhttps://t.co/KdGBS3oxAZ — …
