Prime Media

The new macro data just came out, and it's much worse than expected.

The U.S. economy has a fatal weakness that almost no one knows about…

By the time it’s obvious, it’ll already be too late.

Here’s the uncomfortable truth you MUST know:

The next crash won’t be a global domino effect.

I’ve tracked capital flows for over a decade.

We used to obsess over worldwide systemic contagion.

That’s no longer the real risk.

The new danger? Sovereign insolvency.

And no, I’m not talking about an old-school default.

I’m talking about fiscal dominance:
inflation, financial repression, and captive buyers.

If you’re positioning for another 2008, you’re preparing for something that doesn’t exist anymore.

What no one is telling you: the global banking system has been carved into compartments.

The U.S. won’t pull the rest of the world down this time…

IT WILL GO UNDER BY ITSELF.

Here’s the logic:

1⃣ The U.S. is trapped in a sovereign debt loop.
The Fed has no choice but to print and absorb.
Treasuries sacrificing the dollar to keep the bond market alive.

2⃣ Basel III forced foreign banks to ring-fence capital.
A blowup in New York no longer forces liquidations in London.

3⃣ Emerging markets now trade with each other.
The U.S. consumer is no longer the single engine of global growth.

4⃣ The Fed stays “higher for longer” to fight stagflation, while Europe and China ease to stimulate demand.

5⃣ The poison assets are U.S. commercial real estate and U.S. Treasuries, mostly held by U.S. banks.

Meanwhile, the rest of the world is actively reducing exposure.

That’s not a global depression.

That’s a localized one.

What would prove this wrong?

1⃣ If U.S. growth and productivity surge enough to outpace exploding interest costs.

2⃣ If CRE values and cash flows stabilize before the refinancing wall hits.

3⃣ If the next shock goes global again, 2008 style.

I’m monitoring all three.

This is a GLOBAL rotation setup.

When U.S. risk is contained, capital doesn’t vanish - moves.

Into commodities.
Into real assets.
Into undervalued equities outside the U.S.

That’s how the U.S. stagnates while the rest of the world accelerates.

Can you make money from this?

There’s only one way out of the glass dome.

“Don’t put all your eggs in one basket.”

Start pulling capital out of passive U.S. index exposure.

Make it strategic.

Ignore it if you want, but don’t pretend you weren’t warned.

I’ve been calling major tops and bottoms for over a decade now, and I’ll do it again in 2026.

Follow and turn notifications before it's too late.

A lot of people are going to wish they paid attention earlier.
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