Summary: Spend Agenda is a phrase coined by Business Owners Charter, Inc. (“BOC”) for recurring deficit spending threatening systemic risk. While uncertainty abounds from the Middle East to the final makeup of the US House of Representatives, there is no uncertainty about the unsustainable trajectory of the juggernaut Spend Agenda. BOC Portfolio Newsletter maintains that… Continue reading Deficit and Devaluation: A Special Report of BOC Portfolio Newsletter
Tag: bitcoin
A Confluence of Triggers: Correlating a Collapse of All Major Asset Classes
Summary: Spend Agenda is a phrase coined by Business Owners Charter, Inc. (“BOC”) for recurring deficit spending threatening systemic risk. A recent confluence of domestic and global factors including crowding in short-duration US Treasury markets, destabilizing Spend Agenda, persistent inflation, and conflict in the Middle East if negatively escalating may permit a correlated collapse of… Continue reading A Confluence of Triggers: Correlating a Collapse of All Major Asset Classes
Juggernaut Spend Agenda
Summary Juggernaut Spend Agenda is a phrase coined by Business Owners Charter, Inc. for recurring deficit spending threatening systemic risk. That Bitcoin is up and coming since the launch of 10 spot Bitcoin Exchange Traded Funds (ETF’s) is undeniable. Boc Portfolio Newsletter believes the greatest systemic risk is disintermediation risk, or collapse of the US… Continue reading Juggernaut Spend Agenda
2023 Inflation and Potential Investing Solutions
Summary: Spend Agenda is a phrase coined by BusinessOwnersCharter.com for recurring deficit spending. For example a US Fiscal Policy Spend Agenda has deficit spent every year since 2001. Yet according to the International Monetary Fund (“IMF”) on 4/7/22 “Standard economic theory states that inflation will get out of control under a prolonged mix of certain monetary… Continue reading 2023 Inflation and Potential Investing Solutions
Correlation of a collapse potential for all major asset classes.
Summary: There may be 3 parts to a worldwide collapse in all major asset classes. In this investment research paper, Jeff Liautaud considers scenario plans as the collapse occurs. In Part 1, the author explains that if an S&P 500 fall potential exists, being in cash may be the best place to be. In Part… Continue reading Correlation of a collapse potential for all major asset classes.