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