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RECAP: M2 DENOMINATOR
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RECAP: M2 DENOMINATOR

OCTA: Drowning in Debt & Denominators

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InvestAnswers
Sep 21, 2023
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NUGGETS OF ALPHA

  • U.S. national debt hits dangerous new milestone of $33 trillion

  • Hydrogen is 14 times more expensive than charging an electric vehicle

  • Gold divided by the increase in M2 money supply is down 80% over the last 44 years

  • As of August, we have reached a 23-year high on lost workdays due to strikes

  • Mortgage affordability in the U.S. is at an all-time low

  • Bank of England’s public satisfaction results are at an all-time low

  • The R&D and maintenance bill for the F-35 program is 3.1 times the BTC market cap

  • A weak currency will put additional pressure on the Chinese economy as the yuan hits a 16-year low

  • The Alt Season Index experienced a huge spike this week to 51

  • China’s CSI 300 index drops to its lowest level this year

  • UK residential rents rise at a record pace in August


Any tokens on the list will experience adverse price action due to unlocks. The central message for today's lesson is that it is critical to invest in hard assets.


The U.S. government added $1T of debt since July. Seeing the enormity of one trillion is terrifying. Now, everything is spinning out of control. It is a genuine concern, and I urge everyone to

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