Gauging strong supercycle economies
Super high level analysis
The Biden administration is juggling the ending of a 35 year credit bubble, gracefully.
Theyre hitting inflation with increases at the Fed at the right time before elections.
Demographics and income distribution is improved already, and the careful balancing of the economy is happening.
Bringing job supply to job seekers is the problem. As usual. Advanced economies suffer silly things like this.
Quarterly corporate setbacks are also usually stomached by cash.
How do we gauge an economy's strength for the LONG RUN?
Progressivism
Freedom of capital
Lower bar of entry for tech
On and on, right?
So whos winning?
The United States of America
The previous US supercycle (86-20) economy should be judged by how well it was cashed in on… and how many other problems were dealt with at the same time.
Also, how are its competitors doing?
“Trust by others”, in the future, to lead the way, is the major metric by which I evaluate the US handling of the economy.
THE ONLY QUESTION
I think the US will need to pay reparations to various peoples in the near future, in order to close the last 35 year supercycle. Its the only thing remaining.
Unless it has MAJOR plans to rectify that in THIS supercycle of 35 years … (start of 2020 was the probable beginning of that)
With wholehearted gratitude to all gold star families,
Derek Frazier
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