Intro LO: Onderstaande - en bovenstaande - gedachte had ik zelf reeds verwerkt in mijn derde (decoupling) bullet van mijn blog van 12 januari 2026: When will American debt become a tipping point? Mijn vraag van vandaag: is deze ontkoppeling eigenlijk realistisch ?? Het ontbreken van een serieus alternatief kan een NEE betekenen want China is geen serieus...
Intro LO: The recent warning of Janet Yellen (b.1946), economist and former US Treasury Secretary (2021-2025), has been on my mind for quite some time. I suppose this quote is essential for any country, and especially USA: "a state with increasingly expensive obligations and a very limited appetite for taxes." (Fortune) Note LO: markings in quote by me. Most likely,...
Early March 2023, I published a diagram (below left) on the impact of (i) coupling & decoupling, as well as (ii) chaos, equilibrium & vacuum on the four (4) stadia that govern Change in our lives, being Doubt, Fear, Hope & Love. Even then my 2023 diagram felt quite complex. Following some recent changes, I felt that my 2023 diagram needed more...
A few weeks ago, I experienced intrusive thoughts, which lasted for about a week. I thought about checking with its Sender but I was sure that Sender would deny sending those intrusive thoughts. Moreover, I felt that I was to blame myself for the receptiveness of those intrusive thoughts. "It seems to come out of nowhere — a strange, disturbing thought or a...
Intro LO: Last Friday, I published a Dutch blog on this topic: USA: Europe must choose between America and China !? The underlying Dutch article referred to a recent Irish Times article as its source. Subsequently, an Axios Macro article (see below) arrived the next day: The U.S.-China decoupling arrives. In my view, such a decoupling makes no logical and/or...
Intro LO: The world has long ignored that USA is semi bankrupt (eg, Debt to GDP ratio, annual budget deficits, trade imbalances). However, the World kept financing U.S. debt (eg, buying U.S. treasuries, US$). On 17 January 2025, the Congressional Budget Office issued a stark warning: “In 2035, the adjusted deficit equals 6.1 percent of GDP—significantly more than...
Recent Comments