🚨The U.S. has a HUGE problem but nobody wants to talk about it…
Everybody is ignoring it.
The massive red bar you see is the principal amount of US debt expiring in the next 12 months.
OVER $8 TRILLION DOLLARS.
Here’s why it matters:
The US Treasury made a FATAL MISTAKE.
They shortened the duration of their debt when rates were near zero.
NOW, THE BILL IS DUE.
We’re about to force a rollover of trillions in ZIRP-era paper (issued at ~0.5%) into a 4.5%+ rate environment.
Why this is a black swan:
This isn't about paying it off, it’s about repricing risk.
1: Debt Service Explosion: As this red bar rolls over, the Interest (Green) component on the budget will parabolic.
2: Liquidity problems: Who has the balance sheet to absorb this supply without yields spiking?
This is a mechanical squeeze on the US sovereign balance sheet.
It forces a choice: Austerity (Depression) or Yield Curve Control (Inflation).
Most analysts are looking at P/E ratios, but they should be looking at the structure.
Interest expense just hit $1 Trillion/year, consuming 19% of all federal tax revenue.
That’s not a projection, that’s today’s reality.
We are borrowing new debt just to pay the interest on old debt.
That’s the definition of a ponzi financing unit.
Btw, I’ve called every major top and bottom for over 10 YEARS.
When I make a new move, I’ll share it here for everyone to see.
If you still haven’t followed me, you’ll regret it. Trust me.