2022-09-10

When the Bubble Stopped

I saw a chart of monetary data that topped out in February 2021 that made me think, "Duh!" It was so obvious that I didn't record it, but now I can't remember it. So here's an attempt at finding it again. I'll post charts that broke in February or March 2021.

Here's the yoy change in the Fed's balance sheet versus BTC.

Here is ARKK and the 10yr2yr yield ratio. The yield spread peaked about a month later.

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