The U.S. has a BIG problem nobody wants to talk about…



Take a look at this picture.

The U.S. debt crisis is intensifying to levels we haven't seen in DECADES.

If you have ANY money invested, you need to read this:

~26% of US federal debt is set to mature within the next 12 months.

If things were normal, this might be manageable.

But trust me, this is not normal.

We’re looking at one of the largest refinancing cliffs of this century.

And here’s the part nobody wants to hear…

IT WILL DRAIN LIQUIDITY FROM THE ENTIRE SYSTEM.

By comparison, the last peak was ~29% in 2020.

But back then? The Fed interest rates were at 0%. Money was free.

Now, rates stand at ~3.75%.

This means ~$10 TRILLION in debt must be refinanced at significantly higher rates over the coming year.

The US Treasury is trying to hide the pain...

They shifted to issuing shorter-dated bonds to minimize interest costs in the near term.

But this just kicks the can down the road.

Who’s going to buy all of this debt?

The market is pricing in 2 cuts this year, but that won't fix the supply issue.

So the Treasury has to flood the market with bonds.

This sucks liquidity out of other assets worldwide.

This includes:
– Stocks
– Crypto
– Risk Assets
– Literally anything that needs liquidity

I expect the massive supply of government debt to put a ceiling on risk assets over the next 12 to 24 months.
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