Reinko

Market Rewind: Deleveraging Continues

Deleveraging continues?

My favorite way of deleveraging is looking at market cap compared to 'balance assets' from financial firms.

By all means this way of measuring leverage is still climbing month in month out for the entire US financial sector.

So the 'real deleverage' still has to set in just like the Americans still not understand you have to look at the 'real GDP growth' and not at the funny comics as delivered by the US government.

And, just by the way, why are there still no articles on this website around the total debt position of the US financial sector?
The FED says it is above one GDP and can please anyone explain to me how the financial sector can pay back an amount of debt above one US GDP?

Smart insights are welcome.....