90% Market Crash and the Only Thing That Could Survive | David B. Collum

US long-term bond yields hitting 24-year highs signal a potential crisis in Federal Reserve credibility, as current economic weakness conflicts with the necessity of maintaining a stable currency through higher interest rates. Equity markets face a generational correction, with valuations at unsustainable levels compared to historical averages. The decades-long trend of rewarding dip buyers is losing its efficacy, making a dramatic drawdown or prolonged stagnation increasingly likely. Investors should prioritize defensive positioning—such as short-term treasuries, energy, and platinum—rather than relying on overvalued tech-heavy equities or potentially opaque gold ETFs. Geopolitical maneuvering, particularly China’s efforts to secure critical mineral supplies like copper, further complicates the global resource landscape, underscoring the systemic risks inherent in current financial and credit bubbles.