What Stage Of The Recession Are We In

Published 2024-03-26
As more signs of instability pile up around the world but also coming from inside the US. Those are evidence for the continuing downside to the supply shock, the same cycle, not a soft landing. What are the key differences? Employing a few critical datapoints it's easy to see how much of a divergence there already has been and what that likely means for the upcoming period.

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Twitter: twitter.com/JeffSnider_EDU

All Comments (21)
  • @tmer831
    Recession! Crash! Inflation! It’s getting depressing. I have about $100k in emergency fund and I have been seeing good news about the stock market and would like to gain from that since I can’t let my savings be corroded by inflation. What stocks should I into as a newbie to safely grow my money.
  • @selenajack2036
    The dilemma of "higher interest rate leads to expensive borrowing leads to slow economic growth" and vice versa makes it difficult to manoeuvre economic parameters. Yet the stock market isn't showing any sign of slowdown caused by a recession outlook. Investing now instead of saving would make thousands of dollars in ROI if done right.
  • @alpgeorge7012
    I hope the recession won't impact pensions as I plan to retire soon. Starting late is better than never; any tips on how to proceed with retirement planning?
  • @tommygrubbs2053
    People saying things like “you’ve been saying this is gonna happen for 3 years now” don’t understand that that mentality is exactly what happens right before a deep correction/collapse
  • @PCMenten
    Very interesting analysis. Nobody in the MSM speaks of supply shocks and its effects on business. Profits from shortages is what pumped up business profits despite lower unit volumes of sales. It’s a mess.
  • @nickw3867
    We are in the stage where the market keeps hitting all time highs and everyone besides me is rich because I was worried about a bear market
  • @chrissmurrayy
    Every crash/collapse brings with it an equivalent market chance if you are early informed and equipped, I've seen folks amass up to $1m amid crisis, and even pull it off easily in a favourable economy. Unequivocally, the bubble/collapse is getting somebody somewhere rich.
  • @wvhaugen
    Our house and second home are 67% of our net worth. Portfolio is 18% of our net worth. Gold/silver (physical possession) is 3%, cash on hand 2% and bank accounts 10%. I reckon this to be a good mix but I wish I had more gold and siver. I will likely buy more on the dips. We are both retired and I grow about 65% of our food. We also live quite well on our social security since our food costs are low. We have been planning for collapse for many years, which is why we have extra real estate, gold and a big garden.
  • @thinkpod4543
    I understand your content not the time aspect your thumbnail pic states we peaked and now recession? When did we peak? 3years ago? What’s the time aspect of your analysis?
  • @piyushpatel1709
    Carvana company stock is trading at 52 week high. Recession?
  • @georgetoth6768
    Well after the ship hitting the bridge, supply shock for sure😮
  • @peterquin1443
    Great show Jeff!! This is some great analysis and insight. Something that may help to illuminate the confusion about the 3rd stage is that it is being concealed by collosal government debt spending! The transfers, per se, didn't stop because the federal spending is still the same as it was during the pandemic. So this is not only concealing the 3rd phase, it is postponing it!!
  • @Franklin-pc3xd
    This is great. It's always profitable when this fellow makes a definitive statement as to markets, interest rates, economy, etc. Just take what he is saying and turn it around 180 degrees. He's saying we are at the precipice of a decline into recession - take that and conclude we are at the base of a big boom into prosperity and invest accordingly.
  • @gorginakim
    Recessions are an unavoidable part of the economic cycle; all you can do is prepare for them and plan accordingly. I graduated into a slump (2009). My first job after graduating from college was as an aerial acrobat on cruise ships. Today, I work as a VP for a global corporation, own three rental properties, invest in stocks and businesses, run my own company, and have increased my net worth by $500k in the last four years.