Kredit-Deflation
2016: Oil Limits and the End of the Debt Supercycle
http://ourfiniteworld.com/2016/01/07/2016-oil-limits-and-the-end-of-the-debt-supercycle/
Eine kurze Einführung gibt es inhttp://www.n-tv.de/wirtschaft/Expertin-Oelpreis-von-unter-0-Dollar-denkbar-article16759...
Der Ausgangspunkt der Betrachtungen von Gail Tverberg ist die Frage
nach den Lagerkapazitäten, die offensichtlich nicht genügend zur
Verfügung stehen. Den debitistischen Zusammenhang zwischen Überschuldung
und fallenden Preisen sieht sie nicht – wie ihr Satz„We have not really understood how the economy works, so we have
tended to assume we could fix one or another part of the problem.“m.E. zeigt.
Den sieht sie eigentlich schon:
"Thus, we seem to be coming to the contraction portion of the debt supercycle. This is frightening, because if debt is contracting, asset prices (such as stock prices and the price of land) are likely to fall. Banks are likely to fail, unless they can transfer their problems to others–owners of the bank or even those with bank deposits. Governments will be affected as well, because it will become more expensive to borrow money, and because it becomes more difficult to obtain revenue through taxation. Many governments may fail as well for that reason."