The Bigger Story in Banking

[Cycles Trading With Phil Anderson]( Welcome to Cycles Trading with me, Phil Anderson. My aim with this three-day-per-week e-letter is to introduce you to the most powerful knowledge for building wealth. And that’s the 18.6-year real estate cycle and its key relationship to stocks. Every 18.6 years, property, economy, and stock markets move through a repeating series of peaks and troughs – like clockwork. And the market has followed this cycle for over 200 years. Using this knowledge, I’ve been able to forecast every major market move over my 34-year career. If this is your first time tuning in, catch up on my[background]( how I [predict the markets]( and how I’ll help you avoid [false alarms]( from the mainstream media. The Bigger Story in Banking By Phil Anderson, Editor, Cycles Trading with Phil Anderson Big banks are growing bigger across the world. This growth will be one of the reasons why, when the 18.6-year cycle nears its end, the collapse of the global financial system will be swift and brutal. Let me explain… In the United States, JPMorgan has been using the banking crisis to expand, prompting headlines such as this: [Chart] Back in 2008, JPMorgan bought the failed investment bank Bear Stearns… and Washington Mutual, which at the time was the biggest bank failure. This year, it has bought what remained of First Republic, which, according to Financial Times, was the country’s second-biggest bank failure. JPMorgan clearly has an appetite for banks in distress. And it is growing bigger and bigger. Right now, it has almost $4 trillion in assets. Its share of total deposits is about 15%. This is a massive concentration. Recommended Link [Man Named “Top 10” Timer by Timer Digest in 1987, 1988, 1989, 1990, 1992, 1993, and 1994 Now Set to Issue “Trade of a Lifetime”?]( [image]( On October 8, 1987 – 11 days before Black Monday – he recommended people short the stock market… In 1987, 1988, 1989, 1990, 1992, and 1993 he was named a “top 10 trader” by Timer Digest. Then, he closed off his research to the regular public. But kept publishing his forecasts to the hedge funds and billionaires who paid him dearly for the privilege… In 2008, he called the bottom of the financial crisis – months in advance… In 2020, he called the top of the market before the Covid crash… Then, a month later, he told his clients to get back in – right at the bottom… $10,000 in 13 stocks he recommended could have turned into $2.3 million. On January 3, 2022, he called the top of the market. The very next day stocks started their plunge… And, earlier this year, one forecast he made could have turned $100k into $6.3 million… In two days. But now he’s preparing for a major event which he’ll publicly reveal. And some are speculating he may be preparing for the “trade of a lifetime.” Is he? [The Prophecy – May 23, 2023 at 10 AM ET An Exclusive Event with ‘Master Timer’ Mason Sexton (Click Here to RSVP)]( -- Too Big to Fail JPMorgan is definitely “too big to fail.” However, my 18.6-year cycle suggests that when the cycle turns, it might do just that. And there will be no bigger player in the private space to rescue it. Even the U.S. government may not help. Saving JPMorgan would go against all the banking reforms enacted since the Great Recession. Plus, it would potentially cost hundreds of billions of dollars in taxpayers' money. Almost impossible. But here’s why I have more reasons to believe that the turn of the cycle will be swift and brutal. In short, banks around the world are getting bigger, making the whole financial system depend on a handful of major players. If any one of them goes down, other dominoes will fall quickly because there won’t be many of them left in the first place. Global Banks Are Expanding This is classic late-stage behavior on the part of the global financial giants. Unstoppable growth. China Construction Bank is the world’s second-largest based on assets. It’s expanding into Europe. Higher interest rates in the region open new opportunities for banks, and the biggest players have the upper hand when it comes to ruthless expansion. In turn, BNP Paribas, which is the eurozone’s biggest bank, is expanding in Southeast Asia. It will use its wealth management platform in Singapore to grow its business in the region, starting with Thailand. China Construction Bank has its strategy tied to the real estate markets in China and beyond… it’s literally in the name. BNP Paribas is expanding into Singapore, where real estate is one of the key investments… Do you see what’s going on? Major global players whose fortunes depend to a large extent on real estate are becoming “too big to fail.” When the cycle turns, the global real estate market will crash. And that crash will need to knock down just a couple of players for the whole system to collapse. Conditions are lining up. But as I’ve been saying, this won’t play out for years yet. Regards, [signature] Phil Anderson Editor, Cycles Trading with Phil Anderson IN CASE YOU MISSED IT… [“You need at least $100 of this asset – and it’s NOT gold” – Dr. Nomi Prins]( $100 is all you need… Former Goldman Sachs managing director Dr. Nomi Prins has identified an investment she’s calling ‘the world’s hardest asset’ – and she’s recommending it to friends, family, and followers. She’s talked about it on podcasts… live TV… and in her newest, bestselling book, Permanent Distortion. Dr. Prins says: “This asset has nothing to do with gold or silver, but it has many of the same features to protect your wealth – and preserve your privacy.” As the turbulence in our world grows worse and worse… [Click here now to see what Nomi is recommending before it’s too late.]( [image]( [Rogue Economincs]( Rogue Economics 55 NE 5th Avenue, Delray Beach, FL 33483 [www.rogueeconomics.com]( [Tweet]( [TWITTER]( To ensure our emails continue reaching your inbox, please [add our email address]( to your address book. This editorial email containing advertisements was sent to {EMAIL} because you subscribed to this service. To stop receiving these emails, click [here](. Rogue Economics welcomes your feedback and questions. But please note: The law prohibits us from giving personalized advice. To contact Customer Service, call toll free Domestic/International: 1-800-681-1765, Mon–Fri, 9am–7pm ET, or email us [here](mailto:memberservices@rogueeconomics.com). © 2023 Rogue Economics. 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