There is a great disconnect between the real consumer based economy and the Wall Street-US Central Bank financialization of US hegemonic governmental debt economy that has produced a 6 December 2024 record 60.46 trillion US Wilshire valuation.
Ford produces vehicles which transport US consumers to work and transport products and consumers to market. Its market cap valuation is 41 billion. Ford ranks only 506th in market cap among world companies. It’s stock valuation and profitability is a proxy for the real ongoing consumer asset-debt based economy.
Ford is under-performing the ACWI, the 100+ trillion dollar-equivalent global equity market proxy, whose valuation is a reflection of the interactive Wall Street-Central Bank (et. al. countries)bubble financialization of governmental debt on the US and global business community.
While the financialization of debt will be the dominant force for the next 30-50 years, a near-term major correction of equity, commodity, and crypto valuations will occur based on the fragility of the underlying real consumer asset-debt economy. During a recession, while Wall Street (via bond creation)and the Central Banks have great potential to create money and debt (and jobs), consumers have concerted limitations. This will be worsened by the 2025 administration’s constraints on the need for increased counter-cyclical governmental spending and its focus on the use of tariffs.
In the US hegemonic 1807 36/90/90/54 year :: x/2.5x/2.5x/1.5x Great 4 phase fractal series, there are current (4) operating self-ordering first and second fractal series of interest:
Series 1: A 1982 to 2025 13/31 of 32 years :: x/2.5x series Series 2: A March 2020 19/39 of 45 to 46 month :: x/2-2.5x series Series 3: A 27 Oct 2023 to 5 Aug 2024 55/139 day :: x/2.5x completed series and Series 4: A 5 August 2024 to 13 December 2024 26/54 of 68 day :: x/2.5x series.
Today 25 November was the 2x or 54th day of the 4th series cited above: the 27/68 day :: x/2.5x series. Tomorrow the asset-debt macroeconomic system will enter the period of second fractal nonlinearity , i.e., between 2x and 2.5x, or day 55 and day 68. (See 2005 website introduction)
A logical completion of series 3 above would be a x/2.5x/2x/1.6x series which would complete series 1: 13/32 years and series 2: 19/45-46 months. The final 3rd and 4th fractal of series 3 of time length 3.6x would about 198 days. A 5 August 2024 interpolated fractal series of x/2.5x/2.5x/1.5x composing the third and fourth fractal would equal 198 days. This would equate to a 5 August 27/68/67-68/40 day 4-phase fractal series.
All global composite equities, cryptocurrencies, gold, and commodities will under similar devaluation during this time period.
Below is the 5 Aug to 13 Dec 2024 27/54 of 68 day :: x/2.5x ACWI 100 + trillion dollar global equivalent proxy and its expected decay pathway.
The 5 August ACWI’s first fractal has a length of 24 to 27 days, composed of respectively 5/10/11 day :: x/2-2.5x/2x and 6/13/10 day :: x/2-2.5x/1.6x 3-phase fractal series. The Nikkei favors the later series with a first fractal of 27 days with the European stock composites having 25 and 28 day first fractals. (The US holiday Labor day not celebrated).
Mathematically integrating and sharing 4 days between the 23 day and 27 day first fractals results in a 27/68 day :: x/2.5x ACWI first and second fractal series.
An ACWI 11 Sept 6/12/12/10 day ::x/2x/2x/1.6x 4- phase fractal series ending on 31 October would be followed by a 5/13/13 day crash 3-phase fractal decay series ending 10 December 2024. (below)
Alternatively a 31 October 5/13/10/7 4 phase series would exactly complete a 5 August 27/68 day :: x/2.5x first and second fractal series (without the sharing of the 4 days) and end on Friday 13 December 2024. (below). This is the more likely of the two 31 October 2024 crash fractal pathways.