🚨 THIS FEELS UNCOMFORTABLY FAMILIAR AND THAT’S THE PROBLEM

Let me say this simply.

This doesn’t feel like politics anymore.
It feels like the moment right before something slips.

The U.S. government is days from a shutdown.
Leadership sounds reactive.
Confidence feels forced.

That’s usually when systems crack.

The signs aren’t loud they’re subtle:

Emergency repo usage is rising
Lenders are pulling back.
That’s exactly how 2008 started.

Stocks vs. gold just broke a key level
The last time this happened was right before things unraveled.

Unemployment momentum is creeping up
Not enough to panic just enough to matter.

Under the surface, pressure is building:

Commercial real estate debt is coming due
And a lot of it can’t be refinanced cleanly.

Consumers are falling behind
Credit card and auto loan stress is rising.

Mid-sized businesses are struggling
And they don’t get bailouts.

This isn’t collapse yet.
It’s the quiet part before.

I’m not here to scare you.
I’m here to be honest.

Moments like this don’t feel dramatic in real time.
They feel uneasy.

And unease is usually the first real signal
that something is changing.