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Triple Failure: Bonds, Real Estate, & Currencies | Rafi Farber

Liberty and Finance Jun 9, 2026

Summary

Farber argues that bonds, real estate, and fiat currencies are failing simultaneously under the weight of unsustainable global debt and interest rate constraints.

A sharp oil price spike, potentially triggered by a Strait of Hormuz disruption, could force widespread asset sales and expose hidden leverage across credit markets.

Paper and physical precious metals prices may appear aligned today, but Farber warns they could diverge rapidly if market confidence shifts suddenly.