Here’s what’s actually going on in that beast known as The Economy: Globalism is winding down as a decade of Central Bank machinations reach their limits of deception, leaving the major trading nations with little more than comparative disadvantages. Europe is dissolving into political chaos. Japan is cannibalizing itself in preparation for its return to the Tokugawa shogunate. China is groaning with factories that turn out too much stuff; America is groaning with so much of that stuff that it’s turning into Yard Sale Nation. In the background of all that are the problematic flows of oil on tankers through dangerous chokepoints like the Straits of Molucca and the Straits of Hormuz, with a looming horizon on the supply as US shale oil production chokes to death on unpayable debt.