The world is in a situation where there is $75 trillion in global money supply, low-to-near-zero interest rate policy (ZIRP) across the board, an inverted yield curve in the U.S. that is flip-flopping, and $11 trillion of sovereign negative yield bonds with 18 countries on the NIRP list. It all adds up to an upside-down world with more liquidity and more leverage at lower rates.