What Shadow Banking Can Tell Us About The Fed's "Exit-Path" Dead End

http://www.zerohedge.com/news/2013-09-22/what-shadow-banking-can-tell-us-about-feds-exit-path-dead-end

At that point, when faced with a liquidity tsunami in full reverse mode away from asset bubbles, the last thing on anyone's mind unfortunately will be whether the proper liquidity extraction mechanism will be Reverse Repos or Term Deposits. 
But for things to get there, the US banking system has to be ready and willing to allow the great asset bubble deleveraging, which also means having bought sufficient amounts of hard assets in advance, mostly from their clients, ahead of the great "paper asset" unrotation. Keep a close watch for even more aggressive "sell" recommendations for gold, silver, and everything else that can be nailed down...