February 21st Show – Everything is manufactured; the markets, society, news, politics, and the patriot media

I have uploaded a new show podcast for February 21, 2018. Click here to go to the show archives page to listen or you can listen on the link below.  I have included links to relevant articles and media on the Show Archives page.  The latest show is on the top of the page.

-We live in a manufactured society. The markets are all manufactured. The political debate and the news are manufactured. The patriot media are manufactured; controlled from the top.
-As we get closer to war, fiscal profligacy and corruption will continue to grow and expand as the mad dash to extract as much wealth reaches its last gasp. The elite politicians are now being told war is coming. This isn’t stupidity and greed; this is survival.
-Imagine how the patriot media would be if William Cooper were still alive.
-Imagine how the  world would have turned out if JFK, Jr. was not assassinated and he won the Senate seat that went to Hillary Clinton.
-I don’t disagree with much of the economic commentary in the alt-media. Our conclusions differ as this busted out system will be maintained until the global force majeure (WW III).
-The globalists have been conditioning us to accept a global nuclear war for at least 50 years.
-Our current financial system will be propped up until war. It has provided the elite of the secret societies the means to consolidate and control all the world’s wealth. It will provide them the means to control the upcoming systemic collapse.


February 10th Weekend Update; The Fed smacked the markets as planned. What’s next?

I have uploaded a new weekend markets update podcast for February 10, 2018. Click here to go to the show archives page to listen or you can listen on the link below.  I have included links to relevant articles and media on the Show Archives page.  The latest show is on the top of the page.

-The Fed spanked equities on purpose. The clues were there; we talked about them. Did they send in the plunge protection team late Friday afternoon?
-Large money and mainstream media are still complacent.
-The German 10-year bund yields, the benchmark for the EU is rising above multi-year resistance. If this continues the dollar may rally against the euro.
-More people are on to the Fed, so it needs to tread carefully. Shows like this one only help to uncover their modus operandi. If things collapse the Fed will get the blame.
-The dollar held up. If the dollar fell further the pain would have been much worse.
-The US 10-year note futures speculative short position is very stretched. Any positive word out of the Fed will send the dollar and 10-year higher.
-I recommend gold as an asset shield, but I do not choose gold or silver during any market sell-off. Gold and silver prices do not have a high positive correlation to market turmoil. Gold is better than silver.
-Mainstream media is blaming the VIX and other volatility-based securities and derivatives as the reason for the sharp oscillations. Is this right?
– The US Fed sent out their puppets to talk down the markets and they allowed the Dow to drop 666 points last week. This announced to their operatives that their test was a go.
-The US Fed chose an auspicious time to snap the markets. Retail participation has increased tremendously and it had been one of the most overbought markets in history.
-Low cost of capital lowers prices. More producers supply more product to the market place and the supply curve shifts out to the right. If you ever wonder why there are so many fast food places open, it’s their low cost of capital that allows them to stay open.
-The United States is a very bitcoin-friendly nation. The Anglo-American nation states are bitcoin supportive, which conflates with my theories that bitcoin was a creation of Anglo-American intelligence. This is why Russia and China are clamping down hard on the cryptos.
-Beware of the crypto shilling. It was just like the gold shilling earlier this decade.
-The Russian firm, Kaspersky Labs, claims that Bitcoin was created by US intelligence as a “dollar 2.0”
-Based on my research, bitcoin is a grand experiment and it should have a good future.


February 8th Show- Are we about to crack? The genesis of these asset bubbles go back a long way.

I have uploaded a new show podcast for February 8, 2018. Click here to go to the show archives page to listen or you can listen on the link below.  I have included links to relevant articles and media on the Show Archives page.  The latest show is on the top of the page.

-The policies and precedents that started the equity and real estate bubbles go back almost 40 years.
-A recap of Bushonomics and its legacy. Peacetime deficit spending generates Treasuries that can be used for collateral. It creates asset inflation.
-The US government and USFed work to create asset inflation; it’s an open conspiracy.
-Defined contribution plans were established in 1981, the last year the Dow was at 1,000.  This created a permanent upward repricing of equities. Trump’s tax legislation pumps equities.
-The Taxpayer Relief Act of 1997 drastically changed the tax code for residential real estate. It was phased in during 1998. Notice how house prices took off that year and never looked back.
-Every time the government subsidizes an industry (e.g. Education, medical, housing) the benefits are arbitraged into the market and only result in higher permanent repricing.
-Dow has the largest one day drop. Was it by chance? The Dow drops by 666 on Friday.
-Janet Yellen questions bubbles. Greenspan says the markets are all in bubbles. Mnuchin flip flops on the dollar.
-The confirmation bias and backfire effect are lethal in trading and investing. We need to remain objetive.
-The gamblers fallacy is another lethal error. Many people over the past week have lost big in the market turmoil. They fell victim to the gamblers fallacy.


Another clue to the upcoming bloodbath – Outgoing Fed Chair, Janet Yellen, questions asset bubbles

First, we had Bonesman and US Treasury Secretary, Steve Mnuchin talking down the US dollar. Then we had Alan Greenspan, the former USFed Chair who deftly guided last decade’s well-scripted collapse, talking of asset bubbles. Now, we can add Janet Yellen to the lengthening list of puppets who are carrying out their scripted talking points to accelerate this growing manufactured “crisis” timeline.

According to Bloomberg;

Outgoing Federal Reserve Chair Janet Yellen said U.S. stocks and commercial real estate prices are elevated but stopped short of saying those markets are in a bubble.

Commercial real estate prices are now “quite high relative to rents,” Yellen said. “Now, is that a bubble or is it too high? And there it’s very hard to tell. But it is a source of some concern that asset valuations are so high.”

“Well, I don’t want to say too high. But I do want to say high,” Yellen said on CBS’s “Sunday Morning” in an interview recorded Friday as she prepared to leave the central bank. “Price-earnings ratios are near the high end of their historical ranges.”

Bloomberg – Yellen Says Prices `High’ for Stocks, Commercial Real Estate (02/04/2018)

Recall what I have been saying for the past several weeks; the US government and the US Fed desperately need to establish another aggressive round of quantitative easing. The US Treasury will issue more than $1 trillion in new Treasuries in 2018 and there is not enough global demand to soak up all this new issuance.

This is where the genesis of the upcoming manufactured crisis appears. As the US Fed raises rates it is damaging the dollar in the foreign exchange markets. This is driving up Treasury yields. This, in turn is beginning to severely impact ALL asset markets.

Mortgage rates in the US are now at about 4.5%. House prices cannot afford rising rates. My concern is that the private equity firms that invested in single family rentals will have to unload en masse to cough up cash for their leveraged positions. Anyone with cash and unleveraged assets will be able to come in and buy up residential properties very cheaply. The process will happen fast, but the damage will linger for years.

I have been saying for the past couple weeks that nothing will be safe in this upcoming manufactured crisis. Friday’s price and market action was a quick lesson for those looking for safe havens in this upcoming manufactured calamity. The Fed will come in as our hero, but the blood needs to flow.

Everything sold off on Friday. Gold sold off and silver got destroyed. The miners fell hard. Oil producers got laid waste. Stocks were manhandled. Bonds of all kinds were pummeled. the crypto market was destroyed. Once I saw Yellen’s interview this morning, I sold all my trading positions in my cryptocurrency portfolios.

I already warned my readers and subscribers two weeks ago to sell all stocks. I had been holding stocks on a short-term basis, but after Mr. Mnuchin talked down the dollar, I liquidated all my equities.

What makes this upcoming crisis unprecedented is that bonds will not get the usual support, unlike the previous “crises.” It will be the bond sell-off that will provide the catalyst for the Fed to appear with the solution.

Politics don’t matter here. If you are caught up supporting Trump or Hillary, I feel sorry for you. You are looking in the wrong direction. If you have been a Martin Armstrong fan, good luck to you. he has not been genuine. He is compromised and his advice has been costly.

Cash is the only asset we can count on right now. Do not speculate in currencies. There are no free markets and the whims of the central bankers can lay waste to your balance sheet. Stick to the currencies you commonly transact with.

Recall a couple weeks ago when I pointed out that Ray Dalio of Bridgewater was joking that those in cash will get burned. I told you he was completely wrong.

I have saved myself so much money and grief over the past month or two, by staying disciplined and focused. I am trying to relay to you what is soon to come. I always stated that as long as US Treasuries and the US dollar remained firm the leveraged buyout of the world we discussed would continue. Unfortunately, we are looking at the next phase of the globalist’s plan. Please understand what is coming. It transcends politics and the stuffed shirts that Naomi Prins talks about. This is about something much bigger.


February 3rd Update – Look for the clues to understand what our adversaries are planning

I have uploaded a new show podcast for February 3, 2018. Click here to go to the show archives page to listen or you can listen on the link below.  I have included links to relevant articles and media on the Show Archives page.  The latest show is on the top of the page.

-Look at the numerology in the markets to see the globalist calling cards. The March 2009 (3/6/2009) low in the S&P 500 was 666. Yesterday’s drop in the Dow Jones was 666 (665.75).
-Another clue… Yellen’s last action on the job was to severely penalize Wells Fargo. This problem had been brewing for over a year, but the USFed chose to act yesterday.
-Yesterday was Yellen’s last day on the job. Powell will be the Fed Chair during this manufactured crisis. Yesterday’s stock drop was not a coincidence.
-The USFed desperately needs to institute another round of QE. The globalists have to manufacture another crisis to get this objective met.
-The USFed is in charge of policing the banks in the banking system. It could have easily forced the banks and broker/dealers last decade to discontinue underwriting all those exotic mortgages, but it chose to do nothing. In fact, before last decade’s RE collapse, Bernanke and Greenspan both said that these loans were not severely impacting the RE market.
-30-year mortgage rates are now at 4.5%. This has already begun to unwind real estate. The data and numbers just haven’t shown it yet.
-Naomi Prins writes an article that has received a lot of traction in the alt-media. The problem is that she redirects the reader to focus on the stuffed shirts and the “men of Trump.” She says that Trump now owns the Fed. Obviously, the owners of the Fed own Trump.
-Trump will get the blame. Naomi Prins will look prescient, although she got it wrong. Notice that Prins appears on Russia Today (RT), the globalist-controlled Tokyo Rose of alt-media. She is the perfect useful dummy for the globalists.
-Oil and metals are rising, but the shares of the prospectors and miners are falling. Their cost of capital and input costs are rising as well.
-I still stand by my research behind bitcoin. If bitcoin never had its blow-off top and prices were currently at this level we would all be talking about bitcoin as the wave of the future. I still think it has a strong future.
-The people shorting bitcoin are most likely miners. It costs, on average, $6,000 to mine a bitcoin. If I were a miner of size I would short on price rises and arbitrage for risk-free profit.
-If I were a venture capitalist and had $100 million to invest in blockchain, I would not buy $100 million in crypto. I would start my own pump-and-dump altcoin.

February 1st Show – Globalist trash-talk and USFed policy are undermining the confidence in the US dollar and US Treasuries

I have uploaded a new show podcast for February 1, 2018. Click here to go to the show archives page to listen or you can listen on the link below.  I have included links to relevant articles and media on the Show Archives page.  The latest show is on the top of the page.

-The table is being set. Last week, Bonesman, Steve Mnuchin, welcomed a weaker dollar. Every time he opens his mouth he damns it with faint praise.
-Today, Alan Greenspan says the stock and bond markets are bubbles. He says bonds are more concerning than stocks. I agree.
-Will the USFed cause the next real estate downturn?
-As long as the central banks are on the bid buying stocks they should continue to levitate. But, are they up to something? Will it last?
-According to game theory, it is easier navigating the financial markets when we know our adversaries. The USFed and the globalists, who control the media, are working against us and the nation-state. If we know their modus operandi and understand their objectives, we can invest successfully.
-Their goal is to appear as our heroes; providing solutions to the problems they cause.
-The controlled press like Bloomberg and CNBC are saying the USFed policies will strengthen the dollar. I say the opposite. They are all working to fool us and to create the upcoming manufactured crisis.
-As always and by definition, most will be on the wrong side of the equation and will lose a lot of money.
-The Trump regime will get the blame.


Are we being set up? The USFed is intentionally causing the dollar to collapse

I came across this article from CNBC this morning titled, [t]he dollar is doing something it hasn’t done since 1987. It states that the US dollar is having its worst January since 1987. We know what happened in 1987.

When the crash happened I was in my senior year burying my nose in Econometrics, Game Theory, and Corporate Finance textbooks; but vividly recall listening to WINS news in NYC as they detailed the carnage.

Notice how the CNBC article ends;

A bullish catalyst coming?
This week, we kick off the first Federal Reserve meeting of the year. While the odds of an interest rate hike are low, most analysts see three rate hikes this year, with the first expected in March. As rising rates tend to strengthen the dollar’s relative value, we may be about to see some strength return.

If you listened to my podcasts and read my notes from the past week, you would know that I think this is the worst course of action the Fed can undertake. It will lead to the opposite result.

It specifically mentions US Treasury Secretary and Skull & Bonesmen, Steve Mnuchin’s comments about the weakening dollar. It conflates the Trump regime with the weak dollar.

This is why I say we are being set up.

It is important to keep in mind that it won’t be the weak dollar that causes any catastrophe; rather, the weak dollar will be the result of the flawed policies that caused the dollar to weaken. Moreover, the Trump regime will get the blame. When the catastrophe occurs, the controlled press will comb the wreckage and blame the “America First” policies of the Trump regime. They will say we need to think globally.

Recall from what I have stated in the past. The US dollar rises in anticipation of any rate increases. The three rate increases proposed by members of the USFed are already baked in the cake. I bet that if the USFed said they were done raising rates the USD would rally.

Is today’s price action a dry run?

I am looking at my trading screen this morning and all I see is a sea of red ink. Nothing is being spared – not even the cryptos. The only thing trading up is the 10-year US Treasury yield.

At least gold and silver are flat. Stocks are down across the board, but the GDX is down.

The private equity firms that invest in single-family real estate will be OK. Obama made sure that their debt was insured by Fannie-Mae.



January 28th Update; A melting US dollar will be the catalyst for the next rinse and repeat cycle

I have uploaded a new show podcast for January 28, 2018. Click here to go to the show archives page to listen or you can listen on the link below.  I have included links to relevant articles on the Show Archives page.  The latest show is on the top of the page.

Please look at the .pdf file of my accompanying notes.

-A detailed analysis of what I think will be the catalyst for the next financial crisis.
-Trump will most likely get the blame and the crisis will occur during his presidency. He will be the fall guy for the fallout from the depreciating dollar.
-I base this on the behavior of the parties involved [The US Fed and US Treasury Secretary (and Skull & Bonesman), Steve Mnuchin]
-Cryptocurrencies may continue to move higher, but the amateurish and disingenuous actions of the crypto gurus are leaving a bad taste in the institutional investor’s mouth.
-Be aware of the crypto shilling. It is similar to the gold shilling, except it is not as sophisticated.