Show Archives

Is there an “Area 51” of economic and monetary policy research?

May 23rd Show – Right mouse click here to download

-There are currently no viable solutions to the monetary system problems being discussed. I find it curious that there is a lock-down with respect to any practical and public discussion.
-Cryptos and blockchain still need at least 10-15 years of technological advancement to make them viable
-The euro, yuan, and yen offer no alternative to the dollar
-The SDR is almost 50 years old and provides no practical solution
-Gold backing to currencies would collapse the fiat system overnight as monetary growth would grind to a halt. Not one nation wants to see gold backing
-The collective oligarchy must be developing a new system behind closed doors. They are long-term planners and it is impossible that they are not developing one right now. They must have built an “Area 51” of economic research to develop new monetary system theories and technologies that can be employed on a mass, global scale.
-Never underestimate the elites’ ability to keep their system going for longer than we have patience for. The patriots were crying collapse 25 years ago. William Cooper was warning his listeners in the early ’90s of impending calamity.
-The boom/bust cycles provided by the current monetary system will continue to provide the wealth extraction necessary for the elites to consolidate the world’s wealth.
-All this collapse talk creates the learned helplessness that makes the transition easier when the time comes. We need to be patient and learn to work with this broken system for now.

May 20th Market Update; Why there is currently no alternative to the dollar; Well-defined market and economic trends are emerging and we need to plan

May 20th update – Right mouse click here to download

-The internet has become the great equalizer when it comes to getting the truth, but there is too much disinfo for the average person to fall victim to. Moreover, the internet gives many people in the MSM and alt-media a false sense of expertise with respect to their true knowledge. Everyone is an expert in politics, religion, and economics.
Dunning–Kruger Fffect; a cognitive bias where people of low ability have illusory superiority and mistakenly assess their cognitive ability as greater than it is. This cognitive bias comes from the inability of low-ability people to recognize their low-ability.
-Too many people in the alt-financial media have created misleading and biased economic and monetary analysis as they have relied on the propaganda and disinfo sources like the gold and crypto shillers, Zerohedge, RT, PressTV, Infowars, Sputnik news, etc. The brainwashing is difficult to overcome.
-There are a lot of well-meaning writers in the alt-financial media who continually get it wrong.  They rely on the disinfo outfits and do not possess high level business and economic understanding. This same problem arises in the mainstream. I personally met many of the well-known faces on the MSM business shows while at Nasdaq.
-There are many reasons why the USD is the reserve currency. These are the reasons why the Chicom government does not want the yuan as a reserve currency. An analysis of why this is the case.
-The economic trends we discussed in January and early February are now fleshing out. These trends can persist for longer than most anticipate. The good news is that we have time to respond.
-Gold and silver commentary. Silver holding up better as its industrial off take helps to support silver prices.
-USDX showing renewed strength. The dollar may be a flawed currency, but it is less flawed than the yuan, yen, and euro. The emerging markets are up first for crisis.
-Watch for autocratic rule to become more common in the emerging markets as economic hardships mount in these nations.
-US stock market commentary.
-Real estate commentary. Price are rising, but when the UST hits 4% the change can come quickly; just like last decade, but probably not as pronounced. Hold onto your cash for distressed sales.

Links to articles and media discussed-
FRED; 10-year Treasury yields and 30-year mortgage rates
Dunning–Kruger effect
The Dunning-Kruger Effect Shows Why Some People Think They’re Great Even When Their Work Is Terrible
List of countries by external debt
List of countries by tax revenue to GDP ratio
S&P/Case-Shiller U.S. National Home Price Index
An Exorbitant Burden; Why keeping the dollar as the world’s reserve currency is a massive drag on the struggling U.S. economy.
National debt of China – The yuan and yen are poor reserve currencies; their debt is mostly internally held and their currencies are susceptible to official intervention. Chinese official data is suspect, at best.
Excerpt: Former Fed Chairman Ben Bernanke, earlier in 2016, commented that “the…debt pile facing China [is] an ‘internal’ problem, given the majority of the borrowings was issued in local currency. Many economists have expressed the same views, dismissing worries over the size of Chinese government debt, either in absolute terms or in proportion to the nation’s GDP, as “nonsensical”.
Reserve currency
US DOLLAR INDEX (NYBOT:DX)
Gold COT Report Breakdown
S&P 500 e-mini futures COT chart
Gold to Silver Ratio for Last 6 Months

The alt-financial media; deception comes in many forms and it’s done by design

May 16th Show – Right mouse click here to download

-The controlled alt-financial personalities are legion and are there to impoverish the potential resistance
-The list of the people in the alt-financial media who are controlled will shock you. It is a sobering assessment of my long-term observations (15 years) with my economics and financial background.
-If you seek the advice of these charlatans you will continue to lose.
-Many of these personalities have been involved in fraud and deception. ALL of them have terrible track records.
-They appear on RT, Sputnik news, Newsmax, Agora Financial, Daily Reckoning, KWN, PressTV, and Inforwars. They are also regular contributors on ZeroHedge.
-The writers on most of these sites are paid copywriters posing as objective news and research outfits.
-Porter Stansberry was convicted by the SEC of securities fraud on 2007 and ordered to pay $1.5 million in fines.
-The monetary system is controlled by a collective oligarchy and is satanic by design. It is natural for us to reach out to those who appear as its enemy so, it is in the best interest of this oligarchy to control their opposition.
-Russia, China, and Iran are all controlled by this oligarchy as Russia and China are both controlled by the same private banking crime syndicate. This crisis between the nation blocs is all manufactured, but the results are very real.
-The track records of these charlatans have been so poor that they have turned to crypto shilling to extend their control over the masses.
-The use of fear in the alt- and patriot-media has destroyed the movement permanently.
-Crypto shilling is so easy to do that even reputable real estate news sources are being fooled by it.
-40% of American households are functionally lower class in that they cannot even afford the most basic of middle class necessities.

Links to articles and sites discussed –
Porter Stansberry – Wikipedia
Agora Financial Editors
Agora Financial – Our Story
Real Estate Insights: How Cryptocurrency Is Impacting the Industry
Exclusive: 40% in U.S. can’t afford middle-class basics
Sputnik New – Business
RT – Business News

May 15th Market Update – Gold and US Treasuries take out important levels; What’s next?

May 15th Market Update – Right mouse click here to download

-This morning’s strong data are repricing certain markets.
-US 10-year treasury takes out 3%. That is new yield support as treasury prices tumble. Gold falls below 1,300 on very strong dollar rally.
-Any future crisis will result from USD strength, not weakness.
-Gold is not yet ready for prime time as the consensus of the market participants is that things are OK. Gold holds up better during conditions of great uncertainty, and we are not yet there.
-the 1,300 level for gold may sound important, but other levels are more important than the psychological 1,300 price.
-My guess is that the future global economic crisis will come from the emerging markets
-With The Russell 2000 and S&P Smallcap 600 so close to their all-time highs, it’s difficult to imagine seeing any meaningful stock correction.
-Real estate should hold up fine until the 10-year hits 4%. That will put fixed-rate mortgages close to their historic 20 year norms. Get rid of underperforming real estate.
-Canadian sales and prices are slipping. The cost of building a home in Canada is growing; similar to here in the US. In overheated areas the building costs have risen tremendously. Thank you government and the people’s wishes.

Links to articles and media discussed-
US DOLLAR INDEX (NYBOT:DX)
Trader: “Emerging Markets Aren’t Heavy… They’re Setting Up To Implode”
2018 Economic Calendar
The Government Is Making Canada’s Home-Price Explosion Even Worse
U.S. 10-Year Yield Reaches Highest Since 2011 as Rout Deepens
30-Year Fixed Rate Mortgage Average in the United States

Market Update – The dollar rally resumes and the petrodollar myth; asset markets showing renewed strength; Facebook may take over the crypto sphere

May 13th Market update – Right mouse click here to download

-S&P 600 Small Cap Index puts in a new all-time high on Friday, Russell 2000 close to new all-time high. Small cap stocks and tech outperforming S&P 500 and Dow, which are more dependent on cost of capital.
-Oil rising as costs of capital rise. XOP finally showing strength as more are convinced of the longevity of oil’s price rise.
-Small spec long on S&P eminis continue to grow. They are never right in the long run. Commercial shorts remain elevated.
-Gold Commercials covered a big part of their shorts as the dollar rallied. Gold could weaken if dollar rallies further, but 1300 looks firm.
-This current monetary system works well to those who understand it. Ask the landlords, private equity firms and wealthy if this system is broken and they will likely say it is fine. Ask the broke millennials who live at home with mom if it works and they will say otherwise.
-Beware of the charlatans and shillers of gloom and doom.  If the “petrodollar” is collapsing we should be buying income-producing assets. The petrodollar cannot collapse and asset prices fall at the same time. The alt-financial press cannot have it both ways.
-Chinese real estate investors are smarter than the patriots as they know what the dollar is doing and are buying to hold with their “worthless” dollars.
-The Crypto price fade coincides with Facebook’s announcement of their entry into blockchain and cryptocurrencies. I analyzed this threat a few weeks ago. The large corporations, with their strength of users, can overtake the cryptos with convenience and practicality.
-The crypto shilling reminds me of the real estate shilling of last decade and gold and silver of the beginning of this decade.

-Links to articles and media discussed-
U.S $ INDEX (NYBOT:DX)
10-year note COT report breakdown
10-year UST chart with COT data
S&P 500 e-mini futures COT chart
Gold to Platinum Ratio for last month
Another Step Towards Collapse of Petrodollar
A growing share of millennials are living with mom
Gold Is Leaving the Country and Economic Collapse Signs Are Everywhere-What Should One Do?

Who is our real enemy? A case study in deception

May 10th Show – Right mouse click here to download

Iran’s Parliament Building – A pyramid with 33 windows

-Is Iran our real enemy? Is it China or Russia? The real war is against us.
-The end time deception is coming from all angles and most who claim to be washed are the ones falling into the trap.
-Matthew 24:22-24 King James Version (KJV)
22 And except those days should be shortened, there should no flesh be saved: but for the elect’s sake those days shall be shortened.
23 Then if any man shall say unto you, Lo, here is Christ, or there; believe it not.
24 For there shall arise false Christs, and false prophets, and shall shew great signs and wonders; insomuch that, if it were possible, they shall deceive the very elect.
-Most getting their news from the alt-sites are just as deceived as those who do not.
-Remember Jade Helm? A case study in deception.
-Logic fallacies in the patriot media revisited.
-Anyone borrowing US dollars is essentially shorting the dollar. As the dollar rises credit gets more expensive and things begin to fall apart. If you are looking for a collapse you may be right, but if you are reading the typical alt-financial press and looking at their YouTube videos you will still lose.
-Many “patriot” and alt-media sites and social media pages are traced back to Russian servers. About half of all my website spam and hack attempts come from the Russian Federation. I get about 100 hack attempts a day.
-Google and YouTube recommend alt-financial personalities and their videos that tow the propaganda of RT, Sputnik News, PressTV, etc. Obviously, something much larger is at play. Watch a YouTube video and see what is recommended. These people do not know they are wrong, but they certainly aren’t experts and most of their previous recommendations have been consistently incorrect. They do appreciate the clicks.
-Despite not having any definitive physical evidence, the UFO/alien agenda is as strong as ever.
-Anyone telling you the dollar is collapsing is either disingenuous or ignorant. Either way we need to avoid their advice and predictions.
-We do not have to have a collapse to get a new monetary system. Only the fear of a collapse can get the job done. Those screaming collapse are doing the globalists a great service.

Links to articles discussed-
The Common Sense Show – Misdirecting one enslaved mind at a time
Why Kanye West and Alex Jones can help HEAL race relations in America
The amount of windows (big and small) is 33 on the Iranian Parliament
A Russian Facebook page organized a protest in Texas. A different Russian page launched the counterprotest.
Hysteria over Jade Helm exercise in Texas was fueled by Russians, former CIA director says
Gold Is Leaving the Country and Economic Collapse Signs Are Everywhere-What Should One Do?
Has Draghi Just Lost It? The answer is no. He is just following orders.

 

The countdown continues – The good news is that we still have time prepare and all that collapse talk is a diversion

May 2nd Show – Right mouse click here to download

-There is still time to prepare. I guess at least five years. Russia is not as powerful as it claims to be. The alt-right thinks Russia is more mighty than it really is currently.
-Western technology transfers prop up the Russian military and keeps it as the manufactured adversary for the upcoming global conflict that will provide the elites with the needed force majeure to reconfigure the monetary system.
-Russian media outfits propagandize Putin’s diplomatic prowess.  Is Putin the master statesman that his propaganda outfits and the alt-media make him out to be?
-Russia’s economy is a one-legged stool and is smaller than South Korea’s. Russia hardly has the capacity to maintain any long-lasting war stance. Last year, Russia’s economy was smaller than Spain’s. Russia has the bombs to destroy a country. but is too weak to do anything else.
-The drop in oil prices in 2014-2015 knocked $1 trillion off of Russia’s GDP. Western bankers sent the former Soviets a message.
-China seems to be burning all their economic bridges in the pursuit of economic growth. To the untrained eye it looks insane, but if we consider a future force majeure, it all makes sense.
-Russia and China are not yet ready to strike the west. China was concerned that Trump was going to take out North Korea, and ChiCom forced Kim Jong-Un to break out the peace pipe and delay WWIII. The new-found rapprochement is a delay tactic.
-The alt-media seems to forget that the government in China currently in power was responsible for 100 million deaths. They seem to forget that the current Russian government is just the disguised Soviet Russian regime, which was responsible for scores of millions of deaths.  They are our adversaries and would do the same to the west if given the chance.
-The elites gain nothing from collapsing the system. They would only be blamed.
-Never underestimate the elites’ ability to invent new programs to prop up their monetary system.
-Most look at the west in amazement, believing it to be collapsing. An intended result of this is to make the US and the West look weak, so that China and Russia are lured into a false sense of confidence against their future adversary.
-Most of the collapse talk in the alt-media comes from the top and has been spread by Western intelligence as well as Russian intelligence.

Links to articles and media discussed –
Russia GDP 1989-2018
List of countries by GDP (nominal)
Russia Insight – YouTube channel
List of countries by military expenditures
A gas station employee felt a burn when someone handed her cash. Then, 7 people had to go to a hospital

Treasuries and USD could rally while the S&P may fade; Socialism comes in many flavors, but we always lose; The vast deception in the dumbed-down alt-media

April 28th Update – Right mouse click here to download

-Historic high short spec position in the 10-year UST futures. I think we may see a short-covering rally. If this happens the USD will continue to follow.
-Spec longs stretched in the S&P e-minis. Small spec. longs bigger than large spec longs. Small spec. longs at historic highs. Something has to give and the small speculator is NEVER correct in the long run.
-If the dollar continues its oversold rally gold may fade, but 1,300 looks firm. Silver and platinum need to catch up.
-Fannie Mae and Freddie Mac have gotten into the rental market in a big way.  Corporate socialism at its best (worst). Small landlords being squeezed out as the landlords of Carleton Sheets’s days are becoming a dying breed.
-Socialism drives costs and debt up. It provides a permanent lift to asset prices. The rich benefit much more than the intended recipient of socialism.
-Amazon loses billions in retail, yet makes billions in net income. How come? Trump won’t stop it.
-A further analysis of how the alt-media has been duped to believe deep-state propaganda. Russia has taken over the legacy patriot media with one logic fallacy after another.

Links to articles and charts discussed –
10-year note COT report breakdown
S&P 500 e-mini futures COT chart
Gold COT Report Breakdown
Gold to Platinum Ratio for last year
Gold to silver ratio last five years
Three-month Eurodollar futures COT data
10-year UST chart with COT data
S&P500 Mini Speculators edged bullish net positions lower this week
US DOLLAR INDEX (NYBOT:DX)
US housing: how Fannie Mae and Freddie Mac became rental powerhouses
If you do not have a subscription to the FT then Google “US housing: how Fannie Mae and Freddie Mac became rental powerhouses” and click the link on the search results.
800,000 People To Flee New York & California In Next Three Years
Top 10 Most Populous States: 2017 – Census.gov
Amazon Is Losing Billions From Its Retail Business and Rivals Should Be Scared
How Russia Took Over the “Alternative” Media
How Russia stole the truth movement

Alex Jones once again getting ready to throw his followers under the bus; Is Manhattan real estate worth the entire Canadian GDP?

April 26th Show – Right mouse click here to download

-Logic fallacies being employed once again in the patriot movement; appeal to pity (emotion), misdirection, red herrings, fallacy of opposition.
-The globalists will never file a civil suit on those really analyzing the truth. Defamation suits are reserved to those who are controlled.
-The plaintiffs in Sandy Hook are opening themselves up to discovery and they know Alex Jones will never want to attempt to expose the truth in Sandy Hook. The globalists have turned AJ’s infowars.com into a $25 mil a year media empire.  Selling one’s soul can be very lucrative.
-AJ pays $600k a year in child support. He needs to tow the line. His opponents know his weaknesses.
-AJ controlled opposition; do not address the real issues of Sandy Hook in the courtroom. Appeal to emotion and throw the patriot movement under the bus once again.
-He is getting ready to apologize about Sandy Hook the same way he apologized about Pizzagate. He will leave the patriots high and dry once again.
-An analysis of asset inflation; it is here to stay. It is a permanent phenomenon, which has decoupled itself from the underlying economy. It is a result of fiat money, socialism, and its debt generation. Do not look for the bottom to fall out in any lasting way. Only structural changes to the system and tax code can alter the picture.
-To the untrained eye the burning of the monetary system bridges looks insane, but if we anticipate a force majeure in the future then everything makes perfect sense. It’s all about country growth and wealth consolidation in as little amount of time as possible.
-Bitcoin commentary

Links to articles discussed-
Is Alex Jones’s Empire In Trouble?
Alex Jones whines he’s being defamed in Sandy Hook suit
Is Alex Jones About to Betray his Followers and the Conspiracy Research Community?
Why Alex Jones and Eric Trump are suddenly Kanye West fans
Neil Heslin Alex Jones has profited off the lies he told about me. He needs to face the consequences.
What’s Manhattan’s Land Worth? Try ‘Canada’s Entire GDP’
Let’s destroy bitcoin – MIT Technology Review

 

Since late January when Steve Mnuchin spoke of a weak dollar, the US 10-year yield has broken out. This is affecting everything

Who says we weren’t warned? Many people claim to know catastrophe looms, but they go broke waiting for it to happen. We need to know precisely in order to stay solvent. This has been simmering on the back burner since late January.

April 22nd Update – Right mouse click here to download

10-year UST yields about to break above 3%

-Since late January (1/26) 10-year UST prices have fallen and yields have moved up 30 bps. We are about to move above 3%. The elites warned us.
-What are the implications of a rising yield curve? I do not see imminent inversion as inflation is rising
-Greenspan warned us on January 31st. We are in a bond bubble and the US Fed policy is forcing its unwind. Done to accelerate the process.
-Yellen and Brainard both talked about extremely high commercial real estate prices. By extension they are talking of bond yields as commercial RE is priced more objectively. Residential real estate is vulnerable here. Supply can appear out of nowhere, especially in the emotional market of residential real estate. Investors are stretched and rising yields can force liquidations.
-US mortgage rates are the highest since late 2013.
-Since late January, I have been in all cash, except for short-term trading positions
-I have no pension or defined contribution plan assets. I know what’s coming. I place my money in investments I have control over.
-S&P 500 futures are stretched here as spec shorts are at historic highs. Something has to give. Short covering rally? Based on chart and market action stocks look tired. It could be stock longs are just hedging.
-Oversized spec short position in the 10-year UST futures persists
-USDX forming a huge bear flag since late January and another down leg looks possible. If yields on longer dated treasuries move up here the USD can see further downside
-Weak dollar is a result of poor monetary policy.
-Gold can’t get above 1362 on a close. Silver trying to break out. Inflation measures increasing?
-Commentary of yesterday’s blog post. The governments will raise taxes and take the pensions before they introduce a new system. The average person will lose big. Pension nationalization is taking money from the worker and reimbursing the government for the elites raping the system. It’s just disguised wealth consolidation.

Links to articles and charts discussed-
10-Year Treasury Constant Maturity Minus 2-Year Treasury Constant Maturity
10-year note futures chart and COT report breakdown
S&P 500 e-mini futures COT chart
Gold COT Report Breakdown
Where do We go? Is Any Place Safe?
Gold to Platinum Ratio for last month
30-Year Fixed Rate Mortgage Average in the United States

 

Logic fallacies that have destroyed the Patriot movement and are undermining any objectivity in the alt-financial media

April 19th Show – Right mouse click here to download

-Four logic fallacies that have turned the patriot movement and the alt-financial press into shadows of their former selves:

-Just because someone is our enemy’s enemy doesn’t make him our ally
-Just because our enemy has taken a certain stance on a topic doesn’t mean we should take the opposite
-Only the change agents in the alt-media proclaim the liberals are the conservative’s enemies. Most liberals are our allies. The fights are manufactured and those on both sides are being destroyed by the same elites of the secret societies.
-The fallacy of opposition has ensured forever that the patriot movement will be nothing more than a reactive and partisan movement that will affect no lasting change.
-Through logic error the patriot movement has become nothing more than a release valve for the elites
-MSM Red herring arguments ensure that the conservative and patriot movements will be on the defensive forever. The change agents that have been approved by the secret societies and are the key players in the alt- and patriot-media will continue to receive the needed attention to consolidate the patriot agenda and complete its destruction.
-This agenda consolidation has ensured that the topics of importance to the patriots will never receive the light of day.
-The transformation of the patriot movement has been one of the most sophisticated Delphi-technique experiments ever carried out. It has been successful
-Many who discuss conspiracy in the alt-financial media (e.g. Martin Armstrong and most gold shills) have decided that the conspiracy for world government is just too large to contemplate, so they have decided that it doesn’t exist. They argue erroneously with the argument from incredulity.
-Gold shills look to our enemy’s enemies (e.g. Venezuela, Iran, China, Russia) for help in dismantling our Federal Reserve System of debt slavery. Talk about a twisted version of the Stockholm Syndrome….

Articles discussed-
Killian documents controversy
Media’s ‘anti-Russia’ narrative actually helps Soviet strategy
Why parents of Sandy Hook victims are suing Alex Jones
Sandy Hook Parents Sue Alex Jones for Defamation

The truth is convenient as long as it doesn’t rock the boat; whether it’s the left, right, democrats, republicans, or the patriots.

April 11th Show – Right mouse click here to download

-The concept of truth. What is truth? Truth is good as long as it maintains the hierarchy and control. Change agents use truth when it is expedient.
-The gold shills have been wrong for years, but don’t tell them they may have some misguided theories. They may lose business.
-An analysis of John 11. Despite seeing all the miracles the Jews didn’t want to know the truth. The priests and Pharisees rejected the truth in order to maintain their hegemony and status over the people.
-A mark of a controlled media; their opposition is wicked and evil. The patriot media is nothing but a controlled opposition where truth takes the backseat in order to maintain the hierarchy and control over the proles.
-Another sign of a controlled media is that they reinforce the confirmation bias of its listeners and followers. This assists the elites of the secret societies to fracture and fragment society so that there is never any serious opposition.
-Alex Jones custody battle legal fees amounted to about $6 mil. (sounds very Christian)
-Truth is only dispensed on a as-needed basis.
-Those of authority and influence can only be undermined with truth.  The Patriot media’s brand of truth is about as distorted as the MSM’s brand of truth.
-Trump supporters will be the most adversely impacted from Trump’s profligacy.
-The Republican Party is now owned by Donald Trump. The party’s key figures are jumping ship.

Links to articles discussed –
So much for Iran’s trying to get away from the dollar
American farmers in Trump-voting states may get hit hardest by a trade war
John – Chapter 11
EXCLUSIVE: Alex Jones’ Ex-Wife Tells All, Conspiracies, Fake Supplements
Paul Ryan’s retirement a sign of Republican surrender on deficits, entitlements … and Congress?

China loses if it unloads US treasuries; No antitrust against Amazon until shareholders lose money; Mnuchin’s buddies cash in

April 8th Update – Right mouse click here to download

-Forget the hard-line Chicom stance of selling its US treasuries; they only amount to $1.2 trillion and the US Fed can buy that back in open market operations.
-Chicom treasury unloading threats are more effective as threats. If they sell, it would only eliminate their leverage. There is nowhere for them to park their proceeds. The USD is about 63% of global currency reserves.
-Trump tweets becoming childish. Will they lose their effectiveness in moving the markets?
-I bet you Steve Mnuchin told his buddies to short the S&P futures before his economic trade war comments on Friday. 80% of all stock trading profits made on inside information.
-Trump anti-Amazon tweets welcomed by shareholders as they can buy on the dips
-10-year treasury shorts at historic highs. Yields continue to pull back
-Technical analysis on the S&P, Nasdaq 100, Dow futures
-Cash is still king. Please stay as liquid as possible
-No Amazon antitrust actions as long as AMZN shareholders continue to make money. If AMZN falls to 1,000 and below shareholders will begin to hate Bezos and will want his head on a platter.
-Catastrophic loss of assets leads to a much shorter lifespan. I hope my blog and show can help people make better financial decisions, so they can be effective in fighting our loss of liberties.
-If we are too worried trying to pay our bills every month there is not enough brain power left to contemplate the world.
-Gold commercial shorts cover tons and add to longs, but silver and platinum lag. Au/Pl ratio at historic highs.

Links to articles and media discussed –
China has the ‘financial arsenic’ to ruin the US – but will it use it?
Trump isn’t tweeting nearly enough, these Amazon stock investors say
The risk of dying earlier jumps 50% when you have a sudden loss of wealth
‘It’s Becoming Childish’: Investors React to Trump’s Tariff Talk
10-Year Treasury Constant Maturity Minus 2-Year Treasury Constant Maturity
10-year note commitment of traders
10-year note COT report breakdown
Gold COT Report Breakdown
Gold to Platinum Ratio for Last 3 Years

The petrodollar myth, demagoguery, and the controlled patriot media

April 4th Show – Right mouse click here to download

-Things are looking to unravel over the next 12-24 months, but from what I can determine most in the alt-and patriot-media are going to get it wrong.
-The concept of the petrodollar is a misguided concept. Despite the dollar-bearish activity of the Fed balance sheet unwinding the dollar is supported here.
-Chinese renminbi was 1.23% of total global currency reserves in 2017. The US dollar was about 63%; barely changed from a decade ago.  Hardly the evidence provided by the dollar-bashers.
-It is impossible for the ChiCom government to make the yuan a reserve currency. China is a centrally-managed, export-driven economy, so there are not enough yuan outside China to make an impact on the world’s financial markets.
Foreigners don’t even want to own the yuan. ChiCom doesn’t want foreigners to own it either, because it would lose control over its monetary fixing.
-the US is already the world’s largest energy producer and by next year the US will be the world’s largest oil producer. So much for the petrodollar going down in flames. The increased amount of oil the US is going to pump out of the ground over the next several years would make China blush.
-Until one recognizes the real adversary he or she will continue to make the wrong financial decisions.
-Our adversaries are manufactured for us. Our real ones remain in the shadows.
-Change agents in our midst. They are doing an effective job dismantling movements from within.
-Trump’s tweets of Amazon are very beneficial to Amazon as it redirects us from the real problems Amazon poses to the economy to ones of mindless political and relatively trivial rancor.
-Trump is a change agent on par with the ones from Cointelpro. He is a liberal democrat from NYC and was a big supporter of President Clinton and NY Senator Clinton. He uses his supporters as a means to an end.
-Trump is just carrying out orders to help the elites manufacture confrontation. The result from these manufactured confrontations will be very real and will adversely impact his supporters more than any other demographic group.

Links to articles and media discussed-
Reserve currencies of the world (USD is about 63%)
Global Reserve Currencies
EIA: US Crude Oil Production Still Rising
U.S. Oil Producers Projected To Eat OPEC’s Lunch
Chart of World’s liquid energy producers
Fed’s Brainard warns about high asset prices even after the stock correction

 

April 1st Market Analysis; Learn to make money under Socialism, don’t be its victim

April 1st Market Update – Right mouse click here to download

-Socialism is making housing less affordable. It’s structural and permanent, regardless of what happens to house prices and mortgage rates.
-Social programs are popular with the masses, because the true costs are never quantified. The true costs result in lower standards of living via higher housing, medical, and education costs. The costs of daily life become oppressive to the average person, but he or she never can make the connection between government social spending and his or her busted out economic prospects.
-Open borders is great for real estate investors as it drives rents higher. Opens borders is a necessity for socialism to work, as socialism drive child costs higher. This results in lower native birth rates and the need to lower the wage base by immigration.
-Socialism requires financial and monetary engineering. Learn to make money in this environment. We need to complain less and invest more.
-10 and 30 year USTs showing signs of life. US yield curve compressing. There is still room to go and the 2-years can still rise against the longer end. 10yr/2yr spread is 47 bps, the lowest in 10 years.
-If we go back to the late ’70s the 10yr/2yr spread often becomes inverted. Going back 50 years, it is always negative preceding a recession.
-Fading long yields telling me that economic softness in future is probable.
-US dollar weakness a sign of the unwinding Fed balance sheet.
-TNX spec shorts remain near historic highs. Higher 10-year prices?
-Gold can’t get above 1362 close. Gold in isolation looks good and 1300 is new 1270. Forming an ascending triangle, but spec longs remain elevated and platinum/silver/miner prices holding gold back.
-Gold/platinum ratio still near historic highs. Needs to drop below 1.25 for gold to rally. Historic average is .85
-Real estate looks OK here. 30-year mortgage of 4.5% is fine if there are no spikes. Long end of yield supporting low rates.
-Total Fed assets fell by $9 bil last week. The unwind continues.
-Stocks struggle as a result. S&P and Dow Support levels discussed.
-Cryptocurrency summary and bitcoin analysis.
-Rental properties are still a good bet if they have good cap rates and IRRs with respect to historic norms.

Articles and media discussed-
10-Year Treasury Constant Maturity Minus 2-Year Treasury Constant Maturity
TNX – Commitment of Traders Report Chart
10-Year UST Commitment of Traders Breakdown
Gold Commitment of Trader Report – Chart
Gold Commitment of Trader Report – Chart Further Breakdown
Fed Balance Sheet
In Nearly 70% Of US Counties, The Average Worker Can’t Afford To Buy A Home
Bitcoin headed to zero as NSA plan plays out

Gold to Platinum Ratio – All Time