Bitcoin Update – Learning from the past year’s market action; what does the future hold?
June 4th bitcoin update – Right mouse click here to download
-I hope to present a balanced assessment of bitcoin’s prospects, based on its origins. I am not as sanguine with the alt-coins.
-Bitcoin’s chart and market action mimicked that price and market action of oil in 2008 & 2014, gold and especially silver from 2005 to the present, tech stocks in the late 1990s-2003, and real estate from 2002-2011.
-No one can ever tell where the top will be, but we can gauge the market action to determine when to start unwinding a position. There are usually dead-cat bounces that provide second opportunities to unload.
-We were able to profitably trade bitcoin last year and early this year, because of our experience with prior asset bubbles.
-Don’t believe the crypto shilling of unprofitable mining. The same disinfo was put forth with the gold miners and oil producers. They all adjust to lower prices or are sold in bankruptcy.
-Bitcoin traders and regulators are developing a liquid pool of derivatives against the underlying asset. This shows that the globalists are supporting bitcoin. I cannot make this assumption about any of the alt-coins.
Market Update – Is it just a show? Are the elites losing control?
June 2nd market update – Right mouse click here to download
-Gold holding up as expected, given the rise in the USDX. Commercials were net shorters for the week, however, despite the drop in price.
-The 10-year Treasury continues to hold up. The Commercial longs are at historic highs and the spec shorts are at historic levels, too. Something has to give and the commercials are usually right. This is why longer-dated treasury yields fell this week. More of the same next week?
-The US economy is holding up well, especially when compared to the other developed economies. The USDX is well supported here, but the dollar shorts have largely covered. Perhaps we take a break from further dollar rallies
-Brexit vote took place in June 2016. Nothing has happened as the British politicians have all been co-opted. The Brexit campaign reminds me of the Tea Party movement of last decade. That reminds me of Trump’s America-first campaign. That reminds me of this Italian political situation. It gets taken over and diffused. The power gets more centralized.
-As long as Trump gives in to the globalists’ demands things will hold up domestically. My thoughts of Trump taking the blame for economic calamity may be misguided as he is giving in to every demand the globalists ask.
-The fact that the EU is being held together is testament to their power.
-Every time we experience a rise in the collapse chatter things go back to normal. Collapse chatter demonstrates the elite’s control and are just opportunities to buy the dips.
-Perhaps I have seen a few too many collapse scenarios from the alt-financial media, but their prediction success is dismal. Count Armstrong as one of those Cassandras. He’s just selling fear.
Links to articles and media discussed –
US DOLLAR INDEX (NYBOT:DX)
Global Sovereign Debt Yields
Gold COT Report Breakdown
10-year note COT report breakdown
10-year note futures chart with COT breakdown
Gold to Silver Ratio for Last 3 Months
Economic Calendar
Italy’s League Voter Support Soars as Five Star’s Lead Narrows
Brexit – Wikipedia
A conversation on what a systemic “collapse” means to us
May 30th Show – Right mouse click here to download
-My hope is to help people understand that economic and monetary system problems present opportunities.
-Recall that QE was a novel program last decade. If there is another calamity perhaps there are other programs available. Are there any programs the governments and central banks can conjure up to address monetary and economic system problems in the future?
-Will there be a collapse? Who will be blamed for it?
-What is the goal of these elites? Is it to reform or is it to string it along until a force majeure presents itself? Never underestimate their ability to hold it all together.
-Do the patriots and alt-media followers and bloggers even know what “collapse” means?
-Are there untapped pools of liquidity that the nations can tap into to stave off debt collapse?
-The disinfo in the alt-financial media comes from the top and is filtered down. It ensnares well-meaning writers who really aren’t experts.
-George Bush, Sr. called the patriots and alt-media followers of his day as the BUDsters.
-Beware of the hard-sellers who rely on fear to sell their garbage. They appear in places we don’t think to look.
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
-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
-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
There is no privacy on Facebook or the World Wide Wiretap and hope does not lie with the Proles
March 28th Show – Right mouse click here to download
-We have to conclude that the NSA and other black-box agencies are collecting and storing all our internet and cell phone data
-This latest episode regarding Facebook data impropriety is just limited hangout; hiding the true scale of our data collection and making it into a political circus show.
-Elites use this data collection to continually profit with respect to trading and investing. Of course, we are on the other end.
-No privacy on the “World Wide Wiretap”
-Corporations and advertisers use our data to turn us into consumer debt slaves
-Most groups (e.g. Democrats, Republicans, patriots & alt-media) are controlled and programmed based on this vast reservoir of data in the hands of the elites of the secret societies.
-We enslave ourselves by freely providing our data and using the internet. There will be no turnaround.
-in 1984, 85% of the population were the proles. The proles could never rise up, because they never knew or cared to know. They were always led down the wrong paths anyway.
-If the proles became discontented, the inner and outer parties would insert change agents into the population to spread disinfo and false rumors; just like the controlled media outlets. The goal is create confusion and learned helplessness.
-Amazon.com has become too powerful a force in retail. The DOJ should initiate anti-trust actions to regulate the firm. But, that will never happen. It will remain an emotional and political argument; just bad news keeping stocks under pressure.
-Summary of the monetary system puppets and their cryptic messages. This may take a few years to unfold before the fleecing is complete. Even the patriot “experts” won’t even know what hit them.
Links to articles mentioned –
Whistleblower says Canadian company worked on software to find Republican voters
Where Does Facebook Stop and the NSA Begin? Sometimes it’s hard to tell the difference.
White House says Trump not looking to go after Amazon right now
Proles
Confusion abounds; learned helplessness promoted in the colleges, churches, and the patriot movement
March 21, 2018 Show – Right mouse click here to download
Learned helplessness promoted in the colleges
-Economics textbooks from the 1980’s looked down upon socialism for wealth redistribution. Fast forward to the past decade; college Economics textbooks teach government intervention and socialism as the answer to the shortcomings of capitalism.
-Ever wonder why many millennials prefer socialism? They were indoctrinated at a young age to reject what they see as our form of capitalism, which is really just mercantilism and commercialism.
-Socialism causes deficit spending to balloon, since these programs are inefficient ways to help enhance the public good – consumers are not responsible for the costs they incur.
-Low interest rates are needed to keep deficits manageable, which cause the prices of assets, such as stocks and houses, to rise; furthering the divide between the wealthy and working class. The working class demand more social programs, which ironically widen the gap. The costs are never quantified – how can one quantify busted out families and shattered dreams?
-The mindset in our colleges that our current economic system is fundamentally flawed creates despair and discourages many to excel and plan for the future, which just reinforces the learned helplessness. This accelerates the process in which socialism and total government control takes hold over every aspect of out lives.
-The change is subtle and occurs over a span of decades, so we do not know how it is happening.
Learned helplessness promoted in the churches
-Confusion abounds in the churches with most Christians debating the merits of postmillennialism, dispensational premillennialism, historical premillennialism, or amillennialism.
-Look at the confusion and consternation caused by the topic of the pre-trib, mid-trib, and post-trib rapture scenarios.
-None of these arguments existed 150 years ago. The secret societies infiltrated the churches and seminaries and sowed their confusion and division to baffle the masses.
-If I were Satan I would promote a pre-trib rapture to soften the resolve of the Christian church. Why work hard to keep Satan at bay when I can be raptured out of this mess? Maybe I can help to accelerate the process….
-Tens of millions of Christians in Soviet Russia, Nazi Germany and Europe during WWII, as well as in China during the great purge were butchered. Many thought they were going to be raptured out. Christianity has been gutted from within by the learned helplessness and confusion introduced from those looking to destroy the church.
Learned helplessness promoted in the Patriot Movement
-Those speaking the truth are never promoted in the mainstream media
-The controlled opposition are the ones continually referred to in the MSM.
-The patriot movement was traditionally non-partisan, but this has changed with the introduction of its Judas-goat puppet leader, President Trump, and his cadre of approved promoters.
-The movement has been externalized and partisanized. The primary objectives of its change agents are to make as much money as possible while confusing its followers. The resulting learned helplessness it fosters only impoverishes and disenfranchises the patriots.
-This process has galvanized the left and is working to politicize the 2nd Amendment.
-What better way to destroy a movement than to dismantle it from within?
-Ever wonder why the patriot and libertarian movements have developed a huge gay following? That’s because the patriot and libertarian agendas have been diluted to such an extent that they no longer resemble what they were 10-20 years ago.
Links to articles discussed-
Some millennials aren’t saving for retirement because they don’t think capitalism will exist by then
Millennials aren’t satisfied with capitalism — and might prefer a socialist country, studies find
Buying a home this spring? Brace yourself for some tough decisions
One big reason it’s so hard for first-time buyers to find the right starter home
Mercantilism
Commercialism
Eschatology :: Four Views on the Millennium
C. I. Scofield
John Nelson Darby
How the Alt-Right Is Using Sex and Camp to Attract Gay Men to Fascism
Alex Jones accused of grooming employees for gay sex, fondling, and deceiving audience
Market Update – You know patriot media is compromised when it supports Larry Kudlow; Two potential large trades coming soon
March 17, 2018 Update – Right mouse click here to download
-Larry Kudlow is no economist; he only has a bachelors degree in History. He was used by the Republican establishment in the ’80s-’90s to pump the trickle-down and supply-side theories of massive tax cuts and deficit spending. He was fired from Bear Stearns in the mid-90’s, because of a cocaine addiction.
-Roger Stone, Alex Jones, and Infowars are exclaiming that Kudlow was a wise choice. If I were hiring an economist to be my NEC director I would hope he had at least a bachelors degree in Economics.
-Gold is fading and looks ready to crack. Kudlow likes a strong dollar, hates gold, and loves tax cuts and coke. Perhaps gold is fading not only because of the upcoming Fed meeting, but because of Kudlow’s rhetoric.
-Silver, platinum, and GDX look terrible short term. Gold getting ready to follow? Go long after gold drops to 1,270s or below.
-Bitcoin getting ready to put in new lows. get ready to go long on the counter trend rally. Be patient and let the hodlers sell to you.
-The alt-coins are fading relentlessly. Bitcoin will follow. I think the alt-coins are done permanently. Bitcoin still has a future.
-Keep well-performing real estate holdings. Tax cuts will help support higher rent rolls. Well-capitalized investment properties with good cap rates and IRRs are a sure bet.
-The dollar should be well supported with ECB talk of unwinding QE program. The US is better handled to deal with higher rates. These massive tax cuts will help the stock market and the wealthiest individuals. Anyone who has assets that generate ample income will do much better than the average person (or burned-out patriot)
-With the US already the world’s top energy producer (oil and nat. gas) look for the dollar to stay well supported.
-My bandwidth has tripled over the past six months. It used to be 90% domestic and 10% foreigner. Now that many of the patriots here in the US are under mind control the shift is about 40-50% foreign user. The people outside the US are much more in tuned to the problems here in the US.
-I am ready for my two trade set-ups. The amount of after-tax profits from my last year’s crypto trade from July-December have allowed me to buy another rental for cash and pay down a commercial line.
Links to articles discussed-
Kudlow Is a Sign Republicans Are Out of Economic Ideas – Bloomberg
Supply-side economics
Larry Kudlow
Larry Kudlow Appointed By Trump As Top Economic Advisor – Infowars
The all-seeing eye controls this world; Some advice on how to move up the pyramid
March 14, 2018 Show – Right mouse click here to download
-Our true adversaries are usually right in front of us. They are not the manufactured enemies that are placed as our opposition.
-Since the United States has become by many measures a second-world nation, perhaps the tariffs will help to bring back jobs domestically. Many people in the US already work for slave wages as the wage base has been eviscerated and they will take the jobs that have been off-shored since the late 70’s.
-The Patriots will support anything Trump promotes; even though most of his legislation has widened the wealth divide, while adversely impacting his biggest supporters.
-More analysis of patriots from the past. A further discussion of William Cooper and how to move up the ladder in the secret societies.
-A brief discussion on Alan Watt’s latest podcast and his analysis of the all-seeing eye. The bankers never disliked a group they could not control.
-The secret societies now control all levels of government. They control the Patriot agenda and the church hierarchy.
-Most organizations follow a pyramidal structure. The all-seeing eye watches over them all. Sociopathy rules by default.
-It is not difficult to take over a movement. Control a couple key personalities and it all falls into place.
-Some commentary on cryptos. The crypto trading is some of the best trading I have seen since the late 90’s tech bubble.
Links to articles and media discussed-
Hour of the Time Complete Cooper MP3 Collection
Alan Watt; Cutting Through the Matrix
Cryptocurrency Set To Disrupt The Trillion Dollar Real Estate Industry
Weekend Update – People invent leaders and rely on “experts,” because they don’t want to think for themselves
March 10, 2018 Update – Right mouse click here to download
-Successful traders need to do the opposite of what their peers and the “experts” are telling them.
-I tell you the secrets to long-term trading and investing success; whether it’s gold and silver, real estate, stocks, or bitcoin.
-The wealthiest 10% own 84% of the US stock market. Only 52% of Americans have any exposure to the stock market. Stock may have bottomed intermediate term. Trump made stocks more cheap.
-S&P 500 earnings set to grow by over 19% this year, with most attributable to the tax cuts. Almost $300 billion in stock buybacks announced so far in 2018 with repatriated dollars.
-Trump is not our friend. The Trump tax cuts drive more people into poverty and widen the gap between the wealthy and poor. Most patriots have come out on the losing end – once again. Anyone dependent on borrowing to buy houses, cars, etc., should not approve of his agenda.
-Trump is an ineffectual leader and is helping to eviscerate the second amendment and patriot movement, while the patriots sleep and look to their Judas goats for guidance.
-Tell me one thing that Trump has done to help the patriots. I cannot think of anything.
-The Israelites wanted a king, because having a decentralized form of government took too much work and people do not want to think; they like to invent leaders who will do the thinking for them. Sociopaths quickly fill the void.
-The patriots have made trump into their leader, because most do not want to assume the responsibility of thinking for themselves.
-Blockchain and cryptocurrency shilling hurts the least experienced traders and investors. They can be considered mutually exclusive.
-Blockchain technology needs to be better developed and it will work best once it can scale up. It is not meant for large transactions like real estate. It will work best in supply chains and for fungible financial transactions.
-The need for title insurance transcends whether a contract is placed on blockchain or not. In fact, the less moral society becomes, the more a buyer needs title insurance.
Links to articles discussed –
Are stock buybacks deepening America’s inequality?
BlackRock is suddenly a lot more bullish on US stocks with tax cuts ‘supercharging’ corporate profits
Chart analysts are getting worried about bitcoin: ‘No touch’
Gauging Bitcoin’s Misery
Department of Justice moves to ban bump stocks, classifying them as ‘machine guns’ under federal law
First US Real Estate Transaction In Blockchain Completed: What’s Next?
How Trump’s tariffs morphed from ‘no exemptions’ to carve-outs galore
US Stocks Suffered “Massive” Outflows As The S&P Jumped
The secret societies manufacture our enemies, while our true adversaries hide in plain sight
March 8, 2018 Show – Right mouse click here to download
-Our real enemies are not who we think they are; they are manufactured. The patriot shows follow a script and only externalize the hierarchy. Most are redirected, which creates learned helplessness, confusion, and inaction.
-The patriot movement has been hijacked like the tea-party movement and both have effectively been done in by the same methods.
-The patriot show followers are told to look to Judas goat leaders
-William Cooper commentary and discussion. Imagine if he were still alive. The patriot movement would be strong and moving in a different direction.
-Key people are taken out, which undermine the movement.
Link to media discussed –
WIlliam Cooper · 1996 Lansing Michigan Conference Lecture
An Even Greater Threat to Gun Owners (Gun Owners of America)
Don’t believe the economic hype; a blueprint for the next rinse-and-repeat cycle and how to profit
February 28, 2018 Update – Right mouse click here to download
-A study of last decade’s housing debacle. Home sales fell, then came the prices, then came stocks. The whole process went on for almost three years before the bottom fell out.
-Charts demonstrating what happened last decade looks to be unfolding this decade. Many investors are heavily levered.
-Besides impacting expensive real estate, the tax cuts are contributing to problems with global dollar funding. Rising yields are creating a growing sundry list of problems.
-The latest real estate sales numbers look ominous. Prices are still running up, but this won’t last.
-Some ideas on what to do and how to prepare for the upcoming crises. This upcoming bust can present opportunity.
-The Fed is looking in the rear view mirror when planning the future. Again, all intentional. It is being obtuse with respect to prior policy
-QE can never end. We are too far gone and QE needs to be carried out as long as this monetary system remains intact. Just because we will have another bust does not mean this monetary system will collapse. It just means more centralization. Only a global war will wipe the slate clean.
-I have always stated that the ECB can never stop their QE program. This contemplation of winding down their program is folly. Martin Armstrong agrees.
-The sovereign debt of the developed world is like a pool of water. As long as there are major central banks siphoning off the extra water global yields can stay low. If the ECB stopped then the US Fed would have to step in. There are no mutually exclusive markets anymore.
-AJ is at it once again with his disingenuous, globalist-controlled, dog-and-pony show. YouTube must let AJ continue his show as he is too valuable and controlled by the globalists. He makes the patriot movement look embarrassing; done by design.
Links to articles and media discussed-
House sales top out in late 2005 (chart)
Home prices gain into the 2006 Spring selling season as sales fall hard (chart)
house sales drop as mortgage rates rise (chart)
Have house sales topped? (There is a lag on completed transactions) – Chart
Last decade, housing sales top and then stocks follow (by two years) – Chart
Home prices fell first in 2006, then stocks followed 18 months later (chart)
Draghi Admits He Cannot Stop Buying Gov’t Debt
Libor-OIS Blows Out As Libor Rises Above 2% For The First Time In 10 Years
Housing weakness deepens nationally as pending home sales drop 4.7 percent in January, hitting the lowest point in nearly four years
2 Bear Stearns Funds Are Almost Worthless
Home prices surge 6.3% in December amid critical housing shortage
Rising mortgage rates hit new home sales hard, an ominous sign for builders
Market Update – A compressed yield curve and Buffett’s record cash hoard (Don’t listen to what I say, look at what I am doing)
February 25, 2018 Update – Right mouse click here to upload
-The yield curve continues to compress, with short rates rising faster than longer dated yields.
-Bonds received a bid on Friday; not so much from that investors think inflation is running low or they think the Fed may raise slower than feared, but because two Fed presidents came out and said they view QE as a viable tool that will probably be used in the next downturn.
-Stocks are responding as is QE4 is in the cards.
-It took 2-3 years of Fed fund increases last decade for it to fall apart. It may take that long this time as well; though I doubt they will need more than a year or two. This decade’s over-speculation dwarfs last decade’s malfeasance.
-Non-bank conforming mortgage underwriting is much larger this decade than last decade. banks can’t make money at low interest rates, even with government backing. Underwriting is getting sloppy. The government still insures at least 70% of all mortgage underwriting.
-Cryptocurrency analysis. A monero hard fork is coming. Bitcoin may have only 21 million total to be ever issued, but with all these hard forks in the past and upcoming the supply of bitcoin derivatives may by virtually open-ended.
-Gold market analysis
-Thoughts about how the patriot movement has changed over the past 25 years. Today’s globalist shills and change agents in the patriot media represent little of what existed a couple decades ago. The current manufactured patriot movement is only externalizing the hierarchy.
-The globalists know what we are saying. Through the NSA, they run Google and the ISPs and can gauge our sentiment. Thus, they need to figure out a more crafty way to impoverish us the next time around.
Links to articles and media discussed-
When Bonds & The Dollar Sink, The Only Thing That Can Save Stocks Is QE
Fed could start to look at new policy frameworks later this year, Mester says
Fed and new boss Jerome Powell are on inflation watch as anxious investors look on
Gold Commitment of Trader Report – Chart
10 Year Treasury Note COT Chart
With rates low, Fed officials fret over next U.S. recession
William Cooper · 1996 Lansing Michigan Conference Lecture
A manufactured financial crisis of historic proportions has been announced
February 22, 2018 Update – Right mouse click here to download
-I pay careful attention to the key monetary policy puppets and drown out all the other noise. I only listen to the current and ex Fed Chairs and the current Treasury Secretary. There are only a few, so what they say is of paramount importance. They pronounced last decade’s manufactured calamity in advance and they just pronounced this decade’s upcoming catastrophe.
-The Fed is contemplating raising rates four times this year. Too much too late.
-Every major war has had economic hardship as a major catalyst. Fed policy caused the Great Depression and the resulting WW II. The next few years will provide the groundwork for the upcoming global conflict.
-A manufactured currency war in the making? Even though Steve Mnuchin’s weak dollar comments were scripted and subsequently retracted, the ECB is fuming over his comments.
-Oil and Gold are rising, but the rising cost of capital is hurting the XOP and GDX.
-If gold is to hit prime time, silver and platinum need to show more strength.
-Short-term rates caused last decade’s manufactured real estate crisis. Long-term rates will cause this decade’s manufactured real estate crisis. Higher deficit spending worldwide on social programs, coupled with restrictive monetary policy will hit the average person hard. There is no such thing as a free lunch.
Links to articles and media –
Weekly mortgage applications tank even more, as rising rates make homes less affordable
Real estate Supply/Demand curve chart with higher rates
Bullard Calms Markets: “Everything Needs To Be Perfect” For Fed 4 Rate Hikes
Rising Interest Rates
ECB Minutes Reveal Fears About Currency Wars, Euro Slides
Federal Funds Rate – 62 Year Historical Chart
Everything is manufactured; the markets, society, news, politics, and the patriot media
February 21, 2018 Show – Right mouse click here to upload
-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.
links to articles discussed-
Fed President Sounds Panic Over Level Of US Debt
The Last Prophet – The Legacy of William Cooper
Force majeure
Turquoise (trading platform)
Refiner goes belly-up after big payouts to Carlyle Group
Socialism Always Moves to Tyranny
The Fed smacked the markets as planned. What’s next?
February 10, 2018 Market Update – Right mouse click here to download
-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.
Links to articles and media discussed-
Watch These Spaces; The Eurozone is where the big bond bubble lives
US 10-year T-Note Commitment of Traders Report- Chart
Gold Commitment of Trader Report – Chart
US dollar Commitment of Traders Report – Chart
Powell ain’t Yellen
Winklevoss Twins Say Bitcoin Will Hit $320,000 and Non-Believers Suffer a ‘Failure of Imagination’
Kaspersky Claims Bitcoin Is “Dollar 2.0” And Product Of US Intelligence
“Stocks No Longer Make Sense To Me” – Here’s Why Quants Are Embracing Bitcoin
Are we about to crack? The genesis of these asset bubbles go back a long way.
February 8, 2018 Show – Right mouse click here to download
-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 on 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.
Links to articles and charts discussed-
(Chart) The S&P 500 skyrockets after Defined Contribution Plans are phased in and become popular
(Chart) House prices take of after the Taxpayer Relief Act of 1997 is phased in.
Does a Homeowner Have to Pay Capital Gain Tax From Selling a Personal Home?
The Surprising Origins Of Your 401(k)
10 Year Treasury Rate – 54 Year Historical Chart
Confirmation Bias – Wikipedia
Behavioral Finance: Key Concepts – Gambler’s Fallacy
Look for the clues to understand what our adversaries are planning
February 3, 2018 Update – Right mouse click here to download
-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.
Links to articles discussed-
Steven Mnuchin Twitter feed
Mortgage rates jump even higher after positive jobs report
WFC -2.9% as Fed moves to oust four directors, put brakes on growth
Nomi Prins, How to Set the Economy on Fire
From Alcoa to Freeport, Metal Producers See Cost Creep Set In
Globalist trash-talk and USFed policy are undermining the confidence in the US dollar and US Treasuries
February 1, 2018 Show – Right mouse click here to download
-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.
Links to articles and media discussed-
Federal Funds Rate – 62 Year Historical Chart
Former Fed Chair Alan Greenspan Sees Bubbles in Stocks and Bonds
U.S. DOLLAR INDEX
10 Year Treasury Rate – 54 Year Historical Chart
My notes for the show in .pdf
Steven Mnuchin is trying to fix ‘the first serious economic misstep by the Trump administration’
A melting US dollar will be the catalyst for the next rinse and repeat cycle.
January 28, 2018 Update – Right mouse click here to download
-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.
Notes and articles discussed-
PDF file of my notes for the update
US Dollar Index Futures Cash
Tokyo Office Building Sells For 547 Bitcoin
The Stock Market Is Setting Records In Levitation
US Treasury Secretary and Skull & Bonesman, Steve Mnuchin, following script to blow up US dollar and US bonds
January 26, 2018 Update – Right mouse click here to download
-Skull & Bones member and US Treasury Secretary, Steve Mnuchin, “stuck” his foot in his mouth by saying he desired a weaker dollar. He tried to back track a day later, but only looked more foolish.
-We discussed this already; this is the last thing the US needs, as all the other major central banks are executing QE programs.
-The raising of short-term rates in the US has been dollar destructive. He knows this and is only helping to fan the flames.
-Mnuchin is following the well-planned script to set up the next financial catastrophe. Add him to the lengthening list of the cast of characters who will help cause the next financial crisis.
-I know this script can seem convoluted and complex, but the trends seem to be establishing themselves more and more everyday.
-Mnuchin graduated from Yale University in 1985 with a bachelor’s degree. At Yale, Mnuchin was publisher of the Yale Daily News, and was also initiated into Skull and Bones in 1985.
Links to articles discussed-
Steven Mnuchin is trying to fix ‘the first serious economic misstep by the Trump administration’
Steven Mnuchin Biography
DOLLAR INDEX SPOT
Bush / Kerry Skull and Bones Avoidance
The US Fed is being willfully ignorant; we are being set up… again
January 24, 2018 Show – Right mouse click here to download
-The USFed and other central banks got us to this point with all the QE and bond buying. Now they are “forgetting” all they did and are withdrawing the IV-drip
-An in-depth analysis and commentary of how the US Fed is setting up the financial system for the next “catastrophe”
-Any shocks will, of course, be manufactured. Unfortunately, it will all be very real to you and me.
Links to articles discussed –
Fed’s Williams says three rate hikes ‘good starting point’
ECB swings into corporate bond-buying binge
Japanese Purchases Of US Treasurys Tumble
The “World’s Most Bearish Hedge Fund” Has A “Stunning” Theory What Happens Next To The Dollar
Market Update – What will the USFed do going forward? QE4 is needed, but how will it happen?
January 21, 2018 Update – Right mouse click here to download
-Armstrong is wrong in saying the Chinese and Japanese are manipulating the dollar to please Trump.
-The Chinese and Japanese are selling Treasuries, because they are afraid of further losses. The USFed is raising rates, which have ironically hurt the dollar, because these higher rates are hurting the longer-dated Treasuries. It’s a self-feeding loop.
-The USFed will have to institute some sort of new QE program. USTreasury net issuance is set to double this year and there is not enough global demand to soak up all the new sovereign debt.
-Higher mortgage rates are beginning to impact home purchases.
-Don’t look for rental rates to drop. They will continue to rise as government intervention only makes rents increase. Real estate investors benefit the most from any government program designed to help the working-class renter.
-The Obama regime worked to obtain federal backing for private equity landlord debt. Both sides of the aisle are working against the common folk.
-With asset prices as high as they are getting out of debt, including mortgages, is the best course of action.
-Has gold topped out or will it go higher? I see more of the same.
-If you think the CBOE Bitcoin futures created increased volatility just wait until the CME futures expire this week.
-Kaspersky Co-founder says bitcoin is USD 2.0 and that it was created by US intelligence
Links to articles discussed-
Dollar Manipulation by China & Japan?
Japanese Purchases Of US Treasurys Tumble
Mortgage rates increase as more people apply for home loans
Paying off your mortgage could be the smartest investment of 2018
You think your landlord is bad? Try renting from Wall Street
What Will Rising Mortgage Rates Do To Housing Bubble 2?
Kaspersky Claims Bitcoin Is “Dollar 2.0” And Product Of US Intelligence
Natalya Kaspersky
COMEX Open Interest Data Suggests Another Gold Price Slam Imminent
Crypto Update – Are we bullish on cryptocurrencies or the blockchain technology?
January 17, Update – Right mouse click here to download
-Is this it for the cryptos?
-Being bullish on the blockchain technology does not mean being bullish on cryptocurrencies. Many busted out tech companies from the late 90’s provided the groundwork for building up the internet.
-This correction is different than previous ones as the composition of investors and traders are different. The crypto traders and investors are still wildly bullish.
-The futures market has completely changed the cryptos. Without futures contracts bitcoin could still be making all-time highs.
-The first futures contract expires today.
-I have noticed over the past couple months that the large multinational corporations and banks have been building up their blockchain patent portfolios and not including any conversation with the cryptocurrencies.
-Did the globalists allow the cryptos to run up, so they could get the computer programmers fascinated with the blockchain technology?
Truth and Morality; Is Everything Relative?
January 11, 2017 Show – Right mouse click here to download
Links to articles –
Moral relativism
John 18:38
US Barna survey: Goodbye absolutes, hello new morality
Contextualism
Important Cryptocurrency Update – Successfully trading against some of the dumbest money I have ever seen
January 8, 2017 Update – Right mouse click here to download
-The cryptocurrency market continues to explode. The total market cap will go much higher; at least 2.5 times higher.
-Analysis of an excellent trading article from Coindesk.com
-In my 25+ years of trading I have never seen a dumber bunch of people than those trading cryptocurrencies.
-During the Christmas holiday I was able to buy two bitcoin on Kraken for $1,000 less each than on Coinbase.
-Use charts to show extremes. Scale in and out as others do the opposite.
-Don’t get caught up in the cult of personality. These Tweet-stormers have an agenda and are disingenuous.
-Trading around core positions can allow you to benefit from the explosive rise while keeping the downside volatility in check. This requires 24-hour trading, but the benefits are well worth the effort.
Link to article discussed-
Weathering the Altcoin Storm (And Investing for the Next)
Economics 101 – Socialism cannot work (it is not supposed to either); Manufactured division
January 3, 2018 Show – Right mouse click here to download
-An economic and psychological argument for why the concept of socialism doesn’t work and that the end goal is to bankrupt a nation
-Only a morally compromised population will accept the underlying tenants of Socialism
-Socialized medicine in the US was not possible 20 years ago.
-Manufactured division
-Is Pike’s letter to Mazzini, which called for three world wars, a fraud? It doesn’t matter as it is coming to pass
The year in review and the trends going into 2018
December 28, 2017 Show – Right mouse click here to download
-A review of the past year in finance and economics and how my understanding of the globalist agenda assists in enhancing my accuracy.
-An analysis of past investment opportunities and how I spot them.
-What I see going into 2018.
-The current trends have been long in the making