CRYPTO BLOOD IN THE STREETS IS COMING!I SEEM TO BE THE ONLY ONE UBER-BEARISH ON ALT-COINS!
ETH TRUST DOWN 70% IN 2 WEEKS!
GAPS AT THE BOTTOM!
I LOVE BLOCKCHAIN BUT TOO MANY HOPEFULS ARE STILL HOLDING THE BAG!
I WILL BE BUYING GOOD PROJECTS FROM THOSE WHO WERE TOO EARLY!
Macroeconomic Analysis And Trading Ideas
CHINA IS THE FUTURE!I HATE COMMUNISTS MORE THAN ANY POLITICAL GROUP ON EARTH! THEIR COUNTRIES ARE POOR, REGRESSIVE AND AUTHORITARIAN!
BUT EVEN IF CHINA WAS RULED BY TIME-TRAVELLING STALIN AND MAO, A GOLD-MONETIZED YUAN WOULD DESTROY THE DOLLAR!
EUR IS GARBAGE! BUT U$D IS RADIOACTIVE!SYMMETRICAL TRIANGLE WITHIN A DOWNTREND! DECADE LONG RISING CHANNEL!
TREND-LINE REJECTION!
SILVER HAS NEVER BEEN THIS CHEAP!THE LAST TIME SILVER WAS THIS CHEAP RELATIVE TO M2 WAS AT THE BEGINNING OF THE 2000s BULL RUN!
EVEN M2 FAILS TO TAKE INTO ACCOUNT THE ACTUAL EXPANSION OF THE CURRENCY SUPPLY, SO IN REALITY SILVER HAS NEVER BEEN THIS CHEAP!
BITCOIN IS GOING DOWN!WHALE ACTIVITY IS EXTREMELY SUSPICIOUS!
TRADER POSITIONING IS ALL-IN!
PRICE-VOLUME DIVERGENCE!
INTEREST RATES WILL MOVE HIGHER!CANDLE STICKS, MACROECONOMIC PICTURE, HISTORY, CAPITAL POSITIONING, INFLATION, MURPHY'S LAW...THE PATH IS CLEAR!
"BANKS ARE IN BETTER SHAPE THAN IN 2008"?YOU WILL HEAR FROM VIRTUALLY EVERYONE THAT "THE U.S. FINANCIAL SYSTEM IS BETTER CAPITALIZED THAN IN 2008"!
IF THIS IS THE CASE:
1) WHY DID THE FEDERAL RESERVE HAVE TO REMOVE RESERVE REQUIREMENTS?
2) WHY HAS THE FEDERAL RESERVE BEEN KEEPING THE REPO MARKET ON LIFE SUPPORT SINCE MID-SEPTEMBER?
3) WHAT % OF FINANCIAL ASSETS ARE OFF-BALANCE SHEET?
4) WHAT % OF LOANS ARE AT RISK OF DEFAULT WITHOUT FED/GOVERNMENT INTERVENTION?
5) WHY ARE FINANCIAL INSTITUTIONS REFUSING TO ENGAGE IN LOAN PRACTICES WITHOUT FULL GOVERNMENT GUARANTEE?
6) WHAT ARE THE BIGGEST BANKS' EXPOSURE TO DERIVATIVES?
7) ARE CREDIT RATINGS ACCURATELY DEPICTING RISK?
THE ANSWERS TO THESE QUESTIONS PAINT A CLEAR PICTURE: HELL NO!
THE FED IS JUGGLING CHAINSAWS!THE FED IS ATTEMPTING TO BAIL OUT THE CORPORATE DEBT BUBBLE THROUGH THE DIRECT PURCHASE OF CORPORATE BOND ETFs (SIMILAR TO 2008)!
THEY HAVE NOT COMMITTED TO BAILING OUT THE MORTGAGE SECTOR TO THE SAME EXTENT, INDICATING A SECOND WAVE OF SELLING IS POSSIBLE!
I DON'T THINK IT IS POSSIBLE TO SHORT SELL VNQ BUT IT WOULD BE PROFITABLE!
CANADIAN LOONIE WEAKNESS!THE CANADIAN LOONIE WILL CONTINUE TO FALTER AGAINST WESTERN CURRENCIES, ALTHOUGH IT WILL BEGIN TO STRENGTHEN AGAINST THE U.S. DOLLAR!
HYPERINFLATION IS IN CANADA'S NEAR FUTURE!
MOST LIKELY SCENARIO FOR DJI!AFTER FINDING MANY UNFILLED GAPS MORE THAN 20k POINTS LOWER, I SEE A SEVERE BEAR MARKET FOR THE NEXT SEVERAL YEARS!
THE DOLLAR AND U.S. TREASURY DEBT WILL BE SOLD AND FOREIGN CAPITAL WILL EXIT U.S. EQUITIES, SENDING THE DJI BELOW 5000!
ONCE THE DOLLAR WEAKENS ENOUGH, THE U.S. STOCK MARKET WILL ENTER A NEW BULL MARKET!
MOST LIKELY THIS WILL BE FUELED BY A HYPERINFLATION OF THE U.S. DOLLAR!
UNFILLED DJI GAP ALMOST 20K POINTS LOWER!I FOUND AN UNFILLED GAP FROM THE 2009 LOWS AT 8364!
EVERY TRADER SHOULD BE AWARE OF THIS!
BEARS MIGHT VERY WELL BE REWARDED!
SILVER DIVERGENCE!SILVER MINERS FORMED A HIGHER LOW FROM THE 2016 BOTTOM AND IN 2016 FORMED A HIGHER HIGH FROM THE 2014 BEAR MARKET RALLY!
SILVER TOOK OUT THE 2016 BOTTOM, FORMING A LOWER LOW, AND FAILED TO FORM A HIGHER HIGH IN 2016!
THIS SIGNALS THAT MINER INVESTOR DEMAND CORRESPONDS TO AN IMMINENT SILVER BULL MARKET!
I WANT YOU TO SUCCEED!TO UNDERSTAND THE STOCK MARKET'S MOVEMENT, YOU MUST UNDERSTAND WHICH FACTOR IS THE MOST INFLUENTIAL:
THE DOLLAR!
IF THE FED HAS SUCCEEDED IN SATISFYING THE GLOBAL DOLLAR SHORTAGE, THE STOCK MARKET WILL CREATE NEW ALL-TIME HIGHS!
IF THEY HAVE FAILED, ANOTHER WAVE OF ILLIQUIDITY WILL OCCUR!
HYPERINFLATION OR PAINFUL CORRECTION!THERE ARE SO MANY GAPS TO FILL!
I WAS THE ONLY ONE TO POINT OUT THE GAP ALL THE WAY AT THE TOP, IT LOOKS LIKE IT WILL BE FILLED IMMINENTLY!
HOWEVER THERE ARE NUMEROUS OTHERS LEFT TO FILL TOWARDS THE DOWNSIDE!
EITHER THIS IS A MARKET ENTERING HYPER-BUBBLE MODE SIMILAR TO WEIMAR GERMANY IN THE 1920s, OR THIS IS SETTING UP TO BE A 1930-LIKE BEAR-MARKET CONTINUATION, PUNISHING A RECORD AMOUNT OF LONGS!
CLASSIC HYPERINFLATION!STOCKS WILL SURPRISE EVERYONE, CONTINUING TO OUTPERFORM GOLD FOR A LITTLE WHILE HERE!
LOOK INTO 1920s WEIMAR GERMANY, THIS IS AN UNMISTAKABLE PROCESS!
U$D CRASH!SOMEONE EXPLAIN TO ME HOW THE DOLLAR MILKSHAKE THEORY CAN OVERRIDE U.S. SOCIETY DISSOLVING!
DOLLAR BEAR MARKET RALLY IS OVER!-U$D GOOGLE TRENDS INTEREST REACHES RECORD HIGH!
-CONSENSUS SENTIMENT: LONG U$Ds!
-LARGEST BANKS ARE MASSIVELY SHORT U$Ds!
BRENT JOHNSON'S DOLLAR MILKSHAKE TRADE IS NOW COMMON KNOWLEDGE...AFTER IT HAS ALREADY PAYED OFF!
A SUPERMARKET EMPLOYEE RECENTLY TOLD ME THAT THE DOLLAR LOOKED EXTREMELY STRONG...THIS TELLS ME SELLING U$Ds IS THE RIGHT MOVE HERE!
INFLATION VS DEFLATION!THE PRICE OF OIL IS THE MOST DIFFICULT PRICE TO MANIPULATE FOR CENTRAL BANKS!
HOWEVER, THROUGH VAST AMOUNTS OF FIAT CURRENCY CREATION, THE PRICE OF OIL INCREASINGLY REFLECTS THE DEBASEMENT OF THE U.S. DOLLAR, NOT REAL DEMAND!
TO OBSERVE THE DIVERGENCE BETWEEN THE INFLATED U$D PRICE OF OIL AND REAL DEMAND FOR OIL, COMPARE THE PRICE OF OIL TO THE PRICE OF GOLD!
INFLATION VS DEFLATION!INDUSTRIAL METAL PRICES HAVE BEEN SQUEEZED BY 2 OPPOSING BUY-SIDE FACTORS:
1) A SLOWING, DEPRESSIONARY WORLD ECONOMY WITH DIMINISHED DEMAND FOR ENERGY AND INDUSTRIAL MATERIALS, ALONG WITH A GLOBAL DOLLAR SHORTAGE!
2) CENTRAL BANKS ENGAGING IN RECORD-LEVEL CURRENCY CREATION COMBINED WITH UNPRECEDENTED FISCAL STIMULUS BY GLOBAL GOVERNMENTS!
IF INFLATION PROVIDES SUPPORT TO THE PRICE OF OIL, INDUSTRIAL METALS WILL CONTINUE TO INCREASE IN PRICE FROM THEIR '15-'16 BOTTOM!
INSURANCE, NOT SPECULATION!THERE ARE ONLY 2 FACTORS:
IS JPM LONG? www.cmegroup.com
IS BLACKROCK SHORT OR LONG WITH AN INFINITE AMOUNT OF LEVERAGE? www.bloomberg.com
NEVER BET AGAINST THE ROTHSCHILD VAMPIRE SQUID AND ITS TENTACLES!
