RealMacro

RealMacro Updated 

I won't go too in depth as to why the macro data suggests a crash. I will leave that for subscribers and followers. The new Austerity is not printing enough digits to pump up markets and create asset price inflation. BUT! The law of diminishing returns will eventually catch up. The macro economic and charting are starting to once again signal such a move down is...

RealMacro Updated 

When INCUBATOR ECONOMICS & MMT Printing Press go into Over Drive the Law of diminishing returns will always win. More $ = Less Economic Growth No Gov't can Print Value for a Currency!

RealMacro Updated 

In case you didn't see this chart before, please take a look at it now and see what drives market Post Financial Crisis. Again making the mistake of saying the "Markets are a Forward Looking Indicator" for the economy In an MMT, QE, Helicopter, world is a grave mistake. Equally as bad is if you let self proclaimed experts show you silly news clippings, short...

RealMacro Updated 

Risk Reward Belisimo! Topping H&S.

RealMacro Updated 

The evidence of a top keep mounting. The Macro Economics certainly supports this claim at this point.

RealMacro

If you have followed my work you will realize that I seek how macro economic links to investing in the real world. While no one piece of analysis is the holy grail of analysis, the mosaic cumulative data does tell a story. That story reveals key areas in markets where good risk rewards can be taken. This chart reveals that in recent years gold seems to under...

RealMacro Updated 

Keep an eye on money flows between ZOOM videos and JETS Airline ETF as a supportive leading indicator for economic recovery. Bounce off support for ZOOM & double top in JETS does not support a recovery any time soon. My bearish bias continues.

RealMacro

Clearly we are getting less and less and less GDP growth for every new $ printed. Yet they call it "Stimulus". While I am not against deficits, I am against excessive deficits that only manage to fuel asset price inflation . Zombie companies are not supposed to exist in any economic book. Yet they do and are supported by the FED. Bankrupt companies with cash flow...

RealMacro

Pretty self-explanatory. Market-driven up by QE, and stalled when QE flattened out. Looking at the market and saying it is a "forward-looking indicator" for the economy with FED QE in is like Saying COVID19 will be gone by April when the Warm weather comes, just like MAGIC! RIIIIGHHT!!!

RealMacro

Good Risk Reward short time frame.

RealMacro

GE has led every recession and recovery in modern history!

RealMacro

Risk/Reward is Primo! They will call it double dip recession I call it an on going depression.

RealMacro

Corporate profits falling and stocks are rising. In fact, corporate profits have not risen since 2012! yet the stock market has soared. This is what multiple expansion looks like. Paying more and more for less and less profits. This is the pure definition of a bubble. Tulipmania again. Extraordinary Popular Delusions and the Madness of Crowds. Price is what you...

RealMacro

S&P500 priced in gold continues to underperform. At this point it is coming into a support area. If it breaks lower fear will be once again coming back into the markets.

RealMacro

Any Questions?

RealMacro

Since March 20th 4 days after the US started to test and tens of thousands started to die and FED started to QE MMT Everything, ($7 trillion thus far) here is what the markets have been doing in after hours. I will let you figure this one out on your own why.

RealMacro

I know many have and will continue to be fooled by market price action. The reality is this, this is a bullschitt move pumped by endless trillions of dollar for the top 5% putting the liabilities on the shoulders of the 95%. I have always said deficits create a SAVINGSBUBBLE. We don't have too much debt, we have too many SAVINGS in the hands of the few. I could...

RealMacro

King Dollar continues to push higher. Expect imports of goods and services to decline which will limit the much needed World Reserve Currency the US Dollar. This will devastate emerging markets that need to export to the US to maintain jobs while acquiring much needed $s reserves to maintain the value of their currency. I previously made a silly mistake with...