fartwallet37

fartwallet37

The tariffs (if they are maintained) are going to destroy Japans economy, which is heavily reliant on car exports to the US. As their trade balance goes red, and their domestic economy goes into recession, the yen will crater as the underlying debt crisis percolating in the background exasperates the issue.

fartwallet37

Technical and fundamentals with short term sentiment open a tactical short position from here.

fartwallet37

The Federal Reserve and ECB are about to go full panic mode. Big money is about to realize that gold is the last safe haven.

fartwallet37

... Price of oil likely bottoms as the biden regime has decided to begin refilling the SPR now that midterms are over and they do not need to suppress energy prices for political purposes. Russian oil price caps will also be working its way through the system over the next few months as europe struggles through winter in an energy crisis. ...

fartwallet37

There is a very real risk that China invades Taiwan within the next three months. The market is not pricing this risk in, HUGE imbalance of risk/reward on this trade. Buying $85 puts expiring in November is how I am going to play this. Apple will easily get cut in half if this goes where it looks like it is going.

fartwallet37 Updated 

Manchin killed the administrations agenda. There will be a rampage of economic killing moves over the next 6 months to bring economic panic to the table. The goal will be to bring SP500 below 4,000 in order to justify another round of economic stimulus bills passing congress. Attached to these bills will be the agenda items that were in the Build Back Better plan...

fartwallet37

This is a stupid low price. .

fartwallet37

This is a stupid low price. .

fartwallet37

Energy markets have a long way to go before peaking.

fartwallet37

We are in the End Game for Bitcoin. Bitcoin has been existing on the speculative froth of the everything bubble. The Feds just popped the bubble last Thursday. Expect bitcoin to unravel rapidly from here. Tesla and Michael Saylor's positions are going to be threatened at $30K, expect price to test that level this week or next, maybe an attempt will be made to...

fartwallet37

Ukraine and Russia export 30% of the worlds wheat and Russia is a key supplier of energy (obviously). Europe will be turning to North American wheat and energy, Canada is about to see a surge of exports. This should see a significant demand in Canadian dollars. There are short term risks for CAD as it may be impacted negatively for a time by stock market...

fartwallet37

Energy prices may go parabolic over the next few months due to Russian Sanctions.

fartwallet37

Tons of risk that is not being priced into JPY pairs as it should be. This coming week could be a complete SH*@#SHOW.

fartwallet37

Risk Sentiment is deteriorating. It seems BoJ is intervening to weaken JPY as it is showing unusual weakness during a time it would normally be skyrocketing.

fartwallet37

USD selling off with risk sentiment falling. Risk aversion should increase over the coming weeks sending JPY higher...

fartwallet37

Saylor will be rapidly pushing out youtube interviews with his breathless whining voice at an increasingly panicked rate as bitcoin begins to plummet. His leveraged play to take out loans to buy Bitcoin has an avaerage position of $30K, once bitcoin falls below this, microstrategy descends into the pit. Watch the Feds announced a doubling of the taper rate to QE...

fartwallet37

Stupidity is not rewarded forever. Musk made out like a bandit.

fartwallet37

This is simply a stupidly low price. Gold is at a stupidly low price right now. Inflation is at 6.8% as of today (using flawed official numbers) and the 10 year yield is under 2% meaning there is worse than a negative 4% real yield on US debt which is ridiculous. The idiots in the market right now are selling gold because the Feds are signaling tighter monetary...