AdBlue as an additive for diesel fuel is intended to reduce nitrogen. Without AdBlue, the vehicles' electronics prevent them from starting. Germany's largest AdBlue manufacturer has gone out of business because of high energy prices. Now AdBlue is in short supply. The transport of goods is particularly affected. The alternative, simply peeing in the tank, is considered tax fraud. This is Germany in 2022.
1) great call on inflation NOT peaking Greg, you've been saying it for years and this is a key pivotal moment that confirms what you have been saying is true, and lays to rest the narrative that inflation is peaking (imo)
2) judging from the tentative stability in the 10 yr as of late, i do not think the fed is done yet with their "game" and we can expect more of the same, but I am being very cautious now, and running higher cash positions, holding some large caps w/ divs and energy, as well as commods. , and some tech and semiconductors, and finally continuing to hedge against CB and the mkt (as Chuck Barone says: "investing more conervatively")
Per the current inflation index of 8.3% this month down slightly from last months inflation rate of 8.7% or so, the Fed will have to entertain a larger overnight rate increase of 1.25% in the September meeting as to not go big now, is to cause an even worse outcome with small increases over time at later meetings. This will also establish in the "Mawkets" the Fed is earnest in combating inflation while not fueling a deflationary process which will be much worse for all markets over time. So, expect the Fed to go higher with their September Meeting because exponentially if they don't start establishing that framework the outcomes with mice increases will be far worse and longer term.
If any investors out there ever expected the stock market or any markets to keep rising like a
loaf of bread in the oven, that is very unrealistic and contrarian to established principles of
economic fundamental and underpinnings. The same holds true for real estate. How many people
truly believe that real estate would or will go up exponentially forever and ever? The fact remains
"all markets" have highs and lows, have cresting highs and then drastically falling lows. This is also
true in capitalist markets and societies whether we like it or not and so capital will flow in and out
of markets accordingly. Now, if the market is habitually inflated or a fakery, investors may grow tired of that market as the valuation tools in that surreal market environment is no longer based on fundamentals but more so on speculative flows of "capital" in and out of any markets. While looking at all the markets today off Greg's Website, you see that "all the markets" were down in the red. Now, if all the markets are in the red, where is the investment flow of capital going to? Unless is it being placed in the US Dollar or other Currencies in anticipation of a major move/ downtrend of markets so they can then buy up any positions from the current holders of those positions on dimes on the dollar after the fall of the market to lower ebbs and flows. In this, then the US Dollar and/or other currencies would be their cash point for that post down trend emerging market as well as put options. This would also explain the higher relative value of the US Dollar to other fiat currencies. Additionally, there
appears even more instability in other world currencies and markets, so other investors outside
the US may be investing in the US Dollar pushing the dollar up relatively to other fiats. While
China is "devaluating the Yuan" and the Yuan decreases, this is China's attempt to recapture their
own exports levels for more capital infusions through international consumption to keep their own beast alive as it slowly decreases more and more with exports sluggishness as consumers around the world revisit their purchase with their discretionary dollars/currencies and international corporations seemingly diversify their production and supply lines in lieu of the ongoing Chinese Covid Lock Downs, etc and all that means. That in and of itself, is diminishing the domestic consumption and relative well being of the Chinese economy, thereby placing more pressure on the CCP domestically for answers that they have little of if at all.
So, as all these trends converge, it seems that most nations will find running alone is very
dramatically worse and ends up leaving their own circumstances worse rather than better.
So, possibly worse times create better conditions for convergence of needs and interests
rather than enmities while still providing national interests and national identities as well.
As far as the Ukranian War is concerned, it would be best for Russia in all aspects to get out of
Ukraine quagmire quicker than later, as it has created a maelstrom of conditions both domestically and internationally that make the Russian position less viable over time. As Russia, clamps down
gas and oil flows to Europe and other parts of the world that have adhered to the Russian
economic sanctions, Russia's intimidation will wither and falter, when in fact Europe goes through
the winter and comes out the following year having lived "without" Russian energy now even
more able to continue the sanctions and basically isolating Russia as bad actors left on the side lines
rather than premiere parts in and of the international community of nations. Sometimes it is wiser
to consider a bad decision and resolve sooner to remove yourself from that bad decision effects
through proper action and presented tones and behavior. No one likes a snarling angry bear but
more so one that comes with legitimate friendship and a bucket of "honey" to assuage those they
bit and clawed now much more able to survive those angry lurches to less and less effect at all.
So, I expect from the Fed a sizable increase this September, 2022 to provide a inflection point
in slowing down inflation so they won't have to do piece meal increases over time that will not
in any way curb or slow down inflation. This will have slow down effect on growth, "but" if
you don't take certain steps at certain times, you will end up with even worse nasty brew of
economic woes and suffering. People are conjecturing that housing market will fall!!!! The housing
market currently is at an epic high to the point where it becomes unaffordable to the average
American. If interest rates go up, then relatively the home prices will have to go down as buyers
consider buying or not buying in relationship to the higher interest rates. On that same token, sellers,
not being able to sell their homes at the higher prices as outlined, will generally take their homes
or properties off the market thereby negating the drop of the housing prices with less home
listings as explained. Only desperate sellers of homes with large amounts of debt service or
under water homes will sell under those circumstances. The stock market is in this same modality
as it to is over priced even considering inflationary processes, so one would and will expect a down
trend in the stock market as there becomes less speculation after painful drops then slight increases
in between then another drop in pricing. Under those circumstances, valuations of stocks per their
fundamentals will become more vital in investments as the speculators have been either burned out
of the market or were wise enough to sell at some high swing before any other process occurs.
Most folks always talk about greed and fear as drivers of the "mawkets" but relatively speaking,
markets are condition and ancillary to healthy societies not unto themselves. So, the more markets
reflect sound investments over time rather than speculative bets on bubbles, the happier and healthier investors and societies will become over time. Reasonable outcomes rather than speculation
equals the normalization of markets and more importantly "expectations" of those in the markets
(Per the current inflation index of 8.3% this month down slightly from last months inflation rate of 8.7% or so, the Fed will have to entertain a larger overnight rate increase of 1.25% in the September meeting as to not go big now, is to cause an even worse outcome with small increases over time at later meetings. This will also establish in the "Mawkets" the Fed is earnest in combating inflation while not fueling a deflationary process which will be much worse for all markets over time. So, expect the Fed to go higher with their September Meeting because exponentially if they don't start establishing that framework the outcomes with mice increases will be far worse and longer term)
Please give your head a shake there Mark Gellermann and wake up.
The current inflation is at 15-20% not this BS 8.3%,...
(1/2) The #Fed can return to 2% #inflation if it does all of the following: 1. Crash the stock, bond, and real estate markets. 2. Allow a severe #recession with no stimulus. 3. Allow a worse financial crisis than 2008. 4. Allow big banks to fail without bailing any out, including
(2/2) letting customers lose their deposits. 5. Force the Federal Govt. to slash spending, including making deep cuts to Social Security and Medicare. 6. Force the U.S. Treasury to default and restructure the National Debt, with holders of Treasuries taking significant haircuts.
AdBlue as an additive for diesel fuel is intended to reduce nitrogen. Without AdBlue, the vehicles' electronics prevent them from starting. Germany's largest AdBlue manufacturer has gone out of business because of high energy prices. Now AdBlue is in short supply. The transport of goods is particularly affected. The alternative, simply peeing in the tank, is considered tax fraud. This is Germany in 2022.
🤣😂 irs will be looking for piss in tank cheats
Terrible to think that these kids today will not have Diesel Fedex trucks deliver their lead poisoned barbie dolls this Christmas.
Oh The Horrors!
What would AYN RAND say about today?
https://www.foundthisweek.com/items/book-review-supercrash-darryl-cunningham
They play video games no dolls and easy bake oven
Both Martin Armstrong and Bo Polny have predicted stock crashes in September and here we are.
Bo Polny the Bible thumper has been predicting a market crash for ever cause the Bible told him so.....
🤣😂
Jim Rickards predicts a big crash on 9/21. Since he's ex-CIA, this may be a leak of the pre-planned date.
Why not 911 someone lying
🤣😂 couldn’t help it but sometimes you funny
Am DOW JONES long now.
Greg,
Good morning.
All wired up<>lighten up.
You ask for comments so here I go again.
IMO IMO)
This was a typical Three Card Monte shuffle performed at it's best when data reports.
It takes a Nano second and Artificial Intelligence computers to push these markets to extremes.
1) I disagree gasoline does not always sell of in election years.
Commodities trade in 3 year peaks and valleys.
As evidenced yesterday from my comments I stated that gold had to hold above1740.50. for a trend change.
Oil is in a counter trend bounce it has to close above 90.39 for a weekly close to change the trend.
Also the $$ has to close above 110.78 as weekly close to change the trend.
I stated that the market would sell of rather quickly and volatility would be with us thru 9/19.
Finally i commented about a Harvest Moon
These traders eat everyone for breakfast lunch and dinner. You should know Greg.
Harvested some profits on 9 stocks we liked even sold some APO which continues to be a favorite.
Just follow charts and trends and skip the drama in between <>easy to say much more difficult to live with and holding hands for individuals.
I am not a trader.
Yes we are in a recession and it will get worse and demand destruction will set in.
Never get completely out of our core position in PRECIOUS METALS.
So everyone enjoy the day.
Let's see how the week ends.
Thanks,
WOT
Some realize what you write. Please keep us informed. Thank you.
start action pls @ PPT
U.S. 10 Year Treasury US10Y:Tradeweb
3.451%
big resistance @ about 3.5
The U.S. government is considering replenishing the strategic reserve at $80 per barrel.
Why would the US Government do that at $ 80???????
Money is no object when 2020 Lockdown the US spent more money than the IRS got!!!!!!
PRINT BABY PRINT!
Are we invincible Keynesians Now?
🤣😂🫡
🤣😂
Armenia vs, Azerbaidschan is going serious.
Saudi and Iran will be next!
Israel was in Germany and the Iran Nuclear Deal is off the table! Much tension this week.
Pakistan and India will be the next nuclear war after the Middle East starts one!
I think nukes are fake.
Israel in Germany 🤣😂
Yeah even the Nurses are on strike getting very serious 😳
much love to you
Do you have an historical chart for the MMRI which you could share with us? This would be very useful.
stolen from this blog:
https://www.tradingview.com/chart/?symbol=TVC%3ADXY*TVC%3ATNX%2F1.61
1) great call on inflation NOT peaking Greg, you've been saying it for years and this is a key pivotal moment that confirms what you have been saying is true, and lays to rest the narrative that inflation is peaking (imo)
2) judging from the tentative stability in the 10 yr as of late, i do not think the fed is done yet with their "game" and we can expect more of the same, but I am being very cautious now, and running higher cash positions, holding some large caps w/ divs and energy, as well as commods. , and some tech and semiconductors, and finally continuing to hedge against CB and the mkt (as Chuck Barone says: "investing more conervatively")
3) Thank you Greg (and Chuck B.) for all you do
And Gerald Celente!!!!!
Only time will tell how all this plays out! We might just see a bit of a crash now! Then miraculously the phoenix will rise from the ashes in October!
Yeah PPT
You sound like Joie Biden and all of the Fake News Media there WaveRider.
There is no inflation and the US economy is Booming.....LOL
These were the same waitresses trading MEME stocks and Ethereum 2 years ago with COVID MONEY!
🤣😂
Irs want criminal’s to fill out a tax form 🤣😂 I feel safe already what a great country you got a permit for this lemonade stand missy
All this crime and they increased irs agents 🤣😂
Per the current inflation index of 8.3% this month down slightly from last months inflation rate of 8.7% or so, the Fed will have to entertain a larger overnight rate increase of 1.25% in the September meeting as to not go big now, is to cause an even worse outcome with small increases over time at later meetings. This will also establish in the "Mawkets" the Fed is earnest in combating inflation while not fueling a deflationary process which will be much worse for all markets over time. So, expect the Fed to go higher with their September Meeting because exponentially if they don't start establishing that framework the outcomes with mice increases will be far worse and longer term.
If any investors out there ever expected the stock market or any markets to keep rising like a
loaf of bread in the oven, that is very unrealistic and contrarian to established principles of
economic fundamental and underpinnings. The same holds true for real estate. How many people
truly believe that real estate would or will go up exponentially forever and ever? The fact remains
"all markets" have highs and lows, have cresting highs and then drastically falling lows. This is also
true in capitalist markets and societies whether we like it or not and so capital will flow in and out
of markets accordingly. Now, if the market is habitually inflated or a fakery, investors may grow tired of that market as the valuation tools in that surreal market environment is no longer based on fundamentals but more so on speculative flows of "capital" in and out of any markets. While looking at all the markets today off Greg's Website, you see that "all the markets" were down in the red. Now, if all the markets are in the red, where is the investment flow of capital going to? Unless is it being placed in the US Dollar or other Currencies in anticipation of a major move/ downtrend of markets so they can then buy up any positions from the current holders of those positions on dimes on the dollar after the fall of the market to lower ebbs and flows. In this, then the US Dollar and/or other currencies would be their cash point for that post down trend emerging market as well as put options. This would also explain the higher relative value of the US Dollar to other fiat currencies. Additionally, there
appears even more instability in other world currencies and markets, so other investors outside
the US may be investing in the US Dollar pushing the dollar up relatively to other fiats. While
China is "devaluating the Yuan" and the Yuan decreases, this is China's attempt to recapture their
own exports levels for more capital infusions through international consumption to keep their own beast alive as it slowly decreases more and more with exports sluggishness as consumers around the world revisit their purchase with their discretionary dollars/currencies and international corporations seemingly diversify their production and supply lines in lieu of the ongoing Chinese Covid Lock Downs, etc and all that means. That in and of itself, is diminishing the domestic consumption and relative well being of the Chinese economy, thereby placing more pressure on the CCP domestically for answers that they have little of if at all.
So, as all these trends converge, it seems that most nations will find running alone is very
dramatically worse and ends up leaving their own circumstances worse rather than better.
So, possibly worse times create better conditions for convergence of needs and interests
rather than enmities while still providing national interests and national identities as well.
As far as the Ukranian War is concerned, it would be best for Russia in all aspects to get out of
Ukraine quagmire quicker than later, as it has created a maelstrom of conditions both domestically and internationally that make the Russian position less viable over time. As Russia, clamps down
gas and oil flows to Europe and other parts of the world that have adhered to the Russian
economic sanctions, Russia's intimidation will wither and falter, when in fact Europe goes through
the winter and comes out the following year having lived "without" Russian energy now even
more able to continue the sanctions and basically isolating Russia as bad actors left on the side lines
rather than premiere parts in and of the international community of nations. Sometimes it is wiser
to consider a bad decision and resolve sooner to remove yourself from that bad decision effects
through proper action and presented tones and behavior. No one likes a snarling angry bear but
more so one that comes with legitimate friendship and a bucket of "honey" to assuage those they
bit and clawed now much more able to survive those angry lurches to less and less effect at all.
So, I expect from the Fed a sizable increase this September, 2022 to provide a inflection point
in slowing down inflation so they won't have to do piece meal increases over time that will not
in any way curb or slow down inflation. This will have slow down effect on growth, "but" if
you don't take certain steps at certain times, you will end up with even worse nasty brew of
economic woes and suffering. People are conjecturing that housing market will fall!!!! The housing
market currently is at an epic high to the point where it becomes unaffordable to the average
American. If interest rates go up, then relatively the home prices will have to go down as buyers
consider buying or not buying in relationship to the higher interest rates. On that same token, sellers,
not being able to sell their homes at the higher prices as outlined, will generally take their homes
or properties off the market thereby negating the drop of the housing prices with less home
listings as explained. Only desperate sellers of homes with large amounts of debt service or
under water homes will sell under those circumstances. The stock market is in this same modality
as it to is over priced even considering inflationary processes, so one would and will expect a down
trend in the stock market as there becomes less speculation after painful drops then slight increases
in between then another drop in pricing. Under those circumstances, valuations of stocks per their
fundamentals will become more vital in investments as the speculators have been either burned out
of the market or were wise enough to sell at some high swing before any other process occurs.
Most folks always talk about greed and fear as drivers of the "mawkets" but relatively speaking,
markets are condition and ancillary to healthy societies not unto themselves. So, the more markets
reflect sound investments over time rather than speculative bets on bubbles, the happier and healthier investors and societies will become over time. Reasonable outcomes rather than speculation
equals the normalization of markets and more importantly "expectations" of those in the markets
and their societies.
(Per the current inflation index of 8.3% this month down slightly from last months inflation rate of 8.7% or so, the Fed will have to entertain a larger overnight rate increase of 1.25% in the September meeting as to not go big now, is to cause an even worse outcome with small increases over time at later meetings. This will also establish in the "Mawkets" the Fed is earnest in combating inflation while not fueling a deflationary process which will be much worse for all markets over time. So, expect the Fed to go higher with their September Meeting because exponentially if they don't start establishing that framework the outcomes with mice increases will be far worse and longer term)
Please give your head a shake there Mark Gellermann and wake up.
The current inflation is at 15-20% not this BS 8.3%,...
Peter Schiff
@PeterSchiff
(1/2) The #Fed can return to 2% #inflation if it does all of the following: 1. Crash the stock, bond, and real estate markets. 2. Allow a severe #recession with no stimulus. 3. Allow a worse financial crisis than 2008. 4. Allow big banks to fail without bailing any out, including
5:12 PM · Sep 13, 2022
·
(2/2) letting customers lose their deposits. 5. Force the Federal Govt. to slash spending, including making deep cuts to Social Security and Medicare. 6. Force the U.S. Treasury to default and restructure the National Debt, with holders of Treasuries taking significant haircuts.
5:12 PM · Sep 13, 2022
·
Keep the faith all gm keep up the good fight sir Truth and facts have become rare these days