24 Comments
User's avatar
Paula's avatar

I watched that - I felt sick after that. But thanks for letting us know it's here.

Expand full comment
MoodyP's avatar

Interesting choice. I know you likely cannot do so, but I’d be interested in the why. Capital Appreciation? Dividend? Both?

Personally I’m content to sit in MSM, Max Safety Mode. Cash and metals equaling 85%, equities at 15%, all gold, silver, oil, LNG or other commodities based. Yes, I’ve gotten crushed since late February, down 32% from the high and 20% YTD. But from an overall perspective I’m only down maybe 5%. But I’m betting on a FED pivot at some point and when that happens gold, silver and oil will explode. Including the jr resource firms that are now in the capitulation phase on the chart. In my view, anyone that can figure out that the FED is going to pivot before they actually do can make a lot of money with minimal effort and no risk. Easier said than done.

But if we are ready with cash, and already have a store of metals, we can capitalize on most of the upside to come, completely negating the “loss” in cash to inflation. And if I’m wrong and there is no pivot, I’ve still protected the bulk of my assets and can develop a strategy from there.

Expand full comment
Aj's avatar

Greg, the S&P is down approximately 20% over the past 6 months. Therefore, I am confused about JEPI’s proclamation of some sort of a benchmark. Way to ambiguous for me to generate any kind of interest.

Expand full comment
Bob Fitzwilson's avatar

Another ETF/ETN. Think a derivative that invests in derivatives. Yikes! Also the “yield” is a distribution, not a traditional dividend. If your end game is correct, and I believe you are, this is exactly the kind of thing that could go to zero overnight. Why take that risk?

Expand full comment
Guzla's avatar

I hope we can at some point go back to trading options on a single ticker like we did with SPY. Those were fun times

Expand full comment
E R's avatar

Why JEPI when the market could continue to erode from current levels? 80% of JEPI is invested in equities??? Why not put on a radar screen so that when it hits a defined base, try to enter JEPI at that point in time.

Thanks

Mr Ag

Expand full comment
Ken (a.k.a. Slats)'s avatar

GM did not tell you to buy, he just said what he is doing. Disclosure, I own JEPI.

Expand full comment
E R's avatar

Yes I understand. I just asked Greg why he didn't wait until a sound base was retested. I don't buy anything unless I can get in at a good price and JEPI as well as PDBC are not a good buy at this time. The SEC crap is just that... anyone that buys something without doing their own Due diligence is a fool. Greg has told us time and time again Dont do what I do, do your own research. That is why Greg should have a paid subscription site and post his daily briefings on his website. Greg would easily be able to afford a web server with the capacity he needs and stop worrying about the pennies from Youtube heaven.

Expand full comment
Gabriel's avatar

CNBC Television "Is the Fed running a Ponzi scheme?"

https://youtu.be/ZD42JsHjjMc

My answer: YES!

Expand full comment
Aj's avatar

Unless you are a member of the “inside track club” the casino has no intention of allowing you to leave with your winnings.

Expand full comment
daniel israel's avatar

Inflation is going through the roof.

Is Nathans still having their hotdog contest in Coney Island, Brooklyn?

Maybe they might have to max at 25 hotdogs because of Transitory Inflation!

Expand full comment
William Blais's avatar

Greg, interest rates. Going up earning going down unemployment going up, why are investing in equities? Brother this is reset, 100 year crash my suggestion stay In commodities and cash and persevere capital. Be patient

Expand full comment
JOHN ALLEN's avatar

I recently purchased Realty Mogul shares. $5000 buy-in. Pays similar 8% per month.

Expand full comment
Ken (a.k.a. Slats)'s avatar

The comments here are getting more and more dire. Me sensing we are nearing the bottom...

Expand full comment
Richard Dee's avatar

Hi Greg, I would like to hear from you more about JEPI on the video later today, which makes me interested in honestly.

And I understand that this is NOT SUGGESTING THAT ANYONE EITHER BUY OF SELL SHARES OF JEPI OR ANY OTHER SECURITY.

;)

Expand full comment
Kevin Festner's avatar

I ID's JEPI months ago Have been moving into it. Sorry Mr. G. I really like you as a friend, but I have been on tough times. I thought I was doing everything right, working at least two jobs, savings at least 30% of gross, paying down my mortgage, living frugally, but the powers that be, well they seem to want what I have, for some reason, the pittance I have, and like Schadenfreude, prevent me from living the life I want to lead. They seem to take pleasure in putting others into failure. And, I served in the military serving this corrupt country. When I see the likes of Hunter Biden rewarded and protected, I want to puke.

Expand full comment
Robbie Brinkley's avatar

Thank You. Both Suggestions I did.

Expand full comment
Krut's avatar

The chart for JEPI looks very moody, lots of up and down days. I don't like how the red line (selling pressure) on the ADX is trending up.

Expand full comment
Mason's avatar

I should have sold my xrt last week.

Seemed like they were going to milk retail there for a bit.

Thanks for the new pick, added to watch list.

Expand full comment