This could impact all exit strategies - because once the bank fails - anything you have inside it is gone unless Biden steps in and underwrites the failure. Bear this in mind with investing into any bubbles.
We can frequently see warning signs for bond market failures, property market failures and stock market failures. - but predictions on bank failures remain secretive.
The weighted stocks (FAANG's) that make up over 30% of the S&P 500's value are negative today, and SPY is green since open. Big money is leaving these stocks to go into growth and value with Russell 2k climbing rapidly. The narrative is that this is all in anticipation of a rate cut that bumped up to 100% probability in September meeting...so if the rate cut narrative is true, then the market has much further to fall, as over 30% of the value of the S&P 500 begins to decline rapidly. This is just the beginning stages of a full blown liquidity crisis. Money is shifting rapidly into the small-mid caps, which hasn't been seen since 2007-2009. Money is pouring into Gold/Silver Bitcoin (not seen since prior to the 2020 crash). Strengthens the case that a yield curve uninversion is arriving quickly, a 10YY gapping back above the FED Funds in the matter of weeks. Now that smart money has exited the mega caps that create 30% of the overall market value, and into stocks with already low liquidity, money exiting these low liquid stocks with risk increasing would cause the market to crash. The only reason why SPY remains elevated at the moment is because money is still shifting, creating the illusion that liquidity is still flowing, and we are being shown this also in bond yields remaining suppressed... What happens when no more money is being poured into the small - mids?! This is when risk starts increasing rapidly, and Big Tech sells off more. I don't need to say how much more risky this needs to be...i made a lot of money this week playing the upside because it was basically risk free, but this shift in divergence between the FAANG's and the overall market has gotten me spooked. We are at least due for a correction...and even that puts tremendous pressure on "nobody wants to own the FAANG's anymore" scenario. Selling pressure on FAANG's and profit taking on small-mid caps, profit taking on precious metals, profit taking on Bitcoin, could retract the entire market fast. Is this the full blow debt liquidity crisis that has been talked about here? I don't think so...i think money is moving in the wrong place at the wrong time, that is going to cause the market to over correct.
I don’t want to reactivate Telegram. Let’s just leave it that you have been the most accurate predictor and educator. Hats off to you. The only thing I would add is stay humble. Joe Granville was amazing, but he lost control. Congratulations on a fabulous job. I have managed money for 51 years. It’s a very difficult job. You have laid out the background and where we are heading better than anyone.
7/16/24-Head-line: Wall Street rallies as investors bet on Trump win. (Reuters, Stephen Culp).
New York Times by Matthew Goldstein: TRUMP MEDIA STOCK SOARS AFTER SHOOTING AT WEEKEND RALLY.
Shares in Trump Media & Technology Group, the parent company of the Truth Social platform, rose more than 31% soon after the start of trading. The gain added more than $1 billion to Trump’s net worth. www.TimTruth.com, (odysee or bitchute) another televised staged FALSE FLAG event.
If the CIA wanted to kill Trump, he would be dead a long time ago. Enjoy Trump’s political show...
Can you predict which banks will fail and when?
Can you predict your own bank won’t fail?
This could impact all exit strategies - because once the bank fails - anything you have inside it is gone unless Biden steps in and underwrites the failure. Bear this in mind with investing into any bubbles.
We can frequently see warning signs for bond market failures, property market failures and stock market failures. - but predictions on bank failures remain secretive.
Just bear this in mind.
Look at the gold price.
Keep stacking!
The weighted stocks (FAANG's) that make up over 30% of the S&P 500's value are negative today, and SPY is green since open. Big money is leaving these stocks to go into growth and value with Russell 2k climbing rapidly. The narrative is that this is all in anticipation of a rate cut that bumped up to 100% probability in September meeting...so if the rate cut narrative is true, then the market has much further to fall, as over 30% of the value of the S&P 500 begins to decline rapidly. This is just the beginning stages of a full blown liquidity crisis. Money is shifting rapidly into the small-mid caps, which hasn't been seen since 2007-2009. Money is pouring into Gold/Silver Bitcoin (not seen since prior to the 2020 crash). Strengthens the case that a yield curve uninversion is arriving quickly, a 10YY gapping back above the FED Funds in the matter of weeks. Now that smart money has exited the mega caps that create 30% of the overall market value, and into stocks with already low liquidity, money exiting these low liquid stocks with risk increasing would cause the market to crash. The only reason why SPY remains elevated at the moment is because money is still shifting, creating the illusion that liquidity is still flowing, and we are being shown this also in bond yields remaining suppressed... What happens when no more money is being poured into the small - mids?! This is when risk starts increasing rapidly, and Big Tech sells off more. I don't need to say how much more risky this needs to be...i made a lot of money this week playing the upside because it was basically risk free, but this shift in divergence between the FAANG's and the overall market has gotten me spooked. We are at least due for a correction...and even that puts tremendous pressure on "nobody wants to own the FAANG's anymore" scenario. Selling pressure on FAANG's and profit taking on small-mid caps, profit taking on precious metals, profit taking on Bitcoin, could retract the entire market fast. Is this the full blow debt liquidity crisis that has been talked about here? I don't think so...i think money is moving in the wrong place at the wrong time, that is going to cause the market to over correct.
How will this affect Canadian gold and silver mining stocks???
I don’t want to reactivate Telegram. Let’s just leave it that you have been the most accurate predictor and educator. Hats off to you. The only thing I would add is stay humble. Joe Granville was amazing, but he lost control. Congratulations on a fabulous job. I have managed money for 51 years. It’s a very difficult job. You have laid out the background and where we are heading better than anyone.
I hope the door to the stock markets closes shut.
7/16/24-Head-line: Wall Street rallies as investors bet on Trump win. (Reuters, Stephen Culp).
New York Times by Matthew Goldstein: TRUMP MEDIA STOCK SOARS AFTER SHOOTING AT WEEKEND RALLY.
Shares in Trump Media & Technology Group, the parent company of the Truth Social platform, rose more than 31% soon after the start of trading. The gain added more than $1 billion to Trump’s net worth. www.TimTruth.com, (odysee or bitchute) another televised staged FALSE FLAG event.
If the CIA wanted to kill Trump, he would be dead a long time ago. Enjoy Trump’s political show...
So far, you have nailed it.
How do I do that? 😀
Thank you . Feel like I know you but I don’t. You are appreciated.