It's amazing how this market has become so attached to easy money, that people disregard what has happened every time in the past. I do agree that the Federal Reserve will come back in and buy all of it again, but only after "the dust settles". People trading this market have completely forgotten what happens to the yield curve if the Federal Reserve cuts rates. When bond yields start rising for no reason, and the Ten Year Yield starts breaking above 5%, everybody will be freaking out...just put this as a reminder that you shouldn't be freaking out. This is normal and it's called yield curve un-inversion. The only thing you should be worrying about is where to buy the market. This is only true if the Federal Reserve actually does cut rates. In my opinion, there is a 75% chance they won't cut rates this year, 25% they will cut rates. This is because the yield curve is a mess. Trying to manage bond yields back above the FED Funds Rate, without completely losing control of the entire yield curve is going to be a challenge. I can say with 100% conviction that they will keep rates paused next FOMC. If they do cut rates this year, I would hope that they do un-invert the yield curve...if they don't it would cause an unprecedented monetary policy doom loop of rising rates that could last a decade (1966 was the last time they cut rates with inverted yields). This would be the ONLY indicator that would price in a recession that every one has been anticipating. If it goes down this path, the market will struggle until the talking heads actually announced a recession is here, then the market will have bottomed, just like (2002, 2008, 2020). The only disconnection between the stock market and the real economy is the disconnection that they force us to believe. But, there are periods of time where they put their foot off the gas and slow down, before going much faster. In my opinion, we are close to that tipping point.
January 15 (King World News) – Eric Pomboy, Founder of Meridian Macro Research: De-dollarization momentum has just hit a milestone: Value of Foreign Central Bank Gold Holdings relative to US Treasury holdings has just hit the 50% mark for the first time on record.
This is the scenario as I see it. As soon as Israel feels it is in full control of Gaza, it will direct its attention to removing Hezbollah from the Israel/ Lebanon border. Iran will respond by closing the Persian Gulf sending oil prices to $200/barrel. With our Strategic Petroleum Reserve supply almost gone, this will incentivize China to consider taking over Taiwan.
Should Americans expect to sell/trade our land instead of exchanging worthless dirty paper to the CCP? Global-trading ports - Longbeach - Tacoma - Virginia - Florida look like a dried-up whore waiting for someone to kiss a tit for a nickle.... in other words foreigners have much less faith in the Dollar than the Fed does. Land is the next (illiquid) worse 'resource' to store value against inflation. Besides, where are they going to house all the military aged men coming in down South? Let's see - War or soft invasion.
You say that Iran has a target on their face cause they joined the Bricks and why hasn't saudi Arabia not have a target on their face they also joined the Bricks...
While, BRICS has been in the works for approximately ten years, Operation Tirrant - a direct conflict with Iran has been on the books since 2007. The BHR ARG bombed Yemen in 2009, no retaliation. This OP was layed down to stave off the GFC. Under this illegitimate administration, the U.S. Military has deemed a 50% loss of our forces “acceptable”. We are going to war with Iran, not a proxy war. How this illegitimate administration gets many to support this war, will not be pretty. We need to stay healthy, proficient on our arms, and pray. GOD Bless.
Current OPEC members are Algeria, Equatorial Guinea, Gabon, Iran, Iraq, Kuwait, Libya, Nigeria, the Republic of the Congo, Saudi Arabia, the United Arab Emirates and Venezuela. Meanwhile, Angola, Ecuador, Indonesia, and Qatar are former OPEC member
It's amazing how this market has become so attached to easy money, that people disregard what has happened every time in the past. I do agree that the Federal Reserve will come back in and buy all of it again, but only after "the dust settles". People trading this market have completely forgotten what happens to the yield curve if the Federal Reserve cuts rates. When bond yields start rising for no reason, and the Ten Year Yield starts breaking above 5%, everybody will be freaking out...just put this as a reminder that you shouldn't be freaking out. This is normal and it's called yield curve un-inversion. The only thing you should be worrying about is where to buy the market. This is only true if the Federal Reserve actually does cut rates. In my opinion, there is a 75% chance they won't cut rates this year, 25% they will cut rates. This is because the yield curve is a mess. Trying to manage bond yields back above the FED Funds Rate, without completely losing control of the entire yield curve is going to be a challenge. I can say with 100% conviction that they will keep rates paused next FOMC. If they do cut rates this year, I would hope that they do un-invert the yield curve...if they don't it would cause an unprecedented monetary policy doom loop of rising rates that could last a decade (1966 was the last time they cut rates with inverted yields). This would be the ONLY indicator that would price in a recession that every one has been anticipating. If it goes down this path, the market will struggle until the talking heads actually announced a recession is here, then the market will have bottomed, just like (2002, 2008, 2020). The only disconnection between the stock market and the real economy is the disconnection that they force us to believe. But, there are periods of time where they put their foot off the gas and slow down, before going much faster. In my opinion, we are close to that tipping point.
January 15 (King World News) – Eric Pomboy, Founder of Meridian Macro Research: De-dollarization momentum has just hit a milestone: Value of Foreign Central Bank Gold Holdings relative to US Treasury holdings has just hit the 50% mark for the first time on record.
The casino is going to collapse. This entire country is going to collapse.
This is the scenario as I see it. As soon as Israel feels it is in full control of Gaza, it will direct its attention to removing Hezbollah from the Israel/ Lebanon border. Iran will respond by closing the Persian Gulf sending oil prices to $200/barrel. With our Strategic Petroleum Reserve supply almost gone, this will incentivize China to consider taking over Taiwan.
Should Americans expect to sell/trade our land instead of exchanging worthless dirty paper to the CCP? Global-trading ports - Longbeach - Tacoma - Virginia - Florida look like a dried-up whore waiting for someone to kiss a tit for a nickle.... in other words foreigners have much less faith in the Dollar than the Fed does. Land is the next (illiquid) worse 'resource' to store value against inflation. Besides, where are they going to house all the military aged men coming in down South? Let's see - War or soft invasion.
Look at all the commie bloc apartment buildings being built everywhere.
That's where all the imported subsidized brown human trash will be stored.
.... and national parks - and tent cities on the ten-thousand Chinese-owned golf-courses.... oh wait those will probably be their new military bases.
You say that Iran has a target on their face cause they joined the Bricks and why hasn't saudi Arabia not have a target on their face they also joined the Bricks...
https://www.japantimes.co.jp/news/2024/01/03/world/politics/saudi-arabia-joins-brics/
While, BRICS has been in the works for approximately ten years, Operation Tirrant - a direct conflict with Iran has been on the books since 2007. The BHR ARG bombed Yemen in 2009, no retaliation. This OP was layed down to stave off the GFC. Under this illegitimate administration, the U.S. Military has deemed a 50% loss of our forces “acceptable”. We are going to war with Iran, not a proxy war. How this illegitimate administration gets many to support this war, will not be pretty. We need to stay healthy, proficient on our arms, and pray. GOD Bless.
Current OPEC members are Algeria, Equatorial Guinea, Gabon, Iran, Iraq, Kuwait, Libya, Nigeria, the Republic of the Congo, Saudi Arabia, the United Arab Emirates and Venezuela. Meanwhile, Angola, Ecuador, Indonesia, and Qatar are former OPEC member
Good morning, Greg. Great m.l.a. This triggered a thought: What became known as the holocaust seems like a human
down-payment for a then new central bank in Israel.
What is being done now is similarly another human-down payment for another same ole "new" something terrible.
https://rumble.com/v3tl6xd-the-balfour-declaration-benjamin-freedman.html
Benjamin Freedman is one of the greats. His book "Facts Are Facts," I enjoyed.
Amen