I like to make predictions. In two versions: If a chart tells me, for example, USD or oil will rise sharply (or fall, doesn't matter), I consider what will happen in the real world that matches it. Or I see something special is going to happen in the real world, then I consider how will prices react to that.
Now the Hang Seng chart is telling me there's going to be another big down move soon. The Hang Seng is going to fall by 50%. So what will happen in the real world then? There will probably be sanctions against China as well. Or at least supply chains will be massively disrupted for other reasons. Then the U.S. market could stay strong and China could still fall. Look at Russian stocks.
I was thinking about this a few days ago, and already the news is coming in, preparing us for this. For example:
That means: we should not buy Chinese stocks. It also means: Some products are no longer supplied from China, and some goods are no longer supplied to China. Some products can no longer be produced because the parts from China are missing. The prices for these products are rising extremely. The question now is, which products are these? All of them, which are durable and which we can easily lay, are now a very good investment. Either we buy them now much cheaper, because we will need them later anyway, or we store them and sell them later more expensive. Remember, it's always about percentages. If I can make 20% or 50% with it, that's no different than making 20% or 50% with a stock.
It also helps to think like the enemy. What does he want and what would we do in his place if we wanted to create that. The middle class should be destroyed and everything should become more expensive. So I would be stupid not to play my China card. I want to hit Europe particularly hard, especially Germany. Problems in the auto industry are particularly bad for Germany. 50% of all sales go to the Asian market. So I have to attack that. So sanctions, similar to Russia would be ideal. Prices for new cars would explode and there would be mass layoffs. Perfect. But imports from China to Germany are also interesting: the most important import goods are computer technology, as well as electrical and optical products, motor vehicles and parts, machinery and chemical products.
Moreover, if I want to hit Germany especially hard, the euro has to rise against the USD. That would be the death of the German export industry. So that is exactly what will happen. I therefore claim, soon the Euro will double. For that to happen, it would help if the ECB raises interest rates soon, so that will happen. The reasoning is, prices should rise less as a result, the truth is, just the opposite will happen. With the mass unemployment that will follow, private home loans will also default and house prices will crash, first and foremost the prices of vacation homes. Then I can buy if I want to. Now I don't. The same goes for boats and luxury cars and much more.
So most recently, for example, I bought Russian vodka. As a small investment. My risk in doing so is practically zero. As of now, I'm starting to buy things that are guaranteed to get more expensive with the coming "China crisis". I have already bought a motorcycle. I can ride it or sell it expensively at some point. Or both.
Conclusion: The best investments are currently goods that are durable, that we will need later anyway and that will be much more expensive later than today. This can be anything. Gasoline, noodles, clothes, machines, etc. etc. The decisive factor is not the absolute price, the decisive factor is the rising price in percentage.
Well thought out and presented. One thing that I learned in the last two yrs parallels your thesis. If you think that you might need it or even want it, buy it now. Especially paper goods if you get my meaning. I have also been ratting away canned goods and pasta in a metal cabinet. My freezer and refrigerator are full. But only rarely eat out and mostly cook at home. Never bought Chinese stocks as I did not trust their numbers to be true and the recent SEC moves show that. Good job on your thesis.
I think that is a great idea. I looked into it but it is now only my wife and I do not have the energy that I used to. I have been growing vegetables for almost 70 yrs. Had to stop several yrs ago as we live in S. Cal and were put on water rationing.
I think that hydroponic is a great way to go. good luck on your projects.
See if you can find Italian trombetta squash seeds from Rene's seeds. Not sure if you can grow in water but it is a prolific squash. Not like zucchini at all.
If you get a condensor dehumidifer, you can suck water out of the very air and use solar panels to power it. I use the solar generator lith battery from Jackery.
I had a Chinese railroad share (MTR Corporation). China is a planned economy. Every few years (I think 5) they give their plan and they follow it. I subscribed to a newsletter from a China institute specifically for China. When they said at that time that they massive want to develop the railroad infrastructure in particular, also for the Silk Road, I looked at the companies, picked one and bought it. Maybe it was luck, in any case it worked. If my plan works and the Hang Seng really loses 50%, I'll pick a China stock again. Before that, I might short the -hang Seng. It would be perfect if I could buy the stock from the short profit.
China responds to NATO's call by saying that they "will never forget" NATO's deadly bombing of their embassy in Yugoslavia in 1999; and that they do not need a "lecture of justice" from an "abuser of international law".
Every YouTuber on the planet has been and will forever keep trumpeting how bad the economy is and how horribly people are suffering. This is a Forever thing. This year, Next year, years after that, next century, after the next ice age.. Forever.
In the mean time, every house will be sold out, stock market will go above mount Everest to the moon and beyond, every good restaurant, every good club, Walmart, Target , all will remain full as ever, USA household wealth will keep increasing and so on
People will sprawl on their couch next to the fire place after 10 course meals, pour their favorite wine, turn on internet and read 'how bad the economy is and how everybody else is suffering'. They will watch the falling snow outside, look at the flames in the fireplace, feel the warmth and coziness, curse the FED, pull over the blanket, cuddle their cat or wife or a sugar-baby and close their eyes.
Repeat the next day. Who the f*ck wants to read that others are doing way better than them ? Raise your tail. No smart YouTuber will ever tell you that others are doing better than you loser. If they do they will shoot themselves in the foot and no one will hear them
My sources and analysis of events is that Russia will end Ukraine's liberation in a very short time table: 1 to 2 months if not sooner.
Before that happens however, the West will receive another shock, such as WMD fear or more false flags. I was already expecting the economic system to crash because of elements the banksters can no longer control (invisible wars against the DS), but this Russian Federation war most certainly has accelerated that time table. However, nuclear weapons will not be used. I repeat, any fear of nuclear weapons will not manifest.
I used a similar analysis method in February 28th 2020 to conclude that Corona was going to end soon, the markets would crash and then recover, and that any waxxines would be the 'binary biotoxin' which I would not take.
I do not think Mannarino is wrong on the financial market prediction and assessment. If allowed to do their thing, they will use the same cycle and wealth transfer as in the Great Depression. Fiat to precious meals to real estate, then back to fiat once economy bounces back.
Putin stabbing Schwab in the back and liberating Donbas, has changed their plans a bit.
>>> Back in the Headlines 😎. Also some Childtraffickers were arrested. Hope there is something more going on behind the scenes. By the way: What's going on Mr. Durham?
CONNECT THE DOTS
AND SAVE YOUR A**
I like to make predictions. In two versions: If a chart tells me, for example, USD or oil will rise sharply (or fall, doesn't matter), I consider what will happen in the real world that matches it. Or I see something special is going to happen in the real world, then I consider how will prices react to that.
Now the Hang Seng chart is telling me there's going to be another big down move soon. The Hang Seng is going to fall by 50%. So what will happen in the real world then? There will probably be sanctions against China as well. Or at least supply chains will be massively disrupted for other reasons. Then the U.S. market could stay strong and China could still fall. Look at Russian stocks.
I was thinking about this a few days ago, and already the news is coming in, preparing us for this. For example:
https://www.zerohedge.com/political/biden-warn-xi-us-retaliation-measures-over-russia-support-tense-friday-morning-call
https://www.zerohedge.com/markets/maersk-warns-chinas-covid-lockdowns-disrupt-supply-chains
https://www.businessinsider.de/politik/welt/us-geheimdienstkoordinatorin-warnt-laut-nato-briefing-china-bietet-russland-seit-beginn-des-ukraine-kriegs-militaerische-hilfe-an/?utm_campaign=linkedin&utm_medium=onsite_button&utm_source=social
That means: we should not buy Chinese stocks. It also means: Some products are no longer supplied from China, and some goods are no longer supplied to China. Some products can no longer be produced because the parts from China are missing. The prices for these products are rising extremely. The question now is, which products are these? All of them, which are durable and which we can easily lay, are now a very good investment. Either we buy them now much cheaper, because we will need them later anyway, or we store them and sell them later more expensive. Remember, it's always about percentages. If I can make 20% or 50% with it, that's no different than making 20% or 50% with a stock.
It also helps to think like the enemy. What does he want and what would we do in his place if we wanted to create that. The middle class should be destroyed and everything should become more expensive. So I would be stupid not to play my China card. I want to hit Europe particularly hard, especially Germany. Problems in the auto industry are particularly bad for Germany. 50% of all sales go to the Asian market. So I have to attack that. So sanctions, similar to Russia would be ideal. Prices for new cars would explode and there would be mass layoffs. Perfect. But imports from China to Germany are also interesting: the most important import goods are computer technology, as well as electrical and optical products, motor vehicles and parts, machinery and chemical products.
Moreover, if I want to hit Germany especially hard, the euro has to rise against the USD. That would be the death of the German export industry. So that is exactly what will happen. I therefore claim, soon the Euro will double. For that to happen, it would help if the ECB raises interest rates soon, so that will happen. The reasoning is, prices should rise less as a result, the truth is, just the opposite will happen. With the mass unemployment that will follow, private home loans will also default and house prices will crash, first and foremost the prices of vacation homes. Then I can buy if I want to. Now I don't. The same goes for boats and luxury cars and much more.
So most recently, for example, I bought Russian vodka. As a small investment. My risk in doing so is practically zero. As of now, I'm starting to buy things that are guaranteed to get more expensive with the coming "China crisis". I have already bought a motorcycle. I can ride it or sell it expensively at some point. Or both.
Conclusion: The best investments are currently goods that are durable, that we will need later anyway and that will be much more expensive later than today. This can be anything. Gasoline, noodles, clothes, machines, etc. etc. The decisive factor is not the absolute price, the decisive factor is the rising price in percentage.
Take action and have a nice weekend.
Well thought out and presented. One thing that I learned in the last two yrs parallels your thesis. If you think that you might need it or even want it, buy it now. Especially paper goods if you get my meaning. I have also been ratting away canned goods and pasta in a metal cabinet. My freezer and refrigerator are full. But only rarely eat out and mostly cook at home. Never bought Chinese stocks as I did not trust their numbers to be true and the recent SEC moves show that. Good job on your thesis.
https://www.youtube.com/watch?v=iyLkOnCQEos
I bought aeroponics, Kratky hydroponic setup in January 2022. Started growing food.
I think that is a great idea. I looked into it but it is now only my wife and I do not have the energy that I used to. I have been growing vegetables for almost 70 yrs. Had to stop several yrs ago as we live in S. Cal and were put on water rationing.
I think that hydroponic is a great way to go. good luck on your projects.
See if you can find Italian trombetta squash seeds from Rene's seeds. Not sure if you can grow in water but it is a prolific squash. Not like zucchini at all.
If you get a condensor dehumidifer, you can suck water out of the very air and use solar panels to power it. I use the solar generator lith battery from Jackery.
interesting video.
I had a Chinese railroad share (MTR Corporation). China is a planned economy. Every few years (I think 5) they give their plan and they follow it. I subscribed to a newsletter from a China institute specifically for China. When they said at that time that they massive want to develop the railroad infrastructure in particular, also for the Silk Road, I looked at the companies, picked one and bought it. Maybe it was luck, in any case it worked. If my plan works and the Hang Seng really loses 50%, I'll pick a China stock again. Before that, I might short the -hang Seng. It would be perfect if I could buy the stock from the short profit.
Good luck to you
China responds to NATO's call by saying that they "will never forget" NATO's deadly bombing of their embassy in Yugoslavia in 1999; and that they do not need a "lecture of justice" from an "abuser of international law".
https://t.me/intelslava/22903
https://www.zerohedge.com/geopolitical/rickards-last-straw
The "freaks" are burning all of our bridges
There is going to be a hit on Taiwan most likely.
This year probably.
Probably. Would expect it in a few years.
Every YouTuber on the planet has been and will forever keep trumpeting how bad the economy is and how horribly people are suffering. This is a Forever thing. This year, Next year, years after that, next century, after the next ice age.. Forever.
In the mean time, every house will be sold out, stock market will go above mount Everest to the moon and beyond, every good restaurant, every good club, Walmart, Target , all will remain full as ever, USA household wealth will keep increasing and so on
People will sprawl on their couch next to the fire place after 10 course meals, pour their favorite wine, turn on internet and read 'how bad the economy is and how everybody else is suffering'. They will watch the falling snow outside, look at the flames in the fireplace, feel the warmth and coziness, curse the FED, pull over the blanket, cuddle their cat or wife or a sugar-baby and close their eyes.
Repeat the next day. Who the f*ck wants to read that others are doing way better than them ? Raise your tail. No smart YouTuber will ever tell you that others are doing better than you loser. If they do they will shoot themselves in the foot and no one will hear them
My sources and analysis of events is that Russia will end Ukraine's liberation in a very short time table: 1 to 2 months if not sooner.
Before that happens however, the West will receive another shock, such as WMD fear or more false flags. I was already expecting the economic system to crash because of elements the banksters can no longer control (invisible wars against the DS), but this Russian Federation war most certainly has accelerated that time table. However, nuclear weapons will not be used. I repeat, any fear of nuclear weapons will not manifest.
I used a similar analysis method in February 28th 2020 to conclude that Corona was going to end soon, the markets would crash and then recover, and that any waxxines would be the 'binary biotoxin' which I would not take.
I do not think Mannarino is wrong on the financial market prediction and assessment. If allowed to do their thing, they will use the same cycle and wealth transfer as in the Great Depression. Fiat to precious meals to real estate, then back to fiat once economy bounces back.
Putin stabbing Schwab in the back and liberating Donbas, has changed their plans a bit.
The DUH heard 'round the world!!!
Gas is higher than most peoples FICO. When gas becomes higher than my FICO, THAT will be an concern.
Where is Hunter?
>>> Back in the Headlines 😎. Also some Childtraffickers were arrested. Hope there is something more going on behind the scenes. By the way: What's going on Mr. Durham?
Curious if oil is going higher why not buy brent or crude?
Buy it if you can handle it. If not buy an oil company as a long term invest.
EQNR + CVX are my plays. CVX has stated that it is working on "green hydrogen" as a future energy source
I like imperial oil
I used to own that one also, but I had to cut back a little.
Got it volatile
https://www.cultofthemedics.com/chapters.html
Communist Manifesto !!!
Meyer Amschel Bauer and relatives.
Have a great weekend.
What chat room? Don't see any links on TC.net.
https://traderschoice.net/about-traders-choice/
Scroll down to the middle of the page till you see:
"Click to Join the Chat"
GS & MS are buying up the RU bloodbath.. should bode them nice tendies in the long run. I picked up a little POYYF as a long-term speculation.