Economy, Finance, Trading, Markets, Stocks, Crypto
January 14, 2025
Once again I’d like to remind you a main thesis that gold plays the game when big cycles are about to change. Gold plays the same main role when cycle flips from secular inflation to secular disinflation (through secular stagflation) Read more…
January 8, 2025
I must admit MMT was never on my bingo card. Post 2020 crash, I was expecting some kind of dead-cat bounce, some retests to take everything down, but suddenly MMT came in and changed the whole view also taking yield-curve Read more…
May 30, 2024
Post 2020 our economy has received enormous amount of weird monetary tools, mostly because regular QE wasn’t enough to put us out from economic depression that time. So flood of direct stimulus checks, more QE, BTFP later and probably way Read more…
April 5, 2022
Since years we are blaming Americans for bombing, striking innocent nations, often saying that the business of the USA is war. You have to live in another world or be a total economical and geopolitical ignorant if you really have Read more…
November 27, 2021
This topic will be quite short, as I want to say based on my experience where most of the fin-twits made mistakes based on my experience. People who are following me for more that 6-12Ms should really understand what I’m Read more…
August 27, 2021
Before we’ll start to get some analysis we definitely need to setup some key points which I’m sticking for years to understand later charts and discussions : First of all I don’t want to say the same things I told Read more…
January 16, 2021
This market had already one possibility for a total reversal, that was about June 2020. I was writing about that in the previous report, but intervention has arrived, Central Banks scared of problems started buying everything and things above everything Read more…
October 12, 2020
The more we’re approaching to panic the more we have fight about interpretation of inflation. Despite the fact I wrote about that in my previous article here : I think there is a need to clarify differences. I encourage to Read more…
April 22, 2020
There are plenty of discussions about which type of bust is approaching, so far we had 10Ys of money printing aka QE, but inflation is barely up, except asset inflation what is typical in deflationary environment especially when bond prices Read more…
April 17, 2020
After initial drop, which surprised lots of people, we are entering in another junction or uncharted waters. You can cheat SP500, you can boost NASDAQ, but quite hard to cheat the key index which is not susceptible for manipulation = Read more…