SPX 2300, VIX 80 - 1929 (INFLATION/QE to DEFLATION/QT)
It's as if our lovely government wants to cause a recession, by forcing ukrainian war to continue and as a result increasing prices on every signle commodity out there, from whet, oil, gold to uranium. Inflation pressures are high as JPOW is extremely hawkish and is raising rates causing cost to borrow to rise, the yield curve is inverted, the eurodollar futures curve is inverted, the CPI is still high, The real estate mortgage applications are going to all time lows, and people are starting to become frugal.
Let me tell you how all of this will play out. Security collapse is imminent. Simple. Go look at china, go look at Russia, go look at Turkey, go look at China, go look at Canada. Look what we had last year was a melt up because of QE, now it's melt down because of QT. Quantitative tightening.
Commodity prices rising is last step before recession begins, what we had last week was a bulltrap, as commodity prices rise they will cause household spending to decrease, while rate hikes slow the rate of borrowing, we enter a period of stagflation because the only spending is gonna be on basic human necessities, next companies earnings come out shit, next stock market dips on some stupid unrelated catalyst that our government makes up to take the blame away.
Not financial advice, but trend has clearly reversed when you look far out, and don't try to justify this as just the dip along the route, where will liquidity come from to drive prices back up to ATH during these macro economic conditions? ask yourself, Is buy the dip mentality there when consumer sentiment is at all time lows, and when most of big money been selling?
-50% or more ladies and gentlemen 1929, fed won't do more QE, they can't let world reserve currency hyperinflate, when there is talks of petroyuan already. If you would like to argue the point of continuation of bull market please provide me any piece of good news any at all? anything good going on in the world? anything? go ahead, i am listening.
Let me tell you how all of this will play out. Security collapse is imminent. Simple. Go look at china, go look at Russia, go look at Turkey, go look at China, go look at Canada. Look what we had last year was a melt up because of QE, now it's melt down because of QT. Quantitative tightening.
Commodity prices rising is last step before recession begins, what we had last week was a bulltrap, as commodity prices rise they will cause household spending to decrease, while rate hikes slow the rate of borrowing, we enter a period of stagflation because the only spending is gonna be on basic human necessities, next companies earnings come out shit, next stock market dips on some stupid unrelated catalyst that our government makes up to take the blame away.
Not financial advice, but trend has clearly reversed when you look far out, and don't try to justify this as just the dip along the route, where will liquidity come from to drive prices back up to ATH during these macro economic conditions? ask yourself, Is buy the dip mentality there when consumer sentiment is at all time lows, and when most of big money been selling?
-50% or more ladies and gentlemen 1929, fed won't do more QE, they can't let world reserve currency hyperinflate, when there is talks of petroyuan already. If you would like to argue the point of continuation of bull market please provide me any piece of good news any at all? anything good going on in the world? anything? go ahead, i am listening.
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looking gucci
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looking very gucci
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i got the crystal ball mfers
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so officially bear market, but we barely passed denial, lots of room to go. still bearish asf, bear market rallies are always possible but macro picture does not change it's very very bad