GDP Growth / Macro Economic Commentary - Forecast 2022

The Macro Trend for 2022 for the 6th consecutive year remains - Aggression for every Point on the Curve.

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Commodity Hoarding to the Space Race to Territorial Disputes, 2022 will be a remarkable year for the
Rising Dragon.

One of more interesting but non-topics has been the Velocity with which China has demonstrated their
intent o assert dominance - Space.

Plans to Inhabitat the Southern Pole of the Moon have been moved forward 10 years, from 2035 to 2025.

Why is this remotely significant?

Excellent question.

It provides for the colonization of the Moon as well as its weaponization.

Water, Platinum, Rare Earths, Titanium, Oxygen, hydrogen, and Immense Solar Power are abundant.

Two items of interest caught my attention in reading through their forward Plans:

1. A large 1 Megawatt Nuclear Reactor

2. A large Mass - Rail Accelerator

By the time Blue Origin and Space Prime intend to attempt a planned mission to the South Polar region of the
Moon - the welcome mat will have been rolled up.

The Space Wars will begin ahead of 2024.

China is seeking dominance within the interior of the Solar System within the decade while CERN fiddles with
every larger experiments here on Earth 175 Meters below the surface.

As James T. would utter - "Space the Final Frontier"

How else does a World Power collateralize the Future... it ain't here.

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Commodity Hoarding has been well underway in the Land of the CCP for 6 straight years.

Slowly, methodically - China has been amassing resources at a pace unparalleled in Human History.

I'm quite certain, it is not for nothing, mixed metaphors aside.

Stockpiling / Inflation Hedging

Global Food prices in 2021 increased 30.127%

Wassup CP Lie

3% gains month over month... Wheat and Oils were up significantly in 2021.

Money Supply increases Globally were up 27.14%

51% of the World's Grains belong to China.

Relying on Supply Chains?

Foolish.

20.12% of the Worlds Population has 51+% of its grains. 60% of Rice and 51% of Wheat.

Clearly, the CCP is front running higher Inflation.

Intertest Hedge - Had you purchased MRE's or Survival Foods in Dried Form... Congratulations,
you outperformed the S&P 500 by a large margin. Gold / Silver, you would have crushed by a
factor of 20X. 2012 Au Average Price ~ $1,668.86 while in 2022 it is $1,798.89.

Silver - we won't bother, a clear loser by an enormous margin. YArd relics in the Age of REAL
RETURNS.

Bonds - If you enjoy Net Negative REAL RETURNS - Load up.

You can't eat Door Stops or Paper which Provide your capital being sent asymptotically to ZERO
in Purchasing Power Parity in 11.37 Year - this is using the Bullshit Data, in REAL Terms at 2021
rates of REAL RETURNS - yeah, it's less than 3.4 Years.

Speaking of Supply Chains prior to the Reality of PPP, China is claiming Fisheries in Asia and the South
Pacific with rather large swaths of Net.

Who's going to stop them? The land of Oz... unlikely - they're too busy being enormous knee benders.

Japan?

Unlikely.

The Philippines?

There aren't enough shoes in Imelda's closet to throw at them?

The United States?

Every simulation I've seen shows the United States is crushed in War Games in the South China Sea.

Biden's bellicose rhetoric only pissed them off and accelerated their aggressions.

Taiwan... 50 years later, the United States of America acknowledges it is a Territory of China.

Bradon isn't going to stop them from taking what we have long permitted to occur.

Doubt it?

See Hong Kong.

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Resource Wars which accelerated in 2021 will only increase in both Scope and Scale in 2022.

Something to consider prior to getting encouraged about illusory Gains.

We are facing daunting changes most Americans will struggle to accept.

Squander.

Apathy is the Glove into which Evil slips its Hand.

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I began 2022 with Rainbows and Butterflies and Compromise...

The Dragon isn't "Toothless" and we aren't going to "Train" him.

Liechtenstein, Luxembourg, Monaco, and Singapore are the residences
of the level pullers, well out of the way.

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20% Gains in 2021 for the NQ & ES is not sustainable.

Fed Policy is changing in a few months

VX for 2021 held a number of Flash Crashes.

Instability.

VAX Variants and boosts... creating effectiveness panics.

Real Estate in China remains a Large Risk end of January during the Lunar New Year.
$212 Billion in Balance SHeet... Sh_t. M&A won't prop this Junk Up.

Deflating Real Estate in China is De Facto, CCP is no better than the FED... hard to believe,
but they are indeed worse.

3.7 Million Speculators in the US joined the likes of BTC, ETH, and DOGE - most are
underwater HODLings.

Shiba - the Hope Coin... Tokens for Tulips, the Greatest Fools.

NFT''s - the Hot Air Ballon for Buyers, give it a few years. JPEGs have zero Intrinsic Value.

Too much $ chasing Submariners to Oysters... Tick Tock... it's a clock, I've got one on my
phone.

Bubble troubles are everywhere.

The Genius of Bull Markets... is not Genius at all, it is simply a freakout.

5 Variant of Covid, a new one in China over the weekend, right in time for the Lunacy New Year.
Het your booster Jab before it's too late... oops, another Variant -XIan

A news Cycle filled with Mania and Setups.

Trave Restrictions and Camping with Covid are in Trend.

Germany, the Congo degenerates are waiting on head wrappings for far higher energy prices
in the fatherland... Putin enjoying the NATO Squeeze as it fits the return of NatGAs from the
Pipes to Poland.

Energy will be one of the more Volatile Instruments to Trade in 2022.

Buckle up, Sporty is an understatement.

Comment:

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