1980 Scenario taking place. Inflation to Deflation. 5% inflation was a big issue in 1980 and got a biggest rally of all time in dollar and inflationary products crashed hard. We are in same situation now and maybe worse. This is fundamental and technical. FED have always been a step behind the curve. The war has just paused everything that was going to happen in...
Inflation Hits Fastest Pace Since 1981, at 8.5% Through March Gasoline weighed heavily in the increases, while prices moderated in several categories. Some economists say the overall rate may have peaked. Inflation hit 8.5 percent in the United States last month, the fastest 12-month pace since 1981, as a surge in gasoline prices tied to Russia’s invasion of...
On a monthly timeframe here the usd had a big run up from its double bottom from last year (January 2021 / April 2021). Now, facing strong resistance from its long term downtrend. Ideas from a false breakout on lower timeframe will be linked to this one, as well as the counter part…
Action reaction chart I'll be buying at 669 #deflation GRI 2022
Here we mention the baltic dry index which measures shipping costs for raw materials It's been tanking which suggests demand side issues may be creeping in, as well as supply side issues being resolved Not consistent with runaway inflation as we show by comparing to breakeven inflation GRI 2022
Just a little update of some charts and numbers I think if you're playing inflation you're late But let's see GRI 2022 NOT TRADING ADVICE
Look through charts relating to the DEFLATION inflation paradigm No one talking about deflation (except Auntie Cathie) Every man and his Pug talking about INFLATION Everyone BTFD Is it really that simple? GRI 2022
Industrial / shipping company ZIM is setting up nicely for a run as the market has continued to build value
I'm a gold bug I went long last year to catch the move to ath The moves since then have been somewhat perplexing in an 'inflationary environment' As followers will know i believe inflation is indeed transitory In this chart we are looking at GOLD pa but comparing with two inflation markers: breakeven inflation and inflation protected bonds You can see gold...
Keeping it simple... IF the dollar breaks UP rather than down here... Bonds are likely to follow (TLT) And the yield curve is likely to flatten NOT TARDING ADVICE
Chart: action reaction chart off major pivots Here we are looking at breakeven inflation and inflation protected securities People buying inflation hedges (including gold) are getting rekt ****************************************************************************************************************************** I used to believe in hyperinflation and a...
$ICLR may represent a buying opportunity on this pullback. Health care, specifically large cap health care like this one tend to do well in deflationary environments and with the Fed signaling 3 rate hikes in 2022 it may be an opportune time to get positioned.
A picture is worth 1000 words. I post a lot of these long term charts but it's so fun I can't stop. As the inflation narrative continues pushing up prices and accelerating mania could we find ourselves in a massive deflationary de-leveraging credit crunch trend? Conquer the crash 2020
The inflation trade is probably the most crowded trade in history at this point So for that reason alone i'd bet on deflation, but then you have the charts and the FA So it's a no brainer for me Red lines are targets NOT TRADING ADVICE G.R.I. Dec '21
Further evidence we are in a new bullish wave up But time will tell Trade at you own risk See my linked ideas G.R.I. Dec '21
The US bond market got it right in 1936, in 1947, 2008, 2011, and it still has it right today. The people doing the real dollar printing are the same people that run the biggest repo and bond trading desks - they know what's up (and it's not inflation).
Recently we've watched FLWS and aggriculture names move in a correlated way during the waves of inflation experienced this year. Could this trend be growing tired?
With the money printer going BRRRR (costing $4T from the fed) causing stock prices to be inflated, investors and money managers in the stock market may soon take profits into hard assets that aren't necessarily tied to the value of the dollar, like housing, cryptocurrencies, gold, etc. in order to preserve the wealth that may otherwise be lost due to continued...