RealMacro

RealMacro

Business loans relative to money supply spikes during periods of recessions. As you can see the law of diminishing returns is creating lower highs, As per this chart there is no indication we are in a recession. Why? I would argue because we are still in a recession since 2020. You can't fix an insolvency problem with liquidity.

18:59

RealMacro

Warning in all asset classes remains. Better to be out of the market wishing you were in rather than being in the market wishing you were out. Share the Love so we can help more people.

RealMacro

While everyone is worried about inflation, recession, the FED, Cryptos etc.. No one is realizing that we could be heading for an emerging market currency crisis as rates in the US rise and the dollar gets stronger. Read more bout it here.

17:15

RealMacro

Warning in all asset classes remains. Better to be out of the market wishing you were in rather than being in the market wishing you were out. Share the Love so we can help others.

RealMacro

As interest rates rise in the US and US dollar strengthens emerging markets (EM) have to export more for the same amount of US dollars. The other option is for EM exporters to the US to raise prices which is inflationary or both. Either way foreign investment capital leaving the shores of EM could lead to an Asia currency crisis 2.0. Turkey Sri...

RealMacro

It is different this time. The free money pump of asset prices is over. At least for the foreseeable future,

19:43

RealMacro

Warning in all asset classes remains. . Better to be out of the market wishing you were in rather than being in the market wishing you were out.

RealMacro

Monthly Supply of housing spiking to 9 months is bad juju! Typically it signals a recession. Key word Typically! The norm has been about 6 months supply as the chart indicates. While homes are still sold at much higher rates historically without much of a problem the difference is not at these price levels. Historic highs as seen here when I posted it back In...

20:01

RealMacro

I will say it again. Caution in all asset classes remains. How much risk are you taking on for how much reward you are expecting to acquire? Keep asking yourself that question. Better to be out of the market wishing you were in rather than being in the market wishing you were out. Not enough time to finish sorry :(

RealMacro

Back on Nov 23, 2021 I posted this. Since then I gave several updated warnings in charts and videos of lower prices.

19:54

RealMacro

I will say it again. Caution in all asset classes remains. How much risk are you taking on for how much reward you are expecting to acquire? Keep asking yourself that question. Better to be out of the market wishing you were in rather than being in the market wishing you were out. is it startinng to make sense now whey i have been saying these things for months now?

RealMacro

Multi-year Channel Breaking key area at $120 last time this broke we were in a recession and then Covid hit. A reminder the US entered a recession PRIOR to covid in FEB 2020. most don't know that. Will this time be different? Do we need a recession for stocks to drop? I will answer these questions in the next video.

RealMacro

Bank on Dec 20, 2021, I first warned about EU banks It went against about 12% before it collapsed almost 30% from the classic double top. I was warning that the yield curve was in the death dive and this was bad...

RealMacro

Back on Dec. 18 2021 I called a short in CRM. I appeared awkward and weird at the time when I made such a call on a high-quality stock like CRM. Jan 6 2022 I once again reiterated my short call by saying how nice it was to have a 10% gain as a cushion to continue to hold the...

18:23

RealMacro

I will say it again. Caution in all asset classes remains. How much risk are you taking on for how much reward you are expecting to acquire? Keep asking yourself that question. Better to be out of the market wishing you were in rather than being in the market wishing you were out.

19:49

RealMacro

I will say it again. Caution in all asset classes remains. How much risk are you taking on for how much reward you are expecting to acquire? Keep asking yourself that question. Better to be out of the market wishing you were in rather than being in the market wishing you were out.

19:56

RealMacro

I will say it again. Caution in all asset classes remains. How much risk are you taking on for how much reward you are expecting to acquire? Keep asking yourself that question. Better to be out of the market wishing you were in rather than being in the market wishing you were out.

RealMacro

Boeing has had their difficulties of late and it seems that it will be a while before the return to its previous Glory. I first urged Caution back on Jul 19, 2021, on tradingview, and way before that privately pointed out the H&S I still see no bottom in sight.