Wednesday, July 02, 2025
The Parasite (Israel) Retains Full Control Over the Host (USA) / InvestorEducation / Learning to Invest
By: Nadeem_Walayat
Dear Reader
The AI fruit machines have been going kaching, kaching, kaching, Nvidia $160, AMD $148, MGNI $21, RBLX $108, how high will the S&P blow? My base case 6350 by end August, though it's destined to be a jagged edge ride due to Trump uncertainty syndrome, who despite all of his election promises is playing the same old game of dollar destroying MONEY PRINTING with his $4 trillion Big Booty Bill which is already further inflating the bubbles as the markets are DISCOUNTING future INFLATION. And then we have Dementia, we don't know what he is next going to say that moves the market up or down, hence this IS the getting lucky rally! I mean some folk were commenting that they were in total despair when AMD was trading at $100 barely a few weeks ago, now it's retreating from $148! Such fragile investing minds now need to guard against becoming infected by FOMO by FAILING to press the SELL Button and I can see that many in the comments are asking what's cheap to buy! BUY? Only the idiots are buying right now, destined to lose most of what they invest!
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Wednesday, July 02, 2025
Transition to the World’s New (Reset) Financial System / Stock-Markets / Global Financial System
By: Raymond_Matison
Fiat monetary system since 1971, and its decline
As America’s currency printing became untethered from the restraints of previously-limiting gold backing in 1971, currency and debt started its relentless expansion to accommodate the worldwide demand for our dollars as a global trade and reserve currency. Increasing confidence in this incredible privilege promoted growing domestic fiscal irresponsibility from our politicians, as budget deficits continued to escalate dangerously, and expand national debt.
It is arguable that our nation’s debt has been unsustainable already for more than a decade; now we are simply increasingly experiencing its consequences – which is long-term product price inflation reflecting loss in the value of our currency, resistance to and reduction of the U.S. dollar in trade (de-dollarization), and diminished America’s global hegemony. Confirmation in this global shift is seen from the massive purchase of gold by many of the world’s central and even some large domestic commercial banks, and development of non-western trade -increasingly without the use of our dollar.
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Tuesday, June 17, 2025
No FOMC US Interest Rate Cut Wednesday / Interest-Rates / US Interest Rates
By: Nadeem_Walayat
Dear Reader
It's your lucky day, you get access to my most recent timely market brief that was first made available to patrons early Tuesday, so for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before it rises to $10 per month for new sign-up's. https://www.patreon.com/Nadeem_Walayat.
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Tuesday, June 10, 2025
CP Lie Wednesday / Stock-Markets / Stock Market 2025
By: Nadeem_Walayat
Dear Reader
It's your lucky day, you get access to my most recent timely market brief that was first made available to patrons early Tuesday, so for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before it rises to $10 per month for new sign-up's. https://www.patreon.com/Nadeem_Walayat.
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Wednesday, June 04, 2025
AVGO Earnings Incoming - The Getting Lucky Stock Market Rally / Companies / Corporate Earnings
By: Nadeem_Walayat
Dear Reader
It's your lucky day, you get access to my most recent timely market brief that was first made available to patrons early Wednesday, so for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before it rises to $10 per month for new sign-up's. https://www.patreon.com/Nadeem_Walayat.
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Wednesday, May 21, 2025
The God of Trade War vs Stock Market / Stock-Markets / Stock Market 2025
By: Nadeem_Walayat
The Arms Dealer in Chief is back from visiting the son the always wanted, was met with news of a Moody's debt downgrade, states that there are no trade deals and will be sending trade war letters out with new tariff rates..... Here we go again! At least folk have had a good opp to trim to increase percent cash ahead of the run towards 6000 a break of which would target a new all time high which has remained my base case despite the Trump chaos induced market panic events that we are definitely going to see more of, anyway the rally to date has allowed me to trim my way to 26.3% cash vs a recent low of 16%..
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Wednesday, May 14, 2025
US CPLIE for April & Delaying US Bond Market Panic Event / Interest-Rates / US Bonds
By: Nadeem_Walayat
Dear Reader
It's your lucky day, you get access to my recent timely market brief that was first made available to patrons early Monday, so for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before it rises to $10 per month for new sign-up's. https://www.patreon.com/Nadeem_Walayat.
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Wednesday, May 07, 2025
Battle between Trump and Powell to CUT US Interest Rates / Interest-Rates / US Interest Rates
By: Nadeem_Walayat
Dear Reader
It's your lucky day, you get access to my recent timely market brief that was first made available to patrons early Monday, so for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before it rises to $10 per month for new sign-up's. https://www.patreon.com/Nadeem_Walayat.
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Wednesday, April 30, 2025
Stock Market Awaiting the Bonds Panic to trigger QE4Ever / Stock-Markets / Stock Market 2025
By: Nadeem_Walayat
Dear Reader
It's your lucky day, you get access to my recent timely market brief that was first made available to patrons early Tuesday morning, so for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before it rises to $10 per month for new sign-up's. https://www.patreon.com/Nadeem_Walayat.
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Thursday, April 24, 2025
US Bond Market Panic Continues Towards May Expected Japanese Rate Hike Volatility Spike / Stock-Markets / Financial Markets 2025
By: Nadeem_Walayat
Dear Reader
It's your lucky day, you get access to my most recent timely market brief that was first made available to patrons early Tuesday morning, so for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before it rises to $10 per month for new sign-up's. https://www.patreon.com/Nadeem_Walayat.
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Monday, April 21, 2025
Stock Market Tarrified as President Dump Risks Turning Recession into Stagflationary Depression / Stock-Markets / Stock Market 2025
By: Nadeem_Walayat
President Dump remains determined to destroy the American economy. Yes I get it many don't like it when I say it like it is, well who else do you think just delivered a 20% drop in the S&P? Biden? was it Biden? What are folk going to say when 20% turns into 30%? Don't get me wrong Trump was always DESTINED to wreck the American economy and send stocks into a deep bear market, it's just that he's not letting anyone come up for air, so we are all drowning, trying to abandon ship as what he is doing WILL deliver Inflation, WILL deliver job losses, will deliver a recession where the risk is Inflation + recession + job losses = STAGFLATION! Which translates into a 30% market drop being a BEST CASE SCENERIO!
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Monday, April 07, 2025
President Dump Delivers BEAR MARKET - Stock Market Battles Between Order and Chaos / Stock-Markets / Stock Market 2025
By: Nadeem_Walayat
Dear Reader
It's your lucky day you gain access to my latest timely market brief on what to expect next during stock market chaos that was posted early Monday morning to patrons who support my work so for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before it rises to $10 per month for new sign-up's. https://www.patreon.com/Nadeem_Walayat.
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Thursday, March 20, 2025
Stocks Bull Market End Game Bear Start Strategy / Stock-Markets / Stock Market 2025
By: Nadeem_Walayat
Thanks to Agent Orange the S&P is down 10% whilst Russian stocks are up 30%, so at least the Russian stocks I bought Feb / March 2022 are soaring! I get asked is the bull market over, it could be but that's not my base case so I did what I've done for the duration of this bull market which is to buy the dip in target stocks as opps materialise. We are getting a bounce off a 10% drop but what the markets are really waiting for the next leg up proper apart from Agent Orange to shut his mouth is for the Fed to indicate that the money printer is about to go brrrr again and for that we have Wednesdays Fed interest rate decision at 6pm GMT followed by Powell's forward guidance speech that will likely be dovish in the wake of the carnage inflicted by Agent Orange. Biden handed President Dump a goldilocks economy that was delivering near S&P 30% per annum, and what does Trump do? he goes and crashes it by pressing the reset button back to 1929! Alls he had to do was nothing and we'd be coasting along with probably a couple more years of easy S&P gains.
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Thursday, March 20, 2025
Gold and System Collapse: Charting the Bank Run of the Mighty US Dollar / Commodities / Gold & Silver 2025
By: Hubert_Moolman
The US dollar banking system is in the midst of a bank run by the measures that I will illustrate here.
Since the 1879 gold standard was established in America, the US dollar could be directly redeemed for gold within the banking system. This continued even after the Federal Reserve was created and until it was ended for citizens in 1933.
In such a system, the measure of actual gold held by the banking system ( the true monetary base) versus the gold certificates (paper dollars but measured as the monetary base) with which gold could be redeemed is a relevant measure of how well the banking system is capitalised.
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Thursday, March 20, 2025
Tesla's Troubles — Is it Musk or is it More? / Companies / Tesla
By: EWI
Tesla tumbled 15% on March 10, its biggest single day drop in more than five years. Elliott Wave International's March Global Market Perspective provides this insight:
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Sunday, March 09, 2025
The Stock Market Bear / Crash indicator Window / Stock-Markets / Stock Market 2025
By: Nadeem_Walayat
Dear Reader
It's your lucky day here are my 3 most recent market briefs sent Patrons -
...............
Stock Market Brief - The CI18 Correction Window
Sunday 9th of March 4pm UK Time
Greetings Patron
Agent Orange continues to wreck havoc with the US economy, financial markets and the US Empire as he fumbles for the light switch in the White house, does he even remember what he signed the day before? Tariffs on, Tariffs off all for being centre stage in Season 2 of the Trump Show that will likely eventually embolden Emperor Xi to make a move on Taiwan given how Agent Orange has been caving in to President Putrid in Ukraine
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Sunday, March 09, 2025
Big US Tech Stocks Fundamentals / Companies / Tech Stocks
By: Zeal_LLC
The big US stocks dominating markets and investors’ portfolios just finished another earnings season. They reported spectacular collective results including record sales, profits, and operating cash flows. Yet their valuations still forged deeper into dangerous bubble territory. That sure increases the chances stock markets’ recent selloff snowballs into a long-overdue reckoning, a major bear market to normalize valuations.
The flagship S&P 500 stock index just enjoyed a massive bull run, blasting 49.2% higher between late October 2023 to mid-February 2025! The SPX achieved a phenomenal 60 record closes during that 15.8-month span. It was remarkably-one-sided as well, suffering no 10%+ correction-grade selloffs. Smaller pullbacks climaxed at -5.5% in mid-April 2024, -8.5% in early August, and -4.2% into early September.
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Sunday, March 09, 2025
No Winners When The Inflation Balloon Pops / Economics / Inflation
By: Kelsey_Williams
As the economy slowly grinds to a standstill, the expectations of worsening inflation continue to rise. “Stagflation”, you say? Possibly; but, there is another risk that is greater than stagflation. And, the prospects are much gloomier than those envisioned by a scenario which features an ordinary recession accompanied by marginally higher prices.
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Thursday, February 27, 2025
Stocks, Crypto and Housing Market Waiting for Trump to Shut His Mouth! / Stock-Markets / Financial Markets 2025
By: Nadeem_Walayat
Trump tariffs chaos and threats trash talk continues to rule supreme, so how can markets pump higher when the one man disinformation machine can't keep his mouth shut for more than 10 seconds without vomiting fear uncertainty and doubt? Even Musk's brat told Trump to "Shut Your Mouth" as Trump submitted to a real multi billionaire at the Oval office press conference that had Trump sat like a puppet waiting for instructions from master Musk, showing you who the boss is! The arrogance of extreme wealth! Every ones dressed for business, Musk dressed for a day out with his kid, the guy is clearly going through a MANIC phase following which will come the DEPRESSION which I am sure seeing TESLA stock nudge below $200 will worsen, and I hear the junkie does Ketamine, Musk is mentally unbalanced which brings into doubt all that folk are betting on Musk delivering in terms of billions of robot slave workers to pump Tesla stock to the Moon instead it looks like it's headed for Uranus.
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Thursday, February 27, 2025
PepeCoin (PEPE): Anticipating Crypto Reversals using Elliott Waves / Currencies / cryptocurrency
By: EWI
With just a basic understanding of the Elliott Wave Principle, you have a tool that can help you anticipate trends and trend changes.
The Wave Principle says that markets move in five waves in their primary direction (motive waves) and three waves in the countertrend direction (corrective waves).
Once a 5-wave impulse is complete, you can expect at the very least a 3-wave correction in the opposite direction.
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