Monday, February 14, 2022
What Fed Jawbones Mean for Business / Interest-Rates / US Interest Rates
By: Gary_Tanashian
And the Fed is listening.
[edit] After this post was published another Hawkish jawbone came in the form of James Bullard and a call for a larger rate hike in March. CME Group Fed Futures traders quickly adjusted their expectations to a .5% March hike at the behest of the Bullard jawbone. The point of my post is intact, and this heavy dose of expectations management may indeed result in .5% in March or it could be a shock absorber for the post’s original thesis, which is that a .25% hike could come sooner. The point I made at the end of the post still holds: “If the Fed is caught this far off guard, anything is possible”.
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Monday, February 14, 2022
Conflict with China and Russia Could Accelerate De-Dollarization / Politics / US Dollar
By: MoneyMetals
Geopolitical tensions are casting a pall over the Olympics in China amid rising fears of war with Russia. As nations prepare for conflict, investors should brace for potential fallout in asset markets.
Both China and Russia play hugely important roles in the global economy. Both face economic sanctions from the United States. And both are eyeing long-term strategies for shifting the locus of global trade away from the Federal Reserve Note “dollar.”
The Biden administration announced a partial diplomatic boycott of the Beijing Olympics.
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Monday, February 14, 2022
How To Play The Coming Helium Boom / Commodities / Metals & Mining
By: OilPrice_Com
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Sunday, February 13, 2022
NETFLIX - You Cannot Say You Weren't Warned! / Companies / Tech Stocks
By: Nadeem_Walayat
Some six months ago in response to Patron requests for why I do not include Netflix as one of the FANGs in my list, my quick analysis painted a dire picture for the stocks future prospects that I saw as destined to trade down to between $250 and $400 for several years, and thus the price being bid up towards $600 at the time was literally a stock asking for an INVESTOR PANIC to CRASH it at least halve in price.
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Sunday, February 13, 2022
Things To Consider Before Transmitting Funds Internationally / Personal_Finance / Financial Education
By: Sumeet_Manhas
Transmitting money internationally comes with its fair share of restrictions especially if you reside outside the United States. Banks across the globe require proof of fund source while trying to make large transfers. This is increasingly becoming a reality even for small transfers. If you are planning on transferring funds internationally, then you have arrived at the right destination. Today we are going to share some tips which are going to ease out your fund transfer across geographical boundaries:
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Sunday, February 13, 2022
Boiler Winter Tip - How to Prevent Cold Snap Sudden Death Failures / Personal_Finance / Home Maintenance
By: HGR
As soon as there is a winter cold snap your boiler fails! If this sounds familiar then watch this video for an easy to implement tip that helps prevents such sudden death boiler failures.
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Sunday, February 13, 2022
Budgies Love PEK Blocks for Fun and Health - JVP Large Iodised Condition Pek Blocks Amazon Review / Personal_Finance / Animals & Pets
By: N_Walayat
Budgies LOVE the mineral PEK blocks! After having gone without our two budgies leapt into action and pecked a new PEK block to death! DOn't waste your time getting those small single PEK blocks that soon get consumed, instead go for JVP large blocks ! Where you can get a pack of 12 for just £17 from Amazon (https://amzn.to/3LoCp82). Watch the video the video to see how much fun Budgies have with PEK Blocks.
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Friday, February 11, 2022
AI Tech Stocks 2022 Correction / Companies / Tech Stocks
By: Nadeem_Walayat
People tend to over complicate investing, looking for that which will give them the exact bottom price to buy at because they cannot cope with draw downs, even though the draw down delivers lower buying prices and thus risk missing out on the golden opportunity of accumulating into some of the best stocks one can ever dream of investing in at deep discounts to their trading highs, virtually all of which traded at least 15% lower during the week with a number such as Nvidia and AMD trading lower by more than 1.3rd of where they were trading barely a month ago!
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Friday, February 11, 2022
Gold Withstands the Storm. Will Miners Drag It off the Raft? / Commodities / Gold and Silver 2022
By: P_Radomski_CFA
In line with bearish bets, miners have thrown a match. Gold, however, doesn’t want to leave the ring without a fight. How long will it stay high?
While gold remains relatively firm despite stock market turbulence, rising real yields, and bearish technical indicators, even a confluence of headwinds hasn’t been able to knock the yellow metal off its lofty perch. However, mining stocks haven’t been so lucky. With my short position in the GDXJ ETF offering a great risk-reward proposition, the junior gold miners’ underperformance has played out exactly as I expected.
Moreover, with major spikes in volume preceding predictable sell-offs (follow the vertical dashed lines below), I’ve warned on several occasions that the GDX ETF is prone to tipping its hand – we saw this volume spike in January, which was the 2022 top (as of today). In addition, with mining investors’ power drying up by the day, the medium-term looks equally unkind.
Friday, February 11, 2022
We The People Launches Pre-Sale Minting Event February 21 / Personal_Finance / NFTs
By: Sumeet_Manhas
Saturday, February 5 2022 – We The People, an ultra-utility driven NFT project, has announced exciting plans for an NFT digital-art drop that aims to set the metaverse on fire.
We The People’s founders intend to create a community with land acquisition, governance, and community, designed, built and run by the people. This community will be driven by its own economy, where members can operate businesses and earn real crypto assets passively and actively.
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Thursday, February 10, 2022
INVESTORS SEDUCED by CNBC and the STOCK CHARTS COMPLETELY MISS the BIG PICTURE! / Stock-Markets / Stock Market 2022
By: Nadeem_Walayat
Dear Reader
Have you capitalised on the stock investing lemmings as they leapt off the investing cliff as I and many of my patrons / readers have been doing? If not why not?
For instance during the PANIC I have expanded my exposure to my select list of AI tech stocks form 22.7% to 36.9%.
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Thursday, February 10, 2022
Is it time to buy the Stock Market Dip? / Stock-Markets / Stock Market 2022
By: Stephen_McBride
By Justin Spittler : Is it time to buy the dip?After all, the stock market has been a sea of red lately.
Many former highflyers are down 50%... 60%... even 70%.
That has many investors salivating to buy “cheap” shares.
And I get it…
Buying the dip can be a great money-making strategy.
But I don’t think that’s the play here.
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Thursday, February 10, 2022
"A Stock Market Top for the Ages" Video / Stock-Markets / Stock Market 2022
By: EWI
Hi reader,
In late 2021, Elliott Wave International Founder and President Robert Prechter gave a rare, live presentation -- "A Stock Market Top for the Ages" -- at the annual New Orleans Investment Conference. The recording comprises Prechter's December 2021 Elliott Wave Theorist.
And now our friends at EWI are sharing it with you free ($99 value).
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Thursday, February 10, 2022
Important Things You Need To Consider Before Selling A Property / Housing-Market / US Housing
By: Steve_Barker
House-selling is one of the most complex things that you'll ever do in your life. It's not just about choosing the right realtor or finding an ideal property, but there are some other factors that are just as important, so keep reading to find out what they are.
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Tuesday, February 08, 2022
Pandemic Rear View Mirror - Next Potential Catastrophe? / Politics / Environmental Issues
By: Nadeem_Walayat
We are fast leaving the pandemic behind in the rear view mirror where as expected the Omicron wave despite shrill cries from the vested interests barely resulted in a bump than a wave.
But what's next? What could be the next big real life global disaster movie that we are largely unprepared for.
Top of the list is - CLIMATE CHANGE!
Despite all of the noise, we actually are facing a CLIMATE CHANGE CATASTROPHE!
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Tuesday, February 08, 2022
Reform of the G 7 and the City of London Corporation needed as a matter of urgency. / Stock-Markets / Financial Markets 2022
By: Christopher_Quigley
Nicholas Shaxon:
"Wealthy individuals hold over 10 trillion dollars offshore….However, the IMF estimates …… that the balance sheets of small island financial centres alone added up to 18 trillion dollars".
The Group of Seven (G-7) is an intergovernmental organization made up of the world's largest developed economies: France, Germany, Italy, Japan, the United States, the United Kingdom, and Canada. Government leaders of these countries meet periodically to address international economic and monetary issues, with each member taking over the presidency on a rotating basis.
In response to the Panama Papers on off-shore banking operations in South America (released by WikiLeaks) the European Commission set up a commission of investigation. Its recommendations are outlined below. However, to date, the G 7 and the City of London Corporation have refused to adopt such measures. This is despite the fact that the G 7 adopted a specific mandate to adopt strategies to aid third world spiralling debt.
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Tuesday, February 08, 2022
Buy This Top Payment Disruptor Stock / Companies / Sector Analysis
By: Stephen_McBride
Did you add payment stocks to your portfolio yet?
A few weeks ago, I showed you why payment stocks are one of my top investment ideas for 2022.
I told you one “threat” weighing on these stocks: the buy-now-pay-later trend.
But there’s another reason some folks in the know are worried…
Today, I’ll share all the details. I’ll explain why it’s only more reason to buy world-class payment stocks.
And I’ll share one of my favorites to buy today…
Monday, February 07, 2022
INVESTORS SEDUCED BY STOCK CHARTS COMPLETELY MISS THE THE BIG PICTURE! / Stock-Markets / Stock Market 2022
By: Nadeem_Walayat
Given some of the comments I tend to get, (without mentioning anyone) illustrates that many people are STILL failing to fully grasp what we are dealing with here, the AI stocks are NOT NORMAL CORPORATIONS! THEY ARE ON AN EXPONENTIAL TREND TRAJECTORY!
And that exponential reality is QUANTUM AI!
Instead investors are getting seduced by standardised charts of every stock, throwing random names about just because they have fallen x%, perhaps buoyed by one of the more useful metrics, a low PE ratio to entertain thoughts of investing. All of which acts to dilute what is actually taking place as most investors focus is usually in the wrong place, permanently hinged on a few droplets of water that are the quarterly earnings reports at the expense of ignoring the ocean that is the Quantum AI mega-trend.
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Monday, February 07, 2022
Why the Federal Reserve Note’s Decline Is FAR Worse Than Reported / Currencies / US Dollar
By: MoneyMetals
Americans are waking up to some uncomfortable truths. One of these is the fact that government bureaucrats and the corporate media regularly lie about what is going on in the world.
They tell us the Federal Reserve Note “dollar” is strong and price inflation is completely under control. (We use quote marks because a true dollar is 24.057 grams of silver, whereas the Federal Reserve Note is a form of counterfeit.)
Millions of Americans now notice rapid price inflation and a good portion of them are pouring into physical bullion.
To illustrate just how much nonsense is baked into official inflation data, we are presenting three charts...
Monday, February 07, 2022
Powell the Pivoter Cannot Now Pivot Back to a Dove / Interest-Rates / US Interest Rates
By: Michael_Pento
The current Fed Chair is perhaps best known for his quick pivots from hawkish back to dovish and vice versa. Maybe he is just too dependent on the prevailing winds of the current economic data. Or, perhaps more accurately, he is most swayed by the performance of the stock market. In either case, Jerome Powell received more reasons to become hawkish just one day following his already hawkish FOMC press conference.
The Bureau of Economic Analysis reported Q4 2021 GDP growth at a 6.9% SAAR. This is a big problem for the Fed, since it falsely believes inflation comes from an economy that is growing too fast. Add in the 7% CPI print for December, and you have a Fed that now understands it is far behind the inflation curve and it's time to pivot towards an even tighter monetary policy stance. Nevertheless, the FOMC fails to grasp the rapid growth and inflation was engendered by unprecedented fiscal and monetary stimulus, which has now gone in reverse.