His hypothesis--which definitely seems to fit all the
visible evidence--is that we are seeing a giant war unfolding
between the George Soros Globalist Trotskyist JeÕ¡s (fronted by the
Davos/WEF, the ECB, and the Biden administration) and the Wall
Street Banks (fronted by Fed Reserve Chair Jay Powell). Tom
says that, as hard as it is to believe, Powell and the
non-globalist faction of Wall Street bankers who put Powell
into power, are the good guys here.
That is why you are seeing such a sharp divide between
Yellen and Powell becoming obvious right now--because they
are working at cross purposes. Yellen (like Bernanke before
her) is working on behalf of the Globalist Trotskyist JeÕ¡s,
with a goal of collapsing the US commercial banking system in
order to bring it under control of the Soros/Davos/WEF/ECB
Axis of Evil. Powell is working on behalf of the Wall Street
banks, who don't want to see their industry destroyed and
made subordinate to the Globalist Trotskyist JeÕ¡s who have
taken control of Europe (and taken political control of the US
after Biden illegally seized power in 2020).
Luongo also says that there is method to Powell's madness
right now. He says that Powell's plan to raise rates and
maintain QT (or at least do QE to the absolute minimum) will
eventually bear fruit as it will draw foreign capital into
the US which will stabilize the US banks, and collapse the
European banking system which is a house of cards. This seems
counterintuitive because raising rates kinda got us into this
mess, but that was an unavoidable short-term consequence. In
the medium-term, higher rates will help recapitalize the US
banks--and more importantly, cripple the Soros/Davos/WEF/ECB
Axis of Evil
Quad asset allocation chart from this video is posted and saved
for a further reference. It gives a guide for asset allocation
depending on the market condition. Now we are in Quad 4. You can
confirm that by weak energy and strong gold.
Knowing this chart removes a lot of guess work out of
consideration. This chart is for intermediate and advanced levels
of investors.
Posted by fredsaid on 26th of Mar 2023 at 10:57 pm
Thank you for posting. If we are already in Quad 4, which
we might be, the energy rush will be short lived. Energy
could go much lower as could banks - like 30%.... just seems too
early to be happening now but the stage is certainly set for
later.
Posted by fredsaid on 27th of Mar 2023 at 12:01 am
That's good advice. What did Quad 4 look like in 2000,
2007 ... as I typed that I realized I wasn't sure if it was going
to type 2001, 2008. That's probably the answer.
There are lot of doom and gloom articles and I’m sure few
exuberantly bullish videos too. Best to ignore and follow
technicals and price action. Markets don’t make sense most of
the time. We just follow whatever they show us. That’s what my
Saturday evening Caymus says.
PLEASE TAKE TIME AND LISTEN
Posted by steve on 23rd of Mar 2023 at 07:28 pm
https://app.hedgeye.com/insights/130628-webcast-the-mother-of-all-bubbles-is-popping-bank-failures-contagi
app.hedgeye.com
WEBCAST | The Mother of All Bubbles is Popping: Bank Failures, Contagi
Join Keith McCullough (CEO), Daryl Jones (Director of Research), Josh Steiner (Macro/Financials) and David Salem (Capital Allocation) for a webcast discussing r
Another good piece from the
Posted by junkie on 25th of Mar 2023 at 04:48 pm
Another good piece from the world geopolitics:
Tom Luongo (https://www.youtube.com/watch?v=mPxe_x8eqJU ) has the best take on what's happening that I've heard so far.
His hypothesis--which definitely seems to fit all the visible evidence--is that we are seeing a giant war unfolding between the George Soros Globalist Trotskyist JeÕ¡s (fronted by the Davos/WEF, the ECB, and the Biden administration) and the Wall Street Banks (fronted by Fed Reserve Chair Jay Powell). Tom says that, as hard as it is to believe, Powell and the non-globalist faction of Wall Street bankers who put Powell into power, are the good guys here.
That is why you are seeing such a sharp divide between Yellen and Powell becoming obvious right now--because they are working at cross purposes. Yellen (like Bernanke before her) is working on behalf of the Globalist Trotskyist JeÕ¡s, with a goal of collapsing the US commercial banking system in order to bring it under control of the Soros/Davos/WEF/ECB Axis of Evil. Powell is working on behalf of the Wall Street banks, who don't want to see their industry destroyed and made subordinate to the Globalist Trotskyist JeÕ¡s who have taken control of Europe (and taken political control of the US after Biden illegally seized power in 2020).
Luongo also says that there is method to Powell's madness right now. He says that Powell's plan to raise rates and maintain QT (or at least do QE to the absolute minimum) will eventually bear fruit as it will draw foreign capital into the US which will stabilize the US banks, and collapse the European banking system which is a house of cards. This seems counterintuitive because raising rates kinda got us into this mess, but that was an unavoidable short-term consequence. In the medium-term, higher rates will help recapitalize the US banks--and more importantly, cripple the Soros/Davos/WEF/ECB Axis of Evil
Quad asset allocation chart from
Posted by junkie on 26th of Mar 2023 at 10:19 pm
Quad asset allocation chart from this video is posted and saved for a further reference. It gives a guide for asset allocation depending on the market condition. Now we are in Quad 4. You can confirm that by weak energy and strong gold.
Knowing this chart removes a lot of guess work out of consideration. This chart is for intermediate and advanced levels of investors.
Thank you for posting. If
Posted by fredsaid on 26th of Mar 2023 at 10:57 pm
Thank you for posting. If we are already in Quad 4, which we might be, the energy rush will be short lived. Energy could go much lower as could banks - like 30%.... just seems too early to be happening now but the stage is certainly set for later.
Quad 4 has been unfolding
Posted by steve on 26th of Mar 2023 at 11:53 pm
Quad 4 has been unfolding for many months but would refrain from generalizations shown on chart below.
That's good advice. What did
Posted by fredsaid on 27th of Mar 2023 at 12:01 am
That's good advice. What did Quad 4 look like in 2000, 2007 ... as I typed that I realized I wasn't sure if it was going to type 2001, 2008. That's probably the answer.
There are lot of doom
Posted by arun on 25th of Mar 2023 at 08:56 pm
There are lot of doom and gloom articles and I’m sure few exuberantly bullish videos too. Best to ignore and follow technicals and price action. Markets don’t make sense most of the time. We just follow whatever they show us. That’s what my Saturday evening Caymus says.
Likely to be range bound
Posted by bpozdoll1717 on 26th of Mar 2023 at 01:17 pm
Likely to be range bound for a while and disappoint both sides.
Looks to be tightening SPX
Posted by retirefire on 26th of Mar 2023 at 07:24 pm
Looks to be tightening SPX range since December
thx for sharing, very interesting.
Posted by morton7 on 25th of Mar 2023 at 08:25 am
thx for sharing, very interesting. pity the fund manager that has to be 98% invested at all times! wouldnt want that one in these times!
You guys are getting too
Posted by amcap on 24th of Mar 2023 at 08:33 am
You guys are getting too bearish, I'm going with the guys with the printing press. lol
It wasn't the barrons indicator
Posted by simple_million on 24th of Mar 2023 at 04:03 pm
It wasn't the barrons indicator but I'll take it :)
There it is
Posted by simple_million on 23rd of Mar 2023 at 07:57 pm
There it is