My opinions on the trade war still remain the same. The market wants to see pen to paper/hands shaking trade deal resolution. I still believe China can remain patient and can wait for a weaker US President. They know President Trump needs a strong economy and more importantly, a rising stock market to win re-election. … Continue reading Beijing Wants “Calm” Trade War Resolution.
On my work and ideas, I have outlined the macro environment we are heading towards and why Government Digital money is coming. The next crisis will lead to a freeze. People will demand access to their money, and government will kill cash introducing digital currency with the excuse that bank runs will occur if bail … Continue reading Stellar, not Ripple, to be the Global Coin?
I have spoken on how central banks will be cutting rates likely to 0, and also implementing another QE program (will not be called QE but will still be stimulus). This will all be done to force money into stocks as there will be nowhere to go for yield. This is still coming. What people need to realize, is … Continue reading Equities to Confirm Swing Lower on Trump’s Tweets?
If you follow my work, my analysis on central banking actions are coming true. Central banks original mandate was to be the lender of last resort. It morphed to stabilizing prices and maximizing employment as mercantile economics came back in the form of keynesianism. Now, we are seeing central banks becoming the BUYERS of last … Continue reading Stimulus news floated out…stocks buoyed. The predictions are coming true!
This sets up the potential confidence crisis that I talk about in my bitcoin and gold posts and why these assets will likely go higher. We are told we are in the strongest economy ever...yet it is so strong that we need to cut interest rates. According to economics, when the economy is strong and overheating, you RAISE interest … Continue reading Dr Copper showing us a sign of a Looming Recession?
What a week so far. This week we saw the USDCNH break above the 7.00 level, something I have mentioned in my posts for Bitcoin strength. China has said this was normal, due to tariffs and fundamental reasons, while President Trump and the US Treasury think it is an act of currency manipulation. I have spoken about the US … Continue reading Will Hong Kong break the US Dollar Peg?
Youtube video for this blog post: https://www.youtube.com/watch?v=XTDzdbxZQPk&feature=youtu.be If you follow my work, you know that I am very bullish on Gold (and Silver ) and Bitcoin will also initially be doing well. As a student of the markets, history and economics, I approach everything through the lens of classical economics as opposed to mercantile economics, today called Keynesian economics. Classical economics is about … Continue reading 3 Reasons why Gold will BREAK ABOVE $1600 USD!