Tuesday, October 12, 2021

4th Quarter 2021: The Winter of Our No Content

 Olde Business: 

{1st Quarter 2021 - Let's TALK BTC - Bitcoin, I made a call in October 2020 and now :BTC  +240% with a ridiculous 108% in 1 month performance on 1/08/2021 alone. ETH +236%. My perference for Ethereum, will continue as stability of money flows are disrupted by payment platform and internet network hacking and infiltrations

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{ 2nd/3rd Quarter 2021 -Metals and the Inflation Threat:  

Hyperinflation - is a term to describe rapid, excessive, and out-of-control general price increases in an economy. While inflation is a measure of the pace of rising prices for goods and services, hyperinflation is rapidly rising inflation, typically measuring more than 50% per month

Uranium continues to lead in this market scenario - UROY, UUUU, UEC , URG, FCUUF } ==============================================================

Initial/Delta Variants: (Before Mu/Developing Variants emerging)

                        Brasil                       India

Jun 2020              59k                           14k

Nov 2020            173k                         75k

Dec 2020             210k                        140k


April 2021           340k                        166k                                                                                                      May 2021           400k                        215k   

June 2021            528k                        400k

Sept 2021            594k                         445k
  ===========================================================================


New Business: 
{Crypto Currency gets a leg up from HedgeFunds/Elites, in the short term; Hackers determined to Bait and Switch

Lost Sales, as the 'Winter of Our No Content' comes to reality. { https://www.reddit.com/r/Corruption/comments/q6ndwm/the_winter_of_our_discontent/}
Vaccine Mandates prove to mandate disruptions, malicious behavior, and dimishing labor force.

FedMeds get a change in medication, as patient is slowly lifted from ''coma induced'' procedures. This medication is not enough as patient goes into convulsions resulting in Uncontrolled Inflation and Rapid Real Estate deflation started with fallouts from China catching a cold, and USA blood transfusions to Oil sectors as a Winter Season cripples the World!
**********************************************************************

Continuation of Winning Strategies:
ZG - Zillow Shorts due to busted home buying strategy
RDFN (not added yet to cash flow/ shorts being squeeze)- Redfin shorts due to busted home buying strategy
Carefully watching dividend/bond/treasury funds  DHY, PEY, DHF, WIW, WIA

Continuation of Careful Watching of Losing Strategies:
Cathy Woods Shorts
ARKK Aug 30 - 103    Oct 10 - 111
ARKF  Aug 30 - 46     Oct 10  - 50
W        Apr 2020 - 74/200   Oct - 236

<<<<<<<<<<<<<<<<<<<<<<<<<<<>>>>>>>>>>>>>>>>>>>>>>>>>>>>
As the world goes thru major climate change disruptions watch these, again: 

AIG    American International Group            EQH   AXA Equitable Holdings

MET  MetLife                                                 ALL  Allstate Insurangce Group

PGR  Progressive Insurance Group                TRV Travelers Group

then watch emergent Cryptos: SHIBA NIU    POLYGON     CARDANO





Tuesday, July 27, 2021

3rd Quarter 2021 Update: The Everything Bubble David Haggith - The Bubble is bursting...................

Update July 27, 2021

We have witnessed a DRAMATIC crackdown of China's tech and innovative companies in new decrees and legislation. This have given us a -15% downturn in the Golden Dragon Index , not seen since the 2008 debacle. We here are expecting a total downturn of close to -25% in these and other stocks related to China's crackdown. When China Sneezes the world gets the Flu. $$$ will be sucked out the US Markets at a pace, that will set records.


In the coming days expect to see the start of the US bubble bursting in tech and other areas, that depend on China's sales and manufacturing. The Trade War is back on, and with a roar!


Sars-CoV2 will also be a player in the coming days as roll backs in our social, work and sleep lives are commenced. The unemployment data was already showing signs of a plateau inching its way back, upwards not downwards. India and Brasil we fear, and having talk about on reddit.com (https://www.reddit.com/user/jdd7690) are in the crosshairs of a major upheavel as Sars-CoV2 devastates the landscape in the medical, industrial and metal/commodity sectors.


We are suggesting a move to CASH/BITCOIN elements of +50% to save profits and build on the losses due to US Markets thru Digital Currency inflows.

Thursday, July 8, 2021

3rd Quarter 2021: The Everything Bubble - David Haggith

 The Everything Bubble - David Haggith

 

''This time, the Fed has, on one side, created so much dependency on FedMed throughout the economy, including just about every market out there - stocks, bonds, housing, you name it - that it cannot end the drugs without creating massive withdrawal in all markets at the same time - the catastrophic collapse of the Everything Bubble.'' - David Haggith 

 

''  1.Excess in one direction, will lead to opposite excess in the other direction;

2. Federal Reserve equity heroin fueling each bubble.

3.Fed balance sheet VS S&P 500  chart from 15 yrs mirrors each other!

4. $580Bil in flown in Global Equity Funds in 6 months, more annualized inflows than in 21 years before, Combined.  '' 

 - Doug Kass Seabreeze Partners , President

 

 

Olde News

Brazil is looking at a 3% reduction of 6 million deaths and India a 2% reduction of 16 million deaths from the variants of Sars-CoV2. Full control of a ''vaccine'' or cure is years away, so Influenza will become the small sister to this YEARLY population reduction disease.

                            Brasil                       India

Jun 2020              59k                           14k

Nov 2020            173k                         75k

Dec 2020             210k                        140k

April 2021           340k                        166k

May 2021            400k                        215k   

June 2021            528k                        400k

 

As this WAR plays out the stable parts of the world will undergo INFLATION from the supplychain logistics FIASCO the Sars-CoV2 variant have created.

We reccommend the INFLATION hedges noted into 

 Shippers on land, Shippers on sea, Container leasing, Terminal port companies, and warehouse logistics companies.

Oil and byproducts are headed south after a rush to judgement; 

{U.S. fossil fuel consumption fell by 9% in 2020, the lowest level in nearly 30 years }

****April 2020 demand plunge  pushed us to $0 per barrel for WTI and futures****

Natural Gas is the elephant in the room, new technology and conversion engines bring more 

Clean Energy to the consumer in the home and on the road. 

 

 Nuevo News

Metals and the Inflation Threat

Uranium continues to lead in this market scenario 

UROY, UUUU, UEC 

Favorites: DHY, DHF

 

 

Global Threats

Cyber threats, Hacked accounts and Ransomware are building momentum

around the world. The Reset the World mentality will cause disruptions and

short term pain to the Corporate and Finance sectors.

Major Players: USA, China, North Korea, EU/Urkaine, Russia , South America



To Get Investments: https://sites.google.com/site/jopirelinc/invest

Monday, May 3, 2021

2nd Quarter 2021: The Pandemic Double Take

 

2nd Quarter 2021: The Pandemic Double Take

Pandemic double take , double take:

As the world issues support to its poorest neighbor, the results are coming in a tad bit late. The population control virus has established a foothold in South America and South Asia.

Brazil is looking at a 3% reduction of 6 million deaths and India a 2% reduction of 16 million deaths from the variants of Sars-CoV2. Full control of a ''vaccine'' or cure is years away, so Influenza will become the small sister to this YEARLY population reduction disease.

{https://www.reddit.com/r/conspiracy/comments/mmqv6f/how_to_conduct_a_genocide_during_a_pandemic/}

                            Brasil                       India

Jun 2020              59k                           14k

Nov 2020            173k                         75k

Dec 2020             210k                        140k

April 2021           340k                        166k

May 2021            400k                        215k   

The Mathematics reveal the truth and the future for now 05/03/2021..........................................................................?



 

As air travel remains somewhat restrictive the neighbors of these regions can not escape the blowback from the ''managed'' spread of misinformation and healthcare inadequacy not improved upon from the Italy/France/Uk and New York ''experiences'' in virus control and messaging.

As this WAR plays out the stable parts of the world will undergo INFLATION from the supplychain logistics FIASCO the Sars-CoV2 variant have created.

We reccommend the INFLATION hedges noted into 

THE MARKET

 

 

ONE year AGO 

>>>>Update 01/08/2020  US and Iran playing chicken, while North Korea & Russia  wait for their moment of glory.
>>>>Update 03/09/2020 North Korea flexing muscle, Iran standing tall (even with Convid-19) keeping Testing non-existent

>>>>My Movements
As I talk to CVS managers and Auto part managers, watching Shiptracking.com movements, and listening to West Coast port talk , the Writing Is On The Wall!

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

ONE year LATER

>>>>>05/03/2021  Iran said this weekend that there’s agreement on lifting some US sanctions.“The short answer is there is no deal now,” Sullivan said on ABC’s “This Week” on Sunday. US diplomats “will keep working at that over the coming weeks to try to arrive at a mutual return” to the nuclear deal .The US isn’t negotiating directly with Iran at the talks, which have been held in Vienna, but is participating in discussions led by the other parties to the treaty.'' courtesy of Boston Globe By Tony Czuczka Bloomberg

WHICH MEANS DEALS ARE BEING CUT AND DRIED OUT!

>>>>>>05/03/2021 "I hope that North Korea will take the opportunity to engage diplomatically and to see if there are ways to move forward toward the objective of complete denuclearisation of the Korean peninsula," he said after talks with his UK counterpart Dominic Raab in London.  "It is, I think, up to North Korea to decide whether it wants to engage or not on that basis."  courtesy of the EconomicTimes

WHICH MEANS MORE PRESSURE AND INCREASED TENSIONS, AS THE PANDEMIC SPREADS IN NORTH KOREA

 

 

"I hope that North Korea will take the opportunity to engage diplomatically and to see if there are ways to move forward toward the objective of complete denuclearisation of the Korean peninsula," he said after talks with

"I hope that North Korea will take the opportunity to engage diplomatically and to see if there are ways to move forward toward the objective of complete denuclearisation of the Korean peninsula," he said after talks with his UK counterpart Dominic Raab in London.

"It is, I think, up to North Korea to decide whether it wants to engage or not on that basis."

Read more at:
https://economictimes.indiatimes.com/news/international/world-news/us-hopes-nkorea-will-engage-diplomatically-blinken/articleshow/82375546.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst
"I hope that North Korea will take the opportunity to engage diplomatically and to see if there are ways to move forward toward the objective of complete denuclearisation of the Korean peninsula," he said after talks with his UK counterpart Dominic Raab in London.

"It is, I think, up to North Korea to decide whether it wants to engage or not on that basis."

"I hope that North Korea will take the opportunity to engage diplomatically and to see if there are ways to move forward toward the objective of complete denuclearisation of the Korean peninsula," he said after talks with his UK counterpart Dominic Raab in London.

"It is, I think, up to North Korea to decide whether it wants to engage or not on that basis."

"I hope that North Korea will take the opportunity to engage diplomatically and to see if there are ways to move forward toward the objective of complete denuclearisation of the Korean peninsula," he said after talks with his UK counterpart Dominic Raab in London.

"It is, I think, up to North Korea to decide whether it wants to engage or not on that basis."

"I hope that North Korea will take the opportunity to engage diplomatically and to see if there are ways to move forward toward the objective of complete denuclearisation of the Korean peninsula," he said after talks with his UK counterpart Dominic Raab in London.

"It is, I think, up to North Korea to decide whether it wants to engage or not on that basis."

"I hope that North Korea will take the opportunity to engage diplomatically and to see if there are ways to move forward toward the objective of complete denuclearisation of the Korean peninsula," he said after talks with his UK counterpart Dominic Raab in London.

"It is, I think, up to North Korea to decide whether it wants to engage or not on that basis."

"I hope that North Korea will take the opportunity to engage diplomatically and to see if there are ways to move forward toward the objective of complete denuclearisation of the Korean peninsula," he said after talks with his UK counterpart Dominic Raab in London.

"It is, I think, up to North Korea to decide whether it wants to engage or not on that basis."

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

                                               THE MARKETS

BTC-USD stumbles and continues its race up the Hill

,not seeing a staight road ahead, a blowout back to 35-45K levels

Staying the course with trusted Ethereum..............................................

 

Again  TSLA - 705 May 1, 2021

{Telsa is not ''who we thought they were''. (aka RichRebuilds-youtube.com). Accidents in an unproven system  Payment system to recharge/parts/order cars - Network Marketing Pyramid} 

TSLA - 865 Feb 2, 2021

Once again we move $$$ into dividend/bond/treasury funds  DHY, PEY, DHF, WIW, WIA as secure havens for cash become the 'new' thing.

since       Feb 2021      May 2020
DHY         +6%                +35%
PEY          +17%              +53%
DHF         +5%                 +34%
WIW        +0.5%              +21%
WIA         +2%                 +20%


Metals and the Inflation Threat

 Hyperinflation - is a term to describe rapid, excessive, and out-of-control general price increases in an economy. While inflation is a measure of the pace of rising prices for goods and services, hyperinflation is rapidly rising inflation, typically measuring more than 50% per month

May 3, 2021 3- month moves

SBGL      +61%

NG          +2%

GV         +65%

IMPUY  +37%

SVM       -11%

UUUU   +35%

UEC      +80%

Monday, February 1, 2021

1st Quarter 2021: Stuck on Twenty-Twenty

 Olde Business: {Disclaimer: As the narrative of the economy in a V shaped recovery is proven wrong{boiler room crowd}, and the Billions that were dropped in market makers hands, the balloon will now finally pop }

Shorts in 10/2020 are in disaster mode

AIG    American International Group   +34%

EQH   AXA Equitable Holdings  +26%

MET  MetLife   +24%

 ALL  Allstate Insurance Group   +17%

PGR  Progressive Insurance Group  -3.5%

TRV Travelers Group  +20%

still tells me that FEDMEDs have boosted their reserves and outstanding contracts, but will this 3 month fumble continue into February as new govt regulations force the retracement back to 09/2020 level {pre-election}.Watching closely for volume changes and outflows.


KBWR  +43%

KRE  +42%

Banking stocks were boosted by the election results and boosted by the senate runoffs. I believe a reversal will head them back to Summer levels as regulations changes and buybacks bring down the hidden balance sheet holes and as dwindling employment numbers go southbound in the next two months.{infections and lockdowns persist}


New Business: {Disclaimer: As the narrative of the economy in a V shaped recovery is proven wrong{boiler room crowd}, and the Billions that were dropped in market makers hands, the balloon will now finally pop }

With a mutation of Sars-Cov2 across the globe, in major markets USA,Europe,Brazil, I am forecasting a return to stocks that were hit hard in February/March 2020

Shorts since mid Feb

JETS  IYT  XTN  KORU  DIA since 2018 at 198 off by 40%    }



Once again we move $$$ into dividend/bond/treasury funds  DHY, PEY, DHF, WIW, WIA as secure havens for cash become the 'new' thing.

since October 2020
DHY  +7%
PEY  +17%
DHF +7.5%
WIW  +7.8%
WIA  +6.9%

Let's TALK BTC - Bitcoin, I made a call in October 2020 and now :
BTC  +240% with a ridiculous 108% in 1 month performance on 1/08/2021 alone.
ETH +236%
My perference for Ethereum, will continue as stability of money flows are disrupted by payment platform and internet network hacking and infiltrations

The Reset is in Phase One

 Congrats to the FanBoys/FanGirls

BTC-USD is coming to the rescue

Stay the course..............................................

Sears Holdings

Blackberry

General Motors


Amazon and Walmart are not the future, but enslaving slumlords of anti-wage {living wages}, anti-union {benefits & protections}and anti-human {less automation-non robot}

Apple and Samsung are Elite Tools of Big Brother

Telsa is not ''who we thought they were''. (aka RichRebuilds-youtube.com).            Accidents in an unproven system                                                                                Payment system to recharge/parts/order cars - Network Marketing Pyramid