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.

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

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