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
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