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
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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!
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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