4th Quarter: The Start of the Reprice of the Economies into the Cold Winter Ahead

 Olde Business:

U.S. Markets continue their ''pump and dump'' gyrations over the course of Fed Reserve rate increases.

July 2022  S&P 500 3860 pts
Aug 2022 S&P 500  4305 pts

Oct  2022 S&P 500  3577 pts

Nov 2022 S&P 500  3960 pts

Expect more swings as the liquidity is drained from the ''punch bowl'' and the part-goers come to their senses.

(S&P 500 ~3100 pts)

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Oil is held captive by USA reserve releases, but for not much longer. Europe and other Asian consuming nations will face above $100 USD/barrel oil as Russia and OPEC collude to add to their balance sheets as the world rushes into Clean Energy.

                              Sept 2022        July 2022       June 2022        April 2022         Jan 2022

WTI Crude            79 USD         93 USD        110 USD           98 USD              76 USD    
Natural Gas           6.61 USD      6.71 USD       6.51 USD        6.30 USD           3.82 USD

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China, the WOKE, the anger giant, continues on a course of DIMINISHING GDP numbers back to pre-Tiananmen Square days of yore.
China’s GDP

 
+3.9% Q3 2022, and the

+0.4% in Q2 2022, and the

 
+4.8% in Q1 2022, and the

+4% in Q4 2021, and the 

+4.9% in Q3 2021, and the

+7.9% in Q2 2021, and the

+18.3% in Q1 2021. 

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INFLATION print for Sept 2022, 7.5%, and food is still climbing , while oil has taken a breather until Thanksgiving Day. In October 2022, the USA announces 15 million barrels release from reserves , after 180 million barrels in March 2022. The U.S. government proposes to restock the strategic reserve when oil prices are at or lower than $67 to $72 a barrel. (WTI Oct. 19 2022: $83)

Food prices continue to climb higher, WHEAT the important indicator of

production is not primed for the coming season. China is having problems

 across the globe.

INFLATION is coming, and its looking for a Place to Visit.

=====================================================================================

New Business:

Mr Robot quote: ''We live in a kingdom of bullshit, A kingdom you've lived in for far too long'', so right now stay the buying ACCUMULATION course of market investment.

High Yield ETF             PEY

San Juan Royalty Trust  SJT

Walgrens Boot Alliance WBA

US Natural Gas              UNL

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Democracy and Morals are under attack, as the evil lurks into the souls of man.

So Elections around the USA point to a Republican takeover of the House of Representatives and

a possible stalemate in the Senate.

Republicans hold the line on party , and ditch the morals of society and man.

Democrats have no party line, but the ''throw money at it solution'' talk.

Will Women's Right or Will the Inflation be the deciding factor come Election Day ?

Answer, the younger generation spoke, Women's Right!

3rd Quarter 2022: Inflation is Partying at the Resorts and China has Zero-CoVid-19 setbacks

 Olde Business:

Dividensds are suffering the bad fate of falling share prices, as the Re-Adjustment of market valuations takes place

2nd Leg Shorts of Real Estate players, looking at  are feeling the kitchen fire , as the Front Steps Auctions start their shake outs.{3 month performances}

ZG,         -27%

BLND,    -44%

PHM,      +3.8%-

OPAD,    -57%

TOL       +3.1%

The mandated release of vaccine data has not produced the UPROAR in the newsfeed, as expected. Looking for massive consumer feedback after FULL DISCLOSURE, that DID NOT materialize.{3 month performance}

MRNA-Moderna                        -1.9%

PFE-Pfizer                                  -3.5%

JNJ -Johnson & Johnson,         -2.7% 

NVAX- Novavax                         -14.2%

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Gold FINALLY falls below $1,700 as it shows some DIVERGENCE with predicted norms of a world with High Inflation, War and a Pandemic.

ARK Funds are back in shorting play: ARKK,ARKF.ARKW

                             July 2022       June 2022        April 2022         Jan 2022
WTI Crude             93 USD        110 USD           98 USD              76 USD    
Natural Gas           6.71 USD       6.51 USD        6.30 USD           3.82 USD

Consumer credit is decreasing and Consumer debt has leveled off over the 2nd quarter.

INFLATION is coming, and its coming for You.

=====================================================================================

China, the WOKE, the anger giant, continues on a course of DIMINISHING GDP numbers back to pre-Tiananmen Square days of yore.
China’s GDP

 
+4.8% in Q1 2022, and the

+4% in Q4 2021, and the 

+4.9% in Q3 2021, and the

+7.9% in Q2 2021, and the

+18.3% in Q1 2021. 

''China continues to enforce a “Zero-COVID” policy starting from January 2022, whereby small outbreaks are met with extremely intense city- and province-wide lockdowns.
At the peak of the recent COVID outbreak and subsequent lockdowns throughout China, it was estimated that 46 separate cities and provinces, impacting 300 million people and representing nearly 80% of China’s economic output were shut in and shut down, essentially halting the world’s second-largest economy.
     First, as COVID cases declined, the Chinese economy started to reopen, and by the end of May 2022, the port of Shanghai was operating at 80% capacity, a material improvement from earlier in the month.''

[couresy of https://www.finsyn.com/2nd-quarter-2022-market-review-and-commentary/ ]

Currently the BA.5 lineage of the B.1.1.529, the Omnicron strain in roaring across the globe, leading China to retrace some of its steps, in re-opening.

    

INFLATION is taking in the VENUES, buying the TOURIST TRAP trinkets, dining at the BARS & RESTAURANTS and having a JOLLY GOOD TIME

Supply Chain imbalances due to closed economies, stuck Large Ships, PPE shortages over other manufacturing needs, containers at one end with shippers at the other end of the world, and labor TAKE THIS JOB and SHOVE IT! events,  let Mr & Mrs INFLATION go for a VACATION, Around-the-World.

              Not knowing the length of this vacation is a problem, that lies with TWO THINGS:

              Sars-CoV2 variants

                      and

              Russian Invasion into Ukraine,
              (not a War, when other side can not effectively fight back , from the start).

INFLATION is coming, and its looking for a Place to Visit.

=====================================================================================

New Business:

Mr Robot quote: ''Exciting time in the world right now, exciting time.'' meaning WHO KNOWS, but right now get out of BTC/ETH coins as we approach the MERGE.

on the other end

Mr Robot quote: ''We live in a kingdom of bullshit, A kingdom you've lived in for far too long'', so right now stay the SHORTING course of market investment.

Microstrategy          MSTR

Coinbase                 COIN

Silvergate Capital   SI

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Democracy and Morals are under attack, as the evil lurks into the souls of man.

As incidents of violence in the USA increase and the killing of former PM of Japan, Shinzo Abe

we face an inflection point in the transition of man, as the singularity nears

( https://eandt.theiet.org/content/articles/2022/06/google-engineer-claims-ai-system-has-developed-feelings/ )

and hopelessness spreads across the globe

( https://eandt.theiet.org/content/articles/2022/06/google-engineer-claims-ai-system-has-developed-feelings/ )

( https://www.theguardian.com/world/gallery/2022/jun/25/abortion-rights-protest-roe-v-wade-us-in-pictures )

 

for one's survival among the Sins of Man

2nd Quarter 2022: Inflation comes in for a Vacation and Real Estate goes South

 Olde Business: Crypto consolidates and ETH 2.0 claims victims thru dwindling mining supplies, while Hackers allegedly breached gaming-focused blockchain platform Ronin Network and make off with $600 Mil. Bitcoin holds below $50k after a scare at $37k when rumours of Ukraine invasion bounced around. Safe haven, no Bitcoin is Not, as we see, but it has survived the on-going war at $45k levels. El Salvador grand experiment is ripe with buying/selling delays/bugs as the middle men GET RICH scheme pays off.

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{ 1st Quarter 2022 -Metals and the Inflation Threat:
Gold falls out of favor with the bugs, 1.9k levels saw War & Inflation, but no bite from investors. Uranium was a BIG winner as all URANIUM shares climbed +20%.

Exited all ARK Funds we shorted (Cathie Woods, the worm bait for Wall Street $$$ looking for Danger) , as we caught ?salmon? , benefitting us +30% in ARKK,ARKF. Tech stocks saw the Feds ''Riding in their Armour and Swinging their Sword against inflation.
Workers are in short supply and my 'hyperinflation' is looming , as the USA sees +8% Month Over Month readings in the short to mid long term.

WTI Crude     98 USD April 2022 right now, after
                          a 76 USD start at beginning of 2022 & 118 USD print in early March 2022
Natural Gas    6.30 USD April 2022 right now after
                          a start of year reading of 3.82 USD

Consumer credit and debt rose increasingly over the quarter.

INFLATION is coming, and its coming for You.

?Dejavu News? - Expect a BIG announcement of FED Rate increases :

• The Fed approved a 0.25 percentage point rate hike, the first increase since December 2018.
• Officials indicated an aggressive path ahead, with rate rises coming at each of the remaining six meetings in 2022.

, as CHINA , the anger giant, falters in production output in the 1st half of 2022:

In the 4th quarter 2021, China’s GDP grew four percent from a year earlier, down from the 4.9 percent growth in Q3 2021, the 7.9 percent in Q2 2021, and the 18.3 percent in Q1 2021. 

The ''Winter of Our Discontent'' takes a BIG chunk out of the GLOBAL PIE:

Sars-CoV2 has evolved into a variant of quarterly changing dynamics. China is once again the deliverer of ''bad news''

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New Business:

Dividensds make a come back as the Tax Man cometh. The usual suspects are: PEY, DHF , DHY, PFN, BKCC, T,  CRF, ARCC.

2nd Leg Shorts of Real Estate players, OpenDoor, Redfin annd Zillow paid off +25%, looking at ZG,  BLND, PHM, OPAD, and TOL this round. Bubbles are bursting and ZOMBIE companies will explode!

 

Looking for FALLOUT, after the mandated release of vaccine data:

courtesy of Michael Nevradakis, Ph.D.
Children's Health Defense - https://www.sott.net/article/466381-Released-documents-reveal-Pfizer-hired-600-people-to-process-vaccine-injury-reports

"The rollout of the Pfizer vaccine has led to an unprecedented number of adverse events reported — 158,000 adverse events in the first two-plus months of the rollout means that the rate of reported AE [adverse events] was approximately 1:1000, with many of the AEs graded as serious. This is based on a denominator of 125,000,000 vaccines distributed.

"It is no wonder that an army of 1,800 individuals was needed to process all of the information."

Hooker noted the total number (1,205,755) of COVID vaccine adverse events reported to the Vaccine Adverse Event Reporting System between Dec. 14, 2020 and March 25, 2022, now eclipses the total number (930,952) of adverse events reported in the 32-year history of the database.

Watching the shorting of : Moderna and Pfizer

 

  -----------------------------------------------------------------------------------------------------------------------

 Democracy and Morals are under attack, as the evil lurks into the souls of man.

Hate and Apathy is practiced by Govt officials and leaders.

Gambling is promoted everywhere
Prostitution is getting govt backing and protection in areas.
Sodom & Gomorrah is being welcomed and spread across all media.
Alcohol is seen as a necessary drink for everyday socializing 

 

1st Quarter 2022: Quantitative Easing and the SARs-CoV2 Variant and the 'Build Back Better Bust'

 Olde Business: 

{Let's TALK BTC - Bitcoin, circulating supply stands at 19 mil, and a market cap of 800 mil; at its June highs of circulating supply at +19 mil and a market cap of 1.2 tril, we can only see the downward spiral of a defunct mechanism of digital currency feel its heights of dominance wither away.Currently no stand-out is in the wings, other than the Proof of Stake , Ethereum 2.0 asset, which has not reach a 'true' acceptance in the digital currency world.} 

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{ 4th Quarter 2021 -Metals and the Inflation Threat:  

Hyperinflation stands on the wings of time for some household commodities, as Omicron/Delta/Nuevo Variants wreak havoc on 'LABOR' around the world. These commodities like Home Health Care, Public Safety - Fire, Police, EMS and DPW department; and Public Transit will profoundly affect the world over. Hyper price inflation in select items are sprouting on the Economic Dashboard.

[?? still to be determined: Lemons 3/$1 - Jan 2021/ Lemons 1/$1 - Jan 2022 New Jersey, USA]

Commodity price changes over the last year...

Coffee: +95%

Lumber: +91%

Heating Oil: +61%

Natural Gas: +54%

WTI Crude: +53%

Gasoline: +52%

Aluminum: +49%

Brent Crude +48%

Cotton: +42%

Copper: +23%

Sugar: +17%

Corn: +16%

Wheat: +16%

CPI: +7%

Gold: -1%

Soybeans: -2%

Silver: -10%

Once again Uranium continues to lead in this market scenario - UROY, UUUU, UEC , URG, FCUUF }. With Gold starting it safe haven march to GLORY, once again.

Spot Gold

Jan 2021 - 1900 USD / Jan 2022 - 1814 USD: low 1700 USD Aug 2021 and 1915 USD June 2021

 ==========================================================================================

New Business: 

FEDMEDs are getting a new prescription: 

(1) establish the primary credit rate at the existing

level of 0.25 percent =(no change) , 

(2) maintain the target range for the federal funds rate at

0-1/4 percent =(no change), and 

(3) reduce the monthly pace of its net asset purchases by $20

billion for Treasury securities and $10 billion for agency mortgage-backed securities.

Beginning in January, the Committee will increase its holdings of Treasury securities

by at least $40 billion per month and of agency mortgage‑backed securities by at least

$20 billion per month.  

The patient has been on a Opioid High for 9 years and the patient is in a COMA

with the Doctors slowly reducing, increase medications, leading to a possible BRAIN DEATH. 

Elites are not happy with the STRONG OPPOSITION to Vaccine Mandates, as their SLAVERY mechanisms fail before THEIR EYES - RESIGNATIONS / INDIVIDUALISM / TAKE-BACK SHOPPING.

 Expect a BIG announcement of FED Rate increases before their scheduled time, as CHINA , the anger giant, falters in production output in the 1st half of 2022. The ''Winter of Our Discontent'' takes a BIG chunk out of the GLOBAL PIE.

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Sars-CoV2 will expose the Big Pharma lie of medical certainty and their sub 50% drug effectiveness. [Lawsuits ??/Govt protections, will surge across the world as Big Pharma, the  Emperor without clothes faces  the Polar Vortex. 

Tsunami Cases will overwhelm the Global labor force and Deaths will ramp up until the Spring Thaw.

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The USA government response will be a DUD, as President, and Congress can not reach CONSENSUS, just TALKING POINTS, for the Elite Narratives, like vaccinate, get back to work, and no stimulus.

Build Back Better is a poor laden meal of bad gravy and nasty trimmings, that was half-cooked from the start.

Rasing prices are met with luke warm solutions for the 6pm News Cameras, as Mom/Dad & Family dine on scraps and little hope until the SUN rises higher in the SKY! (It's INFLATION man, Where ARE THE PRICE CONTROLS, now!)

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> BUILD BACK EMPTY <<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<