Monday, April 11, 2022

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.

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

{ 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''

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

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