Thursday, July 14, 2022

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.

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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
 
+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