2nd Quarter 2020: Age of Reason: Mr. Robot (USA Networks) plays out in Real Time update 1/6 time 04/18/2020

Hello Friend

          A world pushed to the brink of chaos, dismay, and greed. 

We are nearing the Beginning of the End......., the End of Globalization??,

 if I may say.

         Everything that was in reach, that right on time logistical chain supply mechanism, has been shown for the illusion that we created. 

        Supply side economics became the Demand side economy over-nite. As the CoVid-19 virus adds to the distancing of People, States, Countries, Governments and Politics we will move to a New Era of Individualism.

         Reliance of Others, will become the reliance of Self. Self sufficiency for food, health, work and security will grow outward as the illusion of control falls from the glass ceilings of the ivory towers, that the masses were enslaved under.

         Rise up People of the World, the Age of Reason is once again upon us, Upload to the masses for their consumption.

        We accomplished some of the objectives handed to us. Early February we sold a high majority of our holdings, played some the cards given and picked up others to hold a solid hand in this poker match.

 Bought:  ▲-making $$$, ▼-losing $$$

VIIX(added) Volatility index▲,  STX(added) Seagate Technology storage drives▲,
AHPI Applied Healthcare medical products ▲, KRMD Medical systems ▲ ,  LH Labcorp diagnostics▲,  

        DGX Quest Diagnostics▲,  TNK(added) Tanker Shipping ▲, CODX  medical diagnostics ▲   and REKR(added) license plate reader▲

Shorts: 

RCL Royal cruise ▲, PLNT Planet fitness▲, USPH(tough baby) Physical therapy▼,
TSLA (squeezed)car manufacturer▼, UBER car ride service▲, LYFT car ride service▲,W(tough baby/boycott) online furniture▼, XLE Energy fund ▲, DNK China RE fund▲,
KORU South Korea fund ▲, IYT Transportation fund ▲, JETS Global Jet fund ▲,XTN S&P Transport Fund ▲, KBWR (adding more)Regional Bank Fund ▲, KRE (adding more)Regional Bank Fund ▲

Coming Additions 
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

BKCC (waiting on a major meeting)- Overseer of Bail Outs
FMCC (adding very soon )- Freddie Mac, Fannie Mae on the look out as banking is stressed.

Update 04/18/2020  

Elon Musk and cohorts busted up short sellers (me too= -$1.5k)
but I and others know time is on our side. As the earnings season IMPLODES
upon us we will see the REMNANTS of the debris. 

Elon Musks's companies have had failed space rocket missions, exploding batteries,                      factory closings, product inconsistencies and
lastly an inflated STOCK PRICE, based on ???? , what,  please let me know, please.                           I love watching on Youtube Rich Rebuilds                                                           ( https://www.youtube.com/channel/UCfV0_wbjG8KJADuZT2ct4SA ).

Carefully watching dividend/bond/treasury funds  DHY, PEY, DHF, WIW, WIA


The Destination is You

1st Quarter Update David Haggith Speaks

SHOUT TO TO Mr. David Haggith Contarian

The bull died Wednesday just as the Fed cranked up the voltage on its repo-QE defibrillator for the second time in just one week.

In giving the bull a postmortem, market morticians did not turn as readily to the coronavirus diagnosis as I thought.

Perhaps it can be said that the Bull grew fat on FedFood and died of an overdose of FedMed intended to save its heart from myocardial infarction due to morbid obesity.

(Well, it will find new medicine, but let's just say it's old ammo ain't hunting' bear no more. That's for sure. As David Stockman has been saying, the Fed is clearly out of dry powder.)


And we're just getting started! Trump's own stock market! Now that's just, shall we say to be nice, "Fouled Up BEyond All Recognition.''

1st Quarter 2020 Update The Storm waters continue to Rise

Update 01/08/2020  US and Iran playing chicken, while North Korea & Russia  wait for their moment of glory.
Update 03/09/2020 North Korea flexing muscle, Iran standing tall (even with Convid-19) keeping Testing non-existent

Present SHORTS

Symbol	Name	Last	Change	%Chg	Market Val	Total Chg	Total %Chg
XTN	S&P Transportation SPDR	47.34	-4.43	-8.56%	-2367	-15.71	-24.92%
JETS	US Global Jets ETF	20.44	-1.49	-6.79%	-2044	-11.06	-35.11%
IYT	Transportation Average Ishares ETF	145.52	-15.61	-9.69%	-1455.2	-44.79	-23.54%
KORU	Direxion South Korea Bull 3X	14.45	-2.93	-16.86%	-1445	-3.24	-18.32%
UBER	Uber Technologies Inc	28.17	-3.51	-11.08%	-1408.5	-3.83	-11.97%
LYFT	Lyft Inc Cl A	32.81	-3.21	-8.91%	-1640.5	-3.65	-10.01%
DNK	Phoenix Tree Holdings Ltd.	11.17	-0.51	-4.37%	-558.5	-0.13	-1.15%

1st Quarter 2020 Political Stalmate Part 1

Capitol Hill: Laws are Meant to be Broken, There's nothing like a Washington DC Trial

David Haggith

Contrarian

''No, nothing irrational here folks. No irrational exuberance anywhere! After all, how can things be irrational when everyone shares the same delusion? That makes the delusion the new normal. And I'm the oddball who says the emperor is not only naked, but also he has no skin! He is a zombie who is only surviving by eating his own flesh.''

Back to the Markets

Marijuana is UP in Smoke. I don't see a turn around any time in 2020.

Nonfarm payrolls in the US for the last quarter were stable, wage growth has slowed back to low levels. States have basically increased their minimum wage payroll laws.

Precious metals are still a buy: SVM , KGC, SBGL  and IMPUY

Silver is a new play, Palladium continues to be in demand 

Fannie Mae and Freddie Mac slowly picking up steam as deadlines approach, accumulation territory now.

Returning back to down and out, out of favor European Bank stocks: I like Greece again and other eurobanks as history cycles itself.

Update 01/08/2020  US and Iran playing chicken, while North Korea & Russia  wait for their moment of glory.

1st Quarter 2020 Update will adjust as situation Arises

The Emperor and the Economy have No Clothes

Question on Quora: Should I buy Treasury Bonds now?
Yes, for the next two months, March and April. As a TON of debt issues come due from all over worldwide, not just from the USA, there has been a scramble to get liquidity to hide the truth.
From the FedMeds to Trade War to CoronaVirus - the markets are prime for the reckoning it
justly deserves.

David Haggith

Contrarian

There is the key. Market valuations, as I have been pointing out far longer than Citi, were stretched far beyond what our tenuous global economy or business statistics merit. That leaves a market that has lot of potential room to fall. On top of that, central banks have already used up most of their pharmacy. They don't have a lot of medicine left to use that hasn't already passed its sell-by date.
It is the senseless things of this world that sometimes knock sense into the high and mighty whose hubris causes them to believe they cannot fall. In this case, the tiny COVID-19 virus (coronavirus) is bringing down a global house of cards long perched to fall - locks, stocks, and barrels of oil.


My Movements
As I talk to CVS managers and Auto part managers, watching Shiptracking.com movements, and listening to West Coast port talk , the Writing Is On The Wall!

Shorts since mid Feb
JETS
IYT
XTN
KORU
DIA since 2018 at 198 off by 40% 

Starting in March
DNK

Storms hits Market

In the coming week(s) I am sensing a disruption in the markets :
https://seekingalpha.com/article/4305742-market-volatility-bulletin-short-vx-futures-positioning-time-record-okay

When IPOs, Gold, and Manufacturing turn sour on this economy the seeds of our discontent come to fruitation as Watergate II and Wikileaks erupts into the economies of the world.

4th Quarter 2019 The Sheep Get Slaughtered

We Finally Reach Destiny
Again    Reading for the Masses
Political manuevers and Split politics driving tensions higher, leading to America's
downturn. Faith in government and governence push markets to edge.
The Emperor (USA) has no clothes. SHOUT OUT TO

David Haggith

Contrarian

''No, nothing irrational here folks. No irrational exuberance anywhere! After all, how can things be irrational when everyone shares the same delusion? That makes the delusion the new normal. And I'm the oddball who says the emperor is not only naked, but also he has no skin! He is a zombie who is only surviving by eating his own flesh.''

Back to the Markets

Marijuana/CBD  today hasn't paid off, Stocks have tanked to -60% levels

ACB , TLRY WTER haven't seen any outside offers, positive legislation or earnings boosts.

I love the VIIX ($10) at present levels, accumulation in process, hoping for $20 selloff levels.

 The Fed has no clothes, the fox is in the pigeon coop.

(Nonfarm payrolls in the US increased by 130 thousand in August of 2019, following a downwardly revised 159 thousand in July and below market expectations of 158 thousand. Employment in federal government rose, largely reflecting the hiring of temporary workers for the 2020 Census.)

Precious metals buys: SVM , PALDF, KGC

Silver is a new play, Palladium continues to be in demand and Gold is a late entry into the government shakeup playing out.

More picks in ad-based companies developing; paypal link at:

 https://sites.google.com/site/jopirelinc/invest

Looking into Fannie Mae and Freddie Mac on the lastest Bloomberg report about capital cushions being boosted by billions allowing shareholders to reap benefits and for the companies to prevent big losses

Update 10/01/2019  ISM manufacturing index at 47.8 for September 2019 as outlook wanes toward recession. This is the lowest since June 2009 , a 10 year gap.