Fear Trades

Fear trades are starting to be profitable. Once bond holders realize that their paper profits will be inflated away by central banks, then gold will see record highs in all currencies.

More Printing

“Putting it in context, the total credit injection of more than 5 trillion yuan, or roughly $725 billion, in one month, was the single biggest on record.”

Signaling Tighter Fed Liquidity

“[…] go short credit & stocks when new lows in bond yields & US$ appreciation becomes disorderly bearish signaling tighter Fed liquidity & sparking recession/default fears.”

-Bank of America CIO Michael Hartnett  

Plague and Famine

The Corona Virus in China could be worse than is officially reported and is spreading through Asia. Locusts swarms are spreading through East Africa to Pakistan.

How To Win the Drug War

The art of good business is being a good middleman. The cartels are middlemen. If people have a choice to legally use other middlemen, per the US Bill of Rights, then the cartels will lose the money to finance their wars. 

Repo’s Through April

Repo purchases,[2] after they were initially started without warning on Sept 17, were originally only supposed to go through Oct, then Nov, and as of yesterday, through the end of January.

Playing From the Sidelines

“Third, there is a more obvious explanation behind the stock market’s rise: the prospect of a sustained economic expansion and a Fed that is likely to stay on the sidelines and not raise its federal funds rate target in 2020.”

-Bill Dudley, former President of the Federal Reserve Bank of New York. 

War Is a Racket

Iranian Quds commander Qasem Soleimani[1] was assassinated in Iraq today by the USA.[2] He is a veteran of the Iran-Iraq War (the USA armed both sides as evidenced by the Iran-Contra Scandal[3]), a friend of Hamas Hezbollah, and an enemy of ISIS.

Muslim Gold

On Saturday, the 21st of December 2019, Malaysia ended a summit on several issues affecting Muslims, including discussing returning to a gold standard with Iran, Qatar, and Turkey.