Higher levels of gold, volatility & cash, Main Street assets to outperform Wall Street assets, and outperformance of an uber-barbell strategy that plays to the reality of deflation and the anticipation of more desperate inflationary policy responses.
Bond yields will be the barometer of Regime Change. Policy makers must induce a "good" rise in bond yields via fiscal policy. But their response won't happen overnight. In the meantime, investors should adopt the following 3 strategies:
1. Investors should continue looking for opportunities to add to their positions in gold and volatility; we would expect cash levels to remain high. Gold, vol & cash remain our favored positions to play the "Twilight Zone" of the QE-led bull market in risk assets.
2. Investors should be long Main St plays (e.g. regional banks & mass retailers), and short Wall St plays (e.g. broker/dealers & luxury retail). Policy makers will aim to maximize the spending power of the poor and minimize the spending power of the rich.
3. Investors should be long an “uber-barbell” of high-growth/high-quality stocks (F.A.N.G., global Best-of-Breed stocks and "yield plays") and underowned inflation assets (commodities, TIPS, EM and the UK). The high-growth/high-quality tail of this barbell reflects the fact that deflation and the collapse in all global rates to zero will exacerbate the rich valuations in these sectors. The more controversial belief in "inflation assets" reflects the distressed valuations that appear in these assets and the anticipation that policy will ultimately have to reverse the slump in inflation expectations. Two good hunting grounds for the secular contrarian: UK stocks...currently at 40-year lows versus Developed Markets (Chart 4)... t
Financial topics
Re: Financial topics
"The British have violated the rules. It is not the EU philosophy that the crowd can decide its fate".
https://twitter.com/gzibordi/status/747242697119891457
http://www.zerohedge.com/news/2016-06-2 ... e-its-fate
ignoranti
https://twitter.com/gzibordi/status/747242697119891457
http://www.zerohedge.com/news/2016-06-2 ... e-its-fate
ignoranti
Re: Financial topics
https://mises.org/system/tdf/The%20Trag ... e=document
https://www.scribd.com/doc/306015246/An ... NewEntrant
https://books.google.com/books?id=i7rVA ... s.&f=false
Design features of the EU annialation of SME's
British need to be put first in line to free competition. The liberal ignoranti still cannot fathom what
"They sow the wind and reap the whirlwind.
The stalk has no head; it will produce no flour. Were it to yield grain, foreigners would swallow it up. hosea8:7
https://www.scribd.com/doc/306015246/An ... NewEntrant
https://books.google.com/books?id=i7rVA ... s.&f=false
Design features of the EU annialation of SME's
British need to be put first in line to free competition. The liberal ignoranti still cannot fathom what
"They sow the wind and reap the whirlwind.
The stalk has no head; it will produce no flour. Were it to yield grain, foreigners would swallow it up. hosea8:7
Re: Financial topics
Juncker: "There can be no democtratic choice against European Treaties"
Schulz: “The British have violated the rules. It is not the EU philosophy that the crowd can decide its fate".
It's pretty obvious where this is going isn't it dumb asses?
Brits products are number one for me and mine going forward.
November 2014, just days after becoming head of the commission, Juncker was hit by media disclosures—derived from a document leak known as LuxLeaks—that Luxembourg under his premiership had turned into a major European centre of corporate tax avoidance. With the aid of the Luxembourg government, companies transferred tax liability for many billions of euros to Luxembourg, where the income was taxed at a fraction of 1%. Juncker, who in a speech in Brussels in July 2014 promised to "try to put some morality, some ethics, into the European tax landscape", was sharply criticized following the leaks.
Yea, sure you did.
http://tony-cartalucci-is-a-moron.blogspot.com/
https://thepassionateattachment.com/201 ... ile-bowie/
https://www.theguardian.com/business/ga ... spin#img-9
Schulz: “The British have violated the rules. It is not the EU philosophy that the crowd can decide its fate".
It's pretty obvious where this is going isn't it dumb asses?
Brits products are number one for me and mine going forward.
November 2014, just days after becoming head of the commission, Juncker was hit by media disclosures—derived from a document leak known as LuxLeaks—that Luxembourg under his premiership had turned into a major European centre of corporate tax avoidance. With the aid of the Luxembourg government, companies transferred tax liability for many billions of euros to Luxembourg, where the income was taxed at a fraction of 1%. Juncker, who in a speech in Brussels in July 2014 promised to "try to put some morality, some ethics, into the European tax landscape", was sharply criticized following the leaks.
Yea, sure you did.
http://tony-cartalucci-is-a-moron.blogspot.com/
https://thepassionateattachment.com/201 ... ile-bowie/
https://www.theguardian.com/business/ga ... spin#img-9
Re: Financial topics
XIV $23.00 NYSEArca - As of 02:47pm
no clue maybe a retest coming up.
http://gdxforum.com/forum/viewtopic.php ... 680#p31299
https://www.youtube.com/watch?v=7siz7Ejtp7E
http://www.dictionary.com/browse/ungreedy?s=t ungreedy, adjective
adjective, Philosophy. 1. of or relating to teleology, the philosophical doctrine that final causes, design, and purpose exist in nature.
But wherever the wicked are, who are marked for eternal ruin,
they shall be found by the judgments of God. Luke 17:36
wrong place at the wrong time for the wrong reason
no clue maybe a retest coming up.
http://gdxforum.com/forum/viewtopic.php ... 680#p31299
https://www.youtube.com/watch?v=7siz7Ejtp7E
http://www.dictionary.com/browse/ungreedy?s=t ungreedy, adjective
adjective, Philosophy. 1. of or relating to teleology, the philosophical doctrine that final causes, design, and purpose exist in nature.
But wherever the wicked are, who are marked for eternal ruin,
they shall be found by the judgments of God. Luke 17:36
wrong place at the wrong time for the wrong reason
Last edited by aedens on Tue Jun 28, 2016 9:38 pm, edited 2 times in total.
Re: Financial topics
It is an historical minefield for the unwary and the careless not aware of the intricacies of research procedures. The Soviets have long accused Wall Street bankers of backing international fascism, but their own record of historical accuracy hardly lends their accusations much credence in the West, and they do not of course criticize support of their own brand of fascism.
This author falls into a different camp. Previously accused of being overly critical of Sovietism and domestic socialism, while ignoring Wall Street and the rise of Hitler, this book hopefully will redress an assumed and quite inaccurate philosophical imbalance and emphasize the real point at issue: Whatever you call the collectivist system — Soviet socialism, New Deal socialism, corporate socialism, or National socialism — it is the average citizen, the guy in the street, that ultimately loses out to the boys running the operation at the top. Each system in its own way is a system of plunder, an organizational device to get everyone living (or attempting to live) at the expense of everyone else, while the elitist leaders, the rulers and the politicians, scalp the cream off the top.
http://reformed-theology.org/html/books ... uction.htm
2 CHRONICLES 7:14 "if My people who are called by My name will humble themselves, and pray and seek My face, and turn from their wicked ways, then I will hear from heaven, and will forgive their sin and heal their land.
http://www.zerohedge.com/news/2016-06-2 ... st-went-11
This author falls into a different camp. Previously accused of being overly critical of Sovietism and domestic socialism, while ignoring Wall Street and the rise of Hitler, this book hopefully will redress an assumed and quite inaccurate philosophical imbalance and emphasize the real point at issue: Whatever you call the collectivist system — Soviet socialism, New Deal socialism, corporate socialism, or National socialism — it is the average citizen, the guy in the street, that ultimately loses out to the boys running the operation at the top. Each system in its own way is a system of plunder, an organizational device to get everyone living (or attempting to live) at the expense of everyone else, while the elitist leaders, the rulers and the politicians, scalp the cream off the top.
http://reformed-theology.org/html/books ... uction.htm
2 CHRONICLES 7:14 "if My people who are called by My name will humble themselves, and pray and seek My face, and turn from their wicked ways, then I will hear from heaven, and will forgive their sin and heal their land.
http://www.zerohedge.com/news/2016-06-2 ... st-went-11
Last edited by aedens on Wed Jun 29, 2016 1:15 pm, edited 1 time in total.
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