what a smack on pm.s and copper down 5 % but already up 2 % + thursday 11 am euro time.
? Copper goes up...until ny opens and sell down entire gain...every time...?
So in 5 hours time the FED will lower the rate again...
MY guess is 0,5 % and metals will bounce back.
Because my miners survived the ambush and esp Northern Dynasty was up 32 % but settled at 22% at the close. I think a whale is betting on Trump doing a ..snap permit of the masssive pebble cu/au/ag/moli deposit ... check it out for your...our....portfolio.
I think the markets realize Trump is pro-war, big-shot spender who doesn't know what he's doing, and will be swayed by the same self-interested bankers and warmongers who can enrich him as last time. Plus more waves of murder-shots and loss of civil liberties coming. The Deep State wins again.
I think there’s going to be a lot of volatility as the markets sort out.
The easy and decade long narrative is that national debt to gdp is too high to reverse, and there is a lot of history that supports that.
On the other hand, past isn’t always prolog, and so it remains theoretically possible for gdp to increase fast enough to handle the debt. Japan is a teaser along those lines.
But that doesn’t seem believable, or hasn’t until perhaps now with Trump’s incredible vindication. It may not last but it’s possible Trump through force of will and persistence has changed the mass belief that maga really is possible. If enough people believe that it could actually manifest it.
Therefore, it makes sense that stocks would surge today, but it also makes sense that bond rates would rise as well, because debt will increase in any case. The only question is if the economy can improve enough to handle it.
My feelings are mixed. I want to Trump’s vision to manifest, but I hate the fact that all the bad actors that have created the situation “get away with it”, or god-forbid , profits from it.
Personally I think things have gone too far and are unsustainable no matter what, if for no other reason that the entire monetary system is a fraud.
Trump may really believe in his economic plan but that doesn’t mean it will work. l’m actually sad.
Great article. So I hedge my bets. Some money in stocks and some money in cash earning 4% or more interest. Also some precious metals. I don't know which will win so...I hedge my bets.
M C, By hedging my bets, I mean I bet some money black, red, and 00. I invest in cash (interest bearing), REITs (real estate), blue chip stocks (no speculation), some precious metals, and my life and home. I keep my overhead low, my investments safe and diversified, and that's the best I can do.
One thing not mentioned in the excellent article is that gold and silver plummeted today, which signifies that with the Trump win, overall optimism has risen, and the fear trade is off for the time being. May the Trump team follow up with their promises and Make America Great Again!
This is likely a different take: after all the misery created in the last 4 yrs, these evil psychopaths are NOT going to relinquish their power so SMOOTHLY. I personally do NOT embrace what I see as a false sense of security with this popular selection. Continue to pray and prepare for all that is/ has been told to come. Stay well spiritually. Take care of your health and connect w like mind friends. Pray for the others. God Bless🙏❤️🌹🇺🇸
Toni, If Trump can end the wars it will surprise me. There are many rich and powerful people in DC who want those wars and the billions of dollars from the weapons/war gravy train.
We’re so deeply in debt that rising interest rates have become intolerable. So if the Fed doesn’t intervene, the markets will.
we have been in Debt for Ages.....does anybody remember when we haven't been in Debt????....so has Trump had a talk to Powell......has Trump told Powell.... Make the Markets happy or you are gone......is Powell shaking in his boots....??????
I think what happened this morning has a simple explanation. The algos were programmed to sell bonds and use the proceeds to buy stocks in case of a Trump victory.
Would love to have heard, "I want to make America the constitutional money capital of the world" instead of crypto. Seeing metals drop and banker stocks rocket was a serious bummer.
And if Trump and his team keep their promises, they’ll quickly address the existential threats of global war and mass illegal immigration, while protecting free speech.
they say John.....don't listen to what a Politician says......but pay attention to what he does.....so is Trump going to do what he says .......is he Going To Do all the things you addressed above.....he has been given the Majority by the People to do so........he better damn well do it......or Shit is going to Hit the Fan
one more note...........is the White House going to go away quietly........Socretes says NO........is he right..........time will tell
I think the economy is going to go through the wringer. The Fed cut to help the Democrats and I don’t think they will intervene anymore. Goldbug John Paulson is a potential Treasury Secretary. I’d like to see him get the job.
There has to be something. To make good on the promise to drain the swamp, it will take something on the order of Bukele and El Salvador’s gang crackdown, perhaps even larger / more dramatic. Can’t see the establishment going willingly towards such a fate.
what a smack on pm.s and copper down 5 % but already up 2 % + thursday 11 am euro time.
? Copper goes up...until ny opens and sell down entire gain...every time...?
So in 5 hours time the FED will lower the rate again...
MY guess is 0,5 % and metals will bounce back.
Because my miners survived the ambush and esp Northern Dynasty was up 32 % but settled at 22% at the close. I think a whale is betting on Trump doing a ..snap permit of the masssive pebble cu/au/ag/moli deposit ... check it out for your...our....portfolio.
Y’all know this isn’t gonna end well. Glad I didn’t buy a home. I’ll wait.
Yields and stocks rise together = high Inflation!?
I think the markets realize Trump is pro-war, big-shot spender who doesn't know what he's doing, and will be swayed by the same self-interested bankers and warmongers who can enrich him as last time. Plus more waves of murder-shots and loss of civil liberties coming. The Deep State wins again.
dollar rise and gold drop = dollar liquidity issue
I think there’s going to be a lot of volatility as the markets sort out.
The easy and decade long narrative is that national debt to gdp is too high to reverse, and there is a lot of history that supports that.
On the other hand, past isn’t always prolog, and so it remains theoretically possible for gdp to increase fast enough to handle the debt. Japan is a teaser along those lines.
But that doesn’t seem believable, or hasn’t until perhaps now with Trump’s incredible vindication. It may not last but it’s possible Trump through force of will and persistence has changed the mass belief that maga really is possible. If enough people believe that it could actually manifest it.
Therefore, it makes sense that stocks would surge today, but it also makes sense that bond rates would rise as well, because debt will increase in any case. The only question is if the economy can improve enough to handle it.
My feelings are mixed. I want to Trump’s vision to manifest, but I hate the fact that all the bad actors that have created the situation “get away with it”, or god-forbid , profits from it.
Personally I think things have gone too far and are unsustainable no matter what, if for no other reason that the entire monetary system is a fraud.
Trump may really believe in his economic plan but that doesn’t mean it will work. l’m actually sad.
Great article. So I hedge my bets. Some money in stocks and some money in cash earning 4% or more interest. Also some precious metals. I don't know which will win so...I hedge my bets.
Could you expand on how you hedge...i.e a stock or pm...
And what is the price of an..insurance...on a bet...?
just like the casino insurance at a black jack table...i.m.o
M C, By hedging my bets, I mean I bet some money black, red, and 00. I invest in cash (interest bearing), REITs (real estate), blue chip stocks (no speculation), some precious metals, and my life and home. I keep my overhead low, my investments safe and diversified, and that's the best I can do.
John,
One thing not mentioned in the excellent article is that gold and silver plummeted today, which signifies that with the Trump win, overall optimism has risen, and the fear trade is off for the time being. May the Trump team follow up with their promises and Make America Great Again!
John, you didn't mention gold is down $77. Why not?
Hey Paul, that's tomorrow's post.
This is likely a different take: after all the misery created in the last 4 yrs, these evil psychopaths are NOT going to relinquish their power so SMOOTHLY. I personally do NOT embrace what I see as a false sense of security with this popular selection. Continue to pray and prepare for all that is/ has been told to come. Stay well spiritually. Take care of your health and connect w like mind friends. Pray for the others. God Bless🙏❤️🌹🇺🇸
Toni, If Trump can end the wars it will surprise me. There are many rich and powerful people in DC who want those wars and the billions of dollars from the weapons/war gravy train.
This relief rally could blast off beyond today.
But….has anything really changed in terms of deficit trajectory and willpower to change its course?
We’re so deeply in debt that rising interest rates have become intolerable. So if the Fed doesn’t intervene, the markets will.
we have been in Debt for Ages.....does anybody remember when we haven't been in Debt????....so has Trump had a talk to Powell......has Trump told Powell.... Make the Markets happy or you are gone......is Powell shaking in his boots....??????
I could be wrong but I think the U.S. Government has always had a debt. Deficit/surplus is a different matter. The last time the U.S. Government ran a surplus was under Clinton in the late 90s to 2000. https://www.factcheck.org/2008/02/the-budget-and-deficit-under-clinton/
Don't forget about Andrew Jackson.
I think what happened this morning has a simple explanation. The algos were programmed to sell bonds and use the proceeds to buy stocks in case of a Trump victory.
Would love to have heard, "I want to make America the constitutional money capital of the world" instead of crypto. Seeing metals drop and banker stocks rocket was a serious bummer.
And if Trump and his team keep their promises, they’ll quickly address the existential threats of global war and mass illegal immigration, while protecting free speech.
they say John.....don't listen to what a Politician says......but pay attention to what he does.....so is Trump going to do what he says .......is he Going To Do all the things you addressed above.....he has been given the Majority by the People to do so........he better damn well do it......or Shit is going to Hit the Fan
one more note...........is the White House going to go away quietly........Socretes says NO........is he right..........time will tell
please correct me if i am wrong
I think the economy is going to go through the wringer. The Fed cut to help the Democrats and I don’t think they will intervene anymore. Goldbug John Paulson is a potential Treasury Secretary. I’d like to see him get the job.
Any chance that a stock market crash is being engineered, to be blamed on Trump? Every other ill in human history seems to have been his fault, so…
I had “planned depression” on my bingo card for his entry into office.
There has to be something. To make good on the promise to drain the swamp, it will take something on the order of Bukele and El Salvador’s gang crackdown, perhaps even larger / more dramatic. Can’t see the establishment going willingly towards such a fate.