Market survivors?
- Thread starter Oldmanastro
- Start date
This is an incredibly bullish WEEKLY candlestick long term for gold. The bailout has already begun.
Direct buyers (broker dealers) rose dramatically today in the face of crashing price in the 30Y market. Someone is buying.... QE has begun again (US and Europe). I would not take this as buy signal for stocks. The hedge funds will still be liquidating to cover bets for sometime. Gold will tell you for how long. Remember gold leads 30Y yeilds for approx. 20.5 weeks. I should do a test on the accuracy and correlation but the signal is solid. So know that while you are buying the dips, hedge funds are liquidating large piles of stocks to meet margin calls. ~ The number of foriegn buyers remains strong and steady.
https://www.zerohedge.com/markets/s...-direct-award-3rd-biggest-stop-through-record
Direct buyers (broker dealers) rose dramatically today in the face of crashing price in the 30Y market. Someone is buying.... QE has begun again (US and Europe). I would not take this as buy signal for stocks. The hedge funds will still be liquidating to cover bets for sometime. Gold will tell you for how long. Remember gold leads 30Y yeilds for approx. 20.5 weeks. I should do a test on the accuracy and correlation but the signal is solid. So know that while you are buying the dips, hedge funds are liquidating large piles of stocks to meet margin calls. ~ The number of foriegn buyers remains strong and steady.
https://www.zerohedge.com/markets/s...-direct-award-3rd-biggest-stop-through-record
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Mexican manufacturing business might soon be getting more market share than they are prepared to handle.
Very true, if you like the Valley, take a picture because it's about to explode in manufacturing and population. Not today or tomorrow but soon. The Mexican side as well.
Other than manufacturing substantially blowing up in the CONUS, Mexico becoming the next stuff making giant could be very good for us as well. Just gotta keep cartel hands out of it.
We can't keep the cartel out of the fvcking resorts, bars, or bathrooms in Mexico. No freaking way we keep them out of this.
I think it would be possible. $$ is why most are susceptible to joining the cartels so why couldn't 100s of thousands of higher paying jobs cut into their influence?
Kind of like the resort areas. Cartel doesn't do cartel things because it will scare off the tourism and with it goes the vacation $$.
I'm picturing Michael Corleone moving the family business to Lake Tahoe and going legit.
You been to Acapulco lately? That town was the sh!t even back in the 90s. Then the cartel showed up. Now it's been run into the ground because of cartel activity. The state department has a level 4 travel advisory attached to Acapulco. That's a red notice. "Do not travel there."
You know what other city has one of those?
Fvcking Baghdad.
Then screw it, let's go in there Nordic style and burn their existence the ground then charge Mexico 10% tax on goods until all expenditures recouped. 10% discount on all goods with final destination USA thereafter. DONE SON!
The USA has 9 trillion in debt to roll over this year. What to watch: Trump wants to roll this into a long term low rate loan. Will the market let him do it? His other option is very short term but it's short term and will have to be managed again soon. If long term rates blow up as the gold market predicts, trouble is coming.
Everything happening makes total sense now that it has all lined up. Our market is secondary to course correcting the world's dependency on China.
Everyone knew we had to do it but nobody had the balls to risk party damage in order to actually set it in motion. Greenland, Ukraine minerals, tariff free US manufacturing ect.....it will be a painful decoupling but if everyone else follows suit, the next few generations will see insane prosperity.
Trump will be hated for quite some time but years down the road he will be credited with saving the modern world from indentured servitude to China. Well, that's if congress doesn't get in the way.
Everyone knew we had to do it but nobody had the balls to risk party damage in order to actually set it in motion. Greenland, Ukraine minerals, tariff free US manufacturing ect.....it will be a painful decoupling but if everyone else follows suit, the next few generations will see insane prosperity.
Trump will be hated for quite some time but years down the road he will be credited with saving the modern world from indentured servitude to China. Well, that's if congress doesn't get in the way.
I’m afraid we ( as a country collectively ) don’t have the fortitude to see this through.
We’ve become such an instant gratification people that I’m not sure our society is willing to sacrifice for their kids future anymore.
Great book. Maybe Tuchman's best. Her opening narrative about the funeral of King Edward VII is one of the all-time great openings to a work of history. She made you feel like you were standing there in London, watching the funeral procession.
Long time ago, a friend and I took our McAllen girlfriends to a nice restaurant in Reynosa. The restrooms were immaculate and food was great. Doubt I'd go there again, much less Acuna and Piedras Negras.
At this point, the market is an afterthought. Rolling the debt without bankruptcy is key while pushing China over the cliff.
For the last 2 years my index funds were returning at a rate around 26%. It made my investments look good, but I knew that was unsustainable, and was a symptom of uneconomic growth (thanks inflation and high interest rates). Right now they’re at about a 14% return, still higher than historic average, which is 10%. I’m MUCH happier to see them where they’re at now because I’m more confident that the stock market is actually going to be more stable in the long run.
My property appraisals have also dropped for the first time in 20 years, which I’m also glad to see.
Back in 1979 or 1980, Mexico had a pipeline rupture at Toreon. This prevented them from being able to deliver Diesel to Juarez to generate electricity. BIG trouble......no electricity for one of the biggest cities in Mexico. They literally had no highway system to Juarez to truck in diesel. They called in the good ole USA for help. The plan was that they would deliver diesel to Pt Brownsville so it could be shipped overland to Juarez. At the time I worked for Coastal transport( tank trucks). Also at the time trucking was highly regulated as to who could haul what to and from where. All regulations were suspended for the duration of this emergency. Tank truck operators from all over the country came to Texas as there were not NEARLY enough trucks to dedicate to this haul. Everyone ran two man sleeper operations. We charged Pemex $0.27 cents per gallon freight on 7500 gallons per truck. The funny thing is that before our trucks left Juarez, they filled up at a Pemex truck stop for $0.07 per gallon. This went on for about 3 months until the pipeline was back in operation.
When Clob says there is no infrastructure, there is no infrastructure.
There's a Coastal yard a few miles south of me off hwy 123. They're usually some of the better drivers on the road down here.
How do you know it’s a couple of years? I bet you’ll be fine.
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