Afleveringen
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Trump suddenly caved in to Iran, and the reason is that he was finally informed by someone that just a few more weeks of the Strait being closed would result in a massive global economic catastrophe. Whew!
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Talk about a difficult investing environment! Join us as we unknot the tangled threads.
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Zijn er afleveringen die ontbreken?
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To call the recent market moves in oil, gold and equities bizarre is an understatement. They are 180 degrees off from historical behaviors, as well as physical reality. Well, hello reality...
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Truly gigantic changes are afoot in the global financial system. Michael Gayed says "keep your eyes firmly on credit markets," especially credit spreads. And Japan...
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It seems that the oil markets will remain irrational right to the bitter end. Predictions: Eventual oil price chaos (higher, of course) and the 'surprise' call for energy lockdowns and other punitive measures.
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With the Strait of Hormuz still closed, possibly until Labor Day (Sept 7th) , and inflation picking up steam while the yen threatens to breach the 160 level, the chance of a financial accident is rising daily. One that could trigger the Great Taking legal machinery...
Peak Financial InvestingProtecting Your Wealth from The Great TakingRevisiting The Great Taking with David Rodgers Webb -
I'm always searching for the theory that makes all the data fit. I'm happy to accept and reject hypotheses along the way, but it's becoming pretty clear to me that we are under attack and that a lot of what we're seeing right now is intentional. It's going to be devastating if this hypothesis is correct.
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The current stock market boom is running in the US as well as Japan and Europe. It did not begin with the Iran war, but began in 2022 when monetary and fiscal authorities freaked out about the twin declines in stocks and bonds and 'did something about it.' Now we've got that money flood plus the Iran war which, together, will combine to bring about extremely high (15%? 18%? 20%?) in 1-2 year's time..
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Having ‘energy awareness’ is like a superpower these days. It should be routine, but it’s not. Time to level up with a dive into natural gas supply and demand issues within the US.
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The US is selling its reserve setting up future price spikes, commodities are launching on a new bull market, and inflation is set to come roaring back. This narrows down the investable universe considerably.
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The US continues to export its wealth in the form of oil and gasoline and other energy products. We’re eating our seed corn. When that ends, the price spikes will be extraordinary and cause a lot of economic damage.
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The US-Iran negotiations are going nowhere, Trump is growing impatient, and oil executives are sounding positively doomerish. Currently, there’s no end in sight. Plan accordingly.
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There be whales and elephants swimming and stomping through the markets. When big money moves, it’s our job to figure out why and how to position ourselves accordingly. This is wildly important.
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Are we in a blow off top? Can the AI-fueled earnings be believed? Can the prospect of both war and peace be stock market bullish? All this and much more in this week’s Finance U episode.
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Time to talk to a calm, measured, highly-experienced oil and gas resource investor about it all…the Devil is truly in the details.
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Trump’s Iran options: ‘bad’ negotiations or ‘worse’ escalation, amid an oil crisis risking a global depression.
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We’re almost out of time. The US has to get the Strait of Hormuz open, one way or the other, before its own inventories of oil and refined petroleum products are depleted. By the end of May is the word on the street.
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Even if the Strait of Hormuz reopens tonight, the damage has been done and it’s a lot worse than most people understand. Here’s the math… and the truth.
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Equity markets are signaling the usual thing during a war: lots and lots of excess liquidity from “somewhere.” But this time, the loss of oil and NG from global markets means that physics has entered the room. I should point out that physics remains undefeated.
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