zondag 24 september 2023

Soft landing, hard landing, no landing or take-off.

 

Sep 23, 2023 Read in Browser

Morning Invest

I (Lior Gantz, founder of WealthResearchGroup.com {you can access my entire portfolio HERE}) spoke with my personal hedge fund, who told me that everyone is waiting to see what happens next: soft landing, hard landing, no landing or take-off. 

More cash is accumulating in money market accounts than ever before. For now, these highly liquid interest-bearing financial assets generate the type of yields that everyday savers could have only dreamed of in the past 15 years, but there are hidden costs attached to this juicy return.

Funds held in money market accounts keep banks from originating loans. When the banks see these withdrawals, they limit the size of their balance sheets and tighten them even more.

***

IMPORTANT: Before you continue reading this unique piece from him, know that I studied Israel-Iran relationship, using THIS REPORT or a full American foreign policy disaster report HERE

The Middle East is completely moving away from the dollar – SEE HERE!
Why gold is about to EXPLODE higher – ACCESS HERE!

Additional KEY REPORTS from Wealth Research Group:
WW3 has begun (in lower orbit) – DOWNLOAD HERE!
Central Bank Digital Currencies – End of Privacy! DOWNLOAD HERE and Part 2 HERE!


***

It's yet another sign of the deglobalization that high interest rates create. Governments are captive to foreign investment, and if they want to finance projects, they're committing to the highest interest rates in ages. 

This is what's causing many central banks around the world to dump dollars and focus on their own currencies and gold, which isn't suspectable to the whims of the global de-dollarization needs of central banks.

Look at this truly unprecedented rush to park trillions in money market accounts: 


Courtesy: Zerohedge.com

This is only half of the story, though. While the public is in love with the yields of money market accounts, pension funds, university endowments funds, insurance companies, and other institutional players that can hold Treasuries to maturity are gobbling up the bonds that Washington is issuing because the yield that they get today is nothing to be ashamed of.

***

If you aren't reading Wealth Research Group's free newsletter, I think you are missing out on some of the best content online, anywhere in the world, and I don't say that lightly. 

I am a lifelong reader of theirs and I model my portfolio after theirs, which you can ACCESS HERE!

Make sure you're ready for the RECESSION!


**


Courtesy: Zerohedge.com

Think about the big picture of what's happening here! 

Foreigners are dumping dollars and Treasuries, and American institutions are buying them up. This is the recipe for an increased amount of debt… the same process Japan went through!

CHINA'S INSANE REAL ESTATE COLLAPSE

China's tumultuous collapse has led to deserted malls, half-empty apartment complexes, and abandoned construction sites.

When interest rates were dropping in the 1990s, the Chinese urbanized and had to privatize their housing sector.

The boom that began was extraordinary, especially in a country whose stock market is regarded as being too volatile and where houses are seen as 100% stable.

People paid developers in advance, and they used it to buy land for their next project before even building the one in front of them.

It worked until COVID-19 busted the bubble.

China's saving grace was their healthy banking system. It lifted them out of what might be their worst financial crisis ever because 25% of their GDP is tied to housing (compared to 8% in the U.S. during the subprime nightmare).


Courtesy: Zerohedge.com

It's truly the most telling chart about where gold is going next. Debt is exploding, and China must recover. It's a recipe for much higher gold prices!

Biden is showing the world that oil reserves do not interest America in an effort to please his voters, but his ESG game theory will cost Americans at the pump.

Look at the previous times extremes were reached. Every time the U.S. had low reserves, gold rallied right after.


Courtesy: Zerohedge.com

Keep in mind that we've never seen how the dollar performs in an environment of high inflation and high interest rates except for in the 1970s, and that was an incredible decade for gold.

Best Regards

Clayton Morris
President, Redacted.inc 
 

 
Copyright © 2023 Redacted, All rights reserved. 
Morris Media 235 Main St. #194 Madison, New Jersey 07940 United States (570) 677-5739 

https://redacted.inc/archive/


4 opmerkingen:

Anoniem zei

Als het over dit soort onderwerpen gaat, lees ik alleen mensen die kurkdroog formuleren, en waarvan ik weet dat ze of het systeem tot op het bot kennen of een wiskundige inslag hebben.
Het onderwerp is te serieus en moeilijk te begrijpen , om het op deze emotioneel geladen toon te behandelen.
Ik begrijp niet echt waar deze auteur mij van wil overtuigen.
Als ik op een linkje klik kom ook nog eens op een website die je leert snel rijk te worden , sorry hoor.
Mensen , ga zelf niet beleggen als U zich nooit meer dan 3 jaar in het financieel systeem verdiept heeft , doe niet mee aan bitcoin.

Soft landing of hard landing? Ik zeg U : vraag het aan : Brock Landers

Anoniem zei

Ik ben dit moment meer geinteresseerd in wat Hudson op Youtube zegt over de toekomst van Europa.
vanaf minuut 26:25 op het kanaal van Geopolitical Economy Report van 24 september ("Brics or Nato?")

Anoniem zei

En als U een beter begrip van de betekenis van BRICS wil krijgen , bekijkt u op Youtube "Yanis Varoufakis on the hidden power of the US dollar...." , waarin hij de dynamic achter de New Development Bank uitlegt , met als belangrijk punt : dat na de confiscatie van de Russische nationale reserves , China besloten heeft zijn enorme dollar reserve uit voorzorg af te gaan bouwen , en wil in de vorm van leningen aan BRICS landen. Het maakt van de nood dus een deugd. Varoufakis stelt : BRICS = China.

Anoniem zei

Dus China verleent leningen aan BRICS landen in de eigen munt van een BRICS land.
China neemt daarbij het feit dat er een devaluatierisico voor die eigen munt is , voor lief.
De uiteindelijk terugbetaalde lening is voor China dan weliswaar minder waard geworden , maar China heeft in ruil daarvoor wel aan invloed gewonnen in het land dat de lening is aangegaan.
Voor het land dat de lening is aangegaan is het een voordeel dat de schuldenlast minder wordt doordat hun munt devalueert.
Tegelijkertijd bouwt China zijn dollarreserves op die manier af, en dus ook de confiscatie daarvan door de US, zoals dat recentelijk gebeurde bij Rusland (350 miljard dollard of iets dergelijks)
Dat is volgens mij wat Varoufakis hier zegt.