HATERS GET THE FUCK IN HERE NOW.
I started the year mired in a slump but had a geopolitical bomb in my pocket and now I just detonated that son of a bitch — ripping +13% for the month — turning around from -10% YTD to +4.6% and pressing my rights against this market in a manner that is as bold as it is reckless.
ONE HUNDRED AND THIRTY PERCENT LEVERAGED INTO WW3 and I don’t give a fuck. Heavily long commodities into mind-blowing inflation with monster positions in UVXY and SQQQ — because fuck this market.
Listen to me very carefully. It’s important for you to heed this lesson. I’ve taught you many times since 2007, bowling on you fucking midgets knocking you into the pins. BET AGAINST THE FLY; LOSE YOUR HOUSE, CAR, KIDS, WIFE etc.
The news is US intelligence says Putin is gonna attack Ukraine. The motives of the US is to keep Ukraine for themselves — because that’s what cunts do — they interfere in foreign relations for money and power. None of this shit is accepted by the citizens of America because we do not live in a true democracy. We live in a tyrannical oligarchy ruled dominion by men with hooks and black eyes. You cannot for a single second believe anything the CIA says. They are not your friends and do not care if you live or die.
That being said, I suspect Russia moves on Ukraine after the Olympics, around 2/21. We might ramp Monday and revoke some of these losses. But several things are also true. One is oil is going over $100 and Potash prices will spike like a motherfucker as Belarus gets on war footing. The subsequent result of that will be debilitating expenses for farmers and further impugn the integrity of our MUH SUPPLY CHAIN.
This is all self inflicted and purposeful. We should be madder, infuriated even — but we are also coddled like bitches and comfortable and used to winning and subjugating others with our dominance. Should that wane, look for a rout of the dollar next.
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I know the expectation here is that the dollar should dump is Russia and China knock us out of the Eastern Hemisphere but looking at treasury moves today, I’m not so sure…
If Russia is that much closer to Germany, why pick euros over dollars? Why yen?
Our problems are their problems but harder. They assumed we’d be there to protect them, after all.
Jan was shooting spitballs at Fly. In Feb Fly struck back, hurling bowling balls in return.
I am rooting for and betting alongside Fly. Not because I like what’s happening; it just seems logical. We shall see soon enough.
Mask mandates & vaccine passport systems are being dropped left and right worldwide – all on different dates. Why is that? Are they picking these dates based upon the SCIENCE.
Of course not, these are random dates pulled out of their arses just like random implementation dates.
This is anecdotal evidence of loss of confidence in authorities.
Fed minutes from 2008 showed they were clueless about what was going on. No doubt it’s the same today.
Paul Singer (last year?) said it’s all psychology.
https://ttmygh.podbean.com/e/teg_0014/
Self-inflicted, yes …but purposeful? ….I hope they’re just idiots.
Anyway, I fear we may have an uncomfortable end-of-empire adjustment coming over the next decades …sorry sons and grandson.
The parties are worse than useless.
Not a panacea but let me be the first to propose: Paul/Gabbard 2024
Massive Growth Industry: Children’s Speech Therapy
Parents with young children who masked up will be lifelong customers.
Of course, this couldn’t possibly have been foreseen.
Thanks Fauci
While you were busy greasing the skids for big pharma gene manipulation products, autism went from little to the sky.
Autism, diabetes, heart attacks, cancers, neurological problems, opioids, suicides – all have skyrocketed during Fauci’s watch. Coincidence?
PS general conspiracy: https://www.corbettreport.com/nwnw20220210/
Humbly suggest that PMs may continue to do well in dollar terms.
If it gets hotter in Ukraine, PMs will do well.
And if it cools in Ukraine …well it likely cools only if we chill on the Germans getting Russian nat gas and such …and PMs do well as the fate of the dollar becomes clearer.