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Look For These Trades To Blow Up As The Rally Ends
What are the most crowded trades currently (and hence where the next round of carnage is coming from)? Long the US Dollar? Short US Treasuries? Long VIX? Think again...
And none of them ended well. Which is why this...
...might be the start of something very ugly.
Source: BofAML
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Who needs healthcare when the world is coming to an end.
What kind of Uberchump is long the US dollar?
Maybe the kind that knows a market crash is deflationary, and that when the crisis comes, cash will be king?
For a few days maybe. It will be astonishing how fast faith in fiat evaporates.
gonna get me a nice green wallpaper
Portraits of Washington, Hamilton or Franklin?
Place not your faith in princes......
Yeah, I've been watching the "Healthcare" sector and Utes getting smashed (sold off) for over a month.
Very impressive ;-)
I will surmise it be more like a year or two, not a few days. There will be obvious things to watch such as the bail ins and confiscation of wealth including various assets that were once perceived to be liquid. And also we can't forget PMs.
Remember, it is government that makes the laws (rules) that enslave us. As long as they say debts must be paid in dollars, then have most people by the balls. Yea, you can barter for food and this and that, but you still have to play by the master's rules when paying taxes, paying utilities, paying your mortgage, etc.
Exactly, the value of the dollar has ALREADY been trashed over the last few decades given that the Fed's only response to every economic downturn was to ease interest rates and monetize some of the debt. With interest rates at ZERO, and the economy turning down there is no room to lower interest rates. Now that the day of reckoning approaches, its is debt that will collapse (rise in MARKET INTEREST RATES) and cash will be king. REmember debt is ephemeral while cash is real. It is only AFTER a debt collapse, that a political decision can be made to make all the defaulted debt whole. Hyperinflation would start at that point.
pool shark is an idiot.
The $eppo has been rising with risk assets now. The Euro has been rising when risk assets fall
Are you long the yen or euro?
HAHA
Fuck the Central banks and thier owned political cocksukers like the gran Queer Obama or Mr. Climate change cocksucker as the case my be..
Wait...didn't Bill Gross say to go to cash a few days ago..
Does cash arbitrarily mean US dollars ?
sniff snifff... I smell a bubble..
How much net cash do people and businesses really have after you subtract all the debt?
As the rally ends?
The rally is over
Period
I like ugly.
Psychological E-Valuation
We have once again reached the point in a country’s history where all the low-hanging fruit is gone and the majority has been bred to pick it, and therefore demands upon coercion and extortion that you follow suit, paying an increasing tax to be in the wrong place, at the wrong time, doing the wrong thing. And America is being depended upon to pull the rest of the nation/states, in the same ditch, out of the ditch, which ain’t gonna happen.
Economic development is a bottom up process; economic administration is a top down process, and all the administrators know is increasing efficiency, doing stupid, faster, expecting a better result, running over anyone in their path, judging, convicting and sentencing them for not being normal. Having worked all over North America, always beginning at the bottom and working to the top, I’m going to run through the critical path method.
If you have tried this method and it doesn’t work for you, than you are a butterfly, traveling with the wind. That’s my wife’s department. She can grow flowers in the deepest, hottest pit of hell, and be happy doing it. I would take the devil’s fork, stick it in his head, and do the same with the next devil.
Many are going to end up on welfare, collecting a public, private or non-profit corporate check, so we’ll start there. Do not enter the herd funnel, where the majority is paid to put each other in lines where they don’t belong, to maximize busy work. If you are a vet, disabled, whatever, start there. The lines on the coast are long; start inland and transfer later, identify all housing units taking your voucher, whatever, pick a place you want like, and ask the complex manager who you should call to get in the program, to get in the proper line to begin.
Some are still young and strong and haven’t had initiative beaten out of them, one step after another all the way down into the pit. Begin by doing lots of different things to get some sense of your God-given talent, until you have a sense of where you belong. Begin with the big picture and work your back to the details, to identify your critical path.
No matter where you go, no matter what you do, you are going to run into depravity, seeking your company in misery. The trick is to have stored capacity, passion, which means managing your distance at all times. Talk to everyone you can who does what you want to do, keeping in mind that most will be miserable, some direct and others with velvety exterior, to identify path patterns. Your path will be unique, because the empire employs all known paths as traps, for those who follow.
Most often, you are going to go through point C, to get from A to B, but every so often the critters are so busy arguing over nonsense that you can take the direct path. And sometimes you are going to go to C before beginning at A. I was at the Operating Engineers hall at 5:30am every week for a year and a half before the apprenticeship opened, having coffee with the agents. When I finally started, they immediately began training me to enforce contracts.
Once you have done your homework, know which university to attend, completed minimum prep, and are there, don’t expect to become great friends with your professors, who are all neck deep in political nonsense. The best they can do is give you a nod ahead here and there, but don’t expect it. Like anywhere else, if a professor befriends you, or vice versa, watch out. You are there for a reason. Don’t go to C on the way to A and end up at D, from which there is no return.
Life is not a popularity contest. If you want to be popular, get in line, cut ahead, and run out in front, telling the herd how smart it is all along the way. That’s politics, which is helpless when it comes to actually getting anything done, other than getting in the way, as a means of extortion. The real estate debacle, including public education, healthcare, immigration and first response in the process, is going to be epic.
You may not know this, but back in the day, in the country, doctors were paid to keep you healthy, instead of treating you for being sick in a positive feedback loop starting at birth. If you followed orders – eat well, exercise, etc., and got sick, you got a refund, from a basic payment made each year.
The Objective of life is not to get an A or a million dollars; that’s empire gravity. Life is about feeding, clothing and housing your family, while empire pays the majority to erect hurdles in your path, for which they are credited against debt assigned to you, as a means of extortion, which empire has been practicing for thousands of years. The first step is not to be a robot, not to believe. Choose the path of self-discipline, and any discipline metered out by empire will be a piece of cake.
Empire is like a rock in your shoe. Throw it out immediately, long before it disables you, with due process ensuring poverty, to protect patronage, producing make-work jobs to keep the robots busy. If you don’t look at rent/income and income/rent, you would think that work and training would be found in the same place, and you would be wrong.
Empire artificially increases the distance between demand and supply, until its demographics, finance and infrastructure implode, which is what you are looking at. You have a process of sub-processes, the only difference in which is the dress. Once you see that, the empire can’t fool you with the misdirection, and the more it tries, the faster it implodes, into a bitter harvest.
America is now dumber than the USSR.
oh what a bitter harvest it will be
She said about Italy : Its not a country its a sentiment.
What would she say about the USA ?
Its not a country is a double Macburger with loads of pickles and ketchup?
Thats the funny side fo life.
"America is now dumber than the USSR."
that's all you had to say...
70% of the rest of it was gobledeygook
I saved your remarks in a special folder, where I collect well-though through sentiments and gave it this title:
"Don't become a cog in the wheel."
Everyone has to adopt a special method for family survival which meshes with his/her talents.
My parents were the products of the depression and taught me to fear and have no debt.
I have always had an anti-establishment bent - was the Indian in Cowboys and Indians, which helped me in Vietnam to understand the underdog perspective and the guerrilla mentality.
I survived Vietnam and survived the chicanery of American Government. I became an independent businessman and made good. But not everyone can work for themselves.
My goal was always to operate under the radar screen and carve out a niche, where I could make good money providing special services for rich people. Poor people and rich people have many of the same problems. It just made cents to me to help out the rich folks because they had the ability to pay very good money for immediate and effective service. No, I was not a hit man.
One of my clients was a self-made man, owning multiple businesses in Germany. He told me once: Die Amerikaner sind ein gang dummes Volk (American people are really stupid). He was right. Kindly, he never included me in this lot.
When the Reserve Currency privilege dies, we will see how clever we Americans really are and what happens when you have to pay real value in Gold and Silver for everything you need. I may be dead by then. But, my grandchildren will inherit my stash.
You'll be around. Trust me...
He takes his nice new 9mm semi auto and loads 3 hollow points and slides the magazine in until it clicks.
He pulls the slide back until chambered. He repeats "God is great, the martyrs are virtuous." and places the end of the gun in his mouth at an acute 73 degree upward angle.
"God is great, the martyrs are virtuous." one more time before he pulls the trigger 3 times.
There are options for you young disenfranchised college students. Remember, he pulls the trigger 3 times.
Japan and healthcares get a Thin Mint!
Wafer-thin?
Why would long VIX crash?
Hyperinflation.
eventually - but in the shorter term, isn't deflation more likely?
Yeah highly likely VIX climbs. If Yellen said they were doing QE4 the VIX would likely fall. Only scenario.
I'm holding Cash. GOLD and Silver. Go ahead Mr. Yellen. Make a move. Any move. Just make a move NOW you corrupt POS.
Nobody, but Nobody, would think "OBAMACARE" will fail!
hoping it will CRASH...if you don't want it shouldn't have to pay for it
Don't make fun of Obamacare. My daughters premium only doubled this year when it could've tripled. True story.
Don't forget...
....IT HASN'T EVEN BEEN FULLY IMPLEMENTED YET!
Wait until you find out that the shitty plan that you have is "gold plated." And you get to pay a 40% surcharge.
shiny on the outside
finest Tungsten in the inside
And Congress exempted themselves and their minions. The unmitigated gall of these pieces of shit. They don't even bother to hide it anymore. THAT'S how stupid Americans are!
Obamacare. A turd rolled in glitter.
They didn't really even bother with the glitter. Nor the lube.
Obama. A turd rolled in glitter.
CERN?
WELL WHAT THE FUCK IS THE FUCKING HEALTCHARE SECTOR ETF???
IHF
In the short term, I'm long U.S. Military Industrial complex and short Yuan, Yen and Euro.
For the long term, I'm short U.S. Real Estate and long on nuclear resistant bunkers inside Cheyenne Mountain with pasty white, fat, limp dick, psychotic gay military men.
Call me Strange.
Love Alexa
Gold in 2009... no problem there
If you can hold your breath long enough, ANY day in the past *fizzical* gold was a good buy (to hold).
All of you pussies here, including the REAL pussies, should PUT UP or SHUT THE FUCK UP! What I mean is that IF we want true CHANGE, this is HOW IT IS DONE: 1) DO NOT PAY INCOME TAXES. 2) REPEAT NUMBER ONE for State and FED. 3) Repeat 1 & 2 and submit your tax forms but DO NOT PAY the tax. IN THEIR FACES, right? 4) DO NOT pay for License fees, and I mean ANY OF THEM: DRIVER's, LICENSE, etc. DRY UP THE INCOME STREAM. Many might say, "wait a minute, they will simply take the money. THEY ARE GONNA ANYWAY.
so... gold is a crowded trade... and prices are down... miners are down....
ISN'T THAT PROOF OF MANUPULATION????
PHYSICAL IS ALSO RED HOT!!