hello twmoore,
re <<Don't you think that it is about time to stop any discussion about Trump.
This has nothing to do with your intended purpose of Strategies and Market trends and is ruining this thread.>>
(1) i think a few items
(1-i) trump is amusing
(1-ii) folks are marking time until something more amusing than trump comes along
(1-iii) the pro- and anti-trump folks are also amusing
(2) i engaged w/ a Martin Armstrong event this saturday and sunday and just returned home
(2-i) trump was featured in the script, but had it not been trump would have been another, making no difference to the script
(2-ii) the script is in alignment w/ this thread in some important ways
- 2018-2026 to teotwawki
- 2032 darkest interregnum
(2-iii) the armstrong script noted some specific items to watch & brief
- bear-trap 2018-2019 in this most-hated bull market, after 97 months of rise and rise-more
- trump is a sign that folks are fed up w/ government as we know it
- macron and (likely) angela re-elections says europe not yet fed up but shall next time around
- loss of confidence on government and government paper in europe first
- usd to rise and rise, irrespective of what trump / pence may or may not do, even as team usa would prefer to abdicate usd reserve currency status for lots of good reasons
- private assets, squeeze by global geographic and bond-to-stock asset-class fund flows, shall rise and rise, stocks, real estate, whatever
- gold to rise and rise, but only when confidence breaks, and confidence shall break hard
(2-iv) financial capital shall shift once usd breaks, from nyc to shanghai
(2-v) hkd-usd peg shall break once the peg introduces deflation to hong kong by way of usd rise
(3) stayed at the hotel to absorb the full atmosphere, even though i am from this town - i just wanted to be infused in macro for the weekend, to partake in the camaraderie, and to enjoy the restaurant
doom & gloom galore
the faithful, from all over the world, gathered to pay respect to the grand master forecaster
good enough overarching tag lines, followed by details, path to teotwawki, and ways to d.k.
nobu restaurant was part of the hotel complex, featuring simple ingredients loaded w/ complexity
scallop dish was super
salmon was duper
cod was fine
wagyu was beautiful
white asparagus better than fine; truffles go well w/ teotwawki
did not know gold was going to be part of the dessert, but did not let it go to waste, arsenic and all;
chocolate goes well w/ darkest interregnum
what do you think, macro enough :0) |
