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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 375.93-1.8%Nov 14 4:00 PM EST

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To: TobagoJack who wrote (143468)9/23/2018 11:22:31 AM
From: Haim R. Branisteanu  Read Replies (1) of 217792
 
Hello TJ, from my post on LinkedIn at linkedin.com

About a month ago or more I posted that the US economy is facing a long-anticipated recession hashtag#anticipation At the time there was not sufficient economic data for confirmation. But the telltale signs where quite obvious mostly in the NYC real estate market. As I wrote: "Case -Shiller data show further easing in US home price growth a development which is eerily similar to the 2005/6 period. Real estate markets are not financial markets, the slowdown develops over time. It takes 1 to 2 years for investors to run for the exits and then to hit bottom". Since those remarks where posted, a topping process in the US economy ensued and is vividly described in this Bloomberg article lnkd.in related to the NYC real estate market. The inevitable recession was delayed by manipulating the world economy with the US imposing various tariffs under all kind of excuses on imported goods and by this raising US inflation which will work out its supply chain slowly to the consumer and forcing the FED hand in raising interest rates later this month. See also my comment to this post hashtag#realestate hashtag#economics hashtag#interestrates hashtag#financialmarkets hashtag#tops hashtag#bloomberg

The decision of setting new tariffs on imported goods for one or another reason will only increase the inflation which will slowly work itself to the consumer level and force the hand of the FED for at least another rate hike, if not more. The lack of free markets will shield the non-competitive US manufacturers from outside efficient competitive manufacturing entities and hold for a while the full employment. The Us financial markets already "got wind" of the anticipated trouble the USD will slowly depreciate bring in the US economy in a vicious cycle of more inflation and economic stagnation ending in recession, whereby the middle class will be mostly hit in their pocketbook and their assets depreciating in value. One should remember that trees do not grow to the sky and "Financial History does not repeat itself but it always rhymes" for comparison even that I do not expect such a drastic downturn read my 13 old analysis at this link lnkd.in and also my old lectures to MBA students at slideshare.net
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