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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (432)	8/13/2017 5:02:59 AM
From: elmatador	2 Recommendations Recommended By ggersh John Pitera Read Replies (1) \| Respond to of 13775

some very exciting times in the next 90 days. that we are going to get a 25% correction It is worth keep an eye on big Tech as the psychological trigger will not be major geopolitical events in places such as: N. Korea action, Qatar semi-blockade or Venezuela interference. These seem to be diversionary tactics for infotainment consumption I believe psychological trigger will be Tech. I do not believe in Midas touch, but look closely: there have been a lot of money going to hands of a few Midas in the Tech sector.

To: John Pitera who wrote (432)	8/19/2017 3:06:35 AM
From: elmatador	2 Recommendations Recommended By ggersh Joseph Silent Respond to of 13775

Is it savings surplus or massive balance sheet expansion of the world’s three major central banks that is driving capital misallocation in a global scale? In the US it caused capital to move to high tech and inflated assets. Result: Cash Burn. Cash is being burned in a gigantic scale on the tech sector: Netflix, Tesla Uber you name it. In China, the savings surplus tried to move out but the government have stepped in to avoid foreign exchange drain that alarmed the Chinese when it drained 1 trillion dollars. China is now misallocating capital in a selective manner: Only for government sanctioned projects. One Road One Belt is one of them. Now look to the correlation below between cash burning machine Amazon and 3 major Central Banks expansions: https://dailyreckoning.com/trump-takes-giant/

To: John Pitera who wrote (432)	8/21/2017 2:12:51 PM
From: elmatador	2 Recommendations Recommended By John Pitera Joseph Silent Respond to of 13775

Crypto-Currency speculation Asset bubbles are not necessarily damaging. If stocks shoot up and shoot down again, people may have lost money they only ever held on paper. The critical question is the level of debt. If collapsing bubbles inflict losses on indebted investors, or if cheap credit leads to excessive speculation, disaster can result. In 2009, everyone expected a decade of deleveraging. It has not happened. In a number of markets, there are signs of debt-funded speculation, and of over-indebtedness. ft.com The central concern continues to be interest rates. Exiting the crisis, most expected inflation, with higher interest rates in its wake. Instead, deflationary psychology took hold. There is no speculative excitement over bonds, but many still say that European bonds are in a bubble. As the US subprime crisis gave way to the eurozone crisis, and central banks bought more bonds, yields on the main European economies’ bonds went negative. In effect, investors paid governments to look after their money.