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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: ggersh who wrote (182561)	1/12/2022 9:23:55 AM
From: TobagoJack	Read Replies (1) \| Respond to of 218030

Must follow the moolah, i guess In the meantime the FED has achieve job-well-done by reaching and overtaking target Inflation in China, under communism, results in infrastructure, not all necessary, maybe, but all employ people, assuredly Inflation by the FED, under capitalism, results in … [fill in blank] bloomberg.com U.S. Inflation Hits 39-Year High of 7%, Sets Stage for Fed Hike Reade Pickert January 12, 2022, 10:04 PM GMT+8 U.S. consumer prices soared last year by the most in nearly four decades, illustrating red-hot inflation that sets the stage for the start of Federal Reserve interest-rate hikes as soon as March. The consumer price index climbed 7% in 2021, the largest 12-month gain since June 1982, according to Labor Department data released Wednesday. The widely followed inflation gauge rose 0.5% from November, exceeding forecasts. Hottest in DecadesU.S. headline inflation jumped in December by the most since 1982 Source: Bureau of Labor Statistics, Bloomberg survey Excluding the volatile food and energy components, so-called core prices accelerated from a month earlier, rising by a larger-than-forecast 0.6%. The measure jumped 5.5% from a year earlier, the biggest advance since 1991. Follow the reaction in real time here on Bloomberg’s TOPLive blog The increase in the CPI was led by higher prices for shelter and used vehicles. Food costs also contributed. Energy prices, which were a key driver of inflation through most of 2021, fell last month. The data bolster expectations that the Fed will begin raising interest rates in March, a sharp policy adjustment from the timeline projected just a few months ago. High inflation has proven more stubborn and widespread than the central bank predicted amid unprecedented demand for goods along with capacity constraints related to the supply of both labor and materials. Meanwhile, the unemployment rate has now fallen below 4%. Against this evolving backdrop, some Fed policy makers have said that it could be appropriate to begin shrinking the central bank’s balance sheet soon after raising rates. Market ReactionMarket expectations for Fed tightening expected in March and 2022 as a whole were largely unchanged after the report. Yields on 10-year Treasuries fluctuated while S&P 500 futures maintained gains and the dollar extended its decline on the day. “In terms of where the Fed is on their dual mandate -- inflation and the labor market -- they’re basically there,” Michael Gapen, chief U.S. economist at Barclays Plc, said on Bloomberg Television. “I don’t really think anything stops them going in March except one of these kind of outlier events. I think they’re ready.” The energy index declined 0.4% from November, the first monthly decline since April as gasoline prices slid. Food inflation climbed 0.5%, a slight deceleration from the previous month due to falling costs for meats. “What we have now is a mismatch between demand and supply. We have very strong demand in areas where supply is constrained, particularly around goods, particularly around things like cars,” Fed Chair Jerome Powell told the Senate Banking Committee on Tuesday. What's driving the global economyThe New Economy Daily dives into what the changing landscape means for policy makers, investors and you. Sign up to this newsletter Desperate to fill open positions, businesses are increasing pay to attract and retain workers, particularly at the lower end. But rising prices are eroding those wage advances. Inflation-adjusted average hourly earnings dropped 2.4% in December from a year earlier, the biggest drop since May, separate data showed Wednesday. However, compared with a month earlier, they rose 0.1%, the first gain in three months. Shelter costs -- which are considered to be a more structural component of the CPI and make up about a third of the overall index -- rose 0.4% from the prior month. Other gauges of home prices and rents have surged last year, likely presaging a sharp acceleration in the report’s housing metrics this year and offering an enduring tailwind to inflation. Omicron -- the dominant Covid-19 variant in the U.S. -- is poised to further disrupt already fragile supply chains as quarantines and illness prevent some employees from going to work. Spending on services like travel may slow, pushing down prices, but goods prices may move higher. Read more: Trucking Trade Group Warns of Continued Shortages, Bottlenecks Nonetheless, the impact is expected to be temporary. While economists expect CPI growth to moderate to around 3% over the course of 2022, higher rents, robust wage growth, subsequent waves of Covid-19 and lingering supply constraints all pose upside risks to the inflation outlook. The inflation environment changed markedly in 2021 compared with the prior year when a pandemic-related slowdown in demand led to the smallest calendar-year gain in the CPI since 2015. — With assistance by Kristy Scheuble, Olivia Rockeman, Cecile Daurat, Liz McCormick, Sophie Caronello, and Christopher Condon (Adds graphic) Before it's here, it's on the Bloomberg Terminal. LEARN MORE Sent from my iPad

To: ggersh who wrote (182561)	4/21/2022 9:03:11 PM
From: TobagoJack	Read Replies (1) \| Respond to of 218030

Yes, I peruse Dalio, but not religiously as I superstitiously follow Armstrong, for he, Dalio, right or wrong, has a point of view that deserves attention I just happen to love superstition :0) As far as predicting NWO goes, so far, 2026 / 2032 remains my discernment of the window, based on nothing more than the flipping of GDP between Teams China and USA, per KISS (keep it simple stupid or smart) protocol and TINA (there is no alternative) script Dalio does have discipline and cannot be cancelled like 'they' are trying to do w/ China China China but not doing too well, and wiped out like the same 'they' are putting on against Russia Russia Russia but so far without much success, because Dalio does gold, that which is not really an investment but a currency that happens to be the best currency, albeit to make the currency yield we have to do calls and puts around, on top and below the hoard The issue with 'they' is that whilst 'they' do tee up a bunch of names of nation states as common believers, such in the greater scheme are just villages occupying a lot of geographic territory soon to be overrun with less compatible refugees. The democratic 'contra-they' with the numbers are silenced as best can by MSM, but, alas, is where the markets and future markets be, and the contra-they buy BRI as opposed to BBB It all seems, but I might have a mistaken impression by cursory survey of the state of is as we barrel in on 2026 / 2032, now within sight of TeoTwawKi and can get some hint w/r to Darkest Interregnum. Whilst I remain agnostic, I also wait to see the scoring of the French election this weekend. Brace brace seekingalpha.com Billionaire Investor Ray Dalio Predicts A New World Order: Our Top Pick Samuel Smith Kimberly White/Getty Images Entertainment Ray Dalio - head of the world's largest hedge fund - recently predicted that a new world order is coming. Along with predicting increasing confrontation and even conflict between the existing dominant power (the United States) and the rising great power (Communist China), his analysis concludes that we are in a period where burdensome sovereign debt, massive money printing, and large wealth gaps will likely become further exacerbated. In this article, we will discuss our top investment theme for profiting from this trend - Infrastructure ( IFRA) - as well as our top pick in the sector at the moment. Why Infrastructure Stocks Are Poised To Outperform In The New World OrderThe bull case for infrastructure in the "new world order" that Ray Dalio speaks of really boils down to five things: 1. Negative real interest rates are likely to persist for the foreseeable futureIn a macroeconomic setting with high inflation and negative real interest rates, Bonds ( BND) are particularly poor investments because the purchasing power of the principal and fixed coupon interest payments deteriorates. Meanwhile, large index funds - which have been so popular and have done so well over the past decade - like the SPDR S&P 500 Trust ETF ( SPY) and the Vanguard S&P 500 ETF ( VOO) are also unlikely to thrive in the current environment as inflation hurts many of the index's constituents and the historically-high valuation of the S&P 500 has set it up to suffer with any increase in nominal interest rates. In contrast, infrastructure benefits from negative real interest rates because rising inflation increases its replacement cost. This, in turn, increases the competitive positioning of existing infrastructure assets. Negative real interest rates add a further tailwind to real assets by incentivizing investment as they mean that real asset investors are essentially being paid to borrow money (since the rate of replacement cost increase is greater than the prevailing interest rate in such an environment) and the higher yields offered by real assets relative to interest rates motivates income investors to allocate their capital to the sector. As a result of these factors, we are seeing a tidal wave of capital pouring into infrastructure investments as evidenced by the enormous fundraising momentum seen in alternative asset managers like Brookfield Asset Management ( BAM), Blackstone ( BX), KKR ( KKR), and Carlyle ( CG), and we expect infrastructure assets to see strong appreciation in the years to come. 2. Heavy sovereign debt and a desire to combat inflation will push governments to privatize more infrastructureAs Ray Dalio's vision for a new world order prescribes, burdensome sovereign debt is forcing governments to ramp up the printing presses to meet ballooning obligations. However, this move is now being curtailed as the highest inflation levels in four decades are being experienced in the U.S. economy. Forced to find other ways to handle budget deficits and a massive debt burden beyond printing trillions of dollars, it is quite possible that governments will increasingly sell off infrastructure assets to large private institutional investors to raise funds. 3. The enormous wealth gap and growing geopolitical competition will pressure governments and companies to prioritize addressing the massive infrastructure deficitWith rising power China making massive infrastructure investments both in its domestic economy as well as internationally via its "Belt and Road" initiative, the U.S. and its allies are facing pressures to modernize and upgrade their own infrastructure capabilities as well as pursue more of an infrastructure-focused foreign policy as well. This shift in focus is already being seen through the massive infrastructure bill that just passed the U.S. Congress with bipartisan support this past year. The opportunity to "buy" support from developing economies in competition with China is also rich. Recent research suggests that there is a massive shortfall of essential infrastructure in developing countries, a problem that recent health emergencies like the Ebola virus outbreak in West Africa and of course the global COVID-19 outbreak have exacerbated. By leveraging its superior resources and know-how, both the Chinese and Western governments will likely increasingly invest in developing countries across Africa, Latin America, and Asia to improve their quality of life in exchange for geopolitical support. On top of the geopolitical component is the simple fact that the yawning wealth gap in the United States and the growing popularity of socialist politicians put a stronger incentive on corporations and politicians to provide better public infrastructure and services in order to improve the general standard of living. Both of these factors should provide a major growth catalyst to global infrastructure companies by opening up a vast runway for growth projects. 4. Inflationary pressures and geopolitical rivalry will incentivize heavy investment in the fourth industrial revolutionFinally, Communist China and the United States are locked in an extremely competitive and intense technology competition, particularly in the areas of artificial intelligence, data analytics, and other fourth industrial revolution technologies that will result in "smart" cities consisting of smart factories, buildings, transportation systems, and other technologically advanced infrastructure. However, for companies and government organizations to truly harness these technologies, significant infrastructure investments will be needed to facilitate the flow of data and electricity. This all bodes very well for continued explosive growth for innovative property and infrastructure technology companies like Trimble ( TRMB) and Matterport ( MTTR) as well as large telecommunications giants like American Tower ( AMT) and AT&T ( T), as they stand to benefit from the digitization of real assets. Our Top "New World Order" PickIn addition to the aforementioned blue-chip alternative asset managers and some of the 4th Industrial Revolution stocks, we think that Latin American-focused alternative asset manager Patria Investments ( PAX) is particularly compelling. PAX offers an attractive dividend yield that is over 5% on a trailing twelve-month basis, trades at a steep discount to its blue-chip global peers and has a debt-free balance sheet with a lot of cash. Furthermore, its growth potential is phenomenal. It is rapidly capturing market space in the severely underpenetrated Latin American alternative investment space via acquisitions and organic growth in its businesses and has ambitious plans to continue growing at a rapid pace for many years to come as it strives to become the "Blackstone" of Latin America. It already possesses a leading local position in the space, a competitive advantage that it plans to leverage to further consolidate the space and grow its positioning even more. We think that PAX will experience outsized growth as the combination of macroeconomic factors and growing developing economy geopolitical competition in the "new world order" of which Ray Dalio speaks is tailor-made for PAX. We recently interviewed the company and had our investment thesis strengthened considerably; in fact, we believe that it could very well be a multi-bagger several times over in the coming 5-10 years all while paying out a very attractive dividend yield. Investor TakeawayGiven Ray Dalio's prediction that we are headed for a "new world order" in which we will see a yawning wealth gap, runaway inflation, and soaring geopolitical tensions with China, investing in developing market infrastructure is one of the most attractive opportunities at the moment. By investing in companies like PAX at High Yield Investor, we combine attractive current income yields with the potential for substantial long-term returns and, ultimately, market outperformance.