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


To: TobagoJack who wrote (189778)7/11/2022 9:04:10 PM
From: carranza2  Respond to of 217548
 
Super-interesting.

Super-convincing.

Especially since Howell’s views comports to reality, mostly the substantial decrease in liquidity and the concomitant rise of the dollar.

His comments re: the yen are very interesting. A near-crash but unnoticed. A staged shake of the China tree.

I agree with his comments regarding USTs as the safe haven trade. A strong USD implies a beating for gold which, of course, we’ve witnessed.

If the USD continues its rise, there will be a lot of global pain. His reference to Yellen’s speech shows how macro and politics mix: if you are our friend, you will get your USD. If not, no USD for you, but you are in a world of pain. Strong armed, in your face, geopolitics. The perfidious Albion business model.

I had not heard of Howell before. I’m impressed.

Listening to Pal. He’s too certain of himself, in my view, though both agree re: recession. I think Howell has nailed it.