investmentwatchblog--2020-11-04--Talk about a landslide

Talk about a landslide

Well that wasn ’ t exactly the landslide we were promised .
Obviously there are a lot of unknowns right now .
But regardless of who ends up being declared ( or ruled ) the winner , there are a few things you can count on : The nation will remain divided .
About 50 % of the voting population will be even angrier than before .
Conflict will likely escalate , along with peaceful protests .
Governments at various levels , including state and local , will continue to take on dangerous quantities of debt and make financial decisions @ @ @ @ @ @ @ .
Raging mobs , whether in the streets or on Twitter , will continue to advocate taking what you have earned , and forcing you to abide by their absurd restrictions on thoughtcrime .
These issues weren ’ t literally on the ballot .
But that doesn ’ t mean you can ’ t have a landslide victory all on your own .
As I wrote yesterday , every step you take in crafting a Plan B is a vote for yourself .
And with enough votes for yourself , there is no @ @ @ @ @ @ @ regardless of what happens in the world .
Plan B ’ s are different for everyone because we are all in unique situations , and we assess the threats to our livelihoods and families differently .
Do you live in an urban area , and need to escape riots and strict lockdowns ?
Or are you looking to protect yourself against the rise of antifa and Socialism in your country ?
Well , if you feel the pressure to find a backup plan for a place to live , you have lots of @ @ @ @ @ @ @ to the countryside , or going across state borders , or leaving the country entirely .
For some , having a second home in the woods is sufficient protection .
Others will want a second citizenship across an ocean .
And through each door , you will find other doors .
For example– you can gain second citizenship in a number of ways , from ancestry , naturalization , investment , even marriage or adoption .
When it comes to economic fears , there is also a range of Plan B solutions .
@ @ @ @ @ @ @ destructive if you own gold and silver ; it might even increase your wealth .
But even then , you have more options– if your home is in the path of peaceful protesters , you may want to consider storing precious metals at a private , secure facility overseas .
This also gives you yet more available choices , like borrowing against your precious metals using a peer-to-peer lending system which can give you liquidity when you need it .
And then there are countless other ways to store value outside of money– @ @ @ @ @ @ @ .
Some people may be concerned about feeding their family if supply chains slow down .
We already saw a preview earlier this year as many food processors had to close down due to Covid .
In this case , productive land where you can grow food might be attractive .
Land can also be an excellent store of value , or an income generator .
Other people might be concerned about rising tax rates , especially at the state and local level .
But when it comes to lowering your taxes ( @ @ @ @ @ @ @ , yet again there are branching paths of opportunities .
Unwilling to uproot and move ?
You could still benefit from a solo 401 ( k ) .
That structure also protects you against problems with Social Security , which now looks like its key trust funds will run out of money in 2029 .
Do you have large capital gains ?
It ’ s not too late to take advantage of Opportunity Zones .
Ready to pack your bags and seek greener pastures ?
Consider Puerto Rico , where you can lower @ @ @ @ @ @ @ .
Or move to a foreign country and earn your first $ 107,600 tax-free through the Foreign Earned Income Exclusion .
Double that amount if you are married , plus add tens of thousands of dollars more for housing benefits .
The possibilities are endless .
And again , many of these tactics may just be plans , i.e .
you might not actually need to move… but have everything ready in case you ever pull the trigger .
The more of these Plan B items you check off your list , the @ @ @ @ @ @ @ all you have to do is start .
Just take the first step .
If you ’ re in line for citizenship through ancestry , make an appointment at the nearest consulate .
That ’ s a vote for yourself .
Buy a few ounces of gold or silver , and there ’ s another vote .
Begin your compost pile , plant a fruit tree , or start to learn a second language .
Each of those is a vote for yourself .
You may be shocked to find that the next @ @ @ @ @ @ @ the least because you ’ ve already achieved a landslide victory for yourself .
You ’ ve created a rock solid Plan B , taken your power back , and are prepared for whatever comes your way .
All it takes is one vote at a time .

by Simon Black
Well that wasn’t exactly the landslide we were promised.
Obviously there are a lot of unknowns right now. But regardless of who ends up being declared (or ruled) the winner, there are a few things you can count on:
The nation will remain divided. About 50% of the voting population will be even angrier than before. Conflict will likely escalate, along with peaceful protests.
Governments at various levels, including state and local, will continue to take on dangerous quantities of debt and make financial decisions that are incredibly costly over the long-term.
Raging mobs, whether in the streets or on Twitter, will continue to advocate taking what you have earned, and forcing you to abide by their absurd restrictions on thoughtcrime.
These issues weren’t literally on the ballot. But that doesn’t mean you can’t have a landslide victory all on your own.
As I wrote yesterday, every step you take in crafting a Plan B is a vote for yourself. And with enough votes for yourself, there is no way you can’t win, regardless of what happens in the world.
Plan B’s are different for everyone because we are all in unique situations, and we assess the threats to our livelihoods and families differently.
Do you live in an urban area, and need to escape riots and strict lockdowns?
Or are you looking to protect yourself against the rise of antifa and Socialism in your country?
Well, if you feel the pressure to find a backup plan for a place to live, you have lots of options.
This could range from moving to the countryside, or going across state borders, or leaving the country entirely.
For some, having a second home in the woods is sufficient protection. Others will want a second citizenship across an ocean.
And through each door, you will find other doors. For example– you can gain second citizenship in a number of ways, from ancestry, naturalization, investment, even marriage or adoption.
When it comes to economic fears, there is also a range of Plan B solutions.
Inflation is going to be much less destructive if you own gold and silver; it might even increase your wealth.
But even then, you have more options– if your home is in the path of peaceful protesters, you may want to consider storing precious metals at a private, secure facility overseas.
We are primarily funded by readers. Please subscribe and donate to support us!
This also gives you yet more available choices, like borrowing against your precious metals using a peer-to-peer lending system which can give you liquidity when you need it.
And then there are countless other ways to store value outside of money– art, collectibles, even vintage firearms.
Some people may be concerned about feeding their family if supply chains slow down. We already saw a preview earlier this year as many food processors had to close down due to Covid.
(And the CEO of the largest pork producer in the US warned there may be meat shortages as a result of Covid.)
In this case, productive land where you can grow food might be attractive. Land can also be an excellent store of value, or an income generator.
Other people might be concerned about rising tax rates, especially at the state and local level.
But when it comes to lowering your taxes (or protecting yourself against higher taxes), yet again there are branching paths of opportunities.
Unwilling to uproot and move? You could still benefit from a solo 401(k). That structure also protects you against problems with Social Security, which now looks like its key trust funds will run out of money in 2029.
Do you have large capital gains? It’s not too late to take advantage of Opportunity Zones.
Ready to pack your bags and seek greener pastures? Consider Puerto Rico, where you can lower your tax bill to just 4%.
Or move to a foreign country and earn your first $107,600 tax-free through the Foreign Earned Income Exclusion. Double that amount if you are married, plus add tens of thousands of dollars more for housing benefits.
The possibilities are endless. And again, many of these tactics may just be plans, i.e. you might not actually need to move… but have everything ready in case you ever pull the trigger.
The more of these Plan B items you check off your list, the more secure you will feel. And all you have to do is start. Just take the first step.
If you’re in line for citizenship through ancestry, make an appointment at the nearest consulate. That’s a vote for yourself.
Buy a few ounces of gold or silver, and there’s another vote. Begin your compost pile, plant a fruit tree, or start to learn a second language.
Each of those is a vote for yourself.
You may be shocked to find that the next election won’t worry you in the least because you’ve already achieved a landslide victory for yourself.
You’ve created a rock solid Plan B, taken your power back, and are prepared for whatever comes your way. All it takes is one vote at a time.


investmentwatchblog--2020-11-04--Chaos! Mystery Votes Cast Doubt On US Election

by Daniel McAdams and Ron Paul of Ron Paul Liberty Report The introduction and legalization of “ ballot harvesting , @ @ @ @ @ and submit boxes of ballots without proof of identity , has thrown a huge monkey @ @ @ @ @ s presidential vote tally .
States are wavering wildly as hundreds of thousands of votes @ @ @ @ @ Hillary Clinton ’ s former lawyer is behind the mass legalization of this questionable process @ @ @ @ @ run election in US history ?

by Daniel McAdams and Ron Paul of Ron Paul Liberty Report
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The introduction and legalization of “ballot harvesting,” where operatives can collect and submit boxes of ballots without proof of identity, has thrown a huge monkey wrench into last night’s presidential vote tally. States are wavering wildly as hundreds of thousands of votes are suddenly “discovered.” Hillary Clinton’s former lawyer is behind the mass legalization of this questionable process. Is this the worst run election in US history?


investmentwatchblog--2020-11-04--Judicial Watch finds 1.8 million ‘ghost voters’ in 29 states, warns of ‘dirty elections’

352 U.S. counties in 29 states managed to have 1.8 million more registered voters than eligible voting-age citizens .

Judicial Watch finds 1.8 million ‘ghost voters’ in 29 states, warns of ‘dirty elections’
amp.washingtontimes.com/news/2020/oct/20/judicial-watch-finds-18-million-ghost-voters-in-29/?__twitter_impression=true
352 U.S. counties in 29 states managed to have 1.8 million more registered voters than eligible voting-age citizens.
We are primarily funded by readers. Please subscribe and donate to support us!
352 U.S. counties in 29 states managed to have 1.8 million more registered voters than eligible voting-age citizens. t.co/cfl6tEXr0U — UKIP Supporters (@UKIPSupporters) November 4, 2020
h/t QuantumLove


investmentwatchblog--2020-11-04--Ready For Trump To Push The Big Red Release Button?

Great and Wonderful Day after the election Folks , Gold is recovering from the China open , when the prices were clobbered down $ 28.60 to $ 1,881.80 and is now trading at $ 1,904.10 , down $ 6.30 with the high at $ 1,917.90 .
Silver was taken all the way down to $ 23.26 ( down $ 1.069 ) before its recovery with its trade at $ 24.025 , down 30.9 cents with the high way up at $ 24.62 .
The US Dollar ain ’ t budging at all , as if our election no longer matters @ @ @ @ @ @ @ down 2 points after it rallied up to 94.33 with the low at 93.415 .
Of course , all this happened already before 5 am pst , the Comex open , the London close , and after the vote counters stopped counting when they got the outcome they wanted .
If it ’ s a true statement , and these counters virtually stopped once they got their assigned outcome , there should be enough evidence to come out , and presented to the Supreme Court .
In Venezuela , Gold is now getting @ @ @ @ @ @ @ the last quote at 19,017.20 with Silver losing 3.096 Bolivar with the last price at 239.950 .
Argentina ’ s price for Gold is still gaining more Peso ’ s with the last trade at 150,215.42 , up 597.58 A-Peso ’ s with Silver ’ s price at 1,894.51 , a loss of 20.25 A-Peso ’ s .
The Turkish Lira ’ s price for Gold is now at 16,057.03 showing a 159.33 T-Lira pullback with Silver ’ s last trade at 202.523 , a 5.02 T-Lira loss .
November Silver ’ s @ @ @ @ @ @ @ for contracts waiting for receipts and with a Volume of 15 already up on the board with a trading range between $ 24.005 and $ 23.68 with the last buy at $ 24 , a loss of 30.5 cents so far today .
Yesterday ’ s activity was something else .
We had a Volume of 108 up on the board with no price , then the outcast came in and bought a single contract with the buy price at $ 24.16 , a gain of 15.4 cents , yet the papers closed @ @ @ @ @ @ @ a gain of 29.9 cents at the Comex close , which in turn , raised the Delivery demands by 61 contracts .
As the physical demands climb , the Overall Open Interest continued dropping with 742 contracts leaving 153,577 shorts to go against the physicals .
November Gold ’ s Delivery Demands now shows a count of 964 fully paid for contracts waiting for receipts and with a Volume of 11 already up on the board with a trading range between $ 1,901.30 and $ 1,885.30 with the last swap at $ 1,886.30 @ @ @ @ @ @ @ s delivery activity happened with the first 711 swaps getting special treatment with that 10-cent trading range between $ 1,891.60 and $ 1,891.50 , then the last single lot trade came in at $ 1,905.70 , a gain of $ 15.30 making the swap count 712 with the Comex Calculated Close made at $ 1,908.50 , a gain of $ 18.10 .
Mr. Resolutes spread purchase into the physicals caused the demand count to increase by 613 as we wait for that last bar to leave .
With that jump in demand the @ @ @ @ @ @ @ to add liquidity into the markets or Gold would have gone much higher , bringing this morning ’ s total to 546,113 in Open Interest .
I am not happy with what I witnessed these past few weeks .
Now our media services with big tech are starting to shutter more Conservative voices with James Woods example “ Meanwhile Twitter blocks me for saying ballot harvesting is a threat to democracy , but this is okay ?
” with Kathy Griffin holding Trumps head being ok and considered free speech .
I expect @ @ @ @ @ @ @ in regards to the way this election was counted , I wonder if a certain party has the most fraud in count ?
Trump Blasted this vote-count delay as a “ fraud on the American public ” .
We ’ ve never seen ballot counters stop counting before , and we have seen many ballots found in ditches that all happen to be Trump votes .
If Biden truly won , then so be it .
That may mean all of Hunter Biden ’ s sexual exploits and the money laundering trails are @ @ @ @ @ @ @ it ?
Trump has that Big Red Release Button and he ’ s used it a few times to expose the fraudsters pretending to be employees of our government .
I can see the future Biden team now ; Lolita Express Member Larry Summers will be head of the Federal Reserve .
Clapper , Comey , Brennan , Mueller , et al , will be reinstated to go ahead and do what they did in the past .
Maybe I should brush up on Mandarin .
What I gathered over the past few @ @ @ @ @ @ @ , far more people gathered than at any other time for any other politician .
The crowds were as big as those of the rock stars of the 70 ’ s and 80 ’ s , and we ’ re supposed to believe this stopped counting count ?
Will Team Trump release more Hunter Biden evidence , like who in China took those videos or how was the money laundered , and who is paying for Antifa ’ s armor ?
Keep the faith , and hold on fast and tight to your @ @ @ @ @ @ @ a time , but then , BOOM , someone releases it , in Big Red Button Style… As Always … More J.Johnson content is available with purchase of a JSMineset subscription .

by J. Johnson via JS Mineset
Great and Wonderful Day after the election Folks,
Gold is recovering from the China open, when the prices were clobbered down $28.60 to $1,881.80 and is now trading at $1,904.10, down $6.30 with the high at $1,917.90. Silver was taken all the way down to $23.26 (down $1.069) before its recovery with its trade at $24.025, down 30.9 cents with the high way up at $24.62. The US Dollar ain’t budging at all, as if our election no longer matters, with the trade at 93.54, down 2 points after it rallied up to 94.33 with the low at 93.415. Of course, all this happened already before 5 am pst, the Comex open, the London close, and after the vote counters stopped counting when they got the outcome they wanted. If it’s a true statement, and these counters virtually stopped once they got their assigned outcome, there should be enough evidence to come out, and presented to the Supreme Court.
In Venezuela, Gold is now getting an additional 25.97 Bolivar per ounce with the last quote at 19,017.20 with Silver losing 3.096 Bolivar with the last price at 239.950. Argentina’s price for Gold is still gaining more Peso’s with the last trade at 150,215.42, up 597.58 A-Peso’s with Silver’s price at 1,894.51, a loss of 20.25 A-Peso’s. The Turkish Lira’s price for Gold is now at 16,057.03 showing a 159.33 T-Lira pullback with Silver’s last trade at 202.523, a 5.02 T-Lira loss.
November Silver’s Delivery Demands now has 277 fully paid for contracts waiting for receipts and with a Volume of 15 already up on the board with a trading range between $24.005 and $23.68 with the last buy at $24, a loss of 30.5 cents so far today. Yesterday’s activity was something else. We had a Volume of 108 up on the board with no price, then the outcast came in and bought a single contract with the buy price at $24.16, a gain of 15.4 cents, yet the papers closed the prices higher at $24.305, a gain of 29.9 cents at the Comex close, which in turn, raised the Delivery demands by 61 contracts. As the physical demands climb, the Overall Open Interest continued dropping with 742 contracts leaving 153,577 shorts to go against the physicals.
November Gold’s Delivery Demands now shows a count of 964 fully paid for contracts waiting for receipts and with a Volume of 11 already up on the board with a trading range between $1,901.30 and $1,885.30 with the last swap at $1,886.30, down $22.20. Yesterday’s delivery activity happened with the first 711 swaps getting special treatment with that 10-cent trading range between $1,891.60 and $1,891.50, then the last single lot trade came in at $1,905.70, a gain of $15.30 making the swap count 712 with the Comex Calculated Close made at $1,908.50, a gain of $18.10. Mr. Resolutes spread purchase into the physicals caused the demand count to increase by 613 as we wait for that last bar to leave. With that jump in demand the shorts had to add another 4,212 contracts to add liquidity into the markets or Gold would have gone much higher, bringing this morning’s total to 546,113 in Open Interest.
I am not happy with what I witnessed these past few weeks. Now our media services with big tech are starting to shutter more Conservative voices with James Woods example “Meanwhile Twitter blocks me for saying ballot harvesting is a threat to democracy, but this is okay?” with Kathy Griffin holding Trumps head being ok and considered free speech. I expect Trump is going to the Supreme Court in regards to the way this election was counted, I wonder if a certain party has the most fraud in count? Trump Blasted this vote-count delay as a “fraud on the American public”. We’ve never seen ballot counters stop counting before, and we have seen many ballots found in ditches that all happen to be Trump votes.
We are primarily funded by readers. Please subscribe and donate to support us!
If Biden truly won, then so be it. That may mean all of Hunter Biden’s sexual exploits and the money laundering trails are about to go away, or will it? Trump has that Big Red Release Button and he’s used it a few times to expose the fraudsters pretending to be employees of our government. I can see the future Biden team now; Lolita Express Member Larry Summers will be head of the Federal Reserve. Clapper, Comey, Brennan, Mueller, et al, will be reinstated to go ahead and do what they did in the past. Maybe I should brush up on Mandarin.
What I gathered over the past few years, no matter where Trump went, far more people gathered than at any other time for any other politician. The crowds were as big as those of the rock stars of the 70’s and 80’s, and we’re supposed to believe this stopped counting count? Will Team Trump release more Hunter Biden evidence, like who in China took those videos or how was the money laundered, and who is paying for Antifa’s armor?
Keep the faith, and hold on fast and tight to your metals. Truth can be hidden for a time, but then, BOOM, someone releases it, in Big Red Button Style… As Always …
Stay Strong!
J. Johnson
More J.Johnson content is available with purchase of a JSMineset subscription.


investmentwatchblog--2020-11-04--Oregon decriminalized all drugs last night.

Wan na know why this rampant voter fraud happened , because these are the people pulling the strings .
Oregon @ @ @ @ @ for awhile , but this takes it over the edge .
Portland residents , prepare @ @ @ @ @ addicted homeless .
This is insane to me , meth ?
Heroin ?
I feel @ @ @ @ @ another country today , I ’ m so disappointed with this shit .

Wanna know why this rampant voter fraud happened, because these are the people pulling the strings.
www.wsj.com/articles/oregon-votes-to-decriminalize-all-drugs-allow-psilocybin-for-mental-health-treatment-11604477494
No paywall here:
www.msn.com/en-us/news/us/oregon-decriminalizes-possession-of-hard-drugs-as-four-other-states-legalize-recreational-marijuana/ar-BB1aGqTN?OCID=ansmsnnews11
We are primarily funded by readers. Please subscribe and donate to support us!
Oregon is now lost, was for awhile, but this takes it over the edge. Portland residents, prepare for an influx of drug addicted homeless. This is insane to me, meth? Heroin?
I feel like I woke up in another country today, I’m so disappointed with this shit.
h/t Rorschach Watchmen


investmentwatchblog--2020-11-04--Markowski: Four Election Outcome Scenarios

There are four possible post-2020 election outcome scenarios which will determine the direction of the US stock market through November @ @ @ @ @ long term rankings in the table below assume that additional stimulus will result in the @ @ @ @ @ for 10-year US Treasury bond to be relatively higher .
Higher interest rates reduce economic @ @ @ @ @ .
Conversely , I based the short-term rankings on the stimulus or the degree of @ @ @ @ @ .
The long-term rankings cover the two years through the 2022 midterm Congressional elections .
@ @ @ @ @ period beginning November 4 , 2020 , and ending with the 2021 Presidential inauguration .

There are four possible post-2020 election outcome scenarios which will determine the direction
of the US stock market through November 2022:
Republican President/Republican Senate/ Democrat House
Republican President/Democrat Senate/ Democrat House
Democrat President/Democrat Senate/Democrat House
Democrat President/Republican Senate/ Democrat House
The election outcome long term rankings in the table below assume that additional stimulus will result in the interest rates or the yield for 10-year US Treasury bond to be relatively higher. Higher interest rates reduce economic growth and stock PE multiples. Conversely, I based the short-term rankings on the stimulus or the degree of to be added or not.
The long-term rankings cover the two years through the 2022 midterm Congressional elections. The short-term rankings cover the period beginning November 4, 2020, and ending with the 2021 Presidential inauguration.


investmentwatchblog--2020-11-04--Alasdair Macleod: Preparing for a Monetary Reset

Alasdair Macleod explains why he believes the destruction of dollar and euro are inevitable and how we common citizens can @ @ @ @ @ World Order .
Alasdair Macleod is head of research for GoldMoney .
He also runs @ @ @ @ @ to sound money and demystifying finance and economics .
He has a background as a @ @ @ @ @ .

Jay Taylor Media, Released on Released on 11/4/20
Alasdair Macleod explains why he believes the destruction of dollar and euro are inevitable and how we common citizens can best prepare for a New World Order.
We are primarily funded by readers. Please subscribe and donate to support us!
Alasdair Macleod is head of research for GoldMoney. He also runs FinanceAndEconomics.org, a website dedicated to sound money and demystifying finance and economics. He has a background as a stockbroker, banker and economist.


investmentwatchblog--2020-11-04--Any updates on the number error in Michigan? Seems it was corrected then put on in error again

All seems a little off .
138,339 plus 15,371 is 153,710 .
And that county does indeed read 15,371 right @ @ @ @ @ absolutely the Uncorrected typo .
It was corrected around 4:00am but then added back in @ @ @ @ @ around 6:00am where it still remains now .
Since the county is correct , somebody @ @ @ @ @ .
My guess is they ’ re not that stupid and it was distributed to @ @ @ @ @ county ’ s data has been pulled due to a software issue and 33 counties @ @ @ @ @ sure if that ’ s related but Trump team has already noticed a 200k Biden @ @ @

by blaaaahhhhh
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All seems a little off. 138,339 plus 15,371 is 153,710. And that county does indeed read 15,371 right now. The discrepancy is absolutely the Uncorrected typo. It was corrected around 4:00am but then added back in to the Biden vote total around 6:00am where it still remains now. Since the county is correct, somebody should total all the counties. My guess is they’re not that stupid and it was distributed to multiple counties. But one county’s data has been pulled due to a software issue and 33 counties use this software. Not sure if that’s related but Trump team has already noticed a 200k Biden error in MI


investmentwatchblog--2020-11-04--ARIZONANS: check the status of your ballot here: See if it was voided

ARIZONANS : check the status of your ballot here : t.co/LAhmA0fJNG pic.twitter.com/wIijksMFUh

ARIZONANS: check the status of your ballot here: t.co/LAhmA0fJNG pic.twitter.com/wIijksMFUh
— Andy Biggs (@andybiggs4az) November 4, 2020


investmentwatchblog--2020-11-04--Mannarino: Stock Market May Be About To SKYROCKET

Gregory Mannarino started his career working for the securities and trading arm of the now defunct Bear Stearns before the @ @ @ @ @ that working on Wall Street was not like the movies , he moved on to @ @ @ @ @ practiced medicine as a Physician Assistant .
He also served in the United States Naval @ @ @ @ @ having attained the rank of Lieutenant .
He is an active trader of the capital @ @ @ @ @ books pertaining to finance , global economics , and equity trading .
Gregory currently hosts @ @ @ @ @ ” on YouTube .
You can find out more about what he offers at his @ @ @

TradersChoice.net, Released on 11/4/20
We are primarily funded by readers. Please subscribe and donate to support us!
Gregory Mannarino started his career working for the securities and trading arm of the now defunct Bear Stearns before the dot-com bubble. After realizing that working on Wall Street was not like the movies, he moved on to get a medical degree and practiced medicine as a Physician Assistant. He also served in the United States Naval Reserve Medical Service Corps, having attained the rank of Lieutenant. He is an active trader of the capital markets and has published several books pertaining to finance, global economics, and equity trading. Gregory currently hosts a business day “MarketReport” on YouTube. You can find out more about what he offers at his website Traderschoice.net.


investmentwatchblog--2020-11-04--Doug Casey on the End of Western Civilization

International Man : The decline of Western Civilization is on a lot of people ’ s minds .
Doug Casey : Western Civilization has its origins in ancient Greece .
It ’ s unique among the world ’ s civilizations in putting the individual—as opposed to the collective—in a central position .
It enshrined logic and rational thought—as opposed to mysticism and superstition—as the way to deal with the world .
It ’ s because of this that we have science , technology , great literature and art , capitalism , personal freedom , the concept of progress , and @ @ @ @ @ @ @ , almost everything worth having in the material world is due to Western Civilization .
Ayn Rand once said “ East minus West equals zero.
” I think she went a bit too far , as a rhetorical device , but she was essentially right .
When you look at what the world ’ s other civilizations have brought to the party , at least over the last 2,500 years , it ’ s trivial .
I lived in the Orient for years .
There are many things I love about it—martial arts @ @ @ @ @ @ @ them .
But all the progress they ’ ve made is due to adopting the fruits of the West .
International Man : There are so many things degrading Western Civilization .
Where do we begin ?
Doug Casey : It ’ s been said , correctly , that a civilization always collapses from within .
World War 1 , in 1914 , signaled the start of the long collapse of Western Civilization .
Of course , termites were already eating away at the foundations , with the writings of people like Jean-Jacques @ @ @ @ @ @ @ s been on an accelerating downward path ever since , even though technology and science have been improving at a quantum pace .
They are , however , like delayed action flywheels , operating on stored energy and accumulated capital .
Without capital , intellectual freedom , and entrepreneurialism , science and technology will slow down .
I ’ m optimistic we ’ ll make it to Kurzweil ’ s Singularity , but there are no guarantees .
Things also changed with the creation of the Federal Reserve in 1913 .
Before that @ @ @ @ @ @ @ money .
“ The dollar ” was just a name for 1/20th of an ounce of gold .
That is what the dollar was .
Paper dollars were just receipts for gold on deposit in the Treasury .
The income tax , enacted the same year , threw more sand in the gears of civilization .
The world was much freer before the events of 1913 and 1914 , which acted to put the State at the center of everything .
The Fed and the income tax are both disastrous and unnecessary things @ @ @ @ @ @ @ every way .
Unfortunately , people have come to believe they ’ re fixtures in the cosmic firmament .
They ’ re the main reasons—there are many other reasons , though , unfortunately—why the average American ’ s standard of living has been dropping since the early 1970s .
In fact , were it not for these things , and the immense amount of capital destroyed during the numerous wars of the last 100 years , I expect we ’ d have already colonized the moon and Mars .
Among many other things… @ @ @ @ @ @ @ science , the technology , and all the wonderful toys we have are not the essence of Western Civilization .
They ’ re consequences of individualism , capitalism , rational thought , and personal freedom .
It ’ s critical not to confuse cause and effect .
International Man : You mentioned that the average American ’ s standard of living has dropped since the early 1970s .
This is directly related to the US government abandoning the dollar ’ s last link to gold in 1971 .
Since then , the Federal @ @ @ @ @ @ @ US dollar without limit .
I think the dollar ’ s transformation into a purely fiat currency has eroded the rule of law and morality in the US .
It ’ s similar to what happened in the Roman Empire after it started debasing its currency .
What do you think , Doug ?
Doug Casey : All the world ’ s governments and central banks share a common philosophy , which drives these policies .
They believe that you create economic activity by stimulating demand , and you stimulate demand by printing @ @ @ @ @ @ @ it ’ s true , in a way .
Roughly the same way a counterfeiter can stimulate a local economy .
Unfortunately , they ignore that , and completely ignore that the way a person or a society becomes wealthy is by producing more than they consume and saving the difference .
That difference , savings , is how you create capital .
Without capital you ’ re reduced to subsistence , scratching at the earth with a stick .
These people think that by inflating—which is to say destroying—the currency , they @ @ @ @ @ @ @ ’ re really doing , is destroying capital : When you destroy the value of the currency , that discourages people from saving it .
And when people don ’ t save , they can ’ t build capital , and the vicious cycle goes on .
This is destructive for civilization itself , in both the long term and the short term .
The more paper money , the more credit , they create , the more society focuses on finance , as opposed to production .
It ’ s why there @ @ @ @ @ @ @ than science .
The focus is increasingly on speculation , not production .
Financial engineering , not mechanical , electrical , or chemical engineering .
And lots of laws and regulations to keep the unstable structure from collapsing .
What keeps a truly civil society together isn ’ t laws , regulations , and police .
It ’ s peer pressure , social opprobrium , moral approbation , and your reputation .
These are the four elements that keep things together .
Western Civilization is built on voluntarism .
But , as the @ @ @ @ @ @ @ replaced by coercion in every aspect of society .
There are regulations on the most obscure areas of life .
As Harvey Silverglate pointed out in his book , the average American commits three felonies a day .
Whether he ’ s caught and prosecuted is a subject of luck and the arbitrary will of some functionary .
That ’ s antithetical to the core values of Western Civilization .
International Man : Speaking of ancient civilizations like Rome , interest rates are about the lowest they ’ ve been in 5,000 years @ @ @ @ @ @ @ ’ worth of government bonds trade at negative yields .
Of course , this couldn ’ t happen in a free market .
It ’ s only possible because of central bank manipulation .
How will artificially low interest rates affect the collapse of Western Civilization ?
Doug Casey : It ’ s really , really serious .
I previously thought it was metaphysically impossible to have negative interest rates but , in the Bizarro World central banks have created , it ’ s happened .
Negative interest rates discourage saving .
Once @ @ @ @ @ @ @ .
Without capital you wind up as an empty shell—Rome in 450 A.D. , or Detroit today—lots of wonderful but empty buildings and no economic activity .
Worse , it forces people to desperately put their money in all manner of idiotic speculations in an effort to stay ahead of inflation .
They wind up chasing the bubbles the funny money creates .
Let me re-emphasize something : in order for science and technology to advance you need capital .
Where does capital come from ?
It comes from people producing more than @ @ @ @ @ @ @ Debt , on the other hand , means you ’ re living above your means .
You ’ re either consuming the capital others have saved , or you ’ re mortgaging your future .
Zero and negative interest rate policies , and the creation of money out of nowhere , are actually destructive of civilization itself .
It makes the average guy feel that he ’ s not in control of his own destiny .
He starts believing that the State , or luck , or Allah will provide for him .
@ @ @ @ @ @ @ backward parts of the world—not Western Civilization .
International Man : What does it say about the economy and society that people work so hard to interpret what officials from the Federal Reserve and other central banks say ?
Doug Casey : It ’ s a shameful waste of time .
They remind me of primitives seeking the counsel of witch doctors .
One hundred years ago , the richest people in the country—the Rockefellers , the Carnegies , and such—made their money creating industries that actually made stuff .
Now , the @ @ @ @ @ @ @ money around .
They get rich because they ’ re close to the government and the hydrant of currency materialized by the Federal Reserve .
I ’ d say it ’ s a sign that society in the US has become quite degraded .
The world revolves much less around actual production , but around guessing the direction of financial markets .
Negative interest rates are creating bubbles , and will eventually result in an economic collapse .
International Man : Negative interest rates are essentially a tax on savings .
A lot @ @ @ @ @ @ @ out of the bank and stuff it under a mattress than suffer that sting .
The economic central planners know this .
It ’ s why they ’ re using negative interest rates to ramp up the War on Cash—the push to eliminate paper currency and create a cashless society .
The banking system is very fragile .
Banks don ’ t hold much paper cash .
It ’ s mostly digital bytes on a computer .
If people start withdrawing paper money en masse , it won ’ t take much to @ @ @ @ @ @ @ solution is to make accessing cash harder , and in some cases , illegal .
That ’ s why the economic witch doctors at Harvard are pounding the table to get rid of the $ 100 bill .
Take France , for example .
It ’ s now illegal to make cash transactions over €1,000 without documenting them properly .
Negative interest rates have turbocharged the War on Cash .
If the central planners win this war , it would be the final deathblow to financial privacy .
How does this all relate @ @ @ @ @ @ @ Doug Casey : I believe the next step in their idiotic plan is to abolish cash .
Decades ago they got rid of gold coinage , which used to circulate day to day in people ’ s pockets .
Then they got rid of silver coinage .
Now , they ’ re planning to get rid of cash altogether .
So you won ’ t even have euros or dollars or pounds in your wallet anymore , or if you do , it will only be very small denominations .
Everything else is @ @ @ @ @ @ @ electronic payment processing .
This is a huge disaster for the average person : absolutely everything that you buy or sell , other than perhaps a candy bar or a hamburger , is going to have to go through the banking system .
Thus , the government will be able to monitor every transaction and payment .
Financial privacy , even what ’ s left of it today , will literally cease to exist .
Privacy is one of the big differences between a civilized society and a primitive society .
In a @ @ @ @ @ @ @ hut village , anybody can look through your window or pull back the flap on your tent .
You have no privacy .
Everybody can hear everything ; see anything .
This was one of the marvelous things about Western Civilization—privacy was valued , and respected .
But that concept , like so many others , is on its way out… International Man : You ’ ve mentioned before that language and words provide important clues to the collapse of Western Civilization .
How so ?
Doug Casey : Many of the words @ @ @ @ @ @ @ other media , are confused , conflated , or completely misused .
Many recent changes in the way words are used are corrupting the language .
As George Orwell liked to point out , to control language is to control thought .
The corruption of language is adding to the corruption of civilization itself .
This is not a trivial factor in the degradation of Western Civilization .
Words—their exact meanings , and how they ’ re used—are critically important .
If you don ’ t mean what you say and say what @ @ @ @ @ @ @ impossible to communicate accurately .
Forget about transmitting philosophical concepts .
Take for example shareholders and stakeholders .
We all know that a shareholder actually owns a share in a company , but have you noticed that over the last generation shareholders have become less important than stakeholders ?
Even though stakeholders are just hangers-on , employees , or people who are looking to get in on a shakedown .
But everybody slavishly acknowledges , “ Yes , we ’ ve got to look out for the stakeholders.
” Where did that concept @ @ @ @ @ @ @ recent creation , but Boobus americanus seems to think it was carved in stone at the country ’ s founding .
We ’ re told to protect them , as if they were a valuable and endangered species .
I say , “ A pox upon stakeholders.
” If they want a vote in what a company does , then they ought to become shareholders .
Stakeholders are a class of being created out of nothing by Cultural Marxists for the purpose of shaking down shareholders .
Editor ’ s Note : The @ @ @ @ @ @ @ in the days and weeks ahead promises to be extreme .
The impact on your savings , retirement funds , and personal freedoms could be unlike anything we ’ ve ever seen .
Do you want to know exactly what you should be doing differently with your portfolio and in your personal life ?
Then you need to see this urgent video .
EXCLUSIVE VIDEO : The Day After—How to Prepare for What Comes Next It reveals what you can do to prepare so that you can avoid getting caught in the crosshairs @ @ @ @ @ @ @ .

Via International Man
International Man: The decline of Western Civilization is on a lot of people’s minds.
Let’s talk about this trend.
Doug Casey: Western Civilization has its origins in ancient Greece. It’s unique among the world’s civilizations in putting the individual—as opposed to the collective—in a central position. It enshrined logic and rational thought—as opposed to mysticism and superstition—as the way to deal with the world. It’s because of this that we have science, technology, great literature and art, capitalism, personal freedom, the concept of progress, and much, much more. In fact, almost everything worth having in the material world is due to Western Civilization.
Ayn Rand once said “East minus West equals zero.” I think she went a bit too far, as a rhetorical device, but she was essentially right. When you look at what the world’s other civilizations have brought to the party, at least over the last 2,500 years, it’s trivial.
I lived in the Orient for years. There are many things I love about it—martial arts, yoga, and the cuisine among them. But all the progress they’ve made is due to adopting the fruits of the West.
International Man: There are so many things degrading Western Civilization. Where do we begin?
Doug Casey: It’s been said, correctly, that a civilization always collapses from within. World War 1, in 1914, signaled the start of the long collapse of Western Civilization. Of course, termites were already eating away at the foundations, with the writings of people like Jean-Jacques Rousseau and Karl Marx. It’s been on an accelerating downward path ever since, even though technology and science have been improving at a quantum pace. They are, however, like delayed action flywheels, operating on stored energy and accumulated capital. Without capital, intellectual freedom, and entrepreneurialism, science and technology will slow down. I’m optimistic we’ll make it to Kurzweil’s Singularity, but there are no guarantees.
Things also changed with the creation of the Federal Reserve in 1913. Before that, the US used gold coinage for money. “The dollar” was just a name for 1/20th of an ounce of gold. That is what the dollar was. Paper dollars were just receipts for gold on deposit in the Treasury. The income tax, enacted the same year, threw more sand in the gears of civilization. The world was much freer before the events of 1913 and 1914, which acted to put the State at the center of everything.
The Fed and the income tax are both disastrous and unnecessary things, enemies of the common man in every way. Unfortunately, people have come to believe they’re fixtures in the cosmic firmament. They’re the main reasons—there are many other reasons, though, unfortunately—why the average American’s standard of living has been dropping since the early 1970s. In fact, were it not for these things, and the immense amount of capital destroyed during the numerous wars of the last 100 years, I expect we’d have already colonized the moon and Mars. Among many other things…
But I want to re-emphasize that the science, the technology, and all the wonderful toys we have are not the essence of Western Civilization. They’re consequences of individualism, capitalism, rational thought, and personal freedom. It’s critical not to confuse cause and effect.
International Man: You mentioned that the average American’s standard of living has dropped since the early 1970s. This is directly related to the US government abandoning the dollar’s last link to gold in 1971. Since then, the Federal Reserve has been able to debase the US dollar without limit.
I think the dollar’s transformation into a purely fiat currency has eroded the rule of law and morality in the US. It’s similar to what happened in the Roman Empire after it started debasing its currency.
What do you think, Doug?
Doug Casey: All the world’s governments and central banks share a common philosophy, which drives these policies. They believe that you create economic activity by stimulating demand, and you stimulate demand by printing money. And, of course, it’s true, in a way. Roughly the same way a counterfeiter can stimulate a local economy.
Unfortunately, they ignore that, and completely ignore that the way a person or a society becomes wealthy is by producing more than they consume and saving the difference. That difference, savings, is how you create capital. Without capital you’re reduced to subsistence, scratching at the earth with a stick. These people think that by inflating—which is to say destroying—the currency, they can create prosperity. But what they’re really doing, is destroying capital: When you destroy the value of the currency, that discourages people from saving it. And when people don’t save, they can’t build capital, and the vicious cycle goes on.
This is destructive for civilization itself, in both the long term and the short term. The more paper money, the more credit, they create, the more society focuses on finance, as opposed to production. It’s why there are many times more people studying finance than science. The focus is increasingly on speculation, not production. Financial engineering, not mechanical, electrical, or chemical engineering. And lots of laws and regulations to keep the unstable structure from collapsing.
What keeps a truly civil society together isn’t laws, regulations, and police. It’s peer pressure, social opprobrium, moral approbation, and your reputation. These are the four elements that keep things together. Western Civilization is built on voluntarism. But, as the State grows, that’s being replaced by coercion in every aspect of society. There are regulations on the most obscure areas of life. As Harvey Silverglate pointed out in his book, the average American commits three felonies a day. Whether he’s caught and prosecuted is a subject of luck and the arbitrary will of some functionary. That’s antithetical to the core values of Western Civilization.
International Man: Speaking of ancient civilizations like Rome, interest rates are about the lowest they’ve been in 5,000 years of recorded history. Trillions of dollars’ worth of government bonds trade at negative yields.
Of course, this couldn’t happen in a free market. It’s only possible because of central bank manipulation.
How will artificially low interest rates affect the collapse of Western Civilization?
Doug Casey: It’s really, really serious. I previously thought it was metaphysically impossible to have negative interest rates but, in the Bizarro World central banks have created, it’s happened.
Negative interest rates discourage saving. Once again, saving is what builds capital. Without capital you wind up as an empty shell—Rome in 450 A.D., or Detroit today—lots of wonderful but empty buildings and no economic activity. Worse, it forces people to desperately put their money in all manner of idiotic speculations in an effort to stay ahead of inflation. They wind up chasing the bubbles the funny money creates.
Let me re-emphasize something: in order for science and technology to advance you need capital. Where does capital come from? It comes from people producing more than they consume and saving the difference. Debt, on the other hand, means you’re living above your means. You’re either consuming the capital others have saved, or you’re mortgaging your future.
We are primarily funded by readers. Please subscribe and donate to support us!
Zero and negative interest rate policies, and the creation of money out of nowhere, are actually destructive of civilization itself. It makes the average guy feel that he’s not in control of his own destiny. He starts believing that the State, or luck, or Allah will provide for him. That attitude is typical of people from backward parts of the world—not Western Civilization.
International Man: What does it say about the economy and society that people work so hard to interpret what officials from the Federal Reserve and other central banks say?
Doug Casey: It’s a shameful waste of time. They remind me of primitives seeking the counsel of witch doctors. One hundred years ago, the richest people in the country—the Rockefellers, the Carnegies, and such—made their money creating industries that actually made stuff. Now, the richest people in the country just shuffle money around. They get rich because they’re close to the government and the hydrant of currency materialized by the Federal Reserve. I’d say it’s a sign that society in the US has become quite degraded.
The world revolves much less around actual production, but around guessing the direction of financial markets. Negative interest rates are creating bubbles, and will eventually result in an economic collapse.
International Man: Negative interest rates are essentially a tax on savings. A lot of people would rather pull their money out of the bank and stuff it under a mattress than suffer that sting.
The economic central planners know this. It’s why they’re using negative interest rates to ramp up the War on Cash—the push to eliminate paper currency and create a cashless society.
The banking system is very fragile. Banks don’t hold much paper cash. It’s mostly digital bytes on a computer. If people start withdrawing paper money en masse, it won’t take much to bring the whole system down.
Their solution is to make accessing cash harder, and in some cases, illegal. That’s why the economic witch doctors at Harvard are pounding the table to get rid of the $100 bill.
Take France, for example. It’s now illegal to make cash transactions over €1,000 without documenting them properly.
Negative interest rates have turbocharged the War on Cash. If the central planners win this war, it would be the final deathblow to financial privacy.
How does this all relate to the collapse of Western Civilization?
Doug Casey: I believe the next step in their idiotic plan is to abolish cash. Decades ago they got rid of gold coinage, which used to circulate day to day in people’s pockets. Then they got rid of silver coinage. Now, they’re planning to get rid of cash altogether. So you won’t even have euros or dollars or pounds in your wallet anymore, or if you do, it will only be very small denominations. Everything else is going to have to be done through electronic payment processing.
This is a huge disaster for the average person: absolutely everything that you buy or sell, other than perhaps a candy bar or a hamburger, is going to have to go through the banking system. Thus, the government will be able to monitor every transaction and payment. Financial privacy, even what’s left of it today, will literally cease to exist.
Privacy is one of the big differences between a civilized society and a primitive society. In a primitive society, in your little dirt hut village, anybody can look through your window or pull back the flap on your tent. You have no privacy. Everybody can hear everything; see anything. This was one of the marvelous things about Western Civilization—privacy was valued, and respected. But that concept, like so many others, is on its way out…
International Man: You’ve mentioned before that language and words provide important clues to the collapse of Western Civilization. How so?
Doug Casey: Many of the words you hear, especially on television and other media, are confused, conflated, or completely misused. Many recent changes in the way words are used are corrupting the language. As George Orwell liked to point out, to control language is to control thought. The corruption of language is adding to the corruption of civilization itself. This is not a trivial factor in the degradation of Western Civilization.
Words—their exact meanings, and how they’re used—are critically important. If you don’t mean what you say and say what you mean, then it’s impossible to communicate accurately. Forget about transmitting philosophical concepts.
Take for example shareholders and stakeholders. We all know that a shareholder actually owns a share in a company, but have you noticed that over the last generation shareholders have become less important than stakeholders? Even though stakeholders are just hangers-on, employees, or people who are looking to get in on a shakedown. But everybody slavishly acknowledges, “Yes, we’ve got to look out for the stakeholders.”
Where did that concept come from? It’s a recent creation, but Boobus americanus seems to think it was carved in stone at the country’s founding.
We’re told to protect them, as if they were a valuable and endangered species. I say, “A pox upon stakeholders.” If they want a vote in what a company does, then they ought to become shareholders. Stakeholders are a class of being created out of nothing by Cultural Marxists for the purpose of shaking down shareholders.
Editor’s Note: The economic, political, and social volatility in the days and weeks ahead promises to be extreme. The impact on your savings, retirement funds, and personal freedoms could be unlike anything we’ve ever seen.
Do you want to know exactly what you should be doing differently with your portfolio and in your personal life? Then you need to see this urgent video.
EXCLUSIVE VIDEO: The Day After—How to Prepare for What Comes Next
It reveals what you can do to prepare so that you can avoid getting caught in the crosshairs. Click here to watch it now.


investmentwatchblog--2020-11-04--Trump just filed lawsuit to end counting in Michigan!

Louder w/Crowder about to show election fraud live on air involving Michigan Trump campaign to immediately request recount in Wisconsin @ @ @ @ @ irregularities ’ – statement “ There have been reports of irregularities in several Wisconsin counties @ @ @ @ @ the validity of the results .
The President is well within the threshold to request @ @ @ @ @ immediately do so.
” # #

TRUMP CAMPAIGN FILES LAWSUIT IN MICHIGAN TO "HALT COUNTING" OF BALLOTS — zerohedge (@zerohedge) November 4, 2020
Louder w/Crowder about to show election fraud live on air involving Michigan
We are primarily funded by readers. Please subscribe and donate to support us!
Trump campaign to immediately request recount in Wisconsin, citing ‘reports of irregularities’ – statement
“There have been reports of irregularities in several Wisconsin counties which raise serious doubts about the validity of the results. The President is well within the threshold to request a recount and we will immediately do so.”
##


investmentwatchblog--2020-11-04--Collection of questionable videos emerging from Michigan vote counting centers…

Video of whit van arriving during shift change , boxes being unloaded into a wagon .
then rolled into Detroit @ @ @ @ @ ballot center cover windows to block public from seeing inside Poll Workers cant account for @ @ @ @ @ over night More video of people being allowed to enter Michigan voting site with suitcases @ @ @ @ @ going unchecked Candace Owens on Twitter : “ Every mail-in-ballot needs to be audited in @ @ @ @ @ PA.
It ’ s that simple .
If the Democrats are being honest and legitimate @ @ @ @ @ this audit at all .
The statistical impossibility of 100 % of 140k overnight ballots @ @ @ @ @ made this necessary .
”

by KorrectDaRekard
Video of whit van arriving during shift change, boxes being unloaded into a wagon. then rolled into Detroit voting center
GOP Poll Watchers being blocked from entering Michigan polling center
Workers Detroit absentee ballot center cover windows to block public from seeing inside
We are primarily funded by readers. Please subscribe and donate to support us!
The scene at Detroit’s absentee ballot counting center is growing more heated. The windows now being covered up. Allegations of violations. Sec. of State says she welcomes challenges. pic.twitter.com/oUL4A0h3Ku — Matt Finn (@MattFinnFNC) November 4, 2020
Poll Workers cant account for how 38,000 new ballots appeared over night
WTF is going on in Michigan?? pic.twitter.com/B4M1zFyu6A — CIA-Simulation Warlord 🇺🇸👻🎃🇺🇸 (@zerosum24) November 4, 2020
More video of people being allowed to enter Michigan voting site with suitcases, coolers, and boxes going unchecked
Candace Owens on Twitter: “Every mail-in-ballot needs to be audited in MI, WI, & PA. It’s that simple. If the Democrats are being honest and legitimate, they will not fight this audit at all. The statistical impossibility of 100% of 140k overnight ballots going to Joe Biden has made this necessary.”
Every mail-in-ballot needs to be audited in MI, WI, & PA.
It’s that simple.
If the Democrats are being honest and legitimate, they will not fight this audit at all.
The statistical impossibility of 100% of 140k overnight ballots going to Joe Biden has made this necessary. t.co/7H5dBwzJ6C — Candace Owens (@RealCandaceO) November 4, 2020
Last night I was leading, often solidly, in many key States, in almost all instances Democrat run & controlled. Then, one by one, they started to magically disappear as surprise ballot dumps were counted. VERY STRANGE, and the “pollsters” got it completely & historically wrong! — Donald J. Trump (@realDonaldTrump) November 4, 2020


investmentwatchblog--2020-11-04--Trump Claims Victory In Pennsylvania, Georgia, North Carolina, & Michigan

…..there was a large number of secretly dumped ballots as has been widely reported !

…..there was a large number of secretly dumped ballots as has been widely reported!
— Donald J. Trump (@realDonaldTrump) November 4, 2020


investmentwatchblog--2020-11-04--Uber + Lyft up big after Prop 22 passes in CA

Uber is up 12 % right now while Lyft is up around 9 % Proposition 22 will roll back California @ @ @ @ @ law , which went into effect in January .
The legislation mandates that companies reclassify @ @ @ @ @ employees .
But Prop .
22 would exempt ride-sharing and delivery companies from AB5 .
@ @ @ @ @ requirements for drivers and other benefits such as sick leave and unemployment compensation .
“ @ @ @ @ @ Uber and Lyft were hanging in the balance if Prop .
22 did not pass @ @ @ @ @ contractor model , ” Wedbush Securities analyst Daniel Ives wrote in a note to investors @ @ @ @ @ vote was a “ landmark victory ” for Lyft and Uber stock , which derive @ @ @ @ @ revenue from the Golden State .
“ This removes a significant overhang and dark cloud @ @ @ @ @ and Lyft , ” Ives wrote .

by pikindaguy
Uber is up 12% right now while Lyft is up around 9%
www.investors.com/news/uber-stock-lyft-stock-california-proposition-22-vote-gig-economy/
Proposition 22 will roll back California’s controversial AB5 labor law, which went into effect in January. The legislation mandates that companies reclassify many independent contractors as full-time employees.
But Prop. 22 would exempt ride-sharing and delivery companies from AB5. It would also establish pay requirements for drivers and other benefits such as sick leave and unemployment compensation.
“The underlying business models for Uber and Lyft were hanging in the balance if Prop. 22 did not pass in California to keep the contractor model,” Wedbush Securities analyst Daniel Ives wrote in a note to investors Wednesday.
He added the vote was a “landmark victory” for Lyft and Uber stock, which derive a significant portion of their revenue from the Golden State. “This removes a significant overhang and dark cloud for the likes of Uber and Lyft,” Ives wrote.


BABA Analysis

ANYONE THINKING ABOUT BUYING BABA SHOULD READ THIS I had some free time and went back to go look at the original footage of Jack Ma ’ s speech two weeks ago , and for all that matters I ’ m Chinese .
Let ’ s just say it wasn ’ t great , he openly made the branches of government regulators : the Chinese SEC , and BRC look like fucking idiots , and tried to quote Xi while doing it .
It became viral a few days ago when the news of the suspension hit .
People in @ @ @ @ @ @ @ I think that that mood is intentional since it matches the government ’ s stance on the issue .
Jack Ma , founder of BABA and “ de facto head ” of ANT did things like : “ labeling the global banking Basel Accords as an “ old people ’ s club , ” Ma said “ systemic risk ” is not the issue in China .
Rather , China ’ s biggest risk is that it “ lacks a financial ecosystem.
” Chinese banks are like “ pawn shops ” , where @ @ @ @ @ @ @ .
As a result , some decided to go so big they are not allowed to fail.
” I mean yes it ’ s true these are actual issues , but calling them out for the entirety of the public and media to see is not how shit works in China .
There have always been monopoly concerns for BABA both in their eCommerce branch as well as payment branch , which split into ANT .
A lot of people don ’ t know wtf ANT does to earn a 300B+ valuation .
@ @ @ @ @ @ @ Wechat Pay ( basically PYPL or SQ but more widespread , every single vendor in China and aims to serve Chinese customers will accept this ) , and also having the world ’ s largest money management fund at one point from all the cash from their users that they put on the platform , they ’ ve loaned 2T+ RMB to individuals and small businesses ( 8/2 split ) .
Which is about 300B .
This is through two services called Jiebei and Huabei , essentially it ’ s just like you @ @ @ @ @ @ @ but obviously , all of it is electronic at 18 % interest per annum ( which is high in China ) .
Here ’ s the thing , ANT started this whole thing with 3.8B RMB .
They leveraged up 100x+ by selling tranched securities on their loans which they packaged .
The A tranche and B tranche pay around 6-8 % .
So ANT makes a shit ton of money , “ risk free ” leveraged to the tits .
This is why the Chinese government is seriously pissed , there is @ @ @ @ @ @ @ lead to sector collapse since ANT sold off these securities to asset management and banks , and then used the money they gained from the securities to make more loans and make more securities .
Thereby repeating the cycle precisely because the fintech company wasn ’ t regulated at the same standard as Chinese banks .
Now Jack Ma has the balls to come in and criticize the very thing that made his business possible in the first place ?
A day after Jack Ma had the meeting with the big 4 regulatory @ @ @ @ @ @ @ Bank and Insurance Commission , and Foreign Exchange Commission ) , they released a draft of new legislation called 网络小额贷款业务管理暂行办法 There ’ s no Official English but it means Laws Regarding The Current Management of Small Online Loans ( Draft ) Among the new laws , the chief one is that companies can not leverage over 1x via bank loans , and leverage up to 4x through securitization , as well as the fact that the loan originator needs to provide over 30 % of the amount .
So the reason BABA is @ @ @ @ @ @ @ fucks up the valuation of ANT , they need a serious injection of cash to stay afloat with their current loans .
Which was precisely the point of the IPO .
If ANT is valued as a bank rather than a fintech company ( and that ’ s what regulations suggest ) , then they ’ re fucked .
Now I don ’ t think this means BABA is going to nosedive , but there are going to be better opportunities considering the headline risk .
TLDR : My warning for anyone looking @ @ @ @ @ @ @ ’ s not as easy money as you think Disclaimer : This information is only for educational purposes .
Do not make any investment decisions based on the information in this article .
Do you own due diligence or consult your financial professional before making any investment decision .

by deah12
ANYONE THINKING ABOUT BUYING BABA SHOULD READ THIS
I had some free time and went back to go look at the original footage of Jack Ma’s speech two weeks ago, and for all that matters I’m Chinese.
Let’s just say it wasn’t great, he openly made the branches of government regulators: the Chinese SEC, and BRC look like fucking idiots, and tried to quote Xi while doing it. It became viral a few days ago when the news of the suspension hit. People in general are pretty pissed online, and I think that that mood is intentional since it matches the government’s stance on the issue.
Jack Ma, founder of BABA and “de facto head” of ANT did things like:
“labeling the global banking Basel Accords as an “old people’s club,” Ma said “systemic risk” is not the issue in China. Rather, China’s biggest risk is that it “lacks a financial ecosystem.” Chinese banks are like “pawn shops”, where collateral and guarantees are the hard currencies. As a result, some decided to go so big they are not allowed to fail.”
www.washingtonpost.com/business/jack-mas-blunt-words-just-cost-him-35-billion/2020/11/03/bd2ef486-1ded-11eb-ad53-4c1fda49907d_story.html
I mean yes it’s true these are actual issues, but calling them out for the entirety of the public and media to see is not how shit works in China. There have always been monopoly concerns for BABA both in their eCommerce branch as well as payment branch, which split into ANT.
A lot of people don’t know wtf ANT does to earn a 300B+ valuation. Essentially besides being the main competitor to Wechat Pay (basically PYPL or SQ but more widespread, every single vendor in China and aims to serve Chinese customers will accept this), and also having the world’s largest money management fund at one point from all the cash from their users that they put on the platform, they’ve loaned 2T+ RMB to individuals and small businesses (8/2 split). Which is about 300B. This is through two services called Jiebei and Huabei, essentially it’s just like you doing cash withdrawal from your credit card but obviously, all of it is electronic at 18% interest per annum (which is high in China). Here’s the thing, ANT started this whole thing with 3.8B RMB. They leveraged up 100x+ by selling tranched securities on their loans which they packaged. The A tranche and B tranche pay around 6-8%. So ANT makes a shit ton of money, “risk free” leveraged to the tits.
This is why the Chinese government is seriously pissed, there is a huge fucking default bomb that could lead to sector collapse since ANT sold off these securities to asset management and banks, and then used the money they gained from the securities to make more loans and make more securities. Thereby repeating the cycle precisely because the fintech company wasn’t regulated at the same standard as Chinese banks. Now Jack Ma has the balls to come in and criticize the very thing that made his business possible in the first place?
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A day after Jack Ma had the meeting with the big 4 regulatory agencies (Central Bank, SEC, Bank and Insurance Commission, and Foreign Exchange Commission), they released a draft of new legislation called 网络小额贷款业务管理暂行办法
There’s no Official English but it means
Laws Regarding The Current Management of Small Online Loans (Draft)
Among the new laws, the chief one is that companies cannot leverage over 1x via bank loans, and leverage up to 4x through securitization, as well as the fact that the loan originator needs to provide over 30% of the amount.
So the reason BABA is dipping so hard is that this immediately fucks up the valuation of ANT, they need a serious injection of cash to stay afloat with their current loans. Which was precisely the point of the IPO. If ANT is valued as a bank rather than a fintech company (and that’s what regulations suggest), then they’re fucked. Now I don’t think this means BABA is going to nosedive, but there are going to be better opportunities considering the headline risk.
TLDR: My warning for anyone looking to buy the dip is that it’s not as easy money as you think
Positions:
Sold all BABA calls (11/20 300C 330C spreads)
LONG JD (holding 12/18 85C) for eCommerce play
Disclaimer: This information is only for educational purposes. Do not make any investment decisions based on the information in this article. Do you own due diligence or consult your financial professional before making any investment decision.


investmentwatchblog--2020-11-04--“Biden is great for the stock market”

“Biden is great for the stock market”

`` Biden is great for the stock market ''

"Biden is great for the stock market"
Biden: pic.twitter.com/msZi6CCRx5
— StockCats (@StockCats) November 4, 2020


investmentwatchblog--2020-11-04--Housing Is Becoming Unaffordable, Again

Housing Is Becoming Unaffordable, Again

The housing market is doing well as there is underlying demand from millennials getting older .
The lower 30s age range is the sweet spot for first time home buying .
Then there are cyclical support which is the decline in interest rates and the movement away from cities to the suburbs because of COVID-19 .
It doesn ’ t hurt that household wealth is at a record high partially because of the stock market .
This summer housing activity was taken from the spring as the economy was truly shut down in March and April , which are typically @ @ @ @ @ @ @ housing market .
The delay did nothing to stop people from buying .
If anything , it encouraged buyers because the recession lowered rates .
The biggest negative on housing is how expensive it is getting .
As you can see from the chart above , house price growth is much higher than rent inflation and income growth .
Income growth briefly spiked because of the stimulus , but that was temporary .
House inflation is much higher than CPI less shelter since shelter drives inflation and commodity prices have been low .
@ @ @ @ @ @ @ more emphasis on how expensive housing has gotten .
That ’ s a double negative for the homebuilding stocks .
The actual housing market isn ’ t going to take a dive like in 2008 as the economy and labor market would be doing well if rates were to rise .
This isn ’ t like the housing bubble where mortgages went underwater .
We ’ re just discussing a cyclical slowdown in home price growth due to affordability issues .
The market was caught leaning in the wrong direction in late October @ @ @ @ @ @ @ fantastic .
Investors were expecting a cyclical slowdown , but the ISM PMI rose from 55.4 to 59.3 which beat estimates for 55.7 and the highest estimate which was 57 .
As you can see from the chart below , this was a 2 year high .
We are almost back at the 2017 peak which is great news for industrial production which was weak in September .
The new orders index spiked 7.7 points to 67.9 and the production index rose 2 points to 63 .
This report is consistent with 4.8 @ @ @ @ @ @ @ t to say there won ’ t be somewhat of a slowdown in November or December because of COVID-19 .
We have to discuss what the data shows , not what it could show .
It ’ s easy to get caught being too bearish when you see record high cases .
However , the economy has adapted to this new world for the time being .
A transportation equipment firm stated in the comments section , “ Sales continue to be strong — up 4 percent this September compared to September 2019 @ @ @ @ @ @ @ percent below last year due to the [ COVID-19 ] shutdown , but sales are stronger than expected and forecast to stay strong through the first quarter of 2021.
” 16 of 18 industries had higher new orders and only textile mills saw a decline .
The prices index was up 2.7 points to 65.5 .
Only the price of caustic soda fell .
However , this report shows lumber prices were up which is weird because they crashed in October .
As you can see from the chart above , energy prices @ @ @ @ @ @ @ Maybe if the economy is really going into a new cyclical recovery , there will be a recovery in oil prices .
Energy has been in the dog house like no other sector ever .
Energy stocks are down over 60 % more from their peak than the overall market .
That ’ s the worst relative performance since 1928 .
It ’ s so bad , people seriously discuss the notion of energy being obsolete even though OPEC projects demand growth until 2040 .
The Market manufacturing PMI wasn ’ t as @ @ @ @ @ @ @ it was still good enough to reach the highest level since January 2019 .
The PMI rose from 53.2 to 53.4 .
Just like in the ISM reading , the price index spiked .
It was the highest since the start of last year .
One weak point was export orders which fell for the first time since July because of economic restrictions due to COVID-19 .
The global PMI was stronger too .
The global manufacturing PMI rose from 52.4 to 53 which is a 29 month high .
As you can @ @ @ @ @ @ @ manufacturing breadth hit 80.8 % as the cyclical recovery looks nearly complete .
Diffusion indexes recover quicker than actual production , but undoubtedly , we will see improved yearly manufacturing growth in October .
The global new orders index was up from 53.8 to 55 .
Input prices were up from 54.7 to 55.2 .
Inflation could be coming soon .
As we mentioned , Europe is undergoing lockdowns to fight COVID-19 .
Many don ’ t think lockdowns are worth the economic consequences , but politicians do them anyway because they aren @ @ @ @ @ @ @ have huge impacts on Europe ’ s GDP in Q4 .
America should far exceed Europe ’ s GDP growth .
The Atlanta Fed GDP model shows Q4 growth in America will be 3.4 % .
That ’ s much different from Europe .
As you can see from the table above , Goldman ’ s new estimate following the lockdowns is -2.3 % growth in Q4 which is down from 2.2 % growth .
It went from right in line with America to a contraction .
France will be the worst off @ @ @ @ @ @ @ .
Growth is expected to be -3.8 % .
If Goldman showed predictions for Switzerland and Belgium , they would be very bad too .
Home price growth is too high .
It won ’ t continue as it will make housing unaffordable .
The ISM manufacturing report was a huge winner .
It signals the cyclical recovery is alive and well despite the rise in COVID-19 cases .
Imagine how well the recovery will go once we get a vaccine and a fiscal stimulus .
Europe is set to vastly underperform America @ @ @ @ @ @ @ lockdowns .
The only hope European investors have is the lockdowns end in December .
There won ’ t be a vaccine quick enough to get the economy back to normal in December .
The best hope is the vaccine starts to go out to the most vulnerable by then .

by UPFINA
The housing market is doing well as there is underlying demand from millennials getting older. The lower 30s age range is the sweet spot for first time home buying. Then there are cyclical support which is the decline in interest rates and the movement away from cities to the suburbs because of COVID-19. It doesn’t hurt that household wealth is at a record high partially because of the stock market. This summer housing activity was taken from the spring as the economy was truly shut down in March and April, which are typically high points in the year for the housing market. The delay did nothing to stop people from buying. If anything, it encouraged buyers because the recession lowered rates.
The one negative of the 2020 housing market t.co/a2YKAVQhZ9 — Logan Mohtashami (@LoganMohtashami) November 2, 2020
The biggest negative on housing is how expensive it is getting. As you can see from the chart above, house price growth is much higher than rent inflation and income growth. Income growth briefly spiked because of the stimulus, but that was temporary. House inflation is much higher than CPI less shelter since shelter drives inflation and commodity prices have been low. If rates rise, it will put more emphasis on how expensive housing has gotten. That’s a double negative for the homebuilding stocks. The actual housing market isn’t going to take a dive like in 2008 as the economy and labor market would be doing well if rates were to rise. This isn’t like the housing bubble where mortgages went underwater. We’re just discussing a cyclical slowdown in home price growth due to affordability issues.
Huge ISM PMI Beat
The market was caught leaning in the wrong direction in late October because the October ISM PMI report was fantastic. Investors were expecting a cyclical slowdown, but the ISM PMI rose from 55.4 to 59.3 which beat estimates for 55.7 and the highest estimate which was 57. As you can see from the chart below, this was a 2 year high. We are almost back at the 2017 peak which is great news for industrial production which was weak in September. The new orders index spiked 7.7 points to 67.9 and the production index rose 2 points to 63. This report is consistent with 4.8% GDP growth.
ISM Manufacturing just rose to the highest in two years pic.twitter.com/27NVdpO9ml — Sarah Ponczek (@SarahPonczek) November 2, 2020
This isn’t to say there won’t be somewhat of a slowdown in November or December because of COVID-19. We have to discuss what the data shows, not what it could show. It’s easy to get caught being too bearish when you see record high cases. However, the economy has adapted to this new world for the time being. A transportation equipment firm stated in the comments section, “Sales continue to be strong — up 4 percent this September compared to September 2019. The year-to-date level is still 21 percent below last year due to the [COVID-19] shutdown, but sales are stronger than expected and forecast to stay strong through the first quarter of 2021.” 16 of 18 industries had higher new orders and only textile mills saw a decline.
Normally, ISM Prices Paid simply moves with energy since that's the most volatile input price. But notice that recently, Prices Paid has been rising DESPITE limp energy prices. Hmmmm…interesting, no? pic.twitter.com/AIivSr0O20 — Michael Ashton (@inflation_guy) November 2, 2020
The prices index was up 2.7 points to 65.5. Only the price of caustic soda fell. However, this report shows lumber prices were up which is weird because they crashed in October. As you can see from the chart above, energy prices and the prices index have diverged. Maybe if the economy is really going into a new cyclical recovery, there will be a recovery in oil prices. Energy has been in the dog house like no other sector ever. Energy stocks are down over 60% more from their peak than the overall market. That’s the worst relative performance since 1928. It’s so bad, people seriously discuss the notion of energy being obsolete even though OPEC projects demand growth until 2040.
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Global Recovery?
The Market manufacturing PMI wasn’t as great as the ISM report, but it was still good enough to reach the highest level since January 2019. The PMI rose from 53.2 to 53.4. Just like in the ISM reading, the price index spiked. It was the highest since the start of last year. One weak point was export orders which fell for the first time since July because of economic restrictions due to COVID-19.
Momentum. By our count, of the global manufacturing PMIs released thus far, 81% are in expansion territory. This is best since October 2018. Even as COVID cases climb, we think manufacturing can still work since this does not require close physical proximity to the end consumer. pic.twitter.com/2yNFCfOCLU — RenMac: Renaissance Macro Research (@RenMacLLC) November 2, 2020
The global PMI was stronger too. The global manufacturing PMI rose from 52.4 to 53 which is a 29 month high. As you can see from the chart above, global manufacturing breadth hit 80.8% as the cyclical recovery looks nearly complete. Diffusion indexes recover quicker than actual production, but undoubtedly, we will see improved yearly manufacturing growth in October. The global new orders index was up from 53.8 to 55. Input prices were up from 54.7 to 55.2. Inflation could be coming soon.
As we mentioned, Europe is undergoing lockdowns to fight COVID-19. Many don’t think lockdowns are worth the economic consequences, but politicians do them anyway because they aren’t pragmatic. The shutdowns will have huge impacts on Europe’s GDP in Q4. America should far exceed Europe’s GDP growth. The Atlanta Fed GDP model shows Q4 growth in America will be 3.4%. That’s much different from Europe.
Ouch! Goldman Sachs had downgraded Eurozone Q4 from +2.2% to -2.3% as many countries are going into renewed #lockdown. pic.twitter.com/2jGfZcHe33 — jeroen blokland (@jsblokland) November 2, 2020
As you can see from the table above, Goldman’s new estimate following the lockdowns is -2.3% growth in Q4 which is down from 2.2% growth. It went from right in line with America to a contraction. France will be the worst off because it has the most economic restrictions. Growth is expected to be -3.8%. If Goldman showed predictions for Switzerland and Belgium, they would be very bad too.
Conclusion
Home price growth is too high. It won’t continue as it will make housing unaffordable. The ISM manufacturing report was a huge winner. It signals the cyclical recovery is alive and well despite the rise in COVID-19 cases. Imagine how well the recovery will go once we get a vaccine and a fiscal stimulus. Europe is set to vastly underperform America in Q4 as it is undergoing costly lockdowns. The only hope European investors have is the lockdowns end in December. There won’t be a vaccine quick enough to get the economy back to normal in December. The best hope is the vaccine starts to go out to the most vulnerable by then.


investmentwatchblog--2020-11-04--Michigan Secretary of State spokesperson: “This has been a bipartisan, open & transparent process fr

Michigan Secretary of State spokesperson: “This has been a bipartisan, open & transparent process from the beginning …”

Michigan Secretary of State spokesperson : `` This has been a bipartisan , open & transparent process from the beginning @ @ @ @ @ how about now at the end … .
t.co/TdVkidWk1T

Michigan Secretary of State spokesperson: "This has been a bipartisan, open & transparent process from the beginning …"
Hmm … and how about now at the end …. t.co/TdVkidWk1T
— Rasmussen Reports (@Rasmussen_Poll) November 4, 2020


investmentwatchblog--2020-11-04--This Is The Textbook Definition Of ‘Late Cycle’ In The Stock Market: Felder

The following is an excerpt from a recent report featured on The Felder Report PREMIUM .
I like to think of markets and securities in terms of three separate but interrelated dymanics : fundamentals , sentiment and technicals .
Fundamentals include things like earnings , net asset value , how those things are trending and valuation relative to them .
Sentiment is simply how investors are feeling toward something and technicals are really just a way to analyze the price trend .
Typically , a security or a market becomes expensive as a result of good fundamentals leading to positive @ @ @ @ @ @ @ valuation eventually becomes overextended , sentiment becomes too bullish and momentum begins to wane .
It is at this point the trend reverses .
Sentiment will start to turn as the trend turns downward .
Momentum will peak roughly midway through the trend .
Valuation eventually becomes reasonable or even cheap and sentiment turns sour as a result of a prolonged downtrend .
Eventually downside momentum wanes and the trend reverses again , usually just as sentiment bottoms out .
Each of these individual signals is valuable but not nearly as valuable as @ @ @ @ @

by jessefelder
The following is an excerpt from a recent report featured on The Felder Report PREMIUM.
I like to think of markets and securities in terms of three separate but interrelated dymanics: fundamentals, sentiment and technicals. Fundamentals include things like earnings, net asset value, how those things are trending and valuation relative to them. Sentiment is simply how investors are feeling toward something and technicals are really just a way to analyze the price trend.
Typically, a security or a market becomes expensive as a result of good fundamentals leading to positive sentiment and a strong uptrend. The valuation eventually becomes overextended, sentiment becomes too bullish and momentum begins to wane. It is at this point the trend reverses. Sentiment will start to turn as the trend turns downward. Momentum will peak roughly midway through the trend. Valuation eventually becomes reasonable or even cheap and sentiment turns sour as a result of a prolonged downtrend. Eventually downside momentum wanes and the trend reverses again, usually just as sentiment bottoms out.
Each of these individual signals is valuable but not nearly as valuable as all three taken together.
Fundamentals


investmentwatchblog--2020-11-04--Why the hell is the market green today?

Why the hell is the market green today?

Why would it not ?
Regardless who wins we getting stimulus , big or small but we getting it .
@ @ @ @ @ , so no tax hike laws even if Biden wins and most likely just obstruction @ @ @ @ @ be changed over 4 years , which is really good for business Disclaimer : This @ @ @ @ @ purposes .
Do not make any investment decisions based on the information in this article @ @ @ @ @ diligence or consult your financial professional before making any investment decision .

by Banabak
Why would it not ? Regardless who wins we getting stimulus, big or small but we getting it .
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Senate stays red 99%, so no tax hike laws even if Biden wins and most likely just obstruction 101 and not much will be changed over 4 years, which is really good for business
Disclaimer: This information is only for educational purposes. Do not make any investment decisions based on the information in this article. Do you own due diligence or consult your financial professional before making any investment decision.


investmentwatchblog--2020-11-04--Pandemic gets worse, still no stimulus, recovery falters, European double dip recession, overvalued

Pandemic gets worse, still no stimulus, recovery falters, European double dip recession, overvalued stock and credit markets crash, EM debt crisis, EZ debt crisis, no vaccine until 2H2021, more lockdowns, overrun hospitals….

As winter approaches , health experts are warning that the United States faces a dark COVID-19 winter .
They should also be warning of a long and painful U.S. economic winter .
It is not simply that the economic recovery is at risk of faltering if the earlier easing of COVID-19-related lockdowns is at least partially reversed and if a second fiscal stimulus package is delayed until after January 20 .
It is also that the world ’ s overvalued equity and credit markets could be seriously unsettled by a double-dip European economic recession and by a serious emerging market @ @ @ @ @ @ @ an epidemiologist to recognize that the U.S. is on the cusp of a second and more vicious wave in the health crisis .
Even before the winter , the number of new daily infections in many states well exceeded its earlier summer peak .
Worse yet , those infections are now increasing at an alarming fortnightly rate of around 40 percent , with little prospect of a comprehensive national plan to put a brake on the virus ’ s rapid spread and with little prospect of a widely distributed vaccine until the second @ @ @ @ @ @ @ sure , even if there were to be a major resurgence in infections , it is highly improbable that the U.S. would again go into a full economic lockdown of the sort that last spring plunged the country into its deepest economic recession in the past 90 years .

A dark economic winter
As winter approaches, health experts are warning that the United States faces a dark COVID-19 winter. They should also be warning of a long and painful U.S. economic winter.
It is not simply that the economic recovery is at risk of faltering if the earlier easing of COVID-19-related lockdowns is at least partially reversed and if a second fiscal stimulus package is delayed until after January 20. It is also that the world’s overvalued equity and credit markets could be seriously unsettled by a double-dip European economic recession and by a serious emerging market debt crisis.
One need not be an epidemiologist to recognize that the U.S. is on the cusp of a second and more vicious wave in the health crisis. Even before the winter, the number of new daily infections in many states well exceeded its earlier summer peak. Worse yet, those infections are now increasing at an alarming fortnightly rate of around 40 percent, with little prospect of a comprehensive national plan to put a brake on the virus’s rapid spread and with little prospect of a widely distributed vaccine until the second half of next year.
To be sure, even if there were to be a major resurgence in infections, it is highly improbable that the U.S. would again go into a full economic lockdown of the sort that last spring plunged the country into its deepest economic recession in the past 90 years.


investmentwatchblog--2020-11-04--Looks Like The US 2020 Presidential Election is Rigged

• The key states that Trump needs to win decided to withhold their results before all other states locked in theirs .
I ’ m specifically talking about WI , MI , PA , NC , and GA. • Trump was leading in the aforementioned states by a sizable amount before they stopped releasing results .
Now the results are “ trickling in ” and what is trickling in is miraculously and conveniently mostly Biden votes .
• The media and pollsters were constantly pumping out propaganda that Biden was without a doubt going to decisively win .
I believe @ @ @ @ @ @ @ key states purposely withheld results to wait and see the trajectory of the election and is in the process of adjusting the vote counts in such a way that Biden wins .
It ’ s too much of a coincidence that all of the important states that will decide this election are also the ones who are “ waiting for and counting mail-in ballots.
” On top of that , most of the “ mail-in ballots ” are coincidentally going for Biden ?
And why is it that it ’ s only these @ @ @ @ @ @ @ hard time finding and counting all the “ mail-in ballots ” ?
The pro-Biden media and pollster propaganda was a way to demoralize Trump voters , possibly dissuading them from participating in the election .
It also served as a way to condition the population to believe that Trump ’ s chances of winning are virtually impossible .
This makes it easier for them to steal the election .

by crackedreflector
The key states that Trump needs to win decided to withhold their results before all other states locked in theirs. I’m specifically talking about WI, MI, PA, NC, and GA.
Trump was leading in the aforementioned states by a sizable amount before they stopped releasing results. Now the results are “trickling in” and what is trickling in is miraculously and conveniently mostly Biden votes.
The media and pollsters were constantly pumping out propaganda that Biden was without a doubt going to decisively win.
I believe some of the voter districts in these key states purposely withheld results to wait and see the trajectory of the election and is in the process of adjusting the vote counts in such a way that Biden wins.
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It’s too much of a coincidence that all of the important states that will decide this election are also the ones who are “waiting for and counting mail-in ballots.” On top of that, most of the “mail-in ballots” are coincidentally going for Biden? And why is it that it’s only these decisive states that are having such a hard time finding and counting all the “mail-in ballots”?
The pro-Biden media and pollster propaganda was a way to demoralize Trump voters, possibly dissuading them from participating in the election. It also served as a way to condition the population to believe that Trump’s chances of winning are virtually impossible. This makes it easier for them to steal the election.


investmentwatchblog--2020-11-04--What is really happening in this election?

Current states ( not called ) that look like/probably will be wins : All these toss up states ( MI @ @ @ @ @ passed laws deeming they were not going to start counting mail in ballots until Election @ @ @ @ @ % of all Americans ( 275.5 million people ) were able to vote by mail @ @ @ @ @ people live in Michigan , Pennsylvania , and Wisconsin .
So , 10 % of @ @ @ @ @ decided it was proper to begin counting mail-in ballots beginning on election day .
So @ @ @ @ @ • ( B ) Trump wants to stop the counting of valid ballots in order @ @ @ @ @ C ) Trump and Democrats are working together to create the appearance of a stolen @ @ @ @ @ to further lose trust in the justice system and the country in order to create @ @ @ @ @ E ) None of the above

by madisonsomewhere
Current status of election:
Biden: 225
Trump: 213
Current states (not called) that look like/probably will be wins:
North Carolina 94% counted (T +1.4%) (15 EV)
Georgia 94% counted (T 2.2%) (16 EV)
Nevada 79% counted (Biden) (6 EV)
Arizona 82% counted (Biden) (11 EV)
Alaska 31% counted (Trump) (3 EV)
Adding those states..
Biden: 242
Trump: 258
This leaves:
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Michigan 71% counted) (T +6.4%) (16 EV)
Pennsylvania 74% counted) (T +12.7%) (20 EV)
Wisconsin 81% counted) (T +4.1%) (10 EV)
Theory:
All these toss up states (MI, PA, WI) passed laws deeming they were not going to start counting mail in ballots until Election Day.
Michigan Governor: Gretchen Whitmer, Democratic party.
Pennsylvania Governor: Tom Wolf, Democratic party.
Wisconsin Governor: Tony Evors, Democratic party.
Why…out of….all…the states….in the…United States….is..it……left…to….these…..three…..states…?
Up to 84% of all Americans (275.5 million people) were able to vote by mail this election. 28.6 million people live in Michigan, Pennsylvania, and Wisconsin. So, 10% of the people voting this election decided it was proper to begin counting mail-in ballots beginning on election day.
So which one is it?
(A) Democrats organized delayed counting procedures in order to commit voting fraud & win.
(B) Trump wants to stop the counting of valid ballots in order to win.
(C) Trump and Democrats are working together to create the appearance of a stolen election in order for people to further lose trust in the justice system and the country in order to create more unrest.
(D) Life is random
(E) None of the above


investmentwatchblog--2020-11-04--Hedge Funds are long going into this

Hedge Funds are long going into this

Disclaimer : This information is only for educational purposes .
Do not make any investment decisions based on the information @ @ @ @ @ you own due diligence or consult your financial professional before making any investment decision .

by WSBConsensus
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Disclaimer: This information is only for educational purposes. Do not make any investment decisions based on the information in this article. Do you own due diligence or consult your financial professional before making any investment decision.


investmentwatchblog--2020-11-04--Mannarino: NO LANDSLIDE VICTORY FOR ANYONE. Keep Your Eyes On The Debt Market!


investmentwatchblog--2020-11-04--Twitter goes all in

Twitter goes all in

Twitter has been ramping it up all evening .
Now it ’ s just getting absurd , this was near @ @ @ @ @ is Still Running Propaganda for Biden

by AddictedReddit
Twitter has been ramping it up all evening. Now it’s just getting absurd, this was near instant.
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The Legacy Media is Still Running Propaganda for Biden


investmentwatchblog--2020-11-04--M&A bankers: “we never been this busy” The overall theme of deal rationals seem to be “optimism”

Hearing from multiple sources at M & A bulge brackets and regional boutiques that they have never been this busy @ @ @ @ @ the case globally ( US , Europe and Asia ) .
Bankers are working on @ @ @ @ @ going into Christmas is super-busy .
The overall theme of deal rationals seem to be @ @ @ @ @ future on all angles – the overall economy , individual idiosyncratic company strength and funding @ @ @ @ @ are always “ busy ” but this is for real .
Hard to see how @ @ @ @ @ US would change this .
There will be merger-mania over the next few months .
@ @ @ @ @ ( and even 2015 ) levels ?
Disclaimer : This information is only for educational @ @ @ @ @ any investment decisions based on the information in this article .
Do you own due @ @ @ @ @ professional before making any investment decision .

by WSBConsensus
Hearing from multiple sources at M&A bulge brackets and regional boutiques that they have never been this busy. This seems to be the case globally (US, Europe and Asia). Bankers are working on multiple deals and the calendar going into Christmas is super-busy. The overall theme of deal rationals seem to be “optimism” about the future on all angles – the overall economy, individual idiosyncratic company strength and funding climate.
Yes, banker are always “busy” but this is for real. Hard to see how any political grid-lock in the US would change this.
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There will be merger-mania over the next few months. Can the chart match 2019 (and even 2015) levels?
Disclaimer: This information is only for educational purposes. Do not make any investment decisions based on the information in this article. Do you own due diligence or consult your financial professional before making any investment decision.