Summary: This week the UK gained (another!) new prime minister (let's see how that goes), and Twitter (the bird) has been freed! In China, Xi has renewed his mandate, with key elements of the CCP on his side. Despite some of the bad news during this earnings season (META and Amazon, for example), the markets rallied a bit. The energy sector is booming, but tech and consumer discretionary are conservative regarding the next quarters. The next days will probably be of indecision, ahead of the FOMC meeting and the election in the US. If you are feeling lucky, go ahead, make your bets and enter the market; but otherwise wait for confirmation. Either a end-of-year rally or another slump are ahead. Don't forget we are in a bear market, the economy is slowing and monetary conditions have been tightening during the year.     The Stock Market Rallies, But...What About the Economy? Video: We’re Entering Worst Economic Time in World History; Fed Is Paving Path of Destruction: Hugh Hendr...

Summary: Another agitated week! Liz Truss went away, together with her minibudget, due to lack of credibility. The bond markets are stressed, with real rates increasing around the world. The economic outlook for next year remains gloomy. China gets its own paragraph. The BIG CCP meeting has been ongoing, and we are waiting for a digest of the policies and directions the giant will take during the next years. The president should remain for some more time. In the meanwhile, the USA can only think about doing war with China about the Taiwan independence, or escalating the war with Russia, in Ukraine soil. The stock markets jumped up and down, but ended the week on a positive note, after the FED whisperer telling that the FED pivot is near - probably early next year we'll see no more rate hikes. The dovish pivot may be even closer if some emergency occurs in the bond market (for example). In the near term, we may have a bit of a rally in the stock markets for some time, but it's...

The world economic forum (WEF), the International Monetary Fund (IMF), the World Health Organization (WHO), the United Nations (UN) - all of them have a noble mission. But when they conspire together, what you have is world domination. Central planning might be dangerous. The Great Reset: You Will Own Nothing and be Happy Video: WEF has been ‘upfront’ about ‘Great Reset’ agenda Channel: Sky News Australia Video: ‘You will own nothing, and you will be happy’: Warnings of ‘Orwellian’ Great Reset Channel: Sky News Australia Video: COVID-19: The Great Reset Channel: World Economic Forum The Reset Explained Video: “You will OWN NOTHING, and you will be HAPPY” | Douglas Kruger Channel: Centre For Risk Analysis Video: Is the Great Reset Happening? - Robert Kiyosaki @Mark Moss Channel: The Rich Dad Channel Video: This One Chart Proves Their Plan Is Evil Channel: George Gammon Video: Oh No, something BIG is happening in Germany, the WEF is make it worse| Redacted with Clayton Morris Ch...

  Summary: The week was agitated. The instability of the UK bond market and government, the still-hot inflation, the big market swings... What a week. We can only hope that after the next FED meeting (or the US elections) things get a bit clearer, because right now the markets seem range bound and with aggressive mood swings. Is there going to be a little rally? Why knows! Right now the markets seem like an unpleasant place to be. If you have doubts, stay out. Volatility is hotter than inflation. Hot Inflation Sources: Trading Economics (United States Inflation Rate) "The annual inflation rate in the US slowed for the third month running to 8.2% in September of 2022, the lowest in seven months, compared to 8.3% in August but above market forecasts of 8.1%. The energy index increased 19.8%, below 23.8% in August, due to gasoline (18.2% vs 25.6%), fuel oil (58.1% vs 68.8%) and electricity (15.5% vs 15.8% which was the highest since 1981). A small slowdown was also seen in the cost ...

  A little thought experiment about how we got here, where the abuse of power is, the current poor leadership, and the dangers associated with it. Finally, the consequences for the economic/financial systems and society.   In 1961, The Warning About the Military-Industrial Complex Video: Eisenhower Farewell Address (Best Quality) - 'Military Industrial Complex' WARNING Channel: Ewafa     Now, In the US: Weak Commander in Chief Video: Monica Crowley: This puts us all in peril Channel: Fox News Internal and External Conflict Video: Ray Dalio on US Dominance, China Economy, Inflation, Future of Bridgewater Channel: Bloomberg Markets and Finance The Boom and the Bang Video: Doug Casey: the west is in major decline, what you can do about it Channel: Small Caps Video: Global Crisis Is Here... Dam Is Ready to Break in Financial Markets Channel: Stansberry Research

Summary: The hot topics of this week included the reduction of the oil production target by OPEC+, the application of more sanctions on Russia by the EU, and the revelation of the U.S. unemployment rate and the non-farm payrolls for September. Although the unemployment rate remains at low levels, the payrolls showed signs of deceleration. This was enough to scare the markets and make stocks tumble on Friday. In the immediate future we may get a bounce and a few days of indecision in the markets. Next week there will be more FED speeches and the release (on Thursday) of the updated US inflation rate for the month of September. Will this help break resistance on the main stocks and send us a step lower into this bear market? Maybe... Otherwise we'll have to wait for the slowing economy news during the upcoming earnings season. US Job Market Sources: Trading Economics (Payrolls) Trading Economics (Unemployment Rate) "The US economy added 263K jobs in September of 2022, the least...

The past weeks in review: The FED raised rates by 0.75 %. No surprise. But the speech was very hawkish and the markets are expecting rates to continue rising until something breaks in the economy or the financial markets. Other central banks have the same stance: attacking high inflation with higher interest rates. The stock market tumbled until reaching the June 2022 lows. In the UK, a massive tax reduction was announced (without reducing government spending reduction, which will cause deficit increase), causing confusion in the markets. The GBP tumbled. The bank of England had to announce a gilt market operation, during for at least a few weeks. Will they return to quantitative tightening or not? Will the FED also pivot? In europe, the energy crisis continues, after the sabotage of Nordstream 1 pipeline. Natural gas supply will not be re-established anytime soon. In Ukraine, the results of the voting for the anexation of the eastern territories to Russia will allow Putin to take over...