The USA Milkshake

已更新

My recent posts were super bearish... well not this one.
Imagine if you will, somehow, an impossible scenario. With nuclear war looming, food crisis and monetary tightening, something is triggered takes us to the moon, literally and metaphorically.

One of them, which got quite popular (for a man my size), shows an imminent VIX explosion. Maybe the VIX explosion will push everything upwards incredibly fast.

DXY fundamentals are bullish, perhaps dollar-milkshake-bullish.

If we are relieving 1996 (btw I love this year), the repercussions could be completely opposite to what everyone believes.
Take this thought experiment. A sky-rocketing dollar, and with energy bull-flagging, this could be the ideal scenario for certain companies. There are certain aspects of our daily lives that will continue to function (hopefully) no matter what happens, and no matter the cost. Food production, clean energy investments in places like here in EU (solar, wind parks), electricity production are things that will continue no matter what.

I mentioned energy bull-flagging. Oil looks that is has reached a bottom here. The following months look very bullish to it.

Footnote: This chart is about DXY*SPX. These two are behaving like opposite poles. This year had rapid bull runs and painful bear drops, all of which were caused by the immense speed of DXY. By charting this pair, we see the net-effect of cash + equities. All-in I guess??? But what should we bet on???

I am not a trader. Don't take my tinfoil-hat-nonsense as investment advice.

Tread lightly, for this is hallowed ground.
-Father Grigori

註釋

After all, it would be wasteful if all that money printing (a 10 sigma event) went to waste that quickly. Powell flooded the system with money. Now he is burning it in the fastest rate ever. The dynamics and effects of these phenomena are virtually unknown. I know though that the ones who orchestrated it, have something on their minds to profit from these dynamics. And profit for them isn't money, it's power.