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Market Talk – June 5, 2020

ASIA: China is considering using about USD 28 billion in proceeds from government bond sales to help address risks in the banking sector, according to people familiar with the matter told Bloomberg. The debt will be part of the total issuance planned by the central government in 2020, and it’ll be used for measures including […]

Inflation into 2021

QUESTION: Hi, Martin You have referenced the three different types of inflation in previous posts. Please speak to what we can expect to see manifest from this record money printing/stimulus from the Fed. Thanks, MD ANSWER: This cycle will be on the back of shortages in commodities. This is what the computer has been forecasting […]

The Road Ahead – A Complete Mess

QUESTION: There is a theory that the markets are rising because of the riots as the anarchy makes it more likely that Trump will win re-election. I’m wondering if the Dems remove Biden and replace him with a better candidate if this will cause the markets to tank. SMD ANSWER: I understand that is the […]

Market Talk – June 3, 2020

ASIA: The US government says it will block Chinese airlines from flying into the US in response to China’s decision to ban US air carriers on June 1, 2020. The Transportation Department restrictions will take effect on June 16 but could be enacted earlier if President Donald Trump decides to do so. The Transportation Department […]

Market Talk – June 1, 2020

ASIA: China’s official manufacturing PMI for May came in at 50.6, according to the country’s National Bureau of Statistics. A private survey released Monday also showed manufacturing activity in China unexpectedly expanding in May, with the Caixin/Markit manufacturing PMI coming in at 50.7 for that month. PMI readings above 50 signify expansion, while figures below […]

Macron Wants to Take Car Production from Germany

President Emmanuel Macron is waging war against Germany to usurp their car production by first killing it with climate change regulations. Then he announced an €8 billion plan to make France the top producer of “clean vehicles” in Europe. The rivalry between France has always been deep-seated. The number of wars between the two countries […]

China v USA

QUESTION: Obviously, China is not Hitler or Napoleon with dreams of conquering the world. The days of empire building are gone. China has always been the one who is invaded from the Mongols and Japanese to the Europeans. Do you see China becoming more dominant in empire building retaking Taiwan? JN ANSWER: I am working […]

Market Talk – May 29, 2020

ASIA: President Donald Trump launched a blistering attack on China on Friday, and announced a slew of retaliatory measures that will plunge US-China relations deeper into crisis. “They’ve ripped off the United States like no one has ever done before,” Trump said of China, as he decried the way Beijing has “raided our factories” and […]

Is it Time to Throw Every Politician Out of Office Who Imposed Lockdowns?

There is a rising discontent against politicians who have scared the hell out of people using this virus. They did so without ANY justification other than a bogus old program from Imperial College, funded by Bill Gates, that used a stochastic to try to forecast the future like the child’s game Sim City. The polls […]

The New Norm – Social Distancing Forever

In discussions behind the curtain, it appears that there is also a hidden agenda to embrace Bill Gates’ virus for the purpose of suppressing our freedom. The Marxist Socialist Model that took over the world beginning with the Progressive Era at the turn of the 19th century is collapsing.   The unfunded liabilities and the […]