Risks Out There 06 (May 20 - Dec 24)

[behappyalways]

De-Dollarization In Progress Could "Vaporize" Stocks, Bonds And Real Estate
https://www.zerohedge.com/markets/de-do ... eal-estate

[winston]

5 Reasons To Still Be Bearish

1. There is not enough serious bullish sentiment to create a break above the 200 day moving average at this time.
2. We have an inverted yield curve which is one of the most time tested indicators of a looming recession and bear market.
3. The Fed is feeling a bit too good about the economy which they take as a green light to raise rates like crazy in coming months.
4. The weekly jobless claims reports is the leading indicator of what will happen with monthly job gains. That has been going the wrong direction since mid March.
5. This feels like the long term bear market of 2000 to 2003 that started with the popping of a valuation bubble and later had to deal with a recession.

Source: The INO.com Team

https://www.ino.com/blog/2022/08/5-reas ... v-TwnZBxRY

[behappyalways]

When investing in China counters, one must consider political/country risk. Looking at the way how China handles covid, there might be some truths in the below tweets.

https://mobile.twitter.com/adam_ni/stat ... 0637041664

[behappyalways]

US dollar wrecking ball....

Currency depreciaton....


南韓史上首見!連4次升息 基準利率調至2.5% 上修全年通膨!示警恐創24年來新高｜非凡新聞｜20220825
https://m.youtube.com/watch?v=FNBSoIFDt1M

[behappyalways]

邪惡微笑曲線 看美元割全球韭菜三部曲 新興國家1天要付出20億美元代價｜20220825｜@王志郁Plus
https://m.youtube.com/watch?v=rFdxeqEhZKs

US dollar wrecking ball....

Currency depreciaton....


南韓史上首見!連4次升息 基準利率調至2.5% 上修全年通膨!示警恐創24年來新高｜非凡新聞｜20220825
https://m.youtube.com/watch?v=FNBSoIFDt1M

[behappyalways]

Risks out there....


Look at currency......look at China Rmb. HK dollar is also too strong for HK due to peg

[winston]

As inflation sticks and recession hits, prepare for five years of hard times

US policymakers, who were wrong about inflation last year, are now telling the world to expect ‘some pain’

With serious recession around the corner globally, all asset prices will fall, but investors must be patient and hold the course, with ‘preservation of capital’ as the maxim

by Richard Harris

Source: SCMP

https://www.scmp.com/comment/opinion/ar ... gn=3190798

[behappyalways]

A $1.5 TRILLION Lehman-Like Event is About to Crash a Major Economy
https://m.youtube.com/watch?v=6kxW73aTYos



Trillions In "Liquidity Support Is Going To Be Needed" As Swiss, Finns Join Europe's Bailout Brigade
https://www.zerohedge.com/markets/trill ... ut-brigade


https://mobile.twitter.com/MetreSteven/ ... 5259196419

USD appreciating...

[behappyalways]

The silliness is back as market rally and shorts are squeezed. The continued rise in 10 year bond yield kinda confirmed the silliness. Probably after this silliness, it will then try to take this year new low. Investors should take this opportunity to further relook and adjust one's portfolio.

苦日子正要開始！亞洲貨幣競貶潮無阻止態勢！通膨壓力加大！【Yahoo TV #風向龍鳳配】
https://m.youtube.com/watch?v=p6ioKMr-gTw


“It’s our currency, but it’s your problem" - Richard Nixon’s treasury secretary John Connally

[behappyalways]

Similar to what SoftBank did last year...buying call options and then pushing stock price up ....now reverse...

https://mobile.twitter.com/FedGuy12/sta ... 1921813507


To discuss volatility trends and share his outlook for markets amid the continued sell-off:

https://mobile.twitter.com/TDANetwork/s ... 0383827968