COVID-19 CRIPPLING SUPPLY CHAINS – WILL CRIMP APPLE’S BUYBACK CASH Massive Chinese Liquidity pumping due to the Corona Virus is presently holding up US Equity markets and sustaining a weakening breadth. Our historic analogies continue to hold their patterns despite unprecedented damage to Global Supply Chains. When Good News arrives regarding control of the Corona […]
SII: INFRASTRUCTURE – SOON TO HAVE ITS DAY IN THE SUN REAL TIME CHART AN ADDENDUM TO FEBRUARY 2020 UnderTheLens VIDEO Its time to start building your list for the coming shopping trip of the decade! As the coming Recession becomes more apparent & Monetary Policy is seen to be Insufficient to mitigate it, massive […]
HOLDING OUR ‘POWDER’ IN ANTICIPATION OF FURTHER GOLD ACCUMULATION MATASII moved to “Accumulation” for Precious Metals this time last year as we saw clear evidence that from a Technical perspective we had a firm bottom from which to move higher. This years Thesis paper and the recent three part Macro Analytics series on the “Emerging […]
TIME TO START PREPARING FOR A SHOPPING TRIP MACRO MAPS “Its time to start building your ‘Wish List’ for the shopping trip of the decade!” DRILLING DOWN FOR VALUE – Subscriber Links Only COMMODITY INDEX – Monthly GSCI AGRICULTURE ETN – Monthly RJA GRAINS ETN – Monthly GRU […]
AAPL: MACRO ANALYTIC CHART UPDATES PRIMARY – LONG TERM The Great “Debt for Equity Swap” continues unabated as Central Banks continue to keep rates low and financial leverage available through ample liquidity. Our April 2018 LONGWave spelled out the underlying opportunity for a Minsky Melt-up based on the disappearing stock float AAPL is the new […]
