To The Moon

July has finally arrived. Suddenly, the market seems to wake up to some "new" knowledge. I can't believe for the past 2 weeks as indices go higher and higher...

Just see Nasdaq and S&P making all time highs!

I have a couple of options shorting the Indices but so far, as we know, they have not turned out well. As usual, I have been early.

Today's pre-open seems a little different. Although we have the "beautiful bill" supposedly clearing the two houses this week, in anticipation, USD has been dropping like flies lately. 

On top of the expected ballooning of US debts that would mean that US government is likely struggle to pay it's interest. This in turn results in an increased interest rates to attract lenders. What follows is lower growth, if not recession. 

US should in fact thank its lucky ⭐ if its treasury auctions are even able to attract enough takers! 

Why? 

I have mentioned earlier about the movement of USD. It's not a coincidence. Central banks all around the world 🌎 are losing confident in US and USD. Did you also notice the recent accompanied increase in precious metals prices? Yup, the stars are aligned, as I had mentioned many a times before.

To top it up in July, we have the 90 days ending of tariff pause... 

With all noise and no action so far, it's anyone's guess what would happen, especially with Donald Trump.

I can see him doing one thing, then changed his mind the very next day. Give him one week when he finds no takers for USD Debt! But no one can say for sure.

Trump is also urging US Federal reserve to drop rates, which is another inflationary measure as this will promote excessive borrowing in an already speculative environment.

Finally, we have the uncertainty of the wars. The real physical wars. Don't think they are over... The fragile ceasefire between Israeli and Iranian is just fragile. I would either be a brave or silly person to believe they will live happily ever after.     

Take action today and now... If you have not. I know I have banged the table many times and have not been correct with the indices movement.

It's very simple action. Only 8 more days... Protect yourselves. 

Precious metals like gold, silver, platinum and palladium are not going away anytime soon. In fact, with USD coming down, gold and silver are going to be the new world default assets class. Don't take my word, just see the behaviour of those prices movement.

If you want short indices, be careful not to go early like me... Or go small... Until price actions set in... Remove any risky bets. There are times to be brave. Now is perhaps not the best time.

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