Deflation and NVDA

 Hi Readers

The more evidence is coming through that the US is heading into deflation, Metals Gold and silver should continue to increase in price as anticipated. 

The issue is now if the FED even try's to think about cutting rates they will ignite inflation and enter in stagflation. Stagflation is where cost of live keeps rising and stock markets explode to the upside. Real valuation won't matter as money will pour into the stock market as housing will be to expensive and chaos will take place. I say that in the nicest way to the American readers, Because with this current administration 52% of people are too scared to go out after 7pm as fear of being mugged, carjacked, bashed/shot or raped. What you are going through and it doesn't matter where you live in the US this is sample size if we have stagflation. 

Right now deflation is where we are at as long as the FED doesn't cut rates. Assets will devalue your money will buy less than what you are buying right now but at least you will be ok. Job security right now should be the number one goal for every worker.

To the Australian readers we are a good 8 months behind the US on the inflation front. We just got an quarter point rate hike by the new governor who before she took the job in September said that she didn't see the need to raise rates , that was until the BIS told her to so she did in November. Now she see's inflation rising further and she will have to move again. (laughable)

Of course she has to move on rates as there is no value in hold Australian government bonds when you can get a better rate in the US and have a convertible dollar to benefit from. Then she came out for the reasons why rates (could) go up again and who is to blame! Its official women who go to hairdressers, get there nails done, and who spend exorbitant prices on clothes are to blame for inflation. I couldn't stop laughing when I heard it at the senate hearing.  

I can officially say the job is way above her pay grade and needs to quit for the good of the country.

Inflation has been exported by the US to the world and central banks around the world should have got ahead of the curve, instead waited around like fools following the leader, now with the exchange rates affecting the cost of living effects on people we haven't seen anything yet. Commercial banks have been hiding defaults by extending the age of loans and securing further security relief through higher mum and dad capital involvement.

Once people start loosing there jobs that's when you will see band aids come off and the liquidations kick in at any cost.

We got NVDA results last week and the stock is so awesome, seriously the deception this company is using makes ENRON look like a kindergarten.

 I have positions in NVDA  DISCLOSURE.

Lets look at some of NVDA clients and this is just better than cow farms buying $2 billion worth of H100 chips.

So who is Iris Energy ? This company is listed on the Nasdaq exchange, yes its an Australia Bitcoin miner in New South Wales.

So this company has never made a profit, lost money 22F $419K loss and 23F $171.

Company net value is $237 Million

Yet this company bought $1.2 billion worth of Nvidia chips. 

So if anyone knows which bank gave them the money to buy these chips on what collateral? 

This is the type of clients NVDA makes out that have brought there chips. Yet if there making such huge margins of profit on the sales of chips why is it they require funding from issuing corporate bonds.

So please just be aware that the truth will come out and the fake reporting will be exposed, and show how fraudulent Wall Street really is.