End of Financial year fun and games

 Hi Readers 

With the of Financial year fast approaching tax selling has started early this year.

We tend to see it the last working week but it started last week and is continuing until the end of the month.

Tax selling for those who don't know is when you have value loss on your portfolio and you offset it by gains you have made during the year so you end up paying minimal tax.

We have seen selling in DXB also and that not tax selling.

DXB has a number of small investment managers, who need to realize profits to get paid.

When you have a book with some realized losses on it and you have bigger unrealized gains you need to crystalize the gains to hide the losses and to show a profit. 

As you only get paid on profits not losses. You don't work all year without being paid.

Over the weekend we had some major announcements coming through which its not in the media's interest so its being kept quiet as not to stir up the financial markets but it will.

The Saudi's are no longer going to peg oil to the US dollar and what that means is that the US dollar will have no backing as of the 1st July.

The last 50 year agreements has officially ended with the Saudi's refusing to have oil pegged to the dollar.

What that means is higher rates in the US and US partners is here to stay as the US needs to attract money to cover there bond market, and there spending.

In other news we see a Japanese bank having to sell its US bond holdings as the losses are proving to be significant. So who is going to buy the bonds when the Chinese, Russian's and Saudi's are no longer buyers and have been selling and running bonds off there balance sheets. Its a massive problem as the dominance of the US dollar has eroded due to miss management.

The BRICS nations currency will be backed by commodities so they say and while you can see the energy and grain side playing out I question the precious metals side of the equation.

We live in interesting times and we see inflation paralyzing the consumer, how companies will be able to sustain compounding profits remains to be see. The B2B has ended with the suppliers loosing pricing power due to competition. So what will fuel further growth with a bankrupt consumer and cut back in business spending. This isn't just in the US its in all the western world.

I'm fascinated to see, consumers have become slaves to debt, governments are taxing everything to raise money, businesses are tightening there spending, and consumers want more from governments. We really are living in historic times readers.

We just went through the covid crap over the previous 3+ years and I'm just laughing at how stupid people were. The social distancing the mask wearing inside your own car even out side, people where scared to breath air wearing masks outside. Unbelievable, now a report comes out with 90% of Americans regret taking the covid vaccines. 

You look back and say what the hell was I thinking, I hope people learn from it as there will be another bullshit pandemic, its the only way to push socialism. 

Some of the younger readers have no idea of it but believe me you never want to live in socialism, I'm a capitalist and love the idea of the free market deciding what (product, service or idea )is worth. If you want to experience socialism go and live in China for 6 months, if you don't obey you won't be accepted. 

As I said historic times.

Addressing female readers complaints.

 Hi Readers 

I'd like to address something I posted and has upset a number of our female readers.

Because we got over a dozen complaints I thought it would be best to be public and state some facts which will make people understand or people won't because of there arrogance which is all good. 

As the saying goes IT IS WHAT IT IS.

Previously I mentioned that female Robots will not might be the dermise of the women.

I said that because women have been trained to be entitled to equal as the male counterparts. 

There are things that women are way better at and there are things that men are better at.

In the last 20 years women have been fooled into thinking that if  they get a degree and a high paying job that this will attract a high net worth male. This is far from the truth its not funny. 

As a male, men and I have spoken to a number from single and married men don't care about how much money women make, what there careers are or what there views are.

Men still today want the same thing there fathers did and there fathers before them.

Wife to cook, clean, be friends with and to have a family with. The rest is simply bullshit.

For a woman her chance to find a premium partner is 22-29, for a males it tends to be whenever.

I say whenever because men in there 20 don't know what they are doing day to day, in there 30's the are developing themselves and in there 40's are making there money. A good women can enhance a male and speed up the process. 

Ladies you have a biological clock to breed and Im sorry is sounds cruel but its the truth. So while most of you are in UNI or chasing your careers which is great your actually killing off your premium time to attract a partner. I say this because as humans this is what we live for, its why our parents lived pasted there 70's and this generation is struggling to make it past 50 with metal illness, depression or other issue I don't want to go into. To put it simple men want a wife , family and women want to be noticed and appreciated. This doesnt and will never work, thats why when the female robots come and they will women will then wake up and realise that you have pushed away the one good thing they had.

Now if same sex is your thing good luck to you, the odds of you staying togther is 24%.

For females will a robot listen or put up with whats going on in your lives? or will it simply attack you. I don't know but the only sample we have is the same sex relationships over the last 20 years. 

Men 76% success rate more than 7 years.

Women 24% success rate more than 7 years.

Males are very simple creatures , while women continue to have the current views of entitlement and the prize, men will look past and move on. In Europe and in Asia we see the tradional values where as here in Australia we see women going down the American route of entitlement which is very wrong.

The only other thing that I can think of right now is diamonds.

Diamonds became valuable because some shrud businessmen decided to fool women into believing that if he loves you he will buy it for you at any cost. It was a way to extract money from men who appreciated there wives. Women over time got fooled into  competing with the other women that her's is bigger than mine and that was the way diamonds became what they are today, nothing but a symbol.

Absolutely no benefit to the couple but a show off thing.

I hope the best for females of the world, I really do but I don't see them smart enough to understand what there actions are doing to them long term.

Look behind the scenes to see who benefits from women being the way they are and you will understand whats really going on.

I hope this settles it and if not live with it.

I wish you the very best.

inflation just wants to explode again.

 Hi readers 

So we just had the FED come out and say that there is more likely to be 1 cut by the end of this year.

So what happen since November 2023, what changed the 6 rate cuts by the end of 2024 and with 3 cuts potentially by the first quarter.

Yes people we are being gaslighted, because no central bank is in charge of interest rates at the present time, they want you to believe that they are but there not. INFLATION is.

First quarter came and went and we got no rate cuts, but we got talk of a May cut, May came and went with nothing, market then took the view that by June the FED will cut 1/4%, again all we got was talk.

The bullshit propaganda media who pushed the November 2023 ideas for the last 6 months refuses to accept or even tell you the people the truth. 

WE see the dickhead from CNBC now use language of ( high expectation of a rate cut by year end).

Previously it was (definitely 3 cuts by mid 2024 with the possibility of 6 by year end ).

This is what annoys me when people who don't understand economics create this false narrative and people believe what they are told and actually plan on what they are told. 

Inflation is running above the statistics numbers and the FED is very aware of it and that why they simply can't cut rates. When the market starts to understand this a correction in fluffed up names will commence.

Australia is in the same boat, the current inflation rate is much high than what the current CPI number is, and the more the government continues to bring in migrants into Australia the higher the inflation will be. Newly arrived migrants are not contributing to the economy as previous times, there is simply not enough jobs in Australia to support the number of people coming in.

At present 10,000 migrants a week its been cut from 25,000 and to date this year its over 720,000. In previous year it was 120,000-140,000 per year.

The way of life in Australia is being changed and it will be for the worse.

So what do I mean, supply and demand is a wonderful thing, it tend to price good accordingly. All western countries at the present time are going through this, even Europe. 

Farming has lacked investment for decades due to poor return, when I say poor returns Im talking under 10% yearly, very rarely will  farmers cash in big unless crops they produce ballooned in price due to weather damage from other farms. Today we aren't see any weather damage or tarriff issues, its simply a supply/demand issue. Today's generation isn't interested in farming due to the lack of returns. The average age of farmers has increased so much so that farmers are selling up or simply closing down and retiring. 

So what that does is paralyse the comsumer into paying more for the simple things we take for granted food. Then you have the importation of migrants which just compounds the issue and that dear readers is how you have your inflation.

Migrants aren't looking to buy dishwashers or microwave ovens or label designer clothes, they are looking to buy needed goods. The same things you need to buy to survive, thats how your getting the compounding inflation. 

Some of you might say that in Canada and the ECB just cut rates, and its only a matter of time.

Wrong they cut rates because the defaults on morgages is that big that its threating the banking system. People can't simply pay the interest only let alone the principle, so you either save the banks or you blow up the economy, they have decided to blow up there economies.

Inflation in these 2 economies will continue to rise and its only a natter of time before there currencies face the market revaluation.

As I have told many of you before until the interest rates are higher to kill demand inflation will continue to rise. Unless countries start using the american model of ex food, ex health, ex military, ex everything. Bullshit economics

For those of you in the political arena, how do you solve it.

Increase interest rates by at least another 2%. 

This will destroy demand, people will spend on there needs, businesses will limit the mark up on products to attract sales. The good businesses will survive while the zombies will purge, 10/1 innovation will come and economies will regroup and recover.

Remember this readers inflation has never come down without the stockmarket crashing or correction over 30% so until then dont believe what your told by media or central banks.

Economy's on thin ice worldwide

 Hi Readers 

We continue to see the gas lighting in the media of the economy, regardless of where you live your being told that everything is going great yet your out there and struggling to make it work.

Whether your in business or in debt with mortgage repayments the bottom line is it just doesn't work.

The reason it doesn't work and it will never work is the size of the mortgage is so big that its never enough, your wages have only gone up 8% yet the cost of living has increase 27% on top of any debt.

In business your finding it difficult to pass on the cost as you fear loosing the work and the list goes on.

For workers here in Australia they just got a 3.5% increase in the minimum wage. So tell me how can you make it work when everything in creep crawling higher.

For those who don't know what creep crawling is . Its when supermarkets on a weekly bases increase the prices of products by 2-4 cents per week on items across the board. Once again it doesn't matter where you live, its happening across the board.

Example a tin of tuna 150g was $1.15 on the first of May, as of the 2nd of June the same tin and brand is now $1.25.

Or a packet of corn chips (175g)was $3.25 on the first of May as of 2nd of June same packet is $3.45.

So this is what we call continue crawl inflation. Where products just keep rising regardless of what your told, not by the company making the products but the retailer looking to bank on the current circumstances.

Yes people we are in a stagflation environment, the media wont tell you as it doesn't suit the governments narrative. Whether your in the USA, Canada, Australia or the UK its the same everywhere.

In Victoria alone business bankruptcies at up 500% in the first quarter. In fact there where more business declaring bankrupt in the first quarter this year than all of last year.

That should tell you where the consumer is at, another example I was told was from a cafe that increase the costs of coffee from $6.50 to $7 to cover the loss revenue in food, he now finds himself down 30% in coffee's since the price rise. 

For those looking to purchase property just be patient. Once again regardless where you are governments are all playing the same tune and its not to hard to work out that its not working.

Governments have brought in immigrants way beyond sustainable levels to force them to prop up the housing market, but the people with money haven't come, and the people that they brought in are broke bums, yes cruel and I make no apologies for it as its forced so many people into poverty. 

The bank of mum and dad are tapped out and most who helped out are now paying the debt. Much to the delight of the banks.

Banks now are looking at serviceability not just the down payments so with that most people cant service million dollar loans, at 8% so housing, prices will come down.

I think of it like a trawler boat collecting all the fish, that's what happened in the last 7 years with property especially here is Australia. Fire sales will come as more and more pressure is coming on with tax departments cracking down on unpaid taxes, and banks starting to become hostile to helping out property investors with interest only loans as there has been a default, its obvious that things are getting worse much quickly than banks had anticipated.

For those of you who don't know, banks are in the business of derisking loans, the less risk of default the more they can fractional reserve. The more chance of loan default the more the bank is exposed to losses.

For the DXB.ax investors who sold out there shares at 43 cents and are waiting for a correction, Unless we see a crash in the stock market the stock is going to continue rising. 

The stock finally is moving on fundamentals and in a down market will hold and rise 5% per day. If stock Market crash yes it will go down but not as much as some of you think it might.

If the markets is stable then price will trade much higher. 

As I have said to some of you can still buy it you just have to pay 55c, 75c or $1, bottom line is you need to do what's right for you.

I have already given my view on what I believe its worth so until then I'm all good.

Pluto in Aquarius

 Hi Readers

So we are at once again in a very important movement.

This is a long term aspect which will become massive I say this because Pluto is slow moving planet which takes time for change to take place but once it does it is permanent and its massive.

Example . June 15th 2008 Pluto moved into Capricorn. 

What was born around that time ?? Bitcoin I looked into it but never thought digital money would be a thing. I remember at the time it was around $2.12-$2.20. Need I say anymore, its in the past and we only more forward.

As of January 20th 2024 Pluto moves into Aquarius. for 15 years 

Yes it will retrograde back into Capricorn but the main focus should be what will become of it.

Robotics. Robot people

Aquarius changes relationships, acceptance of robots will be real and come to your house quicker than you think.

Look at companies which make robots, most are private or under military agreements.

If all fails look at what's required to make robots, there are plenty of ways to capitalize on it so do your research.

People will be robots, men will buy robots and have there own relationship with them while women will find it difficult to acquire the emotion connection with them so it will only benefit one side.

The damage women have brought upon themselves with this me too movement will be difficult to repair. The word ENTITLED will be a very regrettable word for women.

We will see law enforcements, an officer and a robot together. Yes people will loose employment.

We currently have robots and all the huge robotic machines, this isn't what I'm talking about.

I'm talking about robots that will look like humans, with rubber or plastic film which will look like skin, they will talk like humans its why our phones record every conversation, to have the human emotion to it and anyone will be able to buy them. Not quiet like terminators, but close.

Some of you will be freaked out by it but think of this 25 years ago could you see men/transgender playing against women, in women's sports. Its why women's sports will die if it isn't stamped out.

DXB is a prime target

 Hi Readers 

Hope your all well. We took a break from the blog as we had personal issue to deal with. 

I was also contemplating letting the blog lapse as the work load got to heavy with business and health.

As both have sorted themselves out I have the time to post.

This blog is dedicated to you the readers those who, I have met and those who have emailed, you know who you are and its because of you I will continue to post. Thank you to all of you.

So where is the market, property, stocks and economy.

Since our last post the stock market is running on gas lighting, investors, property markets around the world are holding up barely on immigration and economies have entered into stagflation.

While many of you unless born pre 1952 would have no idea what it is other than what you have read.

Stock we are holding BUB.ax is finally making profits and DXB.ax has wind underneath it.

We are starting to see shoots of the DMX200 and small agreements are being signed which is great moving forward.

A lot of you have been asking what is the stock really worth. Yes we have seen reports of 70ish to 80+.

But what you have to understand is where is the real value in this company, its not in management or the board that's for sure, its in the intellectual property.

DXB.ax has over 10 other treatments in its IP and while the market is all excited about DMX200 there is another treatments that are worth way more than what DMX200 can deliver in revenue.

The reason for the slow progress and delays in price appreciation is the foolish dilution the company executed last year. Had that not taken place this stock with the current news would be double its current price. Then we have managements lack of understanding of financial markets and that's why we are where we are at, and not $1.20 right now.

The one thing you need to think about moving forward with your DXB holdings is the following.

The company will need further injections of funds to continue the research in its other treatments.

Is DXB worth more as a going concern to shareholders or is it a prime takeover target for one of the pharmaceutical giants in America. 

At the present time they all have money but no IP, DXB would be an ideal candidate for one of them.

Hence what is the company then worth?

I do have my personal view, but I keep that to myself for the time being. I can assure you its way more than the current $230 million. Billion is the minimum so you do the maths.

I'll leave you with this food for thought and maybe managements might start thinking like giants not minno's.

DXB's current treatment method of kidney, demonstrated that they can turn off receptors, lets say you could then do the same with drug addicts, smokers, or weight loss. Yes there are drugs for that in the market place but the problem is there are side affects.

DXB treatments can become a commercial treatment, for people without side affects. 

This is where management isn't looking at the potential and is short minded.

What is the company worth then?

As I said from the start when we got into this investment, it will be one of the grand investment of a life time.

The astrology on DXB.ax is still strong moving forward but will wane in 2026. By then either the company will be bought out or I'll be selling my stake in the company. 

So the next 9 months will be very interesting to say the least for the company. 

As always use the above information as an indicator to your own work.

The above is based of financial astrology and my interpretation.

Ask your financial advisor on more on the above as I am not a financial advisor.

BIS got there man into Australia

 Hi Readers

Today we have got the Rothchilds moving in on Australia.

With the people voting against there referendum to take there right to own land this went against what was expected. As a result to the treasure of this country (Australia) has appointed a former director of the bank of England Andrew Hauser.

If you think the Treasurer Jim Charmers pick this guy you are delusional. 

Jim Charmers yes the Australian Treasure is a journalist and  has no idea about finance.

His told what to do by his minders and he obeys, in other words shit for brains.

 His been picked by the BIS which is run by the Rothchilds, like most of the central banks.

So that tells you that the current RBA governor won't last long. From her Comments in September when she said " I'm confident that rates wont move again this year" to raising in November and now blaming domestic economy for the inflation. Yet we have for the last year being told by clowns that its the Russia war or supply shortages, told bull shit. don't blame us mentality its the other guys fault. its almost as bad as Biden, but then again no one can be that bad.

Now this guy Andrew Hauser time at the BOE was lame, 2013-2017. Record in 2018 -2020 poor to a failure . his appointment in my opinion is disappointing.

When I hear that climate change is part of his mandate I clearly know his going to screw the public when his time comes.

His astrology on his birth chart is very poor. His a puppet and will be a yes man, similar to what Lowe was. rates won't move until 2024 like all the central banks said the same thing because that was the playbook. We know how that played out.

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.

Deflation evidence is showing up

 Hi readers 

We are seeing move evidence of deflation and while the US media keeps pumping the idea that the FED will cut rate this is all an illusion and I'll tell you why.

With the Fed there only active on the short end of the market the long end of the bond market is demand driven. Right now know one wants to purchase US debt as its starting to become toxic. 

We are also starting to see all the easy money which was handed out to corporations to keep them afloat and buy the crap stock back are all struggling to raise money. Yes even Nivdia which issued billion in bonds to buy there own stock back in 2021 mature in December. They have offered bonds to the market at 5.25% with no interest being shown.

What's this is demonstrating is that the FED has no choice but to keep rates where they are or even raise them. as cutting them will only ignite inflation.

Money is going to cost while assets will depreciate. How is this going to take place you might ask, very simple Employment. Your job you have right now is your only security, you either making your repayments or you putting food on the table. We are just seeing small uptick in the jobless claims in the US and the market and media believe the FED will cut rates. The FED is officially paralyzed by the bond market, they no longer have the ability to sway long term rates with comments or talk.

In Australia we are still a good 9 months behind the FED and need to raise rates further as if it wasn't for China buy Australian resources Australia would be an Argentina Economy. Rates in Australia need to be above the US just to become attractive to international investors. Its why you are see the government slowly cut project funding to states and there is more coming. The fact that the government runs to China to make sure China allows students and wealthy people come to migrate in Australia is embarrassing to say the least. Reason they doing that is to salvage the property industry/market. If it wasn't for the affluent Chinese coming to buy property in Australia, property would already be down by 35%. The fact are the Chinese knows exactly where Australia stands should push come to shovel so China is and they should look after there own interests.

To the American readers Australia has been doing what your Gavin Newsome is doing. Because the Chinese President is coming to town San Francisco is being cleaned up of all the rubbish and shit on the streets, and yes his admitted it when asked by the media.

The world is being lead by fools at the present time regardless where you are from there all talking the same stupid language, sacrifice your own people to protect the few, and the media will sell it.

What shits me is why is it ok for foreigners to own your countries land but you can't own there's?

The banking sector is fully reliant on Chinese migration to keep there profitability going. 

Australian banks are the most profitable banks in the world readers and that's only because its a cartel. They all meet up and inform one another of there intentions, take it in turns who has rates lower than the other 3 and move money amongst themselves. Government is told what they are allowed to say or do with them and that's it. Any politician who even thinks about policing the banks will face a full blown recession the like the world hasn't seen. Banks simply stop lending for a month and everything in this little country called Australia goes to shit. So who runs the country readers, that's right banks do and we allowed them too because we are all greedy.

The CPI is Officially the Consumer Price LIE

 Hi readers 

So we see the CPI that just came out of the US and what do we see yep it dropped but how when the cost of living is increasing.

I haven't seen private health insurance ever drop 34%, when we saw a month ago firms released public statements that they where going to raise health insurance by 5-7%.

So yes American economics at its best. 

So lets really understand what's going on now as we got ahead of the market and while the FED and other Bureau of Bull shit Statistics tried to hide.

The US is going into a Deflationary environment. the cost of money is expensive and the cost of assets becomes stagnant. This is something which Japan is still in yet refuse to acknowledge.

You have to understand is that the majority of financial transactions have occurred with fake wealth, (I'll explain}

Regardless of what you believe and I'm not out to convince you either. Over the last 2 Decades Money has been pumped into every market, Crypto, Property, Stock Market and Metal Markets. Who has been the real beneficiaries of this governments and banks. The losers of this and the one which will feel the heaviest burden of this action will be people. 

Yes we have been like a drug addict, and now we are supposed to go cold turkey and move on. Well no you not meant to go cold turkey because your an addict, so you need to keep increasing your debt burden, and in turn give back your last 20 years of wealth.

We have bought and sold assets for the last 20 years at higher levels all the time and never worry the bank will keep giving you money, until now .

The reason banks aren't now as willing to give money is because they know that the music has stopped. Don't believe the numbers you are given for defaults or bankruptcies it is far worse that what is being reported. 

Your probably saying that I'm always negative? Well his the proof  wages over the last 20 years have gone up 1.3% yearly average in Australia and 1.51% in the USA. 

Yet inflation has been double that and right now the reason people are really feeling lost and unable to even put heating on to save money is because the inflation is far greater than what is being reported. Yet its as if some his watching above and just tightening the screws on us, regardless of where you live, we are all in the same boat. People are starting to have suicide that's regarding loosing everything they have worked for. To commit suicide for crap like money is just stupid. Live is the most valuable thing on earth. Money or assets are not worth your life, Anyone going through these issues PLEASE seek help.

All the gains people made in the 80's and 90's in obtain wage rises have gone to waste. This is why this we are moving into a decade of deflation. Which is the biggest fear any central banker has as they can still see where Japan is at. Next we will see governments of the western world struggle to balance budgets, as a results will increase taxes on it society and the social unrest will then commence. What we have seen in the US with the Defund movement is nothing to what could occur but until then there is a lot more to play out.

I've been a little lazy in not put up any astrology up lately as I have built it into a AI program which I now use for trading. For those who used Chat GPT before Microsoft bought it and dumbed it down, you'll have the language to write a program up. 

As always be careful out there in the financial markets, we are going up on hope and stupidity and computer Algorithms not fundamental's. 

Yields are starting to look attractive

 Hi Readers

Markets seem to be trading all over the place at the moment. We are seeing bond yields increasing higher yet the Fed hasn't moved on rates yet. There is an old saying that the bond market is always right not the stock market. The bond market is like a cargo ship once it starts moving and the stockmarket is like a speed boat can move very quickly. 

For some of you who are retired a 5% yield for the next 10 years is a very attractive proposal. I'm not saying it can't go higher but you need to weight it up to your own circumstances. talk to your financial planners about locking up some money into fixed income and that's a comfortable retirement. but only if its something that interest you. I think we can go a little higher first around the 5.50-6%. I think that if we go higher than that then all hell will take place.

Just a note which is an illusion many believe will take place. Company buybacks will recommence next month and into December and many believe that stocks will have there Santa Clause rally. Previous years money was cheap and what companies did is loan money or issue bonds and then go into the market and buy their shares up. With government bonds at current levels companies need to pay a premium to obtain funds. While many have been beating the media drum about record buybacks lets see if they can obtain money first and at what rate. Some of the venture capital firms can't get money under 10% so there is no way companies I don't care who will be able to pay up and then buy there stock up.

To the Australian investors small cap stock who don't have there funding in order will struggle to find money moving forward. They will have to pay premium rate for money.

So before you look at investing in companies make sure you look at the financials and see if the company is financially sound. If not just wait for these companies to cap raise and then look into them.

5.4% inflation, its still brewing in Australia

 Hi Readers

So the inflation number just came out in Australia and what do you know inflation was higher than expected. So why now all of a sudden that we need to move on rates when inflation was anticipated at 5.3% and it came in at 5.4% in Australia this is. For .1% higher who cares, what's the big deal.

Its what your not being told is the big deal ! and that is that unlike in the US where there is strikes everywhere for more money by employee's, companies in Australia have absorbed the costs believing that inflation was going to come down, if we see another number of higher inflation companies won't hesitate to increase costs heading into Xmas.

The bean counters will be crushing numbers to see where the companies profitability is at as of tomorrow and into next week. The US is in a similar position just more into the process than what Australia is. 

Now lets look at why has happened since rates have moved up.

Governments around the world know full well the implications of what higher rates will do to the property market so, they too the approach of letting anyone into there country regardless of what they do or what they earn, I say that because I know people who have come from Burma to Australia and the guy is a diesel mechanic. The Australian government has been advertising it overseas that anyone can come with a trade or laborer. Now these people need somewhere to stay and they are coming for a better life to Australia so the government knows they can't buy homes but can rent. What do we currently have around the western world shortage of ? property rentals.

Doesn't matter where you look, Canada, Australia, New Zealand, UK, US or Europe its all the same. So we have this going on to protect banks from defaults while house prices are coming off but not as quickly as many have anticipated with property investors being drained of there wealth. IF your paying 6 or 7% mortgage rates and returning 1-2% your 5% in a arrears. So its going t take time for this to play out and here is the other scenario lets assume that inflation does fall away and the economies around the world turn to shit, what is the only thing the central banks do. Yes cut rates and if this does happen before we get a clean out of debt asset prices on property, shares or vehicles will explode making everyone poorer for it.  

Why do I say this well if your not able to afford a $1.5 million home now in Australia what makes you think you can a 2.5 million home if the central banks cut rates. its my belief the BIS want to bankrupt the world. Every government is a slave to the BIS, they do as they are told.

So you don't want rates to go down at all if anything you want them to stay where they are or go higher. We need to clean out the excess debt out of the system before rates come down or there will be no real growth

General view

 Hi readers 

Its amazing how media has the ability in all facets to control what you read/opinions, last post got deleted as I was told it was inciting racial division. What happened to free speech.

I only stated my opinion on the referendum that took place here in Australia and thank god the public isn't all stupid and voted No. The vote had nothing to do with first people/aboriginals and acceptance. It all had to do with sovereignty of the land. Giving it to the government meant you can never own it as the government would have the sovereignty on it and could do what it like over it, yes even booting you off it. Government was going to use that as collateral to its debt with the BIS. There the facts whether you like them or not. Australians shouldn't be paying any tax with the amount of resources we have under and over the ground. Yet we pay so much that its never enough.

Yes I have a massive tax bill and I'm ranting about it.

I deliberately haven't post so the market can catch up to what's playing out.

Inflation hasn't fallen at all in fact its increased. Yet we hear the bull shit media come out with numbers that will just comfort peoples anxiety.

Here in Australia property investors are basically all screwed regardless of when they bought the properties, to be earning a 2-3% on your property yet deposit rates are sitting at 4% says it all.

Then you put in the cost of rates and insurance and that 2-3% become 1-2%. Oh yes you own the property and its capital gaining, really !!In Victoria the communist states thats all about to change with new money grabbing taxes taking affect. I don't know how or who is going to police them but hey what do you expect, everything works well in theory, but practice is another thing. 

Good luck trying to get overseas investors who own property paying 1% of the value of the house for no one living in it. Body corporates and banks are trying to find the investors to pay 3 years arrears..LOL

If readers inflation has fallen then why not lower interest rates as they have done there job?

Inflation readers in brewing and its at the tipping point of stagflation and deflation.

The debt which has been written up in unsustainable, we simply don't have the capacity to service it yet people and governments are continuing to borrow more and more.  At the BIS meeting last week while everything else was happening the reality dawned on the financial sector. 45% of the large banks are insolvent. Regardless of whether you have money in the bank or not if a bank is operating insolvent then the deposits are its collateral. just be aware of it moving forward.

In the stock markets we see stock slowly deflating yet those who have lied about there earning will be exposed with the lunar/solar Eclipses which have/will take place.

As always the above is based on astrological aspects

Ask your financial advisor on more on the above

The NVidia lie

 Hi Reader

Let me show you how wonderful and how stupid investors are/can be.

So last month we saw NVidia come out with wonderful quarterly results and we got these awesome forecasts moving forward for the following quarter.

Yes the NVidia management came out with a forecast of $9 billion in sales up $2 Billion from the previous Quarter. So once they put these wonderful bullshit number into the media every puppet and his dog has bought the stock believing that this will be achievable. So how good is this yep management, directors have been selling the stock since the announcement. Retail suckers have been buying the stock while professionals have been selling knowing full well that there is no chance in hell of them making these sales number on there bullshit AI fantasy.

So I'll show you how you should research companies and see if they are full of shit or if they are the real deal.

NVidia!!! $2 billion increase in sales is this quarter so for this to occur we need to see if there suppliers are increasing production to meet there demand? 

All there suppliers are scaling back on production, there competitors are also scaling back by 12-15% so how the hell is NVidia going to justify an increase in sales of 30% when both there suppliers and competitors are scaling back by 12-15%.

Bottom line its bullshit and its called professional bullshit and I'll tell you why, management doesn't believe in there own crap. So what confidents does that give the market? 

Yesterday we just got told the US government is going to limit NVidia AI chips to China, the perfect excuse to downgrade the forecasts.

So these is no way that NVidia going to meet there forecast, another clue that the company is full of shit.

So in coming week expect the darling stock to downgrade earnings and the market will punish them accordingly.

Looking at the astrology on the stock this stock will fall apart in the next 12 months, so if you hold it please be careful.

As always use the above as an indicator to your own work.

The above is based on Financial astrology.

Please ask your financial advisor on more on the above

CPI 5.6% in Australia Laughable data

 Hi Readers

Today we got the CPI numbers for Australia, coming in at 5.6% below expectations.

So what has really come down? 

Fuel prices have come down 10% but that's it .

Utilities have increased, heating costs have increased, vegetable prices have increased, mortgage costs have increased. 

So yes retail sales of electrical goods are down but there is still a waiting period for vehicles. 

So how did the CPI number drop, got to love the governmental statistics people.

Now lets really look at what's really going on as many of you don't seem to understand.

Interest rates are at breaking point for every government world wide. There is no way they can pay the capital let alone the interest on the debt they have accumulated.

We are told countries have commodities and that there value means that they can underwrite debt but the commodity is valued far greater than what its really worth.

8% of people have paid there properties off in Australia. So what we are seeing is that the action on the RBA is affecting 92% of the working population in Australia.

So what we know is that commercial banks in Australia are at breaking point, while they are play the game, that's all is fine and business as usual, but behind the scene's banks have expressed to the RBA that mortgage holders are at breaking point. There are no savings in offset accounts there are no more parent handouts. All of a sudden inflation drops yet no one can feel it or see it. 

So we turn the heat down as the frogs are about to jump out of the pot. Similar to what the (Fed pause) and all these fancy words to not trip algorithm selling in the bond and stock markets. They are aware what's going on, commercial banks are informing them. So until we slide into recession world wide inflation isnt going anywhere readers.

There is no such thing that a slowdown will settle inflation, but todays economist believe in tooth fairies and Easter bunnies. Its called deflation, but believe the rubbish your being told by media commentators who have no idea of finance.

So while we are going to have some fake inflation numbers for the next month or two its just going to prolong the pain we have to go through.

As always use the above as an indicator to your own work.

The above is based on Financial astrology 

Ask your financial advisor on more on the above.

Inflation is going to double from here.

 Hi Readers 

So we are seeing the Fed pause and inflation is starting to pick up, (not that it fell at all).

Commodities are rising and not slowing down and so expect energy regardless of what anyone says, to take the batten soon and run again.

Anything that is told by the media is total Bullshit.

We had the media beef up the stock market thinking that the fed pause was now going to start cutting but this is far from the truth. With the commodities rising the way they are, there is no way that inflation is going to stay at these levels. If we have seen a bottom in inflation in the US now then its from this level that a rise will push inflation up to new highs.

Good old Jerome Powell spun the bullshit that inflation will fall with the lower demand for housing and prices will also fall. Yet he knows full well that inflation is going to rise with commodities prices rising. But had to say his bit to keep the algorithm bots at bay so they don't dump the market.

The bond market is telling us that they see inflation falling in the next 18 months but I feel that the bond market could be wrong again.

I don't see inflation falling to under 3% until 2025 or longer.

Therefore I don't see how inflation is going to fall below this level as commodities rising, cost of living is next to increase further, so how is inflation going to fall. IT CAN'T

Yes the stock market is rising on the illusions of hopes and that things will be ok but the truth is as it was last year and the year before. The debt the world is in has been orchestrated by the IMF and the BIS. Governments and central banks have been deliberately pumping debt around the world and people have been sucked into this bubble with no way out.

Yes bankers are seriously dirty dogs but they are the same as casinos, no one forces you to go in!

Yes the media with the bankers have sucked people into becoming property investors and the idea of illusion. Fake wealth.

Well that money is now coming back to it's rightful owners in case some of you didn't know. Yes people will be left high and dry as they have no idea about preservation of wealth. The last 25 years we have become a debt base society. Instant gratification and if we don't get it then we will do whatever it takes to get that fake gratification.

As always use the above as an indicator to your own work.

The above is based on Financial astrology.

Ask your financial advisor on more on the above.

NVIDA very questionable company

 Hi readers 

All of a sudden AI is going to revolutionize everything we do and going to take over everything we do !

 What a load of shit. AI has been around since 2006 and in 10 years was being revolutionized to think for itself. What that means or an example of it is when you call call centers and they talk to you and you press buttons and move on , that's all AI.

Now Chat GPT was able to read the internet and respond to questions which are asked from past history.

Once you make it think for itself is responds with unable to respond in other words total load to shit but we are being promised that AI is going to be the next big thing.

So lets research this and flush out if its true or not. So NVIDA is promising a 40% increase in the next quarter in sales due to AI.

So lets look at the partners who they buying supplies from, there all reported lower sales due to low demand, and have reported further drops in sales of semiconductor chips.

So how is it possible that NVIDA is going to increase its revenue by 2 billion next quarter when they haven't increased purchases from there suppliers. Maybe they have stock in hand and that give them the increase in sales. In there last quarter there stock levels have reduced considerably.

So how are they going to increase there revenue for the next quarter? Cost cutting has already taken place but in there press releases they said revenue which means sales.

Total bullshit you need stock to increase sales and no supplier  of  NVIDA has increased supply they are in fact reducing more than they have from the previous quarter.

Its never going to happen its all a lie, its being presented to the market to allow time for the professionals to liquidate positions.

When you look at the astrology NVIDA has 13degree pluto saturn square in the 8th house.

The CEO has a history hyping u the stock only to sell into hype. Yes his been fined also for doing it yet all is being ignored by the foolishness of the stampede. At the end of the day retail will end up loosing out.

As always use the above as an indicator to your own work.

The above is based of Financial astrology

Ask your financial advisor on the above

Disclosure 

I have position in NVIDA

Open $375 put June 30th

sold $375 calls June 30th

Short NVIDIA shares $430-425

Inflation Reboot coming

 Hi Readers 

I've deliberately held back from posting as a number of you I am the bearer of bad news. One reader called me the king of bears but I only call it as it is. Whether you can accept it or not is a matter for the reader.

So what's happened since April, market have rallied, Bitcoin market has gain and now loosing steam. rates have gone up another half a percent, and inflation is still rising. Gold's shine is fading and so to is the US dollar. The banking crisis is a memory and we believe in the AI Wank. I think I summed it up in five lines.

So lets break it all down as its all interconnected. Because while we are told one thing and we can see financial markets going up why is it then that we are all finding it difficult with the day to day expenses and living cost.

Lets go back just won step to 2020 and remember the words " You will own nothing and be happy".

So what are we currently going through ?

We saw this last week that the FED paused but said that they are still going to move in the future on rates. Yet as soon as they announced this commodities exploded higher. Grains 7-10% metals gains and so to the softs.

Currently we have moved into a deflationary environment in the US yet the FED and the media is spinning the story that inflation is sticky. If commodities start running then inflation is going into a reboot and higher inflation will come.

At the present time service inflation is very sticky and while rental prices are holding up there about to seriously collapse.

We are starting to see investment hedge fund who bought housing property in 2020-21 looking to sell as they already can see that the rental prices collapsing in the US so time to get out was 8 months ago.

So what does that say about the Australian housing market which has been over 150% overvalued. Currently the housing market in Australia is falling slowly but it about to seriously gain steam.

So what does that say about the current inflation outlook in Australia? 

I've said it before inflation can be quashed if commercial banks just increased banking provisions. Interest rate is a way to squeeze out the fake money out of the system.

Lets dig a little deeper so some of you can understand how the system works.

Fake wealth is created when mass movement into one asset inflate prices, to the point that anyone can buy and make money as its a stampede. So yes we have seen police officers ,factory workers or track drivers owning crypto currencies and making money , then moving money and moving it into the property market. Property in particular has inflated for so long that banks have been driving the gravy train all the way up. To the point where people now are priced out of buying there first home.

Property is meant to be for people to live in not be investments to make people become slaves to banks.

So YES I have no pity for anyone who has bought property and is bleeding because interest rates have increased, yes they are going to increase more and yes housing prices will collapse overnight, exactly when is a matter of time. We said previously to get out of property trust before they collapse some took it while other said I am a doom and gloom. Good luck getting your money out now.

Going back to the inflation issue had the central banks moved back in 2021 rate would be up at half the level they are now, and both the stock market, and property markets would be recovering by now. So everything we are currently going through world wide is by design. don't be fooled by what your told whether isn't government or media.

So please don't be fooled by what your seeing currently, the stock market in the US is increasing with just five major stock responsible.

Property at the moment people are defaulting yet they are selling assets as not to loose the marital home. Car leasing is collapsing with people defaulting as rate increases have paralyzed people ability to service loans.

Credit cards are now being used to purchase everyday essentials. If this isn't telling you that society is struggling then I don't know what will.

Mind you this can be all avoided if we just stopped the debt base system we have been forced into.

As Always use the above as an indicator to your own work

The above is based on Financial astrology

Ask your financial advisor on more on the above    

Not here to sugar coat facts

 Hi Readers 

It's interesting to see the responses I got from yesterday's post.

I'm not here to sugar coat anything to you, I say it like it is and if you can't accept it its a matter for you.

Oh and too the 2 real estate agents who sent me an email loaded, Happy to name any price as a bet, if you believe your right and I'm wrong.

So Lets look at where the Australian dollar is at and what's next. We have seen the Aussie dollar hold up quiet well considering rates in the US are higher. Why invest in the Australian dollar or bonds.

The Reserve banks has paused on rates at the present time which is a huge mistake. I say that because the devaluation of the currency will see higher import prices for product which will feed inflation over the next 3-6 months.

We saw New Zealand's central bank increase rates by 50 basis points with there current inflation rate at 7.2%. While the Australian inflation rate is at 7.4% and the RBA paused. Is it political pressure or mortgage pressure either way the independence of rates is no longer there I feel.

Current RBA rates are at 3.60% 

Current RBNZ rates are at 5.25%

As this is being posted AUD/US .6625 NZD/US .6200

So we have a 4 point spread yet on the currency and a 1.65% spread on rates. 

Why would you invest in Australia dollar or rates again? 

Regardless of whether the economy is struggling or not if inflation is double the rate of interest rates, inflation isn't coming down any time soon.

While in New Zealand yes the economy is going to slow down which will bring the balance back (supply/demand) zombie companies will go broke and new smarter and efficient companies will thrive and grow. The weak get cleaned out while the responsible push through with new opportunities.

While in Australia the economy is likely to seriously drag its feet. Government spending is going to create a drag on the economy. Yes migration will create demand of goods and services but with the lower Australian dollar will put pressure on margins which companies will push the costs to consumers, which will create consistent pressure on inflation, once again falls back on to the responsibility of the RBA. Its simply a cycle which growth produces.

I'm a huge advocate of the quicker we deal with it the quicker we get over and done with it.

If I was Governor I would have been moving on rates last year 1% every meeting from April -September last year. To hell with the property market and the debt people have put themselves in. If inflation is under control then the hard you work the more you keep.

While inflation is at the current levels it discourages people from working hard for reward.  

Solar Eclipse is coming people and its in Aries.

April 20th

I'll leave you with the following.

Changes are coming and they are going to be long term. Yes Australia, Indonesia, Papua New Guinea and the islands around These countries will be affected.

Can You Remember what you did in 2004? if you want a glimpse of what will take place and how the Eclipse will affect your demeanor and changes you will go through look back for the clue's.