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.  

Time to realize that the media are full of shit

 Hi Readers 

So we have seen a small correction in the Markets, since then we have had a nice bounce in the market which is wonderful.

What many of you need to realize that this market isn't going to just crash in a week like it did back when covid lockdowns took place. This is going to take months to play out.

There is a number of prolonged rotten events which took place over the years which are coming home to roost now that money costs. So much fake wealth has been created which needs to be flushed out.

We look at people with mortgages who are maturing and worry at the debt burden. Yet we forget about corporations, banks and countries who are hold debt which is maturing also. There are massive problems out there which the media has been instructed to not over report on due to its seriousness.

Australia has a debt interest payment it can't pay after August, so yes rate are going higher regardless of what anyone tells you in the media. If rates don't go up then Taxes must. Governments world wide have spent money like drunken sailors thinking that growth will always continue but this isnt the case. We have borrowed so much of future earnings that its out of control. I've worked it out that its around 11 years of growth we have borrowed, as this mature we will see more stress on people, companies and governments.

So lets look at the corporates ,super and property trust. For a second time Blackstone has had 3 billion in redemptions and has only paid out $655 million. What does that mean, they can't sell the properties they hold as the loss they take will be huge, and so money is locked up, and investors have no access to it. Blackstone is the biggest property owners in the world, when they cant pay out redemptions what does that tell you. Pimco the biggest bond fund has had defaults on a weekly basis. They bought corporate bonds and the interest and capital payments haven't been paid to them.

Lets look at Australia we have all this migration coming in yet we hear in the media that rents are exploding in price, and that there is a supply shortage ?

Really if there was a shortage then why is it that Ray White in Southbank has over  40,000 apartments empty in Southbank, the Docklands and the north side of the city there is at least another 40,000 apartments vacant. The Melbourne CBD still hasn't recovered from the lockdowns with offices vacant for so long that the renovation have commenced to turn them into apartments for living. 

People are being rounded up like sheep to move them into these apartments. How this is done?

If you look at the fine print when you buy these apartment you will see that you don't really own the apartment, you own the rights to it but not the actual building structure, its why you have to pay body corporate fee's to maintain the building you don't own it.

So the majority of these CBD apartments building are owned by the Superannuation fund, they play the similar games as the American Funds where they never devalue the buildings because they have a source of constant income while the building are rented out. But that has all changed since lockdowns and the increase cost of money. Body Corporate rates don't cover the losses they have incurred and are continuing to incur. Its why they lobbied the Australia Government to allow everyone to come into the country in the hope that people are out priced out of property market and they come back into these dog kennels. The people who are coming into the country are all low income earners who will with support have the ability to buy property in the outer growth corroders of states while the Australian residence who have lost ten years of there lives will have no choice but to buy these apartments and becomes slaves. You will own nothing and be happy !!! This is how its going to play out. 

So lets now look 2 steps back and understand whats playing out. Anything on the Block chain can be tracked and blocked at will should authorities want to, which puts to bed the rumor about Crypto's. Its was a IMF orcastrated thesis into the financial world to lure the Millennial's and the Gen Z into fake wealth. There so addicted to it that they have the believe and hope that it will come again and it will but first they need to wipe them out before the next move.

What is the one thing that governments and banks are try to restrict (CASH) it is and has always been the only thing that they cant track it. Yes in Australian with plastic notes they can track but there are waysto stop this, think outside the box.

I've made mention of this before but obviously people don't believe until its too late and you can't take your money out of the banks.

The US congress is forming a bill to stop people from taking there money out of the banks. The lairs succeeded in blaming the people for taking there money out of the banks for the run SVB.

As I said before we have only just started this aspect which is going to affect banks worldwide, there is much more to play out. To the Australian readers I did warn you that the Australian Government passed a bill that money in banks can be used as collateral for the banks. Banks went one step further by send everyone new terms and conditions which no one reads which states that all your deposits in the bank are the banks money and can be used to the discretion on the bank.

Just keep that in mind and be prepared, tough times are coming, but you'll be told its only you and everyone else is doing fine. NOT TRUE REMEBER THAT.