1) Back in March of 2020, JPOW gave you a free shot on goal. If you scored, good for you. If you missed, that’s your fault. The past 18 mos have been one of the easiest market periods ever. They literally gave away huge $$$. It was too easy. I maxed out and positively banked it…
2) The market has changed. JPOW is no longer on your side. The politicians are against you. The flows are against you. It will get a lot harder. You need to be more selective.
3) I’m the “Project Zimbabwe” guy. Nothing has changed in my mind, but that doesn’t mean all assets power forward from here. There will be losers, terrifying volatility and lots of casualties along the way…
4) “Project Zimbabwe” will roll on, but it will be @kevinmuir’s “rolling bubbles” instead of a giant insanity-fest of speculation in everything. If you haven’t recognized the massive sector rotation underway from Ponzi to hard assets, you’re about to get buried…
5) Along the way, there will be MASSIVE volatility!! I think the bottom finally falls out for Ponzi assets. Strap in!! Q4 will be one for the books. Us Event-Driven traders live for what’s about to come. Join us on the Discord Channel at KEDM.COM.
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