Bob Rinear, September 16 2020

We could see huge draw downs, and equally huge explosions to the upside. Unless you’re a very nimble trader, sitting it out could be your best play. Just sayin…

I don’t know how many of you are active investors. I don’t know if you are active traders, or just happen to read our articles to get a sense of what’s happening behind the scenes.

But for me, trading isn’t an abstract. It’s put food on my family’s table for almost 30 years. Sure, it’s nice to sell a subscription now and then, but ultimately, it’s beating the market that keeps the lights on.

So, we should talk about trading in the face of the environment we face. For years now, the Feds have been printing money and dumping interest rates. They’ve now started buying corporate debt. They’re doing anything they can to keep the wheels from coming off the global economy, while at the same time stealthily merging themselves with corporate America. So, unless you’re one of a very small and select segments of the market, your company is in trouble. If you’re not AMZN, or TSLA, or Docusign, or Netlix, chances are your company is sucking wind.

I can throw out all sorts of ugly factlets (which most people think should be replaced with factoid) that show how ugly things truly are out there. This isn’t just because of the covid lockdown, the world’s economy has been struggling since the 2008/09 crash. We never recovered from that event. The Covid madness just makes it worse.

With that in mind, we can say with great certainty that the only reason the market is as high as it is, is because the BOJ, The Federal Reserve, the ECB, the Swiss National bank, and a dozen other central bankers, have flooded the world with yen, and dollars and Lira, and Francs, and you name it, to keep the worlds economies chugging.

So, if that’s true and it absolutely is, what’s the plan? Well in my estimation, the plan is to keep goosing the markets, and keeping the plates in the air, until they are absolutely ready for their “great reset.” Now, I’ve been talking about an economic reset for literally 10 years now. And, they’ve been working on it seriously for the past decade. If you go to the World Economic Forum’s web site and click “agenda” the big bold words “The Great Reset” come up. So, a global reset of how business is done, how we deal with the environment, what our “money” looks like, etc is all going to change if they get their way.

My feelings aren’t mainstream. I’m as far from mainstream as it gets. But I do enough research to know I’m usually pretty close to what’s going on. Most people that at least have the ability to entertain alternative concepts, generally think that the Fed’s have “painted themselves into a box” meani...

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