morning thoughts...

Pushing long term rates so low forces people to go into stocks and other financial assets as well as allows firms on Wall Street to leverage up. When this happens you get massive misallocation of investment, and have companies borrowing money to buy back their own stocks to engineer mergers that wouldn’t be possible without such low rates. This bubble we are in, which is greater than any we have been in before, is going to burst and when it does it will wipe out all the excess gains. This financial repression is just going to destroy wealth faster than it artificially built up. It comes down to central banks admitting that they created a bubble, but they won’t because nobody wants to take blame for it while they’re in office.Europe going to be in deep trouble. Banks are failing in Italy like no tomorrow, and soon  Italy will be the next Greece, effectively marking the end of the Euro Zone. They already have immigration problems, debt problems, and slowing growth despite endless stimulus.China on the other hand, has the biggest stock market in the world and it crashed by 45% in 2 months, and it is going to crash again soon . So what can the Fed and central banks in Europe do about that? Once that happens it is going to send a shockwave in commodities and especially real estate, since it is the Chinese after all who are buying all the cutting edge real estate throughout the world.

Gold is a bubble as well. Gold went up 8x in 10 years, there are not many bubbles bigger than the gold bubble and now it is bursting. It is bursting because a lot of the gold bubble happened after 2008 as a result of the crisis, and gold went up the most when people thought the massive money printing would lead to inflation but it didn’t. It didn’t because deflation is a trend; when debt bubbles deleverage, money that was created out of thin air disappears. Most of the time in cycles, we either have moderate or extreme inflation, but this is the one time we have deflation and therefore do not want to be in gold or in commodities.“The USD has been the best currency; it goes up versus other currencies as it did in 2008..”

China is going to be the biggest urban disaster in modern history. They have 250 million people that are not even registered citizens working low paying jobs that are primarily focused on building infrastructure for nobody. And when this crash comes, those people are done for.

When stocks crash, price earnings ratios collapse, and risk premiums go up on everything. So if I was in stocks, I would rather be in pharmaceuticals, health and wellness etc. These are the stocks to buy when the Dow goes down to 5500.

During december during a particular week there will be a huge huge rise in gold , before that there will be range bound trading moves but biggest oppurtunity during dates of december – know now or miss..

BIG move is setting for equity and commodity markets in coming days and months 

INDEX MOVE BEYOND IMAGINATION BEFORE..? 50-70 % MOVES IN FUTURES AND INDEX, 1000% MOVES IN OPTIONS

16 th september is an important date for USA stock indices – and it can make an important low in the opening hours and it corelates between the transit of venus in virgo and since year 2009 every time whenever the planet venus travels in virgo there is a fall in USA stock indices. In year 2009 – 2014 every year dow was down 3-8% and only exception was last year 2015 when venus entered virgo on 25 august with mars conjunction with solar eclipse on 1 september . Jupiter will change its sign and trend will reverse on a particular date..? effecting all global markets

Know all and take advance positions in index , nifty , bank nifty , futures , options , cash tenbaggers , gold , silver , copper , crude , zinc

Friday wealth gains

Buy nifty and bank nifty
Rocket Futures buy bank of baroda , pnb , tata motors
Buy hero moto corp 3600 ca , sbi 260 ca
Buy icici 280 ca , rel infra 600 ca
Sell gold , silver 
Buy copper , crude
Operator buy axis bank 600 ca , bajaj auto 3000 ca
Jackpot buy ktk bank 160 ca , bank of india 130 ca