Will the S&P 500 hit new highs by year-end? Sign up for an IRA with iTrust today using this link: itrust.capital/David Subscribe to my free newsletter: davidlinreport.substack.com/ FOLLOW CAMERON DAWSON: Twitter (@CameronDawson): twitter.com/CameronDawson NewEdge Wealth: www.newedgewealth.com/
Yeah but less pretty faces have been selling this same “nonsense” for literally four years….and theyve been 100% correct…at what point do you admit “wow maybe everything isnt going to crash”? Three years? Four years? Five???? You get no points for saying that the tide is eventually going to go out if you’re wrong by a matter of years.
@@saucyrossy3698 When the ESTABLISHMENT keep moving the goalposts to stop the other team scoring, eventually they will run out of grass. We are almost out of the financial construct ball park and very soon will be standing on the tracks in front a a rampaging freight train.
@@michaelholmes8848 Medical equipment Sporting goods Primary metal Food Petroleum and coal products Computer and electronic products Machinery Chemicals Transportation equipment Vehicles Farm equipment Maritime equipment I can keep going and going but I’ll end with saying the US has produced more oil than any other country in the world 6 years and counting.
Buffett, Burry and other big insiders are selling. The market trend was also very strong in: December '21, January '20, October '07, December '99, etc, etc.
All true, but it's the same story every time... we hit an all time highs and next day the trend reverses and the markets lose 50-60% in the following 6-18 months.
All speculation: Ask the average guy about the costs of health care, food, housing, autos, etc. Credit cards are maxed. Rates peaked, so that's positive, government spending won't stop, and that's inflationary. It's likely slow growth.
Cameron brings up good points. What a fascinating time in markets, and definitely unexpected. Sep-Oct is usually correction time, but not this year (yet). I'm well aware that Oct has just started and anything can still happen. Watching 🤓
17:55 Yes David. CPI inflation measure went negative in spring 2015 and it was ENTIRELY due to the fall in WTI crude oil from $107 to $45 per barrel. Then there was a short rally to $65 and a second fall to $26 by 2016. Everything else was atill going up in price though! This lady hit it 100%. Oil glut.
15:23 This lady knows how to use language and body language. "Ready, willing and able to satiate that demand." WOOF! ROARRR!😋🤩😂 Makes me think of Lord Flashheart aka Rick Mayall.
oh i remember, this nice lady called about 3000 for the SP in summer 2022 when it was falling since late 2021 but it didn't go down further exactly when she called for that fall.
Yes, there is a pool of ready willing and able people ready to step it to answer your question. Based on the phone calls, Facebook ads and next-door posts home related services are ready for more work, on the flipside homeowners are cash strapped, and cannot afford the services.
This lady looks at a lot of stuff and keeps it in her head. Some good points ie the Fed is loosening when policy conditions are already loose, despite socalled positive real i interest rates and in mentioning specific stock sectors. Conclusion is we still don't know what's going to happen but staying long the market and hoping like most other people.
You can have a melt up to 6100-6200 SPX by year end but very well seasoned research firms like BCA Research from Canada is calling for 3200. I remember way back in late 1999, BCA being very vocal of a coming bear market. I used that research to become much more defensive by January of 2000. I thought I was so stupid by March of 2000 but stood my ground. Glad I did.
The point about real rates being positive and economic growth being high was interesting. Maybe low rates and QE actually damaged the economy for a long time.
Cameron spoke at our conferene as a keynote presenter - her well laid out thesis and analysis was so valuable for our clients - best in the business on macro / equity strategy !
How can there be so many layoff announced and earnings disappointments in the last number of months of companies like fedex, MacDonalds, and others and say the economy is performing well. I just don't get it
11:44 Not so fast, my friends. A slowdown in the production and distribution of goods is consistent with price inflation, according to Friedman: "...inflation is always and everywhere a monetary phenomenon in the sense that it is and can be produced only by a more rapid increase in the quantity of money *than* *in* *output* ". --Milton Friedman, "The Counter-Revolution in Monetary Theory" (1970)
It's not a big problem getting caught in a light rain storm. You'll dry out quickly. But ask them folks in North Carolina what it feels like getting swept away in a mudslide. Never mind, they aren't with us anymore. When this market busts, you feel the mudslide. Are you standing on the front porch now watching the pretty rain storm? 😮
Paraphrasing ‘interesting that the fed is easing when financial conditions are easy’. More gaslighting. Stocks are going up on multiple expansion not earnings growth. They’ll pump stocks and sell into the next stimulus on retail exit liquidity.
Same here waking up every 14th of each month to 210,000 dollars it's a blessing to l and my family... I can now retire knowing that I have a steady income❤️Big gratitude to Maria Frances Hanlon
There is no such thing as printed stimulus. Its like a using a flesh light on the economy. You think its the real deal, but you just end up with a mess on your hands.
US MUST LEARN FROM GERMANY, MAKE PROGRAM OF WORKERS BECOMING READY FOR DIFFERENT JOBS WHEN THEIR JOBS ARE LIKELY TO GO AWAY (LIKE THE PRESENT DOCK WORKERS' STRIKE) SHOULD BE THE NO 1 PROGRAM OF CORPORATES AND CORPORATE RESPONSIBILITY - NOT SILLY THINGS LIKE DIVERSITY, INCLUSIVENESS AND ALL THAT NON-SENSE.. THOSE THINGS MUST BE COVERED BY REGULATION, NO NONSENSE LIKE ASKING COMPANIES TO VOLUNTARILY DO GREAT THINGS... THEY NEVER DO, AND WE SHOULD BE FOOLS TO EXPECT THEM TO BE...
That was all complete & total gibberish. She must have went to the same school as Kawala. Obvious Fed apologist making her rounds for damage control, wonder how much they pay her. Make sure she knows we know please. It's not working...
Beautiful yes, smart no. She has zero idea how inflation works and she trusts the official numbers. But her wisdom will come from experience and she'll have to offer apologies to the ghost of Friedman.
More and more debt requires more and more tax revenue to service that debt. Markets go up, more profits to be taxed, more revenue to refinance bigger and bigger debts. Melt up, don't miss it.
I don't know. I've not heard anyone talk about the 2015 negative CPI before and actually get it right. It was 100% due to oil price crash, oil glut and fracking and there wasn't any deflation as such.
How in the hell were you able to keep a straight face through this ridiculous BS David? Please make sure she sees my comments. Unbelievable, & tell her to tell Jerome to kiss are ass & don't let the door hit him & the central bank in the ass on their way out...
Will the S&P 500 hit new highs by year-end?
Sign up for an IRA with iTrust today using this link: itrust.capital/David
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FOLLOW CAMERON DAWSON:
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Summary : We're not sure what's gonna happen
Thanks! I'll skip this one.
This woman actually believes the phony government numbers? 😂😂
She's part of the gov
Its helpful to know what they're thinking, these people have their hands on the controls so it's good to see what their thinking.
Shes a y2k baby ofc she only knows stonks go up forever.
Nothing like a pretty face to sell the establishments propaganda.
Yeah but less pretty faces have been selling this same “nonsense” for literally four years….and theyve been 100% correct…at what point do you admit “wow maybe everything isnt going to crash”? Three years? Four years? Five???? You get no points for saying that the tide is eventually going to go out if you’re wrong by a matter of years.
Exactly!!! I said the same thing.😂😂😂
Im sure David is blushing. Maybe you two can connect. Eh?
@@saucyrossy3698 When the ESTABLISHMENT keep moving the goalposts to stop the other team scoring, eventually they will run out of grass.
We are almost out of the financial construct ball park and very soon will be standing on the tracks in front a a rampaging freight train.
@@robertnakat4662 What other team? The orange one?
The words that I hate the most: melt-up, stimulus, FED, fiat money...modern fraud...government steals your money slowly and non-stop
No fundamentals. Simplistic talk opposite nonsense.
True. But trends often persist regardless of fundamentals.
the port strike will kick off more inflation
Lol
Products made in America don’t need to be off loaded by longshoremen.
@@Mark-cm4hywhat products are made in America?
@@michaelholmes8848
Medical equipment
Sporting goods
Primary metal
Food
Petroleum and coal products
Computer and electronic products
Machinery
Chemicals
Transportation equipment
Vehicles
Farm equipment
Maritime equipment
I can keep going and going but I’ll end with saying the US has produced more oil than any other country in the world 6 years and counting.
Buffett, Burry and other big insiders are selling. The market trend was also very strong in: December '21, January '20, October '07, December '99, etc, etc.
This is by far my favorite economist to watch 😉
this is my quant
All true, but it's the same story every time... we hit an all time highs and next day the trend reverses and the markets lose 50-60% in the following 6-18 months.
You don't even need to ask her a question to fill the whole interview
lol. I’d have my meal done before she finished her salad.
All speculation: Ask the average guy about the costs of health care, food, housing, autos, etc. Credit cards are maxed. Rates peaked, so that's positive, government spending won't stop, and that's inflationary. It's likely slow growth.
Economics is all speculation.
That's why it's known as "the dismal science."
36:35 Firings are your recession indicator. Brilliant stuff. 🙄
😂Something of a lagging indicator, methinks.
Cameron brings up good points. What a fascinating time in markets, and definitely unexpected. Sep-Oct is usually correction time, but not this year (yet). I'm well aware that Oct has just started and anything can still happen. Watching 🤓
17:55 Yes David. CPI inflation measure went negative in spring 2015 and it was ENTIRELY due to the fall in WTI crude oil from $107 to $45 per barrel. Then there was a short rally to $65 and a second fall to $26 by 2016. Everything else was atill going up in price though!
This lady hit it 100%. Oil glut.
I wonder what she would say if she recalculated using John Williams numbers in order to think like main street.
15:23 This lady knows how to use language and body language.
"Ready, willing and able to satiate that demand."
WOOF! ROARRR!😋🤩😂
Makes me think of Lord Flashheart aka Rick Mayall.
Im buying Gold the last years. And I made a lot of money. So ....why buy another thing?
Looks like Cam is late unfortunately. She's going to buy the top smh
Rip 🙏 💀
Her passion is contagious... I'm buying!
Does she get paid by the number of words used to say anything?
She gets paid by the cubic yards of 🐂💩
No ring? It's game time.
It's fun to look for that.😂
oh i remember, this nice lady called about 3000 for the SP in summer 2022 when it was falling since late 2021 but it didn't go down further exactly when she called for that fall.
We love Cameron. What an icon!
🙄🏌
Yes, there is a pool of ready willing and able people ready to step it to answer your question. Based on the phone calls, Facebook ads and next-door posts home related services are ready for more work, on the flipside homeowners are cash strapped, and cannot afford the services.
Everything is becoming meaningless
This lady looks at a lot of stuff and keeps it in her head. Some good points ie the Fed is loosening when policy conditions are already loose, despite socalled positive real i interest rates and in mentioning specific stock sectors. Conclusion is we still don't know what's going to happen but staying long the market and hoping like most other people.
Total Fox ♥️
extra style to davids hair today must be a cute girl on
You can have a melt up to 6100-6200 SPX by year end but very well seasoned research firms like BCA Research from Canada is calling for 3200. I remember way back in late 1999, BCA being very vocal of a coming bear market. I used that research to become much more defensive by January of 2000. I thought I was so stupid by March of 2000 but stood my ground. Glad I did.
Cameron, look out behind you!
The point about real rates being positive and economic growth being high was interesting. Maybe low rates and QE actually damaged the economy for a long time.
She is not in that office... where is she... I cant take this seriously... why pretend where you are?
IYKYK- anyone recommending a buy at ATHs sees you as exit liquidity
Market go up basically
Cameron spoke at our conferene as a keynote presenter - her well laid out thesis and analysis was so valuable for our clients - best in the business on macro / equity strategy !
How can there be so many layoff announced and earnings disappointments in the last number of months of companies like fedex, MacDonalds, and others and say the economy is performing well. I just don't get it
What does it mean to you that the S&P 500 is at an all-time high while the VIX is at 20%?
This women is a PERMA-Bear ... and now she's bullish. scary..
Go short I don't and won't die without any scars- TD btw ( I am short)
Perma Bear? Where did you get that from?
Another great interview on the David Lin Report!
11:44 Not so fast, my friends. A slowdown in the production and distribution of goods is consistent with price inflation, according to Friedman:
"...inflation is always and everywhere a monetary phenomenon in the sense that it is and can be produced only by a more rapid increase in the quantity of money *than* *in* *output* ".
--Milton Friedman, "The Counter-Revolution in Monetary Theory" (1970)
Real rates should always be positive
Is the market making all time highs simply for the reason of tec advances and ease of access drawing more in to the markets of all ages?
It's not a big problem getting caught in a light rain storm. You'll dry out quickly. But ask them folks in North Carolina what it feels like getting swept away in a mudslide. Never mind, they aren't with us anymore. When this market busts, you feel the mudslide. Are you standing on the front porch now watching the pretty rain storm? 😮
Very good guest. Got some ideas. Thank you both
i can assure you a melt will now not happen
5:36 Look at Real M2 Money Stock, David.
It's down.
Paraphrasing ‘interesting that the fed is easing when financial conditions are easy’. More gaslighting. Stocks are going up on multiple expansion not earnings growth. They’ll pump stocks and sell into the next stimulus on retail exit liquidity.
🥇GATHER GOLD🥇🥈STACK SILVER🥈🥇BYOB🥈BE YOUR OWN BANK🥇
Hello Alan!
@@davebellamy4867 😉
She's a knowledge treasure. Thanks.
*Amazing video, thanks for the steady stream. I'm favoured, $450k Returns the Lord is my saviour in times of my need!!!*
Hello how do you make such?? I'm a born Christian and sometimes I feel so down myself because of low finance but I still believe in God
It's Maria Frances Hanlon doing, she's changed my life.
Same here
waking up every 14th of each
month to 210,000 dollars it's a blessing to l and my family... I can now retire knowing that I have a steady income❤️Big gratitude to
Maria Frances Hanlon
I do know Ms. Maria Frances Hanlon, I also have even become successful....
Absolutely! I've heard stories of people who started with little to no knowledge but made it out victoriously thanks to Ms. Maria Frances Hanlon.
We all like the 'stimulative' word!
There is no such thing as printed stimulus. Its like a using a flesh light on the economy. You think its the real deal, but you just end up with a mess on your hands.
Cameron's with New Edge Wealth as opposed to Old Edge Wealth.😂😂😂
Don’t worry about the horse being blind, just load up the cart and BUY BUY BUY!
This market will NEVER go down! 🎉
Love all of you with the same mind set. Tells me lot of money to be made When the party stops :)
Welp, if all else fails, follow Buffet
I’d like to stimulate her economy
US MUST LEARN FROM GERMANY, MAKE PROGRAM OF WORKERS BECOMING READY FOR DIFFERENT JOBS WHEN THEIR JOBS ARE LIKELY TO GO AWAY (LIKE THE PRESENT DOCK WORKERS' STRIKE) SHOULD BE THE NO 1 PROGRAM OF CORPORATES AND CORPORATE RESPONSIBILITY - NOT SILLY THINGS LIKE DIVERSITY, INCLUSIVENESS AND ALL THAT NON-SENSE.. THOSE THINGS MUST BE COVERED BY REGULATION, NO NONSENSE LIKE ASKING COMPANIES TO VOLUNTARILY DO GREAT THINGS... THEY NEVER DO, AND WE SHOULD BE FOOLS TO EXPECT THEM TO BE...
Stocks only go up.
If you don't own silver in your hands . You haven't been listening to the right folks :)
What is that on the back wall... a vegan pizza?
That was all complete & total gibberish. She must have went to the same school as Kawala. Obvious Fed apologist making her rounds for damage control, wonder how much they pay her. Make sure she knows we know please. It's not working...
Cam is stimulative AND tight 😮
Quit listening after w minutes. She is living under a rock in a closed cave🤧
Watching because she is beautiful and smart 😊
Beautiful yes, smart no. She has zero idea how inflation works and she trusts the official numbers. But her wisdom will come from experience and she'll have to offer apologies to the ghost of Friedman.
Remember her name when you lose your retirement. Get out now!! Come the 9th it won't be pretty.
I will fall for the Cameron Dawson clickbait every time! 💯
thx 👍👍
What kind of filter is she using on her camera. Looks like an old rerun of Moonlighting.
She sure does use a lot of them there fancy words, in aggregate.
This lady talks just to talk.
Holistic.. Get it the whole LoL..
La bella mujer ❤❤ ❤
Your guest doesn't have a clue what she's talking about
Bitcoin IRA'S 😂😂😂😂
CHY-NA 😗
hot girls for Trump!!!
I was not aware women like this exist 😍
“I was able to climb the ladder of success on my back”
More and more debt requires more and more tax revenue to service that debt. Markets go up, more profits to be taxed, more revenue to refinance bigger and bigger debts.
Melt up, don't miss it.
No thx. You can’t be that stupid
So many words, so little analysis
Finally a smart blonde🤣🤣🤣
So many words, so little analysis
I don't know. I've not heard anyone talk about the 2015 negative CPI before and actually get it right. It was 100% due to oil price crash, oil glut and fracking and there wasn't any deflation as such.
How in the hell were you able to keep a straight face through this ridiculous BS David? Please make sure she sees my comments. Unbelievable, & tell her to tell Jerome to kiss are ass & don't let the door hit him & the central bank in the ass on their way out...
Whaaaaa ❤❤❤❤
I would
I wouldn't listen to this lady I'd listen to Charlie Munger Steve hanke
You wouldn't get much out of a Charlie Munger interview now.
Number go up, number go down, number go up, number go down, number go up, number go down, number go up, number go down
she is bubbly ...!
style over substance.