IT WAS ALL A DREAM You never thought that hip-hop would take it this far Now I'm in the limelight 'cause I rhyme tight Time to get paid, blow up like the World Trade WE LOVE YOU J DUBS❤
Great recap as always! Your macro perspectives are super interesting. Be careful with your micro though! (it's perfectly possible that the market has been pricing in a crackup boom for many years already, and if so, it may need to unwind at some point - see WBuffet's recent sales) 加油!
Understand that the market did not shrug off Japans forward guidance. Monday's action is very indicative that the market is very apprehensive to any downturn and due to how pumped markets have been this apprehension can cause high volatility.
Joseph. Very interesting on drop in IT demand and on increase in health care. And shift in city size demands. I do not know what it really means however other than it was interesting.
Even if the BoJ pauses monetary policy, the Fed isn't. The spread between their respective policies will only decrease from here. Let's not forget that. The market is concerned that it will decrease faster than anticipated and this is why people are heading for the doors on the Yen carry trade.
I remember it feeling like a eureka moment a few months ago when I first read properly about Blockchain and crypto. Weirdest thing was how excited I was to tell all my friends and family about it but it was basically like banging my head against a brick wall. Guess most still need their own eureka moment to set them off( just hope its not too late for them). I started investing and trading in the Crypto market almost immediately.Despite this volatility, the market remains profitable. I have managed to grow a nest egg of around 100k to a decent 432k in the space of a few months..Amidst this, the insights of a knowledgeable guide like that of Adriana Jensen has been crucial. Her expertise in navigating the nuances of cryptocurrency investments has been the key for Me understanding and making the most of these emerging financial trends.
Investing has proven to be an incredibly beneficial decision. My cryptocurrency profits continue to play a substantial role in growing my overall wealth, reducing my reliance on my salary.
Adriana.goes deeper than just looking at surface-level trends.. she explores technical, fundamental, and sentiment analysis, offering a comprehensive perspective on the market..
I did alpine climbing for last seven days and told myself ok first I have to come down. Will worry about stocks later. Joseph what is your biggest position? You are not married,right ? So nothing like 50 % concentrated hehe. Why I have a feeling I should buy calls on Intel ?
Thanks for giving us 3 things every week. Much appreciated.
Great video as always Joseph!
hi Joe, It would be helpful if you add research links to your videos. great work as always.
IT WAS ALL A DREAM
You never thought that hip-hop would take it this far
Now I'm in the limelight 'cause I rhyme tight
Time to get paid, blow up like the World Trade
WE LOVE YOU J DUBS❤
JWang fans have the best taste in music, believe me! 😎
If you play the BOJ speech backwards and slow it down, it says that Japan economy is going to crash and destroy the world.
Joseph, we are lucky to have access to your insights. Thank you so much for what you do - always really interesting and relevant.
Thanks for another calm summary. I would love your take on the mentions of ‘liquidity’ in the July Fed SLOOS
Very interesting as usual. A population shift and markets dictating to government. Thank you
Thanks Joseph. Wondering if the last week's action has changed your market outlook on the year-end melt-up and where market liquidity stands.
Thanks very much for your perspective on the BOJ and other central banks. That helps a lot. Good trading, Joseph!
Well done, Joseph ! 😂 I love your version of the Mandam
Thank you Joseph.
The 2021-2022 migration chart is quite interesting. Do we have an updated version for 2023, 2024?
Thank You J ! Much Love !
Sweet! I always look forward to these.
Interesting situation with the quantity of debt and sensitivity to interest rates; here's to productivity and low inflation!
Thanks for your thoughts.
Do you believe we will have a soft or hard landing?
Lol super exciting? I love you bro. When it crashes bigger, you're going to say something positive lol let's go!
Good morning Joseph
Great recap as always! Your macro perspectives are super interesting. Be careful with your micro though!
(it's perfectly possible that the market has been pricing in a crackup boom for many years already, and if so, it may need to unwind at some point - see WBuffet's recent sales)
加油!
Hi, what was the name of the podcast he recommended?
www.bloomberg.com/news/articles/2024-08-06/what-just-happened-in-markets-volatility-and-the-big-selloff-odd-lots-podcast
Does the Nikkei crash and subsequent reversal suggest large amounts of foreign funds flowing out of and back into Japanese equities?
What reversal?
Dead cat bounce.
Thks Joseph.
There's gotta be a meme of this guy making hawkish noises lol
Thanks JW
Understand that the market did not shrug off Japans forward guidance.
Monday's action is very indicative that the market is very apprehensive to any downturn and due to how pumped markets have been this apprehension can cause high volatility.
Hello my friends
Thanks as always.
GM Joseph
Thanks.
Joseph. Very interesting on drop in IT demand and on increase in health care. And shift in city size demands. I do not know what it really means however other than it was interesting.
What are the chances the BOJ announced a fake interest rate hike to slow down the devaluation of yen
They did raise interest rates from .10 to .25 or .15 basis points.
Zero.
Even if the BoJ pauses monetary policy, the Fed isn't. The spread between their respective policies will only decrease from here. Let's not forget that.
The market is concerned that it will decrease faster than anticipated and this is why people are heading for the doors on the Yen carry trade.
I remember it feeling like a eureka moment a few months ago when I first read properly about Blockchain and crypto. Weirdest thing was how excited I was to tell all my friends and family about it but it was basically like banging my head against a brick wall. Guess most still need their own eureka moment to set them off( just hope its not too late for them). I started investing and trading in the Crypto market almost immediately.Despite this volatility, the market remains profitable. I have managed to grow a nest egg of around 100k to a decent 432k in the space of a few months..Amidst this, the insights of a knowledgeable guide like that of Adriana Jensen has been crucial. Her expertise in navigating the nuances of cryptocurrency investments has been the key for Me understanding and making the most of these emerging financial trends.
Adriana Jensen program is widely available online..
The market has gone berserk! whether you're a newbie or a veteran trader, everyone needs a sort of coach at some point to thrive forward.
I appreciate the professionalism. and dedication of the team behind Adriana's trade .signal service.
Investing has proven to be an incredibly beneficial decision. My cryptocurrency profits continue to play a substantial role in growing my overall wealth, reducing my reliance on my salary.
Adriana.goes deeper than just looking at surface-level trends.. she explores technical, fundamental, and sentiment analysis, offering a comprehensive perspective on the market..
Actually a VERY WEAK week when you study the charts. Seems to be a Bear Flag or a Dead Cat Bounce.
I did alpine climbing for last seven days and told myself ok first I have to come down. Will worry about stocks later. Joseph what is your biggest position? You are not married,right ? So nothing like 50 % concentrated hehe. Why I have a feeling I should buy calls on Intel ?
Print Print Print.
HODL GODL
Will the migration of people to medium size cities also affect the election results?