TLC Weekly Update September 28, 2024

Another record high week for S&P500 while Nasdaq 100 doing its best to get closer to its all-time-high above. Impressive work by the bulls indeed.

But but but but … yen carry unwind is threatening to happen again. Well, Fed will do whatever it takes to ensure our financial system can survive enough time until all their masters, friends and family are ready for the eventual happening of the crisis.

So what to expect in coming months?

Here is an ultimate bull, Raoul Pal, talking about his view of the financial markets. He made a number of valid arguments and that if he is correct, it will be a very different world in 6 years.

On the other hand, we have those who believe a major shock to the markets is imminent.

So what do I believe, is far simpler – Florida is a great example of what I believe is happening to Earth. The weather changes caused by our solar system, especially the Sun, instead of the idiotic stupid man-made b.s., will give us a world very difficult to deal with in coming years. It will only get worse. That impact is never taken into account by these financial gurus …

Now, when bulls and bears are fighting and that we do not know who to believe, let’s add astrology into the mix, in hope of finding some clues.

Remember our world is really shaped by events. So as long as these incoming events throwing a curve ball to us, the world will change direction and everyone on Earth will be affected.

This weekend I have triple workload than my regular schedule after marathon meetings with several firms led to the need to provide customized reporting of our algos. Back to work now.

Have a great weekend all!

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