The market definitely feels like it’s on the shakiest ground its been on all year, with the VIX finally staying above 20 and “blow off valves”, as I have called them on this blog, like gold, catching what appears to be relentless bids.
But I continue to believe we are still only in the early stages of the wheels falling off as it relates to both monetary policy and fiscal policy — a setup I wrote about last week in this article: The Stock Market Sits On The Edge Of The End Of The World
🔥 TODAY ONLY: For those who are still not subscribers, this is a one-time use only link for 60% off all annual subscriptions - a discount you can keep for life. The coupon expires tomorrow: Get 60% off forever
Last week I also laid out why we can’t afford yet another war, and why I believe Austrian School thinkers and gold bugs are going to be the ones who wind up getting the blame, despite being right, when it all comes crashing down: Financial Free Speech
Two weeks ago I also laid out which stocks were holding my interest in my personal portfolio, and why: Trading Armageddon: October 2023 Portfolio Review
This week I’ll be sending out quarterly thoughts from one of my absolute favorite hedge fund investors, including their thoughts on macro and positions their fund owns. Recall at the beginning of the month, I laid out why I was paying “urgent attention” to gold miner stocks: Why I'm Paying Urgent Attention To Gold Miner Stocks
I also published some thoughts from fund manager Harris Kupperman, who laid out why he believes markets are on the verge of “anarchy”: "As I Look Into The Future, I See Anarchy": Harris Kupperman
Finally, here’s what else I’ve been publishing about over the last two weeks:
Global Debt At Record Levels and Rates Are "Going A Lot Higher": Peter Schiff
Financial Free Speech - 🔥 20,600 reads
The Stock Market Sits On The Edge Of The End Of The World - 🔥 34,900 reads
How Myocarditis Became the Silent Scandal of Covid Vaccination - 🔥 23k reads
The Degradation And Humiliation Of The U.S. Consumer - 🔥 27,300 reads
"As I Look Into The Future, I See Anarchy": Harris Kupperman - 🔥 26,600 reads
Why I'm Paying Urgent Attention To Gold Miner Stocks - 🔥 24,200 reads
The Costco Gold Indicator - 🔥 36,900 reads
Joe Biden Defiles The Corpse Of The Strategic Petroleum Reserve
100 Sigma Events? - 🔥 25,200 reads
Sick Thoughts Of Capitulating - 🔥 22,900 reads
The Unforgivable Ivermectin Swindle - 🔥 81,100 reads
Fringe Finance archive access:
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QTR’s Disclaimer: I am an idiot and often get things wrong and lose money. I may own or transact in any names mentioned in this piece at any time without warning. This is not a recommendation to buy or sell any stocks or securities, just my opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. These positions can change immediately as soon as I publish this, with or without notice. You are on your own. Do not make decisions based on my blog. I exist on the fringe. The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I did my best to be honest about my disclosures but can’t guarantee I am right; I write these posts after a couple beers sometimes. Also, I just straight up get shit wrong a lot. I mention it twice because it’s that important.
