Incipient Moment

Sometimes emotive rhetoric is used to cloak unappealing facts [to describe the inception of an artificial, inflationary boom]. - Doug Casey, Crisis Investing

I have learned that when you've done your homework, once you recognize that supply and demand are totally out of whack, and you make your move, you are definitely going to get very lucky.

― Jim Rogers, Hot Commodities: How Anyone Can Invest Profitably in the World’s Best Market

In the face of record amount of noise via ‘smart devices’ widespread psychology of the masses appear to be in something of a trance.

Recency Bias is Prevalent everywhere.

Some members of society still save more than they consume. Without a specie or collateral backed currency finding value as inflation / debasement accelerates requires diligence. Ask my friends in Buenos Aires…

There are no shortage of financial pundits today. The casino economy running on credit has all experts with a voice.

Stocks > Bonds > Real Estate are preferred asset classes in Western Central Bank nations.

Distortions in the Marketplace > often the result of group think > Opportunity.

Signals on the U$10 & 20 year Treasury Bond have many seeing the end is near.

Ubiquitous self proclaimed professionals are claiming this fall will be the end of the financial system. This is it.

Remember this week.

Should long duration fixed income rally along with the S&P we should see markets pricing in a dovish central bank and sacrificing of the currency to transfer wealth back to equitable assets.

Secular Cycle changes require extreme clarity. A new leader could be the resource shares.

Gold shares are a derivative of real money and could see another move from 3 years of grinding lows wearing out most every logical bull.

We’re ready.

Lower Yields and a flattening curve with current conditions could bring on what we thought was possible last Fall 2022. Conditions have only improved as asset priced build a descending wedge.

Financial Advisors are not paid to sell gold or silver coins near spot. Cash flow foreign properties are usually only peddled by lifestyle companies.

Amazing time for those seeking strong body, mind and balance sheets.

Bifurcation between the savers and consumer war is widening.

Our background was from Hard Industry after wasting capital and killing consumers with coke & cigarettes at U.S. Navy Exchange.

- CAS

P.S. All markets are connected… stand by for explanations…

Jack Welsh is one Fountainhead of the Financial Casio Economy Built in North America. Export capital intensive industries and book profits trading flows of funds. Why make an appliance when you can trade derivatives? Those elf’s in Asia built by former financiers of The British East India Company [Opium Wars] have your back.

‘Savers are Losers’ became a common phrase coined by Rich Dad Robert Kiyosake. Joe Six Pack once again runs Family Hedge Fund levered by a 2”x4” stucco POS home on a slab as collateral here in Southern California.

Financial Advisors paid by AUM know Stocks & Bonds. A ham sandwich comes from the Refrigerator. Commodity Trading is pure speculation & the west was built upon digital nothing.

1 in 20 kids know why California is called ‘The Golden State.’

Traveling thru Asia & South America > actual real work with boots on the ground experiences were HUGE.

[1]. Cover Pic > Chinese phrase for “crisis” is “Wēijī:” 危机. Wēi, 危, > danger. However, Victor Mair, Professor of Chinese Language and Literature at the University of Pennsylvania, writes that, in this context, Ji (机), represents an “’incipient moment; a crucial point (when something begins or changes).’ Thus, a Wēijī is indeed a genuine crisis, a dangerous moment, a time when things start to go awry.”