David Hunter forecasts a major “melt-up” in financial markets, with the S&P 500 reaching 7,500 and the NASDAQ hitting 25,000 within the next 6 months, followed by a dramatic “crash” driven by decades of overspending, overborrowing, and central bank policy errors.
After the predicted market bust, Hunter sees gold potentially reaching $20,000 and silver $500 as part of a broader commodity-driven recovery, boosted by a weakening dollar and falling interest rates.
The 10-year Treasury yield could drop below 3% in the next few months and potentially go to 0% in the fourth quarter of 2023, according to David Hunter’s forecast.
Hunter believes the 2020 pandemic stimulus was a necessary global response to pull the economy out of a terrible second quarter, leading to a quick recovery regardless of the administration in power.
The traditional 60/40 portfolio of stocks and bonds will struggle in a rising rate environment, with Hunter recommending a 40% allocation in short-term treasuries rolled every 6 months at higher rates for optimal performance.
Musk and Ramaswami’s plan, inspired by the Grace Commission and Reinventing Government initiative, aims to create a Department of Government Efficiency to expose waste and develop actionable steps for cutting spending and regulations.
The plan argues that many federal regulations are technically illegal and can be eliminated by executive order, citing Supreme Court rulings like West Virginia v. EPA and Lerch v. Rondo.
Libertarians and small government advocates criticize the plan for its total reliance on politicians who have institutional incentives to resist spending cuts.
The plan includes trimming the federal workforce by requiring remote employees to return to offices and relocating agencies out of DC to more relevant regions.
Specific targets for cuts include funding to the Corporation for Public Broadcasting and addressing significant waste, fraud, and abuse in taxpayer-funded programs.
The US government’s career politicians, bribed with annual salaries, have created a system of overregulation and excessive lawmaking, leading to a dictatorship-like environment rather than a true democracy.
SEC and CFTC overregulation has forced investors to choose between stocks, bonds, and commodities, with fund managers acting like used car salesmen promoting their own assets.
The FED’s policies of quantitative easing and low interest rates are causing inflation, while the national debt is exponentially increasing, with interest expenditures exceeding $1 trillion this year.
The US trade deficit is a result of measuring dollar flow rather than actual goods traded; if allocated by company flag, the US would have a trade surplus.
Neocons in the Biden administration are allegedly trying to provoke World War III to prevent Trump’s return, as he would likely fire them.
The 2014 Ukrainian Revolution was orchestrated by neocons who installed their own government and instructed Ukraine to attack the DBAS, labeling them as terrorists to justify separation.
The 2020 US presidential election was allegedly rigged in Congress, not at the polls, with Pelosi’s emergency rules allowing only 53 people on the floor to prevent challenging states.
Trump is seeking recess appointments to bypass Senate confirmation, demanding the ability to install his own people without delay, as he did with Strzok and Shand.
BRICS has developed nBRIDGE, a decentralized digital currency exchange system using gold as a stable store of value for settling trade imbalances and enabling direct energy transactions between member nations.
The alliance is incentivizing countries like Brazil to participate while maintaining neutrality, allowing them to balance support for BRICS without declaring allegiance to either side of the global economic divide.
BRICS aims to isolate themselves from the debt problems associated with the US dollar-based system, which has reached an endgame due to escalating interest expenses and annual US budget deficits.
BRICS’ diplomatic and economic cooperation has been strengthened by dissatisfaction with IMF and UN system’s representation of emerging economies, particularly Brazil, Russia, India, and China, which have been marginalized for over half a century.
The alliance is growing bilateral settlements in local currencies, setting FX rates, and increasing multilateral settlements, with the transition to a true multilateral system dependent on the monetization path of gold.
BRICS is reducing the power of US sanctions by enabling countries to conduct business without violating them, while these sanctions act as capital controls on the West, creating a financial Iron Curtain.
Gold is likely to appreciate multi-decadeally as a store of value, while silver will increase in value compared to currencies but not necessarily to gold, with atomic elements potentially being the next asset class to be monetized.
BRICS’ use of gold for settling trade imbalances, particularly in energy transactions, could lead to a more stable energy pricing structure, benefiting all parties by maintaining stability in global energy prices.
Community banks with 15%+ after-tax returns on equity, selling at 70-80% of book value, are attractively valued due to their regional expertise that big banks can’t match.
Fertilizer stocks like Mosaic and Nutrien, with historically decent returns on capital and dividends, are undervalued and could benefit from future rising natural gas prices.
Natural gas prices are expected to rise long-term due to the btu Arbitrage between oil and gas, with billions invested to address the 60-65% gross selling price inefficiency.
🏦Franco Nevada and Wheaton, with 15x EBIT valuation for precious metals cash flows, are well-positioned to deploy billions in tier one deposits generating free cash for 20-30 years.
Position sizing in junior mining stocks vs larger investments in ETFs and physical metals depends on investor’s work ethic and risk tolerance, with aggressive strategies suitable for well-informed, hardworking investors.
High yield ETFs and junk bonds are overpriced and risky, with yields driven by yield desperation and potential for market crash due to lack of understanding of bond covenants and credit quality concerns.
Leading indicators declining for over 2 years signal an impending recession, despite widespread optimism, according to Henrik Zeberg, head economist at Swiss Bank.
A severe recession, potentially worse than the 2008 financial crisis, is expected due to a larger asset bubble, based on analysis of the business cycle and economic indicators.
The Buffett Indicator shows stocks at their most overvalued ever, suggesting a potential downward correction of -55% or worse by 2025.
Stock market tops are predicted to reach S&P 6000-6300 in 1-2 months, followed by a recession likely in Feb-Mar 2023, based on Fibonacci levels.
The FED typically lags behind in managing policies, using inflation (a lagging indicator) rather than leading indicators, and follows the 2-year yield when cutting rates.
FED’s monetary stimulus may create a short-term bounce from deflation, but without consumer spending, it could lead to a strong commodity bubble and stagflation.
Henrik advises being defensive in the short term, parking money in cash and bonds during the deflationary bust, then shifting to commodities like gold and silver when inflation rises.
A 20-year inflationary regime is expected soon, making it prudent to hold equities and real estate for growth with inflation in the long term.
Canada’s trade relationship with the US is highly balanced, with bilateral trade reaching $188 billion compared to only $2.9 billion with Mexico, highlighting the importance of prioritizing the US-Canada economic partnership.
Alberta’s abundant oil and gas resources provide a strong opportunity for energy security and a constructive role in the US market, potentially leading to a complete tariff carve-out for Canada in trade negotiations.
The Trump administration is significantly concerned about illegal asylum seekers crossing the US-Canada border, emphasizing the need for Canada to address this issue in future negotiations.
Canadian pension funds hold $2.1 trillion in assets, but only 25% is invested domestically, indicating a need to focus on investing in critical sectors like mining, energy, and food production.
Premier Danielle Smith criticizes the current federal government for being out of touch with citizens’ struggles, prioritizing climate change over more immediate concerns like affordability, inflation reduction, and ensuring good jobs.
Neurolinguistic programming, based on patterns by Leo Strauss, Marshall McLuhan, Noam Chomsky, and Gregory Bateson, is used to frame knowledge and manipulate belief systems, steering people away from critical thinking.
The cause-effect complex equivalency pattern, with at least 14 reframing ways, is employed by politicians and media to manipulate without domain understanding, making critical thinking a superpower for information accuracy.
Epistemological warfare involves changing word meanings to steer society, using neurolinguistic programming as weapons and controlling language and knowledge to manipulate, as described in the Bible and linguistics.
Oligarchs use debt-based money, neurolinguistic programming, and epistemological warfare to control language and knowledge, concealing their wealth behind shell companies and invisibility.
The Doge of Venice wore the corona deli, a dual hat symbolizing liberty granted by oligarchs, not natural rights, with the fergan cap representing state-given freedom rather than personal liberty.
The Feren cap (freedom symbol) appears in logos of the U.S. Senate, Army, and North Carolina, while the Fergan cap (oligarchy symbol) is used by U.S. Congress, Colorado, Hawaii, New Jersey, New York, Arkansas, Nicaragua, Haiti, El Salvador, and Cuba.
The British Empire, created by the Fabian Society, maintained a thalassocracy to control global commerce through waterways, with the London School of Economics creating Heartland and Inner Crescent maps to illustrate Middle East control importance.
The Great Reset aims to create a cashless society through digital IDs linked to bank accounts, using blockchain and central bank digital currencies (CBDCs) for total control over individuals’ finances.
Public key encryption has a back door allowing intelligence agencies to access encrypted data, potentially compromising internet security through quasi-prime numbers, according to mathematician Robert Edward Grant.
The United States and Russia have a history of cooperation, from the Transcontinental Railroad to Alaska’s sale, aiming to connect the nations and create a North American Union, as proposed by Abraham Lincoln and Alexander II.
The oligarchy creates competing communist and fascist movements, causing mass deaths to make people beg for technocracy, while maintaining control through competing teams working on the same project, like Disney Imagineering.
RFK Jr’s appointment to HHS by Trump, alongside unusual choices like Tulsi Gabbard and Dr. Oz, could significantly impact health policies and challenge corporate interests.
Media outlets, controlled by big food and big pharma spending $10 billion on ads in 2023, engage in soft propaganda to create an atmosphere of disdain around RFK Jr.
RFK Jr’s lawsuits against Meta and the Trusted News Initiative for suppressed content reporting highlight the power dynamics at play in media and tech industries.
RFK Jr’s legal victories against Monsanto in cases representing people suffering from cancer due to pesticides in water demonstrate his track record in challenging corporate giants.
Despite Jimmy Kimmel’s attempts to undermine RFK Jr with out-of-context clips, his authenticity and willingness to joke about his own drug addiction recovery resonate with audiences.
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