#Bitcoin #Ethereum #Inflation #Rates #CentralBanks #RealEstate #Pensions #allocations DISCLAIMER: The information contained in this video is for informational and educational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
00:00 Introduction
00:40 Ethereum Running Out of Steam?
01:28 ETH BTC Not Looking Weak At All!
01:48 Dollar vs Global Indexes sans SPX
02:48 Dollar Index DXY on the Rise Again
03:41 US Stonks Equities Rule the World
04:36 Australian Pension Funds – High Stks/Low Bonds
06:00 Techno-Visionary oracle of Edinburgh
07:16 Market Narrative Pivoting to a Slowing
08:35 Former PIMCO Chief Economist
08:56 Inflation Cooling
09:40 Commodity Prices Cooling Also
10:39 Double Digit Inflation
11:24 UK, EU and US Inflation
12:02 Central Banks Tightening
12:46 Meanwhile Turkey shocks markets with rate cut despite inflation near 80%
13:38 Russian Sanctions – G20 Divided
14:10 Russian China Trade Almost Back to Normal
14:36 EU Investment in China Grinds to a Halt
14:58 US Home Sales Tanking
15:16 US RE Halfway to my 20% Drop
16:00 For Fun – Great Representation of high yields
16:20 Conclusion
16:23 Summary
17:00 Most KPM
35 Comments
Best macro updates on YT! Does your time horizon change to snipe real estate in Dec/Jan now that rate hikes will slowly come back?
Canadians now have 4 choices btc, BCH, LTC, and eth. BCH will go boom…..
Thanks James
Great research as always. Thank you, James!
I think there are only mixed signals if you're irrationally bullish all the time.
We're going back to lows, there's literally no volume left.
Does James have a girlfriend?
Awesome! your potential seems limitless. Putting aside funds for investment remains the smart way to prepare for the unexpected. Been in the experience since 2016 engaged in growth projects and have accrued over 2M dollars in 6yrs.
Thoughts on 'Coin Bureau's' new update video on Solana? A nice deep dive!
Cotton completely unraveled!! If you want to destroy my sweater, hold this thread as I walk away…
Only need to watch. The us 10yr . When that' goes up fast we are f f cked big time
Good stuff!
James, I remember you calling this 20% drop in housing demand!!! Great call!!! 👏👊Love your research!!!
Great. Thx.
This could mean we are in the disbelief stage of the cycle
Of the 3 DCA guys James is the most (I’d say too) bullish.
The night… they drove old DXY down..
This week in "James on the run"…
We appreciate you James! You have improved so much on camera, and your research is always on point!
Yep, energy costs will kill us this year, here in Europe.
Can you make a Solana should we keep?
I love when you do these macro updates! James you're phenomenal
we're on our way to 12k. James is out here fighting the fed every day. I heard even if the fed goes dovish on interest rates they will continue to liquidate their equity balance sheet…
Awesome work James many thanks. Real estate market in Vegas is 10% down and by the end of the year it should go another 10% from the top in February. 500k is now 450k.
Thanks for all the research. As always, very informative.
So good. Thank you!
Thank you James for taking the time to make this video during your holiday! Impeccable consistency. 👍
B-b-b-b-but James, wasn’t the bottom in according to your analysis? 🥲
What the hell is Erdogan doing in Turkey?! Honestly my mum could do a better job with the economy than him
James – thought on Inflation cooling being purely artificial? US is depleting it's oil reserves to artificially bring the numbers down. this is not sustainable and will end badly…
James- You should be asked to take over for that jim Kramer clown 🤡 You are far more qualified, and a far better delivery from that annoying doosh.
Thanks James
BTC dropped hard this morning. Just 8hours after this video. Thanks for the updates as always James! Great alpha!
As I've stated over these past few months, we will only exit the bear market around the end of 2022
Thanks boss, hopefully the uk housing market will do the same as looking to get in on that last 1/3 👍