Volatility Alert (VIX)

[errolanderson]

Realize what I’m suggesting is contrary to convention market thinking.

Rates cut, stock market goes up. That is about to change.

The equity market is now so stretched that a Fed rate cut could trigger realization that the U.S. is indeed in-recession. An investor race for the exit door. (IMO).

I can see this clear as day . . . Market bubbles have already begun popping one-by-one. Central banker policy can no longer manipulate to save.

AUGUST FEEDER CATTLE: Flash crash cattle board today on box beef fallout.

[errolanderson]

The bear has clearly gained-a-grip on global commodity markets. Buying opportunities ahead, just not yet (IMO).

Collapse in U.S. commercial real estate breathtaking now only 15 to 20 cents on-the-dollar. More downside ahead as the 3rd buyer must step-in. This collapse will undoubtably spread through the economy.

Central banker priorities totally misjudged (IMO). Panicked rate cuts ahead. This opinion not shared by the mainstream.

Stock market a different show, totally unrelated to the economy. Crypto shock in-progress as values decline.

Cash remains king, a dreaded statement by those in-the-know.

But if you can write a cheque, money talks, discounts galore . . . .

errolanderson.substack.com

[sumdumguy]

Gold taking-a-beating from deflationary wave. China buying slows.

Is this a healthy correction or prolonged precious metal selloff?

Big Beating: 2410 to 2330?

[Old Cowzilla]

Market optimistic that Joe will be replaced soon.

[errolanderson]

The embattled global wheat market finally looks like a potential buy . . . but have equities entered Day 1 of a prolonged bear market? NASDAQ swoon . . . . Interesting market times straight ahead.

Another Bank of Canada 1/4% rate cut likely on July 24th . . . .

[AlbertaFarmer5]

Gold making new highs today.
What is record high gold trying to tell us?

Doesn't seem deflationary.

[biglentil]

It will have a 1% pullback and then we will get the see look gold crashing, deflation. Same tune ive been hearing since gold was sub $1000.

[sumdumguy]

When Trump gets elected, the American economy will sky rocket.

[AlbertaFarmer5]

When Trump gets elected, the American economy will sky rocket.

That part is puzzling me. Typically gold is a hedge against the US dollar. Skyrocketing US economy would be good for the US dollar.

From what I understand, this gold move is almost entirely resulting from foreign investors, not American. Gold in US Dollars may turn out to be a very poor investment.

[biglentil]

Enough said