ALL IN: China's Stimulus Tsunami
Added 2024-09-30 05:32:55 +0000 UTCMarket Recap:
00:00 Intro
0:40 Red Eyes
3:40 All In! Chinese Stocks
21:25 Thematic Investing Phase
30:30 Market Performance: Why Utilities Are Hot
33:33 Heat Map: XOM Defies The Odds
37:35 Commodities: Reinflation
38:45 Options: Long China Short Mexico?
47:20 Charts: Hesitation
1:02:53 Outlook
Outro Music: Walking Song from Levittown - Grevens Tid
Comments
Thanks Mav. Great wisdom as always. Appreciate you
SayWhen
2024-10-01 06:55:18 +0000 UTCIsrael conducts ground raids in southern Lebanon ahead of a larger possible invasion TEL AVIV, Israel — Israeli commandos conducted small ground raids inside southern Lebanon on Monday, and there were indications that Israel may send more forces into the area, a senior U.S. official told NPR. Israel has also conducted brief intelligence-gathering raids inside southern Lebanon this week, as it prepares for a limited ground offensive, an official in the Middle East told NPR.
Pete
2024-09-30 20:50:06 +0000 UTCMy reaction to "the guy from the Meme" Michael Jordan line: https://media1.tenor.com/m/S2G-QZk-Vz0AAAAC/michael-jordan-laughing.gif
Darek Peszt
2024-09-30 20:35:35 +0000 UTCThe WEST is totally dependent on China thanks to the Clowns running DC and Europe...but this dependence on China is about to take the Economies of North America, Yep including Canada and the EU and drive them into Recession and into the Greatest cycle of Deflation since the 1930s. China's Debt to GDP will close 2024 at 312%....America stands around 125%. China has 64 Million Vacant Housing Units and the Top Property Developers of China ARE All in Default of Debt Payments or have Filed for Bankruptcy and some have even gone into Forced Liquidation. China just recorded the Highest level of Youth Unemployment since it joined the WTO. More than half of the 31 provincial-level regions on the Chinese mainland lagged behind their annual fiscal revenue growth targets in the first seven months of the year, sending worrying signs for local governments’ fiscal health, reports Caixin. In the period, 16 provincial-level regions failed to keep up with their annual targets for general public budget revenue growth, according to Caixin calculations based on government data. Only six surpassed their targets, while data for the other nine regions were incomplete. Now there are reports that many of the Provinces can't meet payrolls for Government Workers and are now beginning to Arrest Business owners charging with made up violations and forced to pay a Bail for release which amounts to Extortion. Provinces are now Desperate for revenues they are now shacking down Business Owners for Money. China's Steel Industry is Collapsing and to insure that Chinese Steel doesn't get dumped into the Global Steel Market, Countries around the World have raised Tariffs on Chinese Steel. For the last 5 Months, China has been experiencing Record Flooding the likes that hasn't been seen since 1931. Damns have failed at at one point in August, more than 50% of China was under Flood Waters. China has been hit with 15 Hurricanes in 2024. The Property Losses have been Historic and this has led to the biggest cycle of Business Failures since China joined the WTO. China's Banking System is on the verge of a Liquidity Crisis that is going to be far worse than anything the US Banking System faced in 2008. Much of what the PBOC has done to address the growing crisis in the Banking System is to provide the needed liquidity to the Largest Banks to begin to Consolidate the smaller banks in the Sector.....But the real Nightmare facing the PBOC in the Credit Market is in the ""Shadow Banking System""!!! China is a LIE......Built on DEBT and Covered UP by the Financial Press. China NOW has the Worse Deflationary Economy on the Planet and is desperate to re-inflate their economy. When this FAILS and it WILL......China's Depression will be Worse than what Japan has been dealing with for the last 30 Years. And when China's Economy Collapses, it's going to take the Global Economy down with it. A Warning to ALL You Nvidia Disciples, The TECH World is about to be hit in the Ball Sack coming out of North Carolina thanks to Hurricane Helene....... Hurricane Helene barreled through a crucial chip mining area in North Carolina Spruce Pine’s high-quality quartz is an essential ingredient in the chipmaking process, as it’s the only naturally occurring source of the ultrapure mineral. The quartz mined from this area is used as a crucible to melt polysilicon, which is then used to produce silicon wafers — the base of a semiconductor. Even though it’s possible to produce pure silicon from the quartz found in abundance elsewhere in the world, it takes a considerable amount of time and resources to do so, according to a 2018 report from Wired. Hurricane Helene dumped more than two feet of rain on Spruce Pine, with several reports on X showing extreme damage and flooding that has made roadways inaccessible, while many people in the area are without power. https://www.theverge.com/2024/9/30/24258333/hurricane-helene-quartz-chip-mining-north-carolina-spruce-pine#:~:text=Photo%20by%20Melissa%20Sue%20Gerrits/Getty "Modern Economy Rests On Single Road" In North Carolina Where Hurricane Collapsed Bridges https://www.zerohedge.com/commodities/modern-economy-rests-single-road-north-carolina-where-hurricane-collapsed-bridges GOT GOLD?
Pete
2024-09-30 19:26:31 +0000 UTCMav!!
Stavros Deriziotis
2024-09-30 12:25:45 +0000 UTCGreat show! Trades for the week: Iron condors on. SPY IWM QQQ NVDA Tesla (can’t lose put side) broken wing IC I’m seeing uncertainty in the market, maybe we go up or down but gravitate back to the close of last Friday by Friday.
Robert Molina
2024-09-30 11:03:42 +0000 UTCMy understanding of why we've seen such a big jump in China. The govt set up a new swap instrument for their banks. That provides $71B in stimulus. At 3x leverage can alone can move the China mkt $1-2T. The entire China stock market is only $6T vs the US market at $60T so China can pump much faster in a short amount of time.
Professor Profound Possum
2024-09-30 11:00:39 +0000 UTCThank you sir
Rico a
2024-09-30 10:56:07 +0000 UTCLol
Llama Mama
2024-09-30 09:40:17 +0000 UTCHow does cutting rates in China help demand? They already have money but it is devoted to paying off their empty housing. Please explain how this stimulus has legs. It's the same economics as Kamala's 25K gift to buy a house......all the house prices go up by 25K.
Robert Schader
2024-09-30 09:12:47 +0000 UTCPoweroutage.us millions without power
Michelle
2024-09-30 09:11:46 +0000 UTCMav, are you aware the southeast got decimated by Helene? MSM no coverage. NC GA TN FL SC all hit. Asheville, NC and neighboring towns got wiped out completely. TN hit hard. A massive chemical explosion in GA today too that can be seen from space just like east Palestine. Asheville= lithium.
Michelle
2024-09-30 09:10:43 +0000 UTC
