Reader Thoughts & Comments On The Shifting Script - Part 1
MetaTrader (@MetaTrades) FEBRUARY 4, 2015 AT 7:15 AM Hi JC,
Been a follower for the last few months and I always take great pleasure in reading your latest posts. One question I’ve had for a while that I’d like your full opinion on is about the US equities market.
I’ve been an options trader for many years now and I’ve ridden this 5 year bull market all the way up. Since about the middle of last year I’ve been much more hedged and even preparing for a big correction in tech stocks as well as the S&P.
My question is, once the multilateral framework is out in the open and it’s mainstream news that the world will be moving away from the US dollar as the reserve currency, will we likely finally see a major correction in the equities market?
There has been trillions of dollars that have gone into the US market since 2008 and billions have been made between high frequency trading and pure manipulation.
I know you don’t have a crystal ball, but what would you assume would happen at the point where the cat is out of the bag so to speak and the transition really starts getting underway around the end of the year?
JC Collins FEBRUARY 4, 2015 AT 12:00 PM The sequence of events are hard to determine, but I would suspect that we will see the inevitable correction in equities before the reserve currency script is broadly used. It will likely be stock market volatility which will be the final act in the shift. ‘
Personally, I’m thinking capital will flow from crashing tech stocks, like Twitter, Amazon, etc., and into production based commodity stocks. The movement will be huge and will help rev up the early stages of the multilateral.
Daneackerman FEBRUARY 4, 2015 AT 12:42 PM Hello JC nicely written essay. I continue to be amazed at the quality of your work here while so much is transforming around you/us.
Your ability to find artwork to display your emotional state is matched by none I have encountered yet friend. Kudos a picture IS worth a thousand words….
This morning this video clip ran on the local news. https://www.youtube.com/watch?v=QBva8PCf0bo
I noticed for some reason Obama did not reference ISIS as a terrorist group he referred to them simply as an “organization” twice. I’m no word guru but aren’t corporations called organizations and terrorist groups called terrorist groups?
This corporation was posted here at Philosophy of Metrics a while back so its interesting to see a line of thought lead back to it. https://public.isishq.com/public/SitePages/Home.aspx
Cooper (@coopersmith648) FEBRUARY 5, 2015 AT 5:54 AM it would be disconcerting if the ISIS corporation Obama is referring to is actually the same American paramilitary group that unfortunately carries the same name..
Cooper (@coopersmith648) FEBRUARY 5, 2015 AT 6:00 AM thanks for that info Dane, whats the odds? The best magicians don’t shy away from a crowd. The bigger the audience the bigger probability of a nice payout.
Daneackerman FEBRUARY 5, 2015 AT 2:04 PM I think your on to something there Cooper. But we shouldn’t forget that there are more than just this company or that paramilitary outfit.
How does it play into what you were saying about the UN hiring such companies and paramilitary groups?
seacret2015 FEBRUARY 4, 2015 AT 12:48 PM Hi.JC, my wife and I are avid followers of you. So many opinions as to what will happen to the USD this year. Others such as Jim Willie state that this is the year that the USD dies, and he recommends putting a person’s wealth into metals.
If you are a person of means, it’s pretty hard to take physical possession of that much in metals. We reside in the U. S., and are asking, in your opinion, is it safe to hold the USD, or should we be moving into other currencies, at least for the duration of 2015. Thank you for your time and your response. MS
JC Collins FEBRUARY 5, 2015 AT 12:34 AM MS, thanks for your correspondence. The USD will not “die” but it will be “re-engineered” to accommodate the macroprudential mandates which are being implemented as a part of the multilateral framework.
Valuation will of course change as the current exchange rate structure shifts and the USD is removed as the primary reserve unit of account. But those changes in valuation will be relative as the whole export/import framework is altered alongside the exchange rate structure.
What do you deem more likely, that the dollar will die, as in dead, buried, no more, gone, non-existent, or it will be adjusted to fit a more balanced multilateral framework? Fear driven statements are seldom realized.
Though I do not offer financial advice, I would say it is safe to hold a level of USD, but it is also prudent to be diversified and hold other assets and financial instruments as well. Precious metals are always a safe long term bet, but as you stated, other means are also required.
My position is that commodities and production based assets will offer the required stability over the coming years. The Baltic Dry index is almost at an all time low, and when mining turns, as liquidity expands, any commodity based production investments will realize windfalls of varying degrees.
And hey, have some VND for shits-n-giggles. I hope this helps friend.
irrelevant111 FEBRUARY 5, 2015 AT 10:54 PM Mr. Collins, The Blessing you bring to the table is an open forum. 2015 will be one of change. It will have an impact many are not prepared for, but the given few that understand. The chess pieces continue to move…. Best My Friend John
petertmoline FEBRUARY 6, 2015 AT 12:26 PM What effect will today’s court decision have on the micro pic and the macro pic. I’m thinking it has to be good for Canada.. You crazy kids own your bank. Correct?
Still I want hope that anything that’s a move’s away from a privately owned Fed. has to be for the better. Wishful is my thinking, We seemed somehow paralyzed this side of the border.
I’m afraid we are zommbied until we hang some one for the 9/11. The rent seekers are going a hundred miles an hour. A new fear or threat every day. Mandatory Vaccine’s.Isis, Ruskie’s Nuclear Iran,.
TPTB ran a 5.6 unemployment number at us it has to be 15/19% anyway. Point is there is not any truth at all in the main /media. Yet I feel a wakening and hope the SDR system provides us a slow roll till the time is right. Tks4UStuff
JC Collins FEBRUARY 6, 2015 AT 12:55 PM The COMER case in Canada is interesting for sure. Though I doubt any outcome will be what people want or expect. Perhaps the post The Globalization of Central Banks can offer some insight. These types of cases usually fizzle out or transition into unrecognizable outcomes. Readers can learn more at this link:
hugovictor54 FEBRUARY 4, 2015 AT 3:03 PM Dear J.C.:
http://www.zerohedge.com/news/2015-02-04/yanis-varoufakis-resumes-his-daily-punking-pretty-much-everyone Yanis visits IMF Jack
daneackerman FEBRUARY 4, 2015 AT 9:42 PM Hey guys maybe this is why the flip flop….
“Is Greece about to cosy up to Russia?” http://www.cnbc.com/id/102374806#.
“Greece owes Germany, moves toward Russia”
“New Greek government causes dissension in EU by moving towards Russia”
matt (@speedspirit42) FEBRUARY 4, 2015 AT 3:08 PM So it seems things have begun that indicate that we dynamic thinkers can piece together pieces of the puzzle more truthfully and predictably then the linear thinkers out there.
My research on the precious metals markets has lead me to very interesting theories about cycles. Just facts and no opinion. My future is at stake and I have had enough of opinions.
The facts indicate troubles in the Sovereign Debt Cycle began with Greece right on time with a cycle measured by Pi (3.14 or 31.4 years). The problem going forward is we face a Pension Fund crisis.
Government have grown to large and too comfortable with their taxing and spending. We all here are well aware of the problems and the reactions and even the pending solutions.
The economic troubles of Europe and civil unrest that is developing is causing money to flee for safety. And guess where? Large investments can only flee to one place and that is into the safety of the US stock markets because it is the reserve currency for now.
At some point smart money starts moving out of bonds and into equities well before the crowd. It seems that cycles indicate we will see a big rise in equities during the next phase of the deflationary cycle into 2020.
My investment into PM’s could see an additional lose of 50% worse case scenario. Or could remain flat if human mass consciousness shifts towards more understanding of present economic and social conditions.
I am personally undecided on this at this time. JC your site is about as close to helpful of the facts as I have found with out swinging too far left or right.
To me my research leads me to believe it is consciously the wrong thing to invest in the stock market for gains by doing nothing to add to the value of human race. By investing in profit at any cost for the investors is a poor business model that should not be supported.
And bloodshed in the name of profits is disgusting. So devalue my PM physical holdings. The are real, they are tangible, they are now accessible. I will not buy more until I feel like the bottom is in and until then farm land is the place to invest for mind, body and soul.
God intended us to reap what we sow, to work in nature, to be self sufficient, breath fresh air, eat vine ripe fresh organic foods and help our neighbors in time of need.
So come crisis, come disputes and war, revolutions and mother nature karmic reactions to human non consciousness I Am finding peace.
Cooper (@coopersmith648) FEBRUARY 5, 2015 AT 12:32 PM really interesting post Matt. “pi cycle” first time i’ve heard of it. Martin Armstrong is a great find, thanks
daniel grig (@gelingrig) FEBRUARY 4, 2015 AT 5:08 PM As I live in Spain, I would like to tell you what is happening here, in few words.
As in almost all countries in Spain, had two parties that become the power of governance, as in the United States.
But in the last year a party unknown without tour in the past, appears from nowhere and in a few months come to be number 1 on intent to vote. It seems a miracle but it is a controlled miracle.
This new party called “We can” to win the next election, has a tremendous media impact.
We know that public media of masses, are controlled by the elite.
These media in Spain have brought to light the tremendous corruption of the Party (PP) which is now governing with an absolute majority.
Logically it is impossible that the party that governs and which controls the media, brings les so much shit at the surface, the average public.
There is a single explanation: the media masses, television, newspapers and radio, are controlled by, EU-Brussels-Germany – ELITE.
Brussels wanted that the party in power, the people’s Party, is committed defamed, frowned upon (same as the U.S. globally) by removing dirty rags and demonize him (with reason obviously).
All the corruption in the press, i.e. are removed so society can see what happens, so they ask for changes, to create the PREOBLEMA, create the vacuum of confidence, the climate within which the two parties historical (the Popular Party and the Socialist Party) they are seen as the problem and the solution is the new party “we can” ready to govern.
The proof is clear, controlled media audiences, which have put out the light so much corruption, incompentencia and despilfaro, these same media have given more advertising to the new party “we can”.
At the global level we see the same game: the United States have been demonized to contrast with the BRICS that have been “divinized” by the same means this time alternative.
ALL this game being part of the settlement of the system MULTILATERAL that J.C, together with us, discuss and continue to see, as little by little marks the arrival of the SDR, the entrance of the yuan in the IMF basket and there is another very interesting process: a metamorphosis that some leaders of opinion (as B. Fulford) tries to sell, saying that the BIS, has gone from the bad sideto the good side (trying to tell of the BRICS side).
Also trying to sneak another lie, that the Queen of England, has gone from the good side, i.e. from the BRICS side.
There is more… the same Fulford, tries to say that Switzerland has gone from the good side and the Vatican with the Pope Francisco also.
All this is done, that the so-called ‘new’ alternative system (BRICS) to veneden, alternative media as solution, need to the BIS, the IMF, too, to the Vatican. Then used the process of mutation, of conversion, of metamorphosis through the dialectic of the forced interpretation.
Lately is that Germany should side BRICS, and at the end already not is sabra who are the bad guys and who are the good guys, all is fundira in a multilateral system reset that I call it NEO-CABAL.
Comments may be made at the end of Part 2 Thank You