저자: GregoryMannarino · 외국인
요약 보기
결론: 시장은 사상 최고치지만 경제 지표는 최악이며, 금리·달러·유가·연준 대차대조표가 시장을 끌어올리고 있어 결국 10년물 금리 급등 시점에 시장에서 빠져나와 반대 베팅을 해야 한다는 주장. [시장 현황] 9월 2일 기준 S&P500과 나스닥이 사상 최고치를 경신했다고 설명. [고용·경제지표] ADP 고용보고서가 역사적 미스로 매우 나빴고, 신규 실업수당 청구 34만 명, 연속 청구 약 300만 명이라며 상황이 암담하다고 주장. 2분기 생산성 수정치도 하향되어 호재가 아니라고 봄. [물가] 글로벌 식품 가격이 역대 최고 속도로 상승 중이고 건설·자재 비용도 급등하고 있다고 주장. 파월 연준의장의 인플레이션 '봉쇄' 발언은 거짓이라고 비판. [빌 그로스 인용] 그로스가 채권과 현금 모두 쓰레기라고 말했다고 인용하며 동의. 달러도 부채 단위라 같은 맥락이라고 주장. [핵심 4변수] 10년물 금리, 달러, 원유, 연준 대차대조표를 주시해야 한다고 강조. - 10년물 금리: 현재 안정적이나 큰 급등이 나오면 시장을 떠나고 반대 베팅(숏)을 해야 한다고 주장. - 달러: 약세로 봄(현재 흐름 기준). - 원유: 배럴당 70달러 이상이면 추가 상승 예상, OPEC이 증산하지 않아 유가가 더 오를 것이라고 주장. [기타] 정치권은 실질적 대표성이 없고 중앙은행이 실권을 쥐고 있다고 주장. 과거 시장 하락을 예측했다가 틀렸지만 상승장 지속을 계속 말해왔다고 강조. [출연자 전망] 시장은 더 오를 것이며 자신은 여전히 옳은 방향에 서 있다고 주장.
다듬은 글
okay my uh my absolutely beautiful friends here we are yet again on the threshold actually uh it's beyond the threshold uh of of of of the most twisted freak show in the history of the world so just welcome to it yeah yeah that's where we are you and me so yeah post market wrap up on this uh on this thursday i'm sorry i'm at a little loss here uh september 2nd 2021 how about this okay a new yet again and i hate to sit here doing this almost every day new record high for the s p 500 new record high for the nasdaq dao not far behind but you know let's just wrap up how about the last two days so yesterday literally this adp jobs report that we got for the for last month historic it was an historic miss probably one of the worst pieces of economic news we've gotten in a long time and it's been all bad um but that was okay it was enough to push the nasdaq yesterday to an all-time record high today to just follow that up we found out that another 340 000 people applied for first time unemployment benefits last week and nearly three million people remain uh on on the government you know roster here and again these are the numbers they are allowing us to know continuing claims nearly 3 million it's abysmal and it gets worse than that so just sit back a moment see if you could see if you can pick out what might be wrong with some of what i'm about to tell you so global food prices we just found this out today continue to surge higher at their fastest pace ever not just here in the united states around the world building costs are skyrocketing materials costs are skyrocketing but again you remember yellowstein powell oh he's not overly concerned although he's a little bit concerned about inflation that's what he said initially he wasn't concerned at all he had said specifically and i think you would recall this um i'm not concerned about inflation because it is not widespread basically what is he saying yeah it's contained which was a complete lie well at the last fomc meeting it was well you know i'm a little concerned a little bit a little concern but not enough to stop what they're doing you know uh it's utterly insane and that's what's driving the market so again uh it's it's it's utterly nuts um here's another beautiful beautiful piece of economic news which is again part of the reason why we hit new record highs today we closed at new record highs today nasdaq and the s p 500 u.s second quarter productivity was revised lower not higher but lower so look people is everywhere you know and i don't know how many of you had the revolting vomitus i like that word vomitus experience to turn on cnbc bloomberg business they're parading out these creatures where they get these people from i really don't know i don't know where they come from but they parade them out to tell you oh yes strong jobs report we're doing great our economy is firing on all cylinders i'm telling you people where do they get these people from i don't know it's it's some kind of a mass brainwashing because anybody here anyone with a fraction of a fraction of a fraction of one functioning brain cell and their eyes open maybe for for nanosecond can see what's going on here uh we are in a deep deep shape now let's let us let us move forward a little bit and then we're going to go back to the market but i know that well most of you should know who bill gross is you know the bond king guy multi-billionaire uh you know investor trader anyway he used to be known as the bond king this is what he has to say here and it's so funny because if you recall the video i did yesterday i explained to you how anyone owning any kind of a debt unit a treasury bond or even junk money you got to be out of your mind a high as a kite well today bill gross here he says bonds are trash they are investment garbage uh and he says cash as well is garbage you see look this is what i love once in a while you get one of these super elite people he's obviously one of the super elite class to tell you a little bit of truth okay doesn't come too often you know but it gets out there once in a while and i just i just love that and um i believe that bill here mr gross uh is is on target uh you got to be nuts insane deranged and more twisted in the freak show to be you know invested in some kind of a debt unit here a dollar also being a unit of debt so that's and he understands that clearly saying they're both investment garbage you want to be in the dollar you got to be you got to be nuts but there are people you know they're dollar bulls king dollar though yeah okay uh uh it's it's just just the way it is anyway let's go back like i said on top of the record highs today with this lovely market um and more are coming you know that i've been telling you the same thing for years i've been called every name under the sun i've been told how wrong i am i was i'm getting it wrong i'm causing people to to you know they're going to lose all their money years and years ago because i'm telling people the market's going to go higher oh greg you're an idiot you don't know what you're talking about mark's going to crash tomorrow hey guess what everyone i'm still waiting i'm still waiting and i'm still on the right side of this market and so are you if you've been following this blog it's not going to stop it's not going to change and you see the beauty of this it goes beyond i don't know beautiful because we know what we're looking at here we know the four dynamics you want me to cover them again okay 10-year yield dollar crude oil the fed's balance sheet those are the four dynamics we need to keep our eyeballs on okay let's talk about that 10-year yield it remains almost locked where it is it's in a beautiful spot right now the market loves it here at one point we're gonna get a big spike in that 10-year yield and that's when we run for the hills the moment that happens we know it is no longer the right time to be you know uh in this market we got to start betting against it we close long positions we start betting against the market and i'm going to be here when that happens okay uh the dollar obviously look we have widespread inflation contrary to what the freak the you know the real leader of the free world free world yeah really what are we free to do uh no free thought anymore you're not even allowed to think things uh no free action and no free movement we're not free to do anything anymore um you know like i always tell you our forefathers must be rolling over in their graves rotating in there uh looking at what's going on here i mean they started this nation here to get away from all that but that's not the case anymore anyway so uh like i said so today the dollar weaker crude oil lovely okay you all know that crude is going much much higher all right let me just establish this okay um it's been consolidating after we had well not even consolidating we we had a drop it balanced with like around almost 70 dollars a barrel again we're going up um you know that especially in light of opec you know i told all of you opec was not going to start increasing production other than what they've already promised to do they love it here opec when they see crude oil at 70 or above you know these uh these these they're also not human the things over there uh they just you know spray their shorts they love it oh yeah oh yeah they love it they really do uh so they're gonna make sure crude stays uh inflate has no business being here anyway so that's that's the story it's just amazing to me and astonishing to see again more absolutely abysmal economic news uh food prices skyrocketing which we all know i mean come on please building costs materials cost everything is going up but again tell me one more time please one uh why not one member of our you know very very caring representatives has not called the fed chair before committee to have him explain how he thinks that you know inflation isn't that big of a deal because it's you know more or less contained because it's not widespread i'm still waiting for that to happen you see the fact of the matter is as you all know and i tell you every day we have no representation not just here in the united states but everywhere it's the banks it's the central banks who are the government okay forget about democrats forget about republicans that's just a show to keep you divided okay so these people hate these people and these people hate these people back it doesn't matter they're laughing you have to understand when you and there's a lot of people out there that can't break out of it they wake up in the morning thinking about politics they they go to sleep thinking about it meanwhile they have no idea that they are being duped on an epic scale if your vote counted you wouldn't be allowed to vote anyway look uh one more time big shout out to those of you that have chosen to support my work you know i always ask you to do that on the first of every month and i i just love all of you that's the truth all right i'm out of here kind of a long video please share this video i would be very grateful and i will see all of you in the morning it's gonna be lovely lovely
Comments 0