저자: MikeNorman · 외국인
요약 보기
결론: 특정 자산의 가격 방향 예측은 없으며, 빌 애크먼 등 월가 헤지펀드 매니저들을 비판하는 내용이다. 인내심과 시간의 중요성: 시장이 횡보할 때 손절하지 않고 기다리는 인내가 중요하며, 시장에는 돈 대신 시간으로도 지불할 수 있다고 주장한다. 빌 애크먼 비판: 애크먼이 올해 헤지펀드 최악의 해를 보내고 있다는 뉴욕포스트 기사를 언급하며, 그의 통화체계 이해와 종목 선택 능력을 비판한다. 헤르벌라이프, 발리언트 파마슈티컬스에서의 실패도 거론한다. 월가 거물 비판: 소로스, 드러켄밀러, 폴 튜더 존스, 핌코의 빌 그로스, 제프리 굿데일 등도 같은 사고방식이라며 비판한다. 연기금이 수수료와 손실로 이탈하고 있다고 주장한다. 발언자의 자기 주장: 자신은 이들의 돈을 쉽게 가져간다고 주장하며, 이들과 반대로 하면 된다고 말한다. 구독 상품: MMT Trader 최신호(18페이지)를 월요일에 발행하며, 구독은 pitbulleconomics.com에서 가능하다고 홍보한다. 진실과 믿음: 진실과 사실은 믿음을 요구하지 않지만, 믿음은 진실과 사실을 무시해야 유지된다는 말로 마무리한다.
다듬은 글
good morning everybody time for an update stocks are up the Dow is up over 85 points S&P is bouncing back gold coming back a little bit it's been an environment that has demanded patience and if you have mental gain uh no problem we're able to sit and wait and we have patience a lot of people don't have that I think if there is one trait that many of uh my followers or subscribers or people who have uh studied my courses they come back to me over and over again and they say you know Mike the one thing that you taught me that has been so so beneficial and the thing that has changed my results dramatically from what I have experienced in the past that has been this concept of patience so we have that now most people in an environment like this uh where stocks are you know kind of going nowhere it seems and where you had that big sell off in Gold most people also you see it also in the uh in the Forex Arena where a lot of things are just kind of static not a lot of uh trending markets most people will just sell out they'll they'll bail out they will not have the patience to stick it out they'll you know they'll be stop losers they will prudently take losses right prudently I'm saying of course uh uh sarcastically that's not what we do you know one of the things I teach is that you can pay the market with your money but the market will also accept your time it will accept your time uh as payment and you know I have a lot more time than money most people have a lot more time than money so but the irony is that most people will pay with their money that's why they have none and that's why they are losers they pay with money and they because they don't understand that they can also pay with time all right that being said I got an interesting email from a subscriber uh there was an article today in the New York Post about Bill Amman remember Bill Amman I did a number of videos on Bill Amman but anyway he is going down this year as the worst year ever for his hedge fund uh I've spoken about this in the past you know I have exposed many times here these so-called Wall Street Wizards and hedge fund Titans as you know the Emperors with no clothes okay all of them I have not found one to this day I have not found one who is uh who understands Sovereign money and and uh floating exchange rates um basically who understands mmt not a single one so Amman uh in addition to being completely out of Paradigm when it comes to understanding the monetary system and he's also one of these Cooks you know uh central banks going to create hyperinflation with zero interest rates and you know uh debt crisis and uh they're printing money they're printing money you know all this kind of crap the Chinese won't lend to us on top of all that garbage nonsense that he believes in uh he's also a terrible stock picker you know he's he's had those debacles in uh Herbal Life and Valiant Pharmaceuticals I mean just debacles he is a terrible now you know it to this day it does amaze me I have to be honest with you it does amaze me uh that people and institutions give these guys billions and billion we've seen it not just with acman I I've pointed it out with Soros with dren Heimer with Paul tutor Jones with uh Pimco guy Gro Bill gross with Jeffrey goodl right all of these guys same backward thinking same out of Paradigm thinking completely completely lost on economics on the understanding of the monetary system right so but so that it does I have to say I have to be honest it does kind of surpris me that these guys keep tapping into these billions and billions to to manage but I have said in the past that this is kind of like it's like a club you know if you're in this club with that certain special resume I don't know whether whether it means you know you worked at Goldman or you came from Harvard or somehow you're in this club by virtue of I don't know what you you live in the Hamptons you know then you you are tapped into this money but slowly uh slowly but surely a lot of the clients of these guys are pulling out I know New York State and New York City their pension uh big Pension funds have pulled out they've lost a lot of money in terms of fees and underperformance and just outright losses as a result of these guys so they are terrible they are terrible now I take their money I take their money easily and those of you who follow me you know you take their money too I mean you know we might not take their billions all at once but we chip away I take their money easily without effort with my eyes closed I take their money it it's simple it's a simple exercise for me to take their money absolutely simple and I've even said many times you don't even know you don't even have to know mmt or anything about the daily treasury statement or any of the things I talk about you just basically do the opposite of everything these guys say and I mean that in itself is a very uh is a very uh uh workable system really is it's incredible but there you have it folks uh so we are fine everything's doing fine yesterday I sent out the mmt trader the new issue of course the issues always come out on Monday uh 18 pages long if you if you're not on the list you could sign up go to Pitbull economics.com click on the tab that says products and get the report and then you could also download all the back issues so for all you mousy boys out there who keep saying why don't you post up your your trades why don't you put a chart why don't you show us your accounts all the trades are there man all the trades are there all right be too lazy to go look at why you it doesn't matter even if I gave you if I sent you a stack of my statements it wouldn't change your mind and on that note I will say this all right uh truth and fact uh do not require Believers okay truth and fact does not demand belief but on the other hand belief requires that you ignore truth and fact in order to sustain belief think about that truth and fact does not ask for belief it is what it is but belief demands requires that you ignore truth and fact that's the only way that belief can be sustained all right so that's it for now see you later byebye
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