저자: MarcFaber/채널진행자미상 · 외국인
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결론: 마크 페이버는 코로나 사태로 글로벌 경기침체·디플레이션이 오고 장기 약세장이 시작됐다고 보며, 주식 비중을 줄이고 현금·국채를 선호한다. 시장 전망: 증시는 10월 1987년 저점 수준으로 과매도되어 약 20% 반등 가능성이 있으나, 신고가는 기대하지 않고 이는 장기 약세장의 첫 단계일 뿐이라고 주장. 국채: 장기국채 ETF TLT는 연초 대비 약 13~30% 상승. 미국채는 유럽 국채 대비 저렴하고 주식 하락에 대한 헤지 수단이지만 단기적으로는 과매수 상태. 디플레이션 침체를 전제로 보유를 유지. 포트폴리오: 주식 비중을 약 20%로 낮추고 현금 비중 확대. 금·은·원자재·실물자산이나 현금을 선호(금리가 마이너스가 아니므로). 통화정책: 연준은 총알이 떨어졌고 정부는 파산 상태라고 평가하며, 중앙은행의 무분별한 유동성 공급과 자산매입이 효과가 없다고 비판. 달러 신뢰 상실 가능성 언급. 리스크: 바이러스 사태가 통화·신용 거품을 터뜨려 모든 자산 가격 하락, 부채 폭발, 파산 도미노를 촉발할 수 있다고 경고. 중앙은행이 2008년처럼 더 강해져 돌아올 것이라는 시각. 음모론적 주장: 영상 후반부는 전염병과 봉쇄를 이용해 글로벌 금융 리셋, 보편적 기본소득, 현금 폐지, 감시·통제 사회를 추진한다는 주장을 펼치며, 근거 없는 음모론 성격이 강함. 출연자 전망 요약: 개별 종목 언급은 없고 자산군 전반(주식 약세, 국채·금·현금 선호)에 대한 방향성만 제시.
다듬은 글
the United States is only weeks away from a complete shutdown the world economy is only a couple of months away from a total collapse the vaccine will not be here in time to prevent a global depression many will die and the world will change forever never again will we blindly follow government lies fed to pump in more than 1 trillion dollars in dramatic ramping up of market intervention and it is not working money is not the answer to save the corporations who spend hundreds of millions - CEOs and screw the employees they chose corporate profits over the citizens health this system is too corrupt to be allowed to stand the u.s.
now has the largest trade deficit in the history of the country Bank of Canada lowered another point five point today only ten days after the last point five point drop chartered banks liquidity requirements also lowered the world is going meltdown and the majority don't understand what is happening global economies for the next year at least will dramatically slump with travel restrictions bans on public gatherings and the long term consequences are unknowable domino effect bankruptcies debt explosions both governmental and private household debt already at an extreme on all counts as a result of the 40 years trickle-down Ponzi Treasuries are at negative yield and the Fed may still yet cut more as the crisis continues when the tentative question of foreign Holdings dumping negative returning assets and forcing the Fed to never seen extremes isn't hard to fathom you're literally better off putting your money under the mattress gold and silver but I am also thinking commodities hard assets or cash at least the yield isn't negative the Fed is out of bullets the government is broke and so are we we are at the climax of foolish trickle-down ideology spawned by a global crisis where the only growth in net worth for the last 40 years has been the top 0.01% and they ain't sharing it folks welcome back to the Atlantis report please take some time to subscribe to my backup channels I do upload videos there too on a daily basis you'll find the links in the description box thank you dr.
Marc Faber just like other renowned experts is warning of a looming severe recession he recently tweeted global stock markets are now nearly as oversold as at the market low in October 1987 expect a powerful and tradable rally of 20% or so from here cover all shorts and go long the most oversold stocks however do not expect new highs what we have seen is probably just the first leg in a long term bear market for asset markets and he added in his monthly gloom boom and doom commentary last month i opined that a severe coronavirus pandemic could tilt the global economy into recession and that therefore it would be favorable for US Treasuries over the last 12 months the long-term Treasury ETF TLT is up 30% in year-to-date 13% by comparison the S&P 500 index is up 6% over the last 12 months and is down 8% in 2020 US Treasuries remain inexpensive compared to European sovereign bonds and they are a great hedge against a further stock market decline near-term Treasuries are very overbought but I continue to hold them because of my belief that the virus will tilt the global economy into a serious deflationary recession depression in recent reports I have explained that I was reducing my equity exposure to around 20% of assets and increasing my cash holdings I want to warn my readers not to be complacent if the virus is going to be as bad as I believe it will be I would not be surprised if all asset prices decline most importantly I suspect that the virus could be the event that pricks the monetary inflationary credit bubble for good depresses all asset prices leads to severe economic hardship and destroys central bankers lastly remember the words of the late Leon levy for most people the most dangerous self-delusion is that even a falling market will not affect their stocks which they bought out of a candy understanding of value with kind regards your sincerely Marc Faber the US government is buying everything no need for investors or traders no need for taxes US central bank is printing trill of monopoly money the central banks think they can make the virus go away by buying equities spending more money the banks do not really think this it's the narrative they're selling to people to flood the markets with their Fiat garbage to get liquidity into a supposedly amazing economy and divert attention and blame the virus and how they have to generate more Fiat garbage to save the world since too many people want to be saved it screws the rest of us with eyes wide open who see exactly the Ponzi scheme for what it is the central bankers in the same people that created this mess want to tell you that it's all because of the virus but it's absolutely not it is because of the moral hazard caused by the global central bank's enabling reckless lending practices to companies and organizations that for now cannot repay the loans that's why we see a 600 year low in interest rates received an evisceration of the middle class we see wealth inequality hit and Shatter new record highs and markets that are top-heavy subsidized plucked rife with desperation investors seeking any fair return on money cattle driven by central banking decisions by unelected royalty tumble eventually and perhaps the risk of being involved course to be involved in such fake market arrangements should be fully felt then and only then perhaps we might see some outrage at the manufactured environments created by central banking micromanagement make that macro management to market cap values and personal portfolio values are based on the price of the last share traded for the ten years the stock market largely goes up without real fundamentals to back up the price all the hft plunge protection team and market manipulation post a mirage of great values in economy consumers getting confidence and kept spending to support the economy but what to do now baby boomer are they withdrawing now will people park their retirement plan funds in cash anyway the stock price should reflect the real value of the company and not some prop up BS prices bubble need to be popped this is precisely why most equities are in the hands of a select few they get the notice of big moves and move accordingly while the little guy is left holding the bag and people have become hip to that everyone knows it's a rigged game and few people want to play anymore very few like to gamble with their and their family's livelihood and hard worked for money if you never worked for the money it's a much different precedent the uber wealthy can just throw money around gambling an investing feel different whatever they are doing feels just like gambling no stable market even during the roughest times is going to fluctuate as much as these I mean there are bad investments and you can lose money but these movements are beyond rationalization if you're not a rich blow buddy or something you get screwed I don't see how they restore confidence in this system and from where I am standing it looks like whether or not they wanted it they will be getting a reset of the monetary system people all across the world are mad these bankers will be hunted like plague rats to stop the infection the economic one they caused damn criminals the biggest question of all how much does the Fed print until the world loses confidence in the dollar I think we are about to find out as the Fed will print the dollar into oblivion it was so convenient to have a virus to cover up the billions of dollars being tossed around behind the headlines empty grocery store shelves due to panic driven stories about a virus huge wealth transfers from the middle class to the wealthy as we are all distracted the world government is going to use this virus as a means to collapse everything and rebuild it claiming they have come to save everyone they will attempt to install a totalitarian mega controlled right just as they have always wanted it this has been engineered to collapse the world economy in order to bring in universal basic income after we all lose our jobs we will all be dragged into a slavery system with no chance of social mobility universal basic income may seem like free money every month but the real price to be paid by us all will be enormous bankrupt busted broke the way it is in 2020 germs on money people staying at home suspending gatherings limiting travel the fast track to the globalist agenda take away cash confinement at homes no meetings no travel the signs of a police state next is mandatory testing and vaccines that won't help but will do so much more for tracking and detention what a time to be alive there are no nodes we only know what we know that is known sometimes you just don't want it to know what you have not known if you were planning a global financial reset and wanted to minimize the chaos which would result how would you proceed knowing that chaos was unavoidable an economic dislocations massive preferably everyone would be in their home countries and in their homes temporarily stop all non-essential activity sports concerts theater prepare for ending some industries indefinitely Cruise Lines have people stock up on minimum food supplies and then you would shut it all down introduce a new financial unit and reset all supply chains this is sort of a starting point because you never want to let a crisis go to waste this crisis won't go to waste certainly the central bankers that fomented the overbought elevated nature of the markets will come out stronger just as they did in 2008 there will be more dictates more willy-nilly liquidity provisions balance sheet expansions qyz massive repos self authored mandates and further ignoring their three basic mandates of maximum employment stable prices ignored with inflation promotion and moderate long rates completely ignored by prompting flat yield curves and record low not moderate long rates they who sowed the seeds of this market debacle will come out stronger and the markets will hang on their every word but unless you are connected to the New York Fed you'll be last to know I hate what has happened to America but if we collapse I hope we can rebuild a better country from the ashes maybe go back to hard work and strong ethics again this was the Atlantis report please like share subscribe and please take some time to subscribe to my backup channels I do upload videos there too on a daily basis you'll find the links in the description box thank you
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