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« C’est la plus grosse bulle que j’ai vue dans ma carrière » Le milliardaire Stanley Druckenmiller

Jean-Claude Larochelle · 2021-07-25 · 유튜브 시청 1,064 · Board Views 0 · International

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저자: 미상 · 외국인

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결론: 발언자는 시장이 아직 거품 상승 중이며, 유동성 공급 지속으로 단기간 조정은 있어도 상승은 계속될 것으로 봄. [유동성과 미국 재정] 미국 부채한도 문제와 재정적자 확대가 언급됨. 연방부채 약 28~30조 달러 수준이며 적자 확대가 계속될 것이라 주장. [증시 전망] 중앙은행(특히 연준)의 유동성 공급이 주가를 인위적으로 떠받치고 있으며, 헤지펀드와 대형 자금이 계속 진입 중이라고 설명. 단기 조정 가능성은 있으나 상승 추세는 지속될 것으로 봄. 금리 인상은 2023년 이후 가능성을 언급했으나 가까운 시일 내 발생하지는 않을 것이라 봄. [거품 경고] 역대급 거품이라는 억만장자(드러켄밀러 인용)의 경고를 소개하나, 발언자 본인은 붕괴가 즉각적이지는 않다고 봄. [기타 정치·사회] 백신 여권, 정부 통제, 사회 불만 등 정치적 주장이 다수 포함되어 투자 판단과 직접 관련 없음. [언급 종목·자산] 개별 종목 언급 없음. 미국 증시 전반(S&P500·나스닥 계열 지수 추정)에 대해 상승 지속 전망.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. Hello everyone, it's July 25, 2021. I'd like to take a look with you at what's happening in the markets, especially regarding the measures beyond the debt ceiling in the United States. We all know that the US has leverage over credit with the central bank, directly with the US Treasury, which is "yellow," as Helene, who happens to be the US Treasury Secretary, said.

02. Now we're working hand in hand, so we still need sudden monetary pressure, etc. Jeannette and Helene, who just urged Congress to raise the debt ceiling, are part of a new story. That's how it is. What it simply means is that we're now making a budget, like you. Maybe you make your own annual or monthly budget, or whatever you do.

03. You don't make a budget, but at least you know the money coming in and going out. A little bit anyway, and many people spend more than they earn. So, the fact that we're still operating is a bit risky, really, with obligations or going bankrupt. It's the same for the United States, there is n't enough money, so I was saying that in the Landes region, they made a budget at the beginning of the year, I know the date, the budget is long, we're still in deficit unfortunately, we don't have enough money for superfluous expenses, to simply meet the expenses, the normal expenses, whether it's paying the police, paying civil servants, museums, road maintenance, whatever, everything that is federal in the United States, we're going through it, and money to meet the budget we made, so we're still in the red.

04. An individual or a company that does this for too long can really experience problems, but with the Fed and with the US Treasury Secretary, he simply says that in the immediate future, water, for example, Congress, you know, we want to raise the ceiling, the ceiling of the adept, so 55, simply, Laurent, satisfied, the Republicans, the Democrats, and Democrats, as you know, are very, very good at monetary injection, manly Republican, we do this We shouldn't minimize his medal either; it's on my new full of towers, 1503 but 501 billion dollars for infrastructure, so it's good, it's immense, there's still a lot of money to come, did I say that she's been talking about these two extreme measures for a year, it's the day of extraordinary measures and it will continue, so little, I hurt the article on my site, but to tell you that Congress should really, and during his childhood, he arrived, supporting that we were at an impasse after your long, in two or three weeks, that's what will happen again, we continue to inflate the debt ceiling, and it's precisely on that, I think we'll go see ourselves before thinking about other articles on this, it turns out, was the debt of the United States that you know on the day of transition, so that you can see a little better, it's the national debt of the United States, 28, 1528, 1500 billion dollars, but we're almost at May 30th, but why would it be Otherwise, we continue to constantly inflate deficits.

05. Look here at the American deficit, but it's 3 trillion, ma'am, and we're still digging ourselves deeper. For me, we know what I was saying. Jelen is asking that we be able to inject new capital to simply cover basic expenses in the United States. So the deficit should widen even further. It's simply a matter of time.

06. I think it was the end of the year that we planned. We're going to reach 30 million dollars in public debt, and I told you about it, I'll talk about it again. The revenues, you see it here: text, revenues, revenues per citizen. And if it turns out that it's because the revenues aren't able to cover the total expenses, the deficits widen because it's also spending more than we earn.

07. Few people can manage to do that unless there's foreign aid, and that's what the leaders, the Democrats, are going to do with Geneviève Djenati Jelen, and it's the same thing that was done at the Republican level. So This is quite important news, so a lot of money is coming in. The floor is here. This is another exhortation.

08. We keep talking about the famous bubble, which is worth a second flow because I think the choices, the Republicans, the Democrats, nobody wants the stock market to collapse. We might have a good correction, but it will continue to rise. That's what I want, it's official, especially with the monetary injection.

09. And we had seen some charts to think that the monetary injection that has been issued, especially since the crisis, the beginning of the crisis from COVID to the virus in 2002, March 20, actually 2020, well, it follows the pattern according to the main stock market indices, following exactly this same bank, so we continue, and here it is, the billionaire, it's Dr.

10. Mike, so it's a mother who says, who warns that we are in a big bubble and it will burst one day. It's not to impoverish him, a warning for the first green one, often that we have, so yes to the Jo, it's going to be huge, but I don't think it's immediate. But when we say it in a few weeks, we'll see talk of rising interest rates.

11. I think it will happen, even though there are ten arrivals in 2023. I don't think it's going to happen anytime soon. We 're trapped, we're in the middle of a complete paradigm shift in the era of society and the economy. Everything would have been different. However, there are many classes that are starting to revolt.

12. We see it in South Africa for the same reasons. But did we have demonstrations everywhere at the beginning of the coronavirus crisis because of injustices on the planet? And there happens to be a kind of critical point where we see the population increasingly deprived of the planet's resources, whether in a country, especially in the United States, or by presenting many injustices in the traditional media, hence many revolts.

13. Look at South Africa, they're turning to urban art regarding passports or vaccines. is an abomination, an abomination to me. The others, whether we return to the streets in France, Germany, or Corsica, are facing injustices or heading in that direction. They become richer and the poor poorer, but in this igloo parade that the government, the world governments, want to establish, these are becoming the owners of everything, buying up corporate debts to be able to control everything.

14. I simply think it's part of the plan of the great receiver, which we don't talk about much anymore, but even I think the guy is on the lease passed that summer. We're exposed to having a dragon, we don't have many, so it would be here in Quebec, especially knowing that to ensure that 18-29 year olds have a lot of difficulty getting vaccinated, they don't follow traditional media, they follow TV or the K network.

15. No, it's this generation, fortunately, that are more free thinkers, gamers, and so they are all over the internet, so they get all their information from the internet because you say a few words, you go, you get it on the internet, no, you mustn't forget that it's The future and the web, with what happened in 2020, don't think for a second, but it's all going to end.

16. Those who will suffer the most from immediate, institutionalized social pressures, communicating news to the Mas des Canelles, news that is formatted for governments, of course, that's over. It's going to continue more and more, and innovation is on the internet. Whether I was listening to someone talking about the future of what's coming in terms of innovations, or the night of technology, everything is going to be increasingly remote, and we're going to have many, many distance learning courses, which wasn't possible a few years ago.

17. We had what happened with the crisis, a Russian ship, but we saw that we were still able to function partially. I don't like it, but anyway, I'm telling you that it's far from over what's going to happen on the web, and even traditional news media, many will fall because they won't be able to compete with real media that dare to bring news a little It's not just that she's gathering information here and there, and that she's providing real information.

18. That's what I do, in several forms, so I think it's the future. So we'll move quickly to this other issue, which is directly related to what has happened since an incident. There are job shortages almost everywhere, but there's a phenomenon that really interested me: more than a third of Americans are considering leaving their jobs.

19. We're talking about the Arctic, we're talking about leaving jobs, and we're talking about leaving in the press, not necessarily leaving their jobs. They've gone to other jobs in the regions; it's simply leaving their region. And I think that in the United States, as you know, there are places where you can live in complete freedom.

20. Florida is an example; it's the largest, it's the place where the most businesses are created. Florida has a site, and I had a list that I saw. The water, which I find extraordinary, and strangely enough, the places in the States... United States where more business creation is favored, where more people are leaving for a new Eldorado, thin, to help Eto'o, who are Republicans, and helping the Democratic states, it's a catastrophe.

21. New Jersey, we have many, many Democratic states where to start, they fled, it's surprising, missed because precisely we want to ban the pucks, his wish is in the end, we sow chaos, continue this, but that's it, several states, the perfect example of which is another example of this requirement, and Florida too, many head offices go to Florida, so it would be an exodus of many Americans who are worried about the past and to go build a new city, a better life, a life with more freedom elsewhere.

22. I have someone I've known for years who is moving with his family to Alberta because precisely here in Quebec it's a dictatorship, a Quebecer has Cure l'Aisne, I knew that behind me, so yes, people are leaving because we don't want It's simply not living in a dictatorial state anymore, so what I wanted to talk to you about first is that the monetary injection is far from over, and it's fueling the stock markets.

23. This graph, which is quite interesting— I have two—well, maybe start with this one, lol. You'll see right away that it's the extreme wing, the euphoria that exists on the stock markets. We keep going up, and the articles in which Jacques, the two graphs, talk about this precisely. Low for a year, since the crisis when we were kicked out, they say it's low.

24. Then when it continues to go up, they say it will see a return to the time when everything will collapse. No, it keeps pumping money like a dentist, and we happen to be the favorite. What I think, from what I've seen everywhere, is that the euphoria can last a very, very long time, and that's what I think: that the governments won't let go in 2021, maybe not in 2022, maybe 2023.

25. We'll see, but for now, some markets are still favorites, and they can remain so for a very, very long time. The euphoria is because central banks, especially the world's main central bank, the Fed, continue to artificially feed the markets. And here, it's a grafted 4 and bags from 2018, and we see the complexions that have mutated from the two favorites.

26. But we've reached this point, so yes, we say it's in them for him, and it can go, we know, on which article it said, we know that hedge funds don't and went for it. The article was talking about its limit game on my site. If you're interested, we continue to enter the market despite the much euphoria, and then it continues to rise.

27. The screens, the hedge funds continue to embark on the market, so it foreshadows that the big ones, those who are very capitalized, are in the market with the hope that the market will continue. And what happens in a forest like that, it can happen one day that it gets stuck, but they continue to get on board seeing that the rise isn't over, and this is what we're told, it keeps going up, it keeps getting on board in the market, probably thinking that we still have some juice in the machine, and selling to take advantage until it might be one day, but for now, and we don't have any question of that, even looking at the long-term charts, no question of that, we could have corrections.

28. Last week, a selection round at 405 6, a skate at the most beautiful on the rounded back on Monday, I think this circuit because basically the fed and the water to buy everything and the fed, you saw the article at the beginning, I was only on Monday, that we must continue to support government spending and in addition to supporting government spending, put more in to ensure that the artificial economy, the economies, can breathe, so that everyone gets rich and so everyone seems happy about that, so it's to be followed, as I tell you, it's a bit of a quick video, but we want to get back to it very soon to go further Far from it, especially NATO in September, if Legault said they're going to implement the vaccine passport, it's for those I know.

29. Ultimately, I don't think they'll back down. They want to know. There's a lot of discontent in several places in Europe because of this famous vaccine passport, which creates two categories of citizens. But whatever happens, for my part, I've decided to completely disconnect. That's why I'm making money-saving videos for what I worked on this summer, and I'm better off for it.

30. Basically, I'm going to continue like this with businesses that refuse to take my money, Wii shops, or government services that refuse me, but I'll sort it out with my taxes. I think if I'm cut off from some services on this subject, I always have a bit of everything to pay for. So what I'm going to do is write a letter saying that I'm not losing the percentage of service areas that are being cut off from me, quite simply, and I know I won't give it away, but it's symbolic and a vote of confidence, but I don't want to Not to live a miserable life and a life of panic because of this, on the contrary, it's as much as the plains, a beautiful project that I will continue to work on and I will continue to move forward.

31. I am what I urge you to do in order to leave you with the work left behind by dictatorial governments because deep down it really is a dictatorship, we know very well here, here it's the taste or Quebec, we are in France and Macron governs by decree and even in the United States, it's Bayonne who don't really dare, it's to write my game and it's a dictatorship, so that's what we live, so we'll see each other again very very soon for new videos and especially in September to see what will happen, I think it will start to take off a little, thank you

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