- Futurist, Peter Zeihan’s dramatic predictions on Globalization, Demographics, Geopolitical and Where to Position Money
- David Rosenberg, now independent, former economist with Merrill Lynch and Gluskin Sheff Assoc., believes we are at peak inflation, deflationary trend has started, and the Fed will begin lowering interest rates sooner rather than later. Look forward not backwards, in seeing what is happening – Rosenberg. Market Peak was January 2022/ Bear markets lead recessions/ Bull markets lead economic recoveries.
- Jaime Carrasco, Investment advisor Canaccord on where he’s positioned and how he believes this inflation / recession will unfold.
- Kevin O’Leary on the “New Oil for the economy”.
Presentations or Interviews worth viewing for the coming week of July 6th.
https://youtu.be/aK5kQ3mZddg 1.33 hours Hosted by Burr & Forman LLP
Loaded with predictions on Geo-political, Russian/Ukraine War, Demographic shifts that takes China back to an agrarian economy by 2050, what happens to the USA in the next five years – where to position investments.
“Imminent Recession – Extended Bear Market” 26 minutes WealthTrack , from Consuelo Mack – Defensive positioning – Market bottom is still head. Big interest rate hike in July and then they are done until after November Elections. Lots of sector “likes” but too early to buy.
- Kevin O”Leary, Entrepreneur, Investor.
“What’s Changed In The American Economy? | Montana On The Rise”
Kevin O’Leary on “What is the new oil?” 23 minutes – I’ll not make you watch to know that the “new oil,” O’Leary is talking about are alt-energy powered data centers. This is shared as a supporting evidence Video for the market Soluna Computing (SLNH)* invented and 100% involved in – Alt-Energy Data Centers.
- Jaime Carrasco Investment Advisor / Money Manager Canaccord Genuity.
“Central Banks Admit They have Lost Control of Inflation” – Palisades Gold Radio
1:02 Hours, Jul 1, 2022. Carrasco shares his perspective of where he is positioned in the market and why. Carrasco is China centric which is the total opposite of Peter Zeihan (above). Zeihan suggests China is in strong demographic decline they cannot stop and will fade quickly from global leadership. I like Carrasco’s thinking and logic though have my differences on some of his conclusions.
Hope you all had a great weekend by the time you see this.
Written July 4, 2022, by Tom Linzmeier, editor, LivingOffTheMarket.com
- #altenergy #datacenters #valuestocks #gold #silver #oil #geopolitics #blockchain #crypto
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