Inflation Ramps Up AGAIN and Markets Are Starting To Worry! Trillions At Risk

3 years ago
107

TOPICS AND TIMESTAMPS:
What’s Coming? 0:00
HOT INFLATION 0:35
SEPTEMBER WEAKNESS 7:54
CATHIE WOOD 12:05

$GPS INSIGHTS
#1 INFLATION PICKING UP ALL OVER THE WORLD, CONTROLLED BY LOW RATES
#2 CENTRAL BANKS HAVE STARTED TO TIGHTEN BUT TOO LATE
#3 INVESTORS MUST READJUST THEIR PORTFOLIO TO WITHSTAND VOLATILITY

Producer inflation accelerated in August, as wholesale prices rose record 8.3% from a year ago
https://www.cnbc.com/2021/09/10/august-wholesale-prices-rise-8point3percent-on-an-annual-basis-biggest-advance-on-record.html
Supply bottlenecks keep heat on U.S. producer prices
https://news.trust.org/item/20210910134804-4c8jj
More Strategists Say a Storm Is Brewing in the U.S. Stock Market - Bloomberg
https://www.bloomberg.com/news/articles/2021-09-10/deutsche-team-sees-risk-of-hard-equity-valuation-correction
More Strategists Say a Storm Is Brewing in the U.S. Stock Market - Bloomberg
https://www.bloomberg.com/news/articles/2021-09-10/deutsche-team-sees-risk-of-hard-equity-valuation-correction
Customers face permanent food shortages fuelled by lack of lorry drivers, warns industry leader | Business News | Sky News
https://news.sky.com/story/customers-face-permanent-food-shortages-fuelled-by-lack-of-lorry-drivers-warns-industry-leader-12403956
Climate change, supply chain and labor issues are making food pricier
https://www.cnbc.com/2021/09/10/climate-change-supply-chain-and-labor-issues-are-making-food-pricier.html
Luxury brands flock to suburbs and vacation hot spots where the rich are riding out the pandemic
https://www.stamfordadvocate.com/business/article/Luxury-brands-flock-to-suburbs-and-vacation-hot-16448294.php
Bill Gates Takes Control of Four Seasons Hotels in Deal Valuing It at $10 Billion - WSJ
https://www.wsj.com/articles/bill-gatess-investment-firm-buys-controlling-stake-in-four-seasons-11631109822#:~:text=Saudi%20Prince%20al%2DWaleed%20bin,hotel%20operator%20at%20%2410%20billion.
sept seasonality 2.png (514×419)
https://cms.zerohedge.com/s3/files/inline-images/sept%20seasonality%202.png?itok=SP5m3WnM
monthly returns gs.png (604×523)
https://cms.zerohedge.com/s3/files/inline-images/monthly%20returns%20gs.png?itok=e0nPA2LD
bfmBEE5.jpg (893×531)
https://cms.zerohedge.com/s3/files/inline-images/bfmBEE5.jpg?itok=m3mpUaCF
Sprott Physical Uranium Trust
https://sprott.com/investment-strategies/physical-commodity-funds/uranium/#
broad credit growth MS.jpg (740×544)
https://cms.zerohedge.com/s3/files/inline-images/broad%20credit%20growth%20MS.jpg?itok=RkaPJK9V
valuation bubble.jpg (1174×858)
https://cms.zerohedge.com/s3/files/inline-images/valuation%20bubble.jpg?itok=KljlzcUn
equity valuation table.jpg (732×407)
https://cms.zerohedge.com/s3/files/inline-images/equity%20valuation%20table.jpg?itok=PsEeszvy
Cathie Wood’s ARK Invest Dumps Over $100 Million Worth of Tesla Stock – 24/7 Wall St.
https://247wallst.com/investing/2021/09/09/cathie-woods-ark-invest-dumps-over-100-million-worth-of-tesla-stock/
Cathie Wood’s Ark cuts China positions ‘dramatically’ | Financial Times
https://www.ft.com/content/4ddf4b5b-3267-41b2-ad04-8f4e77783a5c
Angry Evergrande Homebuyers Protest Against Construction Halt - Bloomberg
https://www.bloomberg.com/news/articles/2021-09-10/angry-evergrande-homebuyers-protest-against-construction-halt?sref=RJ2RlMrh
Bitcoin to Bucks: Crypto Fans Borrow to Buy Homes, Cars—and More Crypto - WSJ
https://www.wsj.com/articles/crypto-fans-borrow-to-buy-homes-carsand-more-crypto-11631266200

Loading 6 comments...