Pinchas Landau

Pinchas Landau is an economic and financial analyst and a consultant to major financial institutions in Israel and abroad on domestic and global developments.

[Pinchas Landau @PinchasLandau]

IMHO, seen from the perspective of the Jewish people, the elimination of Qassem Suleimani was the most important such operation since the assassination of Reinhard Heydrich, the architect of the Final Solution, by the SOE (the forerunner of the CIA) in June 1942.

[Pinchas Landau @PinchasLandau]

This is what's important as regards Trump's future, not the impeachment theatre.
https://t.co/dF3QfPbpZH

[Pinchas Landau @PinchasLandau]

That would leave B&W very well placed to achieve a decisive victory overall -- but remember, their new line-up is untested and needs to prove it can play together effectively, otherwise one of their stars may quit or be dropped for the second leg.

[Pinchas Landau @PinchasLandau]

they need to win comfortably, i.e. form a coalition with well over 60 MKs. B&W only need to show they can play well; they can afford to lose this game by a small margin, and hope that Netanyahu will be red-carded or otherwise unavailable for the second leg.

[Pinchas Landau @PinchasLandau]

However, it could take many weeks, maybe months, of wrangling to reach that conclusion.

TACTICAL BOTTOM LINE: This election should be seen as the first of a two-leg contest. Likud are at home while Blue & White are playing away, so for Likud it’s not enough to scrape through,

[Pinchas Landau @PinchasLandau]

a)No-one knows.
b)Surprises, in terms of results of individual parties.
c)Although Likud have a better chance of forming a government, there is a growing probability that neither big party will be able to construct a coalition with an agreed agenda. However,

[Pinchas Landau @PinchasLandau]

Here’s a quote from the Bulletin I sent to my subscribers on April 9, 2019 – election day, while the the vote underway.

What to expect:

[Pinchas Landau @PinchasLandau]

I just published The country where the centre CAN, and will, hold https://t.co/oTSNPrjB98 , This is a very different view of israeli elections and politics than you will get in either Israeli or foreign MSM

[Pinchas Landau @PinchasLandau]

When I have expressed scepticism about WeWork, especially to real-estate people, not just to techies, the response has been "what the hell do you know?". But at looks like this bubble of hot air's time has also come. See https://t.co/Ej528KuExD and follow the links in the item.

[Pinchas Landau @PinchasLandau]

The year opened with a flood of poor economic data -- hard and soft -- from around the world, especially that from China . But it's China's real estate market that demands constant attention-- see this for why https://t.co/vN70P0yC84

[Pinchas Landau @PinchasLandau]

@Halsrethink Re "outsourcing of military needs", i.e. using mercenaries, the British are also trying it, altho' restricting to former colonies at this stage. Another example of reverting to standard medieval practice, i.e. rolling back to pre-modern-era norms?

[Pinchas Landau @PinchasLandau]

Israeli Politics: the move by Bennett and Shaked -- split from JH and formation of "New Right" -- is a key part of the coming restructuring of the Israeli political map. Everyone is moving into position for the post-Netanyahu era, which now beckons.

[Pinchas Landau @PinchasLandau]

For an excellent non-specialist perspective on the dynamics of bear markets, crashes, etc., see this from Forbes:
https://t.co/ATvthKje5b

[Pinchas Landau @PinchasLandau]

The action on the US stock market is straight from the text-book of how major bear markets develop -- sharp falls punctuated by even sharper counter-trend rallies. Shades of late 2008 -- but unlike then, we are in the early stages of the bear.

[Pinchas Landau @PinchasLandau]

@Halsrethink Hi Harald -- Merry Christmas and all that's best for the New Year! the email address I have for you bounced back, please send me something to [email protected]. Pinchas

[Pinchas Landau @PinchasLandau]

My current assessment: no indictments prior to polling day; Netanyahu/Likud emerge as largest party, but weak victory; Netanyahu falls in second half of 2019, whether or not he succeeds in forming coalition.

[Pinchas Landau @PinchasLandau]

The proximate cause for the elections now wax -- as is almost always the case in Israel -- religious politics, i.e. a crisis involving the religious parties. The underlying cause is that as the official election date neared, the coalition glue crumbled.

[Pinchas Landau @PinchasLandau]

Israeli elections set for April 9. Yesterday, no-one saw this coming -- but here we are. This is good for the country -- the shorter the period util the elections, the better.

[Pinchas Landau @PinchasLandau]

והכי חשוב -- כל אחד יכול להציל את רוב כספו, בקלות ובלי חכמה מרובה. צריך רק להשתחרר מכבלי הממסד ומסריהם השקריים ולפעול באופן עצמאי. אסביר איך במאמרים, לא בציוצים.

[Pinchas Landau @PinchasLandau]

לכן אני מודיע לכל מי שמעוניין שאני מוכן ורוצה להתעמת ישירות עם יעקב שיינין, או צבי סטפק, או כל אחד מהאנשים הריציניים הטוענים שהמצב בסדר ושהכל יעבור בשלום. אנחנו בראשיתו של משבר שיאפיל על 2008,