Long View

We take the long view. We help (or at least try to help) macro-focused #traders and #investors make more money. Follow if you like front-running big government.

[RCP @RebelCapPro]

The Impact of Government Policies on the Economy in 2024
#GovernmentPolicies #EconomicImpact #WealthGap #SocialUnrest #FutureOutlook #GovernmentSpending #EconomicDistortions #SocietalEffects #Consequences #Analysis

[RCP @RebelCapPro]

The World Economic Forum: Power, Influence, and the New World System of Government
#WorldEconomicForum #GlobalGovernance #NewWorldSystem #PandemicMechanisms #SilenceOfTheLambs #Fascism #CorporatePower #GovernmentPower #WorldPolitics #Davos

[George Gammon @GeorgeGammon]

Wild moves in the Yen and 10y today.

Seems like breaking 160 forced a lot of Treasury selling?

Trying to get @JeffSnider_EDU on a livestream today to discuss. See Rebel Capitalist YT channel later this afternoon.

[RCP @RebelCapPro]

Expose the Global Tyranny Agenda: The Truth About Geneva in 2024
#GlobalTyranny #Geneva2024 #WorldHealthOrganization #UnitedNations #CounterNarrative #PushingBack #FreedomRally #Sovereignty #SayNo #DemonicVision

[RCP @RebelCapPro]

The Hidden Agenda: Government's Plan to Control Your Life
#GovernmentControl #BitcoinWar #WealthTaxReveal #MedicalFreedomExposed #BidenAdministration #PersonalLiberty #CryptoAttack #RogerVerCase #LibertyUnderThreat #TrueAgenda

[Long View @longviewlounge]

How do you turn off these notifications? It's like the notification settings/filters are ignored by the platform.

[Long View @longviewlounge]

https://t.co/ejjzQdVU1z

[Long View @longviewlounge]

Market Analysis and Strategic Investment Outlook:

Market Volatility Alert: This past week's market turbulence has demonstrated the fragile nature of current financial conditions.

Notably, the Nasdaq experienced its most significant weekly drop since November 2022, signaling potential distress in tech sectors.

Investment Strategy for Tech Sector: Investors should consider the implications of reduced rate-cut expectations on tech valuations.

With major tech #earnings on the horizon, caution is advised.

Diversifying away from overexposed #tech #stocks and considering #sectors showing resilience could mitigate potential risks.

Geopolitical Tensions Impact: The recent escalation in the Middle East has led to volatility in #commodity markets, notably in #Oil and #precious #metals.

Investors might look to hedge uncertainties by allocating portions of their portfolios to #GOLD and #Silver, which have shown substantial increases in response to #geopolitical risks.

Upcoming Earnings and Economic Data: With 43% of the S&P 500 market cap set to report earnings and key economic data releases such as 1Q GDP and March PCE on the calendar, investors should stay informed and ready to adjust strategies based on these outcomes.

Sector-Specific Advice: #Semiconductors: The semiconductor sector has seen significant sell-offs.

Investors might consider this a buying opportunity if they believe the sell-off is overdone or adjust their holdings if the downturn aligns with their risk assessment.

Banking Sector: Certain banks have shown strength amidst the market downturn. Investors could look at financial institutions like $WFC and $MS for potential stability or growth amidst market turbulence.

Long-Term Strategy Consideration: In light of fluctuating yields and the potential build-up of CTA supply, long-term investors should reassess their bond holdings, possibly adjusting durations or shifting towards higher-yielding opportunities if the risk profile permits.

Give us a follow: @longviewlounge

[Long View @longviewlounge]

https://t.co/JJq67AbWq7

[Long View @longviewlounge]

Tanker Shipping Investment Alert: The shortage in new tanker construction until at least 2028, combined with an aging global fleet, presents a unique investment opportunity.

With nearly 50% of the fleet expected to be scrapped within the next five years, investing in companies with younger fleets or those providing retrofitting services could yield substantial returns.

Consider this a strategic long-term play in a sector poised for inevitable rebalancing.

You can thank the guys over at https://t.co/PChcdDYU1u for their coverage and excellent investing service.

Equities (Do your own DD!)
$OII
$GEOS
$FRO
$STNG
$ASC
$TNK
$DHT
$SBLK
$INSW
$TNP

#InvestmentOpportunity #ShippingSector

[Long View @longviewlounge]

When Geopolitics Impact Markets: If conflict erupts, will your portfolio benefit or suffer? Our strategy focuses on sectors positively skewed by unrest—not because we desire conflict, but because we must prepare. It's about ensuring investments thrive, regardless of global B.S.

[Long View @longviewlounge]

With tensions rising, the Strait of Hormuz poses a potential threat to tanker routes. Yet, true asymmetric investing means capitalizing on market mispricings, not chasing possibilities.

[Long View @longviewlounge]

Investing in Chinese Coal Stocks: Is it the Right Move?
#InvestingInCoal #ChineseCoalStocks #Diversification #ESGInvesting #GeopoliticalShakeup #InvestmentRisks #MarketInsights #FinancialAdvice #CoalIndustry #ChinaEconomy

[RCP @RebelCapPro]

https://t.co/V9Iq1g7RjF

[illuminatibot @iluminatibot]

"The climate right now is no warmer than it's been many times throughout history. [It's] now the lowest that carbon dioxide has been in 600 million years."

American geologist, Randall Carlson, perfectly summarises the "human-induced climate change" hoax, in under a minute.

[Long View @longviewlounge]

@NBCNews https://t.co/H9mkz0jb3W

[Allen Martin @AllenDMartin]

My 18 year old daughter, Trista, was killed by the @pfizer mRNA injection batch fn2908. The injection caused a condition called VITT that took her life. The CDC has devolved into nothing more than a marketing department for evil pharma and its disgusting and heartbreaking. @NBCNews is spreading debunked, pharma funded propaganda. https://t.co/TwYz4DjA7r

[Ivor Cummins @FatEmperor]

Should the World Health Organization should be declared a terrorist organization?

[George Gammon @GeorgeGammon]

If you can only listen to one interview on the monetary system this should be it.

Start at the 30:00 mark if you’re short on time.

Great job @CaitlinLong_

The Real Mechanics of Monetary Policy & Financial Plumbing (w/ Caitlin L... https://t.co/opBaV1CvUz via @YouTube

[Paulo Macro @PauloMacro]

Putting this here rather than behind the stack paywall and doing it before 6pm because I am seeing a lot of really shit takes on why this was a nothingburger since Iran didn’t hit anything major, “all bark no bite,” and so gold and especially oil should be faded.
1/7

[John Quakes @quakes99]

⚡️In Q1, Bank of America's #Mining analysts said they expected #Uranium supply to rebalance with #Nuclear fuel demand in 2025⚖️ but last week extended that by 4 years🎇😯 now expecting a prolonged supply deficit until 2030!🗜️ BofA raised their #U3O8 price forecast to $120 in 2025 & $135 in 2026⬆️💲🔮👀 and raised their Price Target for Canada's Uranium & Nuclear fuel producer Cameco (NYSE: $CCJ TSX: $CCO)🇨🇦⚛️⛏️ to US$59/C$80 ⬆️🎯🤠🐂

👉BofA now recognize that there is an under-supplied Uranium market in the wake of several years of inventory drawdown that is compounding into an extended structural supply deficit that they now expect will last until the end of 2029.⚛️⤵️⛏️

👉They cite the significant delays in ramping up production in #Kazakhstan, constraints on new primary sources of mined supply due to a decade of under-investment, and see nuclear utilities facing significant long-term security of supply risk stemming from Russia's invasion of Ukraine.🪖
#EnergySecurity #NetZero #NuclearRenaissance #UraniumSqueeze 🗜️🌊🏄