Farmboy

retired, plenty of time to think

[Farmboy @saltersander]

@charliebilello Nonsense japans economy has been out of control for 20+ years with NO ramifications. They lie to us about the effects of debt to gdp etc. put down your nonsense economy books and look at the real world. Their theories are nonsense

[Farmboy @saltersander]

@DaveHcontrarian
Every time we get bad economic news, the market over reacts sensing a delay in rate cuts. Won’t this also delay the melt up?

[Farmboy @saltersander]

@DaveHcontrarian

David, I think you may be underestimating the speed of adoption of ev’s and hydrogen technology. If so do you think this would delay the bust

[Farmboy @saltersander]

@DaveHcontrarian @toddfoley @eprofits @ronmortgageguy Dave, I hope Powell can see that raising tomorrow sends a bad message. Telling us the banks are ok even though they just re inflated the system by half in a matter of days. They see problems and threats to the system. If he is as smart as you say he is, he pauses Do you agree?

[Farmboy @saltersander]

@DaveHcontrarian @bquicker @GordonGecko51 Dave, my bet is that Powell pauses. There is no clear data that inflation is dropping , and no Fed rumors of a pause, so if he does, it means they are scared to death. Would this be bullish or not?

[Farmboy @saltersander]

@DaveHcontrarian @Alex63996767 @Ehukai411 @hridayakuhara @patternify Dave since additional liquidity is being added b/c of banks, does that change your forecast as to speed or top?
Thanks

[Farmboy @saltersander]

@DaveHcontrarian @The_Chart_Guy @hridayakuhara @sabermetricsam @tedtalksmacro Dave I know you often say you are early on your calls. What I am seeing tells me that the market will continue to rise slowly but the entire year will be up and the bust in 2024. Any chance the melt up will take that long to play out?

[Farmboy @saltersander]

@DaveHcontrarian
Looks like not enough time for inflation to come down AND the fed to respond with pause (3 mtgs ) before July. Will the mkt
“Fight the fed” until July to get to your top.

[Farmboy @saltersander]

@DaveHcontrarian

Dave,
My question is timing.
We still have several meetings in H1 and maybe several raises.
Is there enough time for the market to move as you suggest if this happens? January is over. When you look at the calendar do you see the rally extending to Q3?

[Farmboy @saltersander]

@ScottAdamsSays @stkirsch From the beginning, the recovery rate from Covid was very very high. Why take an experimental vaccine to keep from getting the flu when there were eminent doctors including the inventor of the thing, telling you there might be problems . What was the rush

[Farmboy @saltersander]

@DaveHcontrarian @lonehawk81 Dave, I know you think oil will be down until after the bust when it will rise again. Do you think new sources of energy from hydrogen, solar etc and the major increase in electric cars will materially affect oil’s performance
Thanks

[Farmboy @saltersander]

@DaveHcontrarian @Boki1808 Dave, I know these things take time. Do you have a guess on how long the rally will last before the melt up .
I mean is a matter of 2 or 3 months for the rally including pull-backs and then a month or 2 for the melt up?
Thanks much.

[Farmboy @saltersander]

@DaveHcontrarian @sarlo_trina Dave, I watched your latest interview and you said the Russell will out perform. Do you have a call for the top. Thanks

[Farmboy @saltersander]

@DaveHcontrarian @leetcoin Dave, it seems like the 10 year goes up each time the fed raises rates.
I know you said they will move independently, but is there not a symbiotic relation to a degree and won’t a rising 10 year delay the melt up.
Thanks

[Farmboy @saltersander]

@DaveHcontrarian @AlexD5288 @daniel_sacchi @RMalisek David, I have followed you with great interest and appreciation. I think your calls have been prescient. But I would love to understand your methods. I know you wouldn’t want to reveal everything, but any chance you could teach us to fish instead of giving us a fish dinner