@michaellebowitz Yes, they keep saying it is a $3T market, but I have not seen anyone say how much liquidity it will actually prevent from entering the economy.
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Fred's Intelligent Bear
170 posts
Fred's Intelligent Bear
@FredIntelBear
Focus on investment strategies. I share my personal investment strategies to give people ideas for their own strategies. This is not investment advice.
USA Katılım Ekim 2023
8 Takip Edilen42 Takipçiler
@FredIntelBear Definitely some but very hard to quantify
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BESSENT: A LONG WAY FROM FED GOING BACK TO QE
Talk about blatant BS- the Fed is doing QE
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I still think gold could correct to around $3,500.
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Over the last 25 years, the S&P 500 has delivered 50,000 earnings reports, has gone through 1,500 CEOs, has seen 40,000 hours of CNBC reporting, and 28M people work for these companies.
Yet a yellow metal that just sits there like a doorstop has outperformed.
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@valharis @LanceRoberts Now this is a good infographic!
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A 4oz burger "ain't what it used to be."
Whataburger is the best value.
McDonalds, you are basically paying for bread and ketchup.
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Leading Indicator Strategy
This model uses leading economic indicators to time markets with buy and sell signals.
A signal is generated once per month, and there is roughly 1 buy or sell signal per year.
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World Value Strategy
This model finds the countries with the best relative value based on my metrics.
This list shows the top 17 countries out of 34 on my list. Countries higher on the list are given a greater investment allocation.
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Muni Bond CEF Strategy
This model finds the muni bond closed end funds with the best relative value based on discount to NAV, dividend, 5 year return, etc.
These are my top tier value funds right now out of the 43 on my list.
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@LanceRoberts Seasonality is not very useful.
x.com/FredIntelBear/…
Fred's Intelligent Bear@FredIntelBear
10 year U.S. stock market seasonality with 2025 included. I see people using old seasonality charts, and I do not think they are useful. The market changes. On this chart you can see there usually multiple years that deviate from the average on any given month.
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Over the past 20 years, it has not been unusual to struggle from time to time. Of course, when you see an average like this, some were better, and some were worse. However, for the most part, short-term corrections tend to be buying opportunities in the absence of a recession or credit-related events.
h/t @ISABELNET_SA
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🚨 BREAKING: Democrats are panicked after new post-State of the Union poll finds President Trump has a MAJORITY APPROVAL RATING, 50.8% to 47.6%, per @Trafalgar_Group
Imagine that, a +3.2 rating, GREATER than his 2024 victory margin 🔥
LFG! 47 crushed it at SOTU! 🇺🇸
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Too many people get baited into practicing some mentally retarded political witchcraft. It’s all an op to destroy confidence in the admin, and the right as a whole, because the left is incapable of victory on merit.
Patrick Casey@restoreorderusa
"NeverTrump, but based" isn't based, it's actually even more retarded than being a normal NeverTrumper
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INSANE
Democrat Rep. Janelle Bynum said it was "racist" and "uncomfortable" when President Trump asked Democrats to stand up for American citizens.
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Stephen A. Smith says Trump "played" Democrats at the SOTU: "Played them like a fiddle — and the Democrats fell for it hook, line and sinker!"
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It’s confirmed: the moment Democrats stayed seated for Americans over ILLEGAL ALIENS at SOTU is being blasted into key swing states ahead of the midterms.
The ad will run nationally and hit battleground races.
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Strategic play by Rep. Kat Cammack (R-FL): she positioned herself in the Democrat section during President Trump’s SOTU, stood and applauded for America so cameras captured the contrast.
Now Democrats are scrambling.
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