THE THESIS
In our recent piece from 22nd April MAYDAY! SELL ALL COMMODITIES - LONG EQUITIES NOW, we suggested to watch out for event driven changes in the markets. Price action now indicates that a de-risking has happened in the commodity space, hence the alleviation of recent high prices.
The piece also highlights some other prizes of war you may find of interest.
The media will shift attention from the Ukraine to the midterms from 9th May, as a diffusion away for Ukrainian supporters.
In case you missed our previous calls:
MTCH has started to move up, there is still time.
BUY! The Valentine's Decade Massacre
We warned about the MOONFALL! before February came along.
Mesa Crash
The real economy tanks. REAL safe havens sink. Gold. Silver. Real estate. Atlantis, mysterious relics of civilization under the sea of fiat.
All that Glitters is not Gold
SAFE HAVEN: In God we Trust.
USD will continue to be redeemed through the ascension(inflation).
The Structure of this Reality is an Energy Field
Bonus: Back up the Boat (Meta)
Load up on sand, cultural assets that audiences can bury their heads in. The valuation of sand increases as the great flood of fiat rises. The Definitive Guide to Investing in Cultural Assets
Confused?
You should be. That’s the intention of central planners and technocrats. Everything is inverted. Ideas to infinity. Decrees from the King's of Air
+ META
- MESA
Read our Investing Manifesto here.
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