Now for those that still wish to believe in the fairy tale of free-markets and it's all driven by wild productivity that can not be surmised, guessed, predicted pre-emptively.
(US Stocks)
US Consumer Price Index (CPI) - 1990 (this was technically the first cross over period) vs 6 Months annualised % change .... looks random right.
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Now look at US PPI Minus CPI vs Corporate Profits after Tax.
Oh that's weird - they are synchronised... hmmmmmm...
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Well, PPI lags CPI, & CPI is a lagging impact on the markets and led by the business cycle and as we can see business cycle profits minus taxes follows PPI, and all of these follow the ISM in a manner of speaking, the ISM... therefore is the next area you need to peruse.
Observe ISM (US ISM Follows
China Credit Liquidity Impulse by 6 months - and follows Global Liquidity by roughly 15-18 months) -> but CB Liquidity takes 52 weeks to hit Global Liquidity -> then from there weeks to months into the markets.
Note 2018 onwards... that was the last breakage in the system (2018/19 rate hike attempt).
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Global Liquidity Cycles
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Correlation between Central Bank Value (FED) and Nasdaq (= Nasdaq is lifted by Fed Balance Sheet) -> Fed tightens to pull in funds to roll over debts every X yrs to service the interest at a lower rate i.e it crowds out the markets to pull in liquidity -> hence pull backs Nasdaq etc (mentioned above) time those periods against rate hikes you have your answer, then observe liquidity flows.
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G7 as synchronised (they all follow papa bear). oh look you can clearly see the future... you can also show the past, as ISM leads... you know where the markets go in the future as the inverted value as its all re-financing provides a path to a cycle of the past and the future....
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Now you can go into the US Markets specifically ISM, PMI's vrs their respected Inverted -> then tie up against volatility in NDX -> you know where that's going based on liquidity, inverted.
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When you have all that figured out, for every $ position against debasement you take (essentially against Goverments) you’ll be able to hundreds to thousands without leverage by leveraging the risk curve in assets against greed in the market cycles, liquidity cycles and tightening cycles.
You therefore premptive know what assets, what entry zone and what exit zone.
And at that point 8,16,50% growth in a year becomes dull - and you only want that as residual store of value assets that are deflationary whilst your main allocation adds to it every cycle.