The Shift from Public to Private

December 1, 2024

2024_11_30_18_12_04_Bond_vigilantes_upend_France_s_debt_market_Credit_Weekly

COMMENT #1: Marty: It is painfully obvious why the bankers always tried to have the government silence you. Every aspect of what you forecast eventually unfolds, turning this random walk theory into propaganda. Bloomberg has reported that French corporate rates are now below government. The shift from Public to Private is right before our eyes.

Thank you for a fantastic WEC. I loved your passion for saving the country if they listen. I also want to enroll my children in your gift to society, a WEC for the next generation. It’s just brilliant.

JD

COMMENT #2: Hi Martin,

As you predicted, corporate bonds of French companies now trade at yields below those of the government. Public to Private wave in full swing.

Best,
PH

 

COMMENT #3: I was in Moscow on business, and you were on national TV. What does that say about America? I have seen you on French TV, but never in the USA. They want to keep us deaf, dumb, blind, and obedient. Tune in, and we will tell you when Kamala will sweep everything. MSNBC lost 40% of its viewers. Truth sells – not propaganda.

SG

Corp Treas

REPLY: We have the largest database of anyone on the planet, covering the globe internationally and with an unlimited scope, from finance to wealth, nature, and disease. When there were the Sovereign Defaults of 1931 in Europe, Asia, and South America, combined with the corporate bankruptcies, the flight to quality was to the US treasuries. Even the City of Detroit suspended its debt.  You see, the peak in the premium for corporate over treasuries was in 1932. That coincided with the low in the stock market. When FDR came into power on March 4, 1933, after winning the 1932 election, you can see that the premium in corporate rates began to decline. In Europe, corporate rates dropped below government as people began to smell a rat.

1927 Secret Banking g4

Britain Suspends Gold Standard 9 21 1931

In 1927, the Fed lowered rates in the States, trying to deflect capital back to Europe. However, the smart money realized that the Fed’s action confirmed that a serious debt crisis was on the horizon in Europe. Even Britain, the Financial Capital of the World before World War I, suspended its debt, as reported on September 21st, 1931.

Corporate US Treasury W 11 30 24

You can track this important relationship through Socrates. When the confidence in the government declines, the capital will always shift from Public to Private and vice versa.

Forecaster The Movie R

The movie The Forecasted was played on national TV, even in Canada, Europe, and Scandinavia. You are correct, and they would never show it in the USA. Anything that shows the true nature of those in power will never be shown.

 

Market Talk – November 29, 2024

November 29, 2024

Market Talk 2017

ASIA:
The major Asian stock markets had a mixed day today:
• NIKKEI 225 decreased 141.03 points or -0.37% to 38,208.03
• Shanghai increased 30.76 points or 0.93% to 3,326.46
• Hang Seng increased 56.65 points or 0.29% to 19,423.61
• ASX 200 decreased 8.10 points or -0.10% to 8,436.20
• SENSEX increased 699.41 points or 0.88% to 79,743.15
• Nifty50 increased 216.95 points or 0.91% to 24,131.10
The major Asian currency markets had a mixed day today:
• AUDUSD increased 0.00102 or 0.16% to 0.65092
• NZDUSD increased 0.00177 or 0.30% to 0.59092
• USDJPY decreased 1.067 or -0.70% to 150.479
• USDCNY increased 0.00432 or 0.06% to 7.25392
The above data was collected around 11:36 EST.
Precious Metals:
•  Gold increased 23.27 USD/t oz. or 0.88% to 2,662.02
•  Silver increased 0.465 USD/t. oz. or 1.54% to 30.708
The above data was collected around 11:40 EST.
EUROPE/EMEA:
The major Europe stock markets had a green day today:
•  CAC 40 increased 55.86 points or 0.78% to 7,235.11
•  FTSE 100 increased 6.08 points or 0.07% to 8,287.30
•  DAX 30 increased 200.72 points or 1.03% to 19,626.45
The major Europe currency markets had a mixed day today:
• EURUSD decreased 0.00064 or -0.06% to 1.05481
• GBPUSD increased 0.00097 or 0.08% to 1.26967
• USDCHF decreased 0.0011 or -0.12% to 0.88195
The above data was collected around 11:42 EST.

US Market Closings:

  • Dow advanced 188.59 points or 0.42% to 44,910.65
  • S&P 500 advanced 33.64 points or 0.56% to 6,032.38
  • Nasdaq advanced 157.69 points or 0.83% to 19,218.17
  • Russell 2000 advanced 8.53 points or 0.35% to 2,434.73

 

Canada Market Closings:

  • TSX Composite advanced 104.48 points or 0.41% to 25,648
  • TSX 60 advanced 5.61 points or 0.37% to 1,538.75

 

Brazil Market Closing:

  • Bovespa advanced 1,057.42 points or 0.85% to 125,667.83
ENERGY:
The oil markets had a mixed day today:
•  Crude Oil decreased 0.002 USD/BBL or 0.00% to 68.924
•  Brent decreased 0.405 USD/BBL or -0.55% to 72.650
•  Natural gas increased 0.0666 USD/MMBtu or 2.03% to 3.3433
•  Gasoline decreased 0.0506 USD/GAL or -2.56% to 1.9283
•  Heating oil increased 0.0153 USD/GAL or 0.69% to 2.2268
The above data was collected around 11:45 EST.
•  Top commodity gainers: Rapeseed (2.05%), Palm Oil (3.17%), Bitumen (2.18%) and Cocoa (3.75%)
•  Top commodity losers: Sugar (-2.16%), Cotton (-3.54%), HRC Steel (-1.71%) and Gasoline (-2.56%)
The above data was collected around 11:51 EST.
BONDS:
Japan 1.0530% (-0.42bp), US 2’s 4.19% (-0.051%), US 10’s 4.2100% (-5.4bps); US 30’s 4.40% (-0.036%), Bunds 2.0875% (-3.7bp), France 2.893% (-5.3bp), Italy 3.2740% (-6.85bp), Turkey 27.57% (-2bp), Greece 2.930% (-2bp), Portugal 2.531% (-6.2bp); Spain 2.789% (-4.7bp) and UK Gilts 4.2480% (-2.98bp)
The above data was collected around 11:55 EST.

Russia and Afghanistan Strengthen Ties Ahead of Trans-Afghan Corridor

November 29, 2024

TransAfghanCorridor

Russia’s Security Council Secretary Sergei Shoigu announced that Russia would remove the blacklist status from the Islamic Emirate of Afghanistan (IEA) in anticipation of a lucrative trade and transportation deal.

The Trans-Afghan Corridor railway service will connect Afghanistan to ports in Uzbekistan and Pakistan. The 573 km railway is expected to cost between $4.8 billion and $6.9 billion, with construction beginning in 2025. This will simplify transit as cargo will be able to reach Pakistan in Uzbekistan in 3 to 5 days compared to the 35 days it currently takes. The line will also incorporate road transport. Kazakhstan, Turkmenistan, Uzbekistan, Afghanistan, Pakistan, Russia, and Belarus all have a hand in this major project.

Now there are numerous variables for concern. Pakistan and Afghanistan will need to maintain strong diplomatic ties. Afghanistan has a notoriously rough and unforgiving landscape, and the line will need to operable in extreme weather conditions. Numerous nations, especially Pakistan, needs to rapidly fix its infrastructure. The presence of various extremist groups in the region are concerning to all involved.

Russia has stated that they would provide most of the financial backing for this project as it enables it to expand influence throughout South and Central Adia. Russia has expressed a further interest in investing in Afghanistan as it is rich in mining and agriculture.

The international community does not see the Taliban as a legitimate government, rightfully so, but the group has been in power since August 2021 after America retreated from Afghanistan under Biden’s orders. The Taliban has collapsed the nation’s economy, with over 90% of the population facing food insecurity. They have absolutely no idea how to run a nation and have been at the mercy of both China and Russia. China’s own Belt and Road Imitative is another potentially lucrative contender for the region, even though China does not officially acknowledge the Taliban as a legitimate government.

Estimates state that the Trans-Afghan Corridor will be complete by 2030, a pivotal year for geopolitics. The international community will certainly be in an uproar now that Moscow is officially partnering with the IEA.

Sanctuary Cities Cannot Harbor Migrants

November 29, 2024

TomHoman

Sanctuary cities have been pleading with the federal government for assistance as they cannot manage the sheer number of migrants appearing in their cities. The cities are unable to accommodate proper shelter or basic supplies for these newcomers, and the local healthcare systems have been overwhelmed. Despite the facts, sanctuary city mayors insist that they will not comply with Trump’s deportation.

Denver Mayor Mike Johnston said that Trump’s deportation would become a Tiananmen Square moment as the far-left will assemble to block law and order from restoring. “More than us having DPD stationed at the county line to keep them out, you would have 50,000 Denverites there,” Johnston told reporters. “It’s like the Tiananmen Square moment with the rose and the gun, right? You’d have every one of those Highland moms who came out for the migrants. And you don’t want to mess with them.”

Democratic Governor JB Pritzker of Illinois has said that he would block any deportation effort, personally. “If you come for my people, you come through me,” he boldly said. Countless members of the violent left have warned that civil unrest is imminent.

Newly-appointed Border Czar Tom Homan said he agrees with these Democrats on one thing – they’re willing to go to jail and he’s willing to arrest them on felony convictions.

Migrants.ObamavAdams

“You’re absolutely breaking the law. All he has to do [is] look at Arizona v. U.S., you’ll see that he’s breaking the law. But, look, me and the Denver Mayor, we agree on one thing. He’s willing to go to jail, I’m willing to put him in jail,” Homan said.

This is about more than mere politics or the conservatives jailing their opponents. As Homan explained, “there is a statute, it’s Title 8, United States Code, 1324 (iii), and what it says is it’s a felony if you knowingly harbor and conceal an illegal alien from immigration authorities. It is also a felony to impede a federal law enforcement officer. So, if you don’t want to help, that’s fine, he can get the hell out of the way. But we’re going to go do the job, President Trump has a mandate from the American people.”

Our models are indicated heightened volatility and civil unrest this January. The far-left has already stated that they would protest on Inauguration Day in such a manner that Trump will be forced to call on the National Guard, with headlines the following day calling him a dangerous dictator. These same people spent four years condemning anyone from questioning the 2020 Presidential Election and comparing the non-violent events on January 6 to the 9/11 terrorist attacks.

They only want peace when their side wins. Perhaps they forget that the American public voted for Trump and his policies, with immigration being a known top priority for his administration. We’ve got to secure this country, we’ve got to save American lives. And I find it shocking that any mayor of a city would say — President Trump’s been clear,  we want to concentrate on public safety threats and national security threats, — I find it hard to believe that any mayor or governor would say they don’t want public safety threats removed from their neighborhoods.” The left has warned us of what’s to come on and after January 20.

Mexico Threatens Retaliatory Tariffs on US

November 29, 2024

Mexico

Mexico’s new President Claudia Sheinbaum is asking Trump to use a bit more common sense when threatening to implement tariffs before a tit-for-tat game ensues. “One tariff would be followed by another in response, and so on until we put at risk common businesses,” Sheinbaum said. It would come as no surprise if the incoming Trump Administration faces diplomatic difficulties with Sheinbaum.

Mexican cartels have openly infiltrated government. The president has refused to take responsibility for the drugs coming into the US from Mexico, and instead, has blamed the US for arming the cartels through the illegal arms trade. Sheinbaum called America’s drug crisis “a problem of public health and consumption in your country’s society.”

Although she denied that caravans of migrants are heading to the US from Mexico, countless sources have spotted these caravans en route to America. Mainly poorer migrants ban together to seek safety in numbers, not just from US border patrol, but from Mexican cartels who will seek a fee or worse for crossing their territory.

MadeinMexico

Trump began threatening Mexico with tariffs over illegal immigration in 2019. At first, he threatened a 5% levy but that gone up to 25%. Former Mexican President Andrés Manuel López Obrador began his term with hostile sentiments toward Trump, however, he the USMCA was perhaps a turning point in there relationship when both parties realized that FREE TRADE could benefit both countries. AMLO later agreed to send the National Guard to assist in curbing migration.

Manufacturing has shifted to Mexico in a major way since Trump’s first term. The automotive industry, as one example, has benefitted from the USMCA deal and shifted production to Mexico where labor is cheaper. Mexico dethroned China to become the top exporter of goods to the US in 2023, exporting $475.6 billion to the US in 2023, a 5% YoY uptick. This is the first time in two decades that Mexico’s exports to the US surpassed China’s, as Chinese exports fell 20% for the year. Maintaining a diplomatic approach to issues such as illegal migration would benefit both nations as tariffs are never the answer.

Russia Forced to Face WWIII is Probably Inevitable

November 29, 2024

Putin 11 27 24 strikes

Zelensky continues to betray his own country following orders from the Neocons, who used Biden to authorize long-range missiles to be launched deep into Russia, which cannot be targeted without American satellite information and coordinates. There is no way he can launch missiles into Russia and expect that Russia will not respond. This was not intended to force Russia to peace talks when the Neocons sent Boris Johnson to kill any peak deal, and now we see more than one million Ukrainians have died since. As the NY Times wrote, General Mark A. Milley, then President Biden’s chief military adviser, suggested that neither Russia nor Ukraine could win the war. This is all about trying to get Putin to attack anything so NATO can invoke Article 5 to try to force Trump to send troops to Europe to wage this war against Russia.

Putin has told why he ordered his troops to bomb Ukraine’s energy infrastructure. Putin dispatched as many as 90 missiles and 100 drones. More than a million Ukrainians were left without power by the bombing. ‘This was a response to the Ukrainian attacks with British and US strikes last week,’ Putin said. He added that Russia is still selecting new targets in Ukraine, which may include decision-making centers in the capital Kiev.

WSJ 2009 Shrink Population Gates

Meanwhile, European leaders are desperate to create World War III as the European Union is in economic trouble. The head of the German secret service, Bruno Kahl, is arguing to invoke Article 5 over any hybrid attack. They can now create a false flag, calling it sabotage to justify triggering Article 5. Handing Ukraine these long-range missiles has shifted the focus inside Russia, and it can no longer be denied that World War III is underway for this is NATO and the USA are in a proxy war with Russia, and they are escalating it rapidly, fearing Trump takes office and then he would be anti-war. It is no joke that even the Greens in Germany are pro-war under the theory that (1) it will destroy the energy production of Russia and (2) reduce the population making Bill Gates, Buffett, and Soros so happy.

Biden Secon Term

Did we get enough to save the planet?

The increase in Russian armed forces means that Putin has been forced to accept that this is World War III, and there will be no peace negotiations before Trump comes to power if they don’t try to assassinate him again. A military confrontation with NATO and the USA is a very possible outcome.  Already, they are spinning the Russian Risk of interference in the upcoming German elections. German intelligence chief Bruno Kahl said at an event organized by the international relations think tank DGAP in Berlin that Russia’s hybrid warfare raises the risk that NATO may have to consider triggering the mutual defense clause, Article 5 of the treaty. They want World War III so bad that they can taste the blood.

Putin has been trying to sit on his hands. He knows that a direct confrontation will be devastating to much of the world. He is NOT a warmonger, but those behind him are just as insane as our Neocons and the leader of Europe, who have collectively been drugged, it seems, by NATO. Putin has had no choice but to increase the Russian armed forces as he is compelled to confront that a direct military confrontation with NATO becomes more likely with every passing day.

We are Preparing the Computer Forecast for Timing

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