Timing And The Patience To Wait For The Inevitable Loss of Confidence Will Be Challenging

Currency Induced cost Push Inflation is with us now.
This is the foundation of Hyper Inflation.
There is no longer any PRACTICAL solution.
Hand on because here we go!

Jim

Jim,

John certainly knows his stuff. Timing (and the patience necessary to wait for it) can be quite challenging in this business.

If hyperinflation were around the corner, leveraged money flows in stocks, bonds, and other key markets by connected players would foreshadow such an event.

Smart money has been repositioning on the long side since October.

Stocks

S&P 500 and the Commercial Traders COT Futures and Options Equity Diffusion Index (DI):


S&P 500 and the Nonreportable Traders COT Futures and Options Equity Diffusion Index (DI):


Smart money is repositioning on the short side since the summer of 2010. The failure of another neckline illustrates the weakness of the technical position. The top in bonds will likely be a process, so patience and discipline will be required.

Bonds

US TBd (20 Years +) and the Commercial Traders COT Futures and Options Stochastic Weighted Average of Net Long As A % of Open Interest:


US TBd (20 Years +) and the Nonreportable Traders COT Futures and Options Stochastic Weighted Average of Net Long As A % of Open Interest:


Regards,

Eric

John Williams: Hyperinflation Will Start in the Next Couple Months


Source: youtube.com