Comments by "Sean Yun" (@seaniandp) on "I'm on recession watch, Fed is far behind the curve on inflation: Komal Sri-Kumar" video.

  1. AS I'VE SAID MANY TIMES HERE THAT US 10YR BOND YIELD MUST BE BACK TO 4%-5% HOWEVER STILL IT WILL BE TOOOOO LOWER THAN +7% INFLATION!!!!! MEANS MORE AND MORE INFLATION IS HITTING TO US ECONOMY!!!!!!!!! THAT'S WHY I'VE SAID MANY MANY TIMES THAT WE ARE STRAIGHTLY HEADING TOWARDS A SEVERE STAGFLATION AND NOW WE ARE IN THE INFLATION!!!!!!!!!:)
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  2. ASI I'VE SAID MANY TIMES THAT THE CURSE OF US 10YR HAS STARTED IN A FULL SCALE THAT US CPI IS +7.5% BUT 10YR YIELD IS AT JUST 2.0% +/-?? < ------------- AGAIN AND AGAIN THAT IT CAUSES MORE AND MORE SUPER INFLATION PROBLEMS!!!!! AND NOW THE SPREAD BETWEEN 10YR YIELD AT 2.0500% VS 2YR YIELD AT 1.5868% = WOW!!!! 0.4632%!!!!! <------- A TYPICAL BEAR -FLATTENING!!!!!!! ---------> AGAIN BUY GOLD + OIL AND SELL OFF BONDS + STOCKS!!!!!!
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  3. THAT'S WHY I'VE SAID MANY TIMES ALREADY THAT US UNEMPLOYMENT RATE WILL BE BACK TO 5.0% BETWEEN 2ND - 3RD Q!!!!! MEANS RECESSION IN OTHER WORDS STAGFLATION!!!!!!!:) WHAT ELSE CAN YOU HEDGE AGAINST STAGFLATION TO PROTECT YOUR ASSET VALUE BUT GOLD + OIL = THE ONLY HEDGE TOOLS FOR THE STAGFLATION!!!!!:)
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  4. AGAIN GOLD IS NOW ABSORBING TOOOOOOOOO MANY PRINTED CURRENCY'S VALUE ------- > AS I'VE SAID MANY TIMES THAT GOLD PRICE IS HEADING TOWARDS 2K$ VERY SOON AND ULTIMATELY IT WILL BE IN THE RANGE OF 10K$-15K$ IN COMING YEARS AND OIL PRICE IS ,AFTER 90$ BB/L, HEADING TOWARDS 130$ BB/L AND IT WILL BE 180$ BB/L - 220$ BB/L IN 2023-2024!!!!!! <----------- NO QUESTION ABOUT IT!!!!!:)
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  5. AGAIN DO THE MATH THAT 1ST Q OF US GDP GROWTH WILL BE VERY SLOWER THAN THE 1ST Q OF 2021 THAT NOMINAL GDP GROWTH RATE IS GOING TO BE + 3.6% -+3.8% HOWEVER INFLATION RATES JAN (+)7.5% + FEB (+)7.2% + MARCH (+) 7.8% = AVG (+)7.5% MEANS 1ST Q REAL GDP GROWTH = NOMINAL GDP GROWTH - INFLATION RATE (= CPI NUMBER) WILL BE (-) GROWTH!!!!!!!!!!! NOMINAL GDP GROWTH (+)3.6% - INFLATION RATE (+)7.5% = (-) 3.9%!!!!!!!!!!!!!!! HOWEVER THE FED CANNOT STOP ITS RATE -HIKING BECAUSE OF PERSISTING SUPER HIGH INFLATION FROM TOOOOOOOOO SKEWED US T-BONDS YIELDS ESP 10YR BOND YIELD + WAGE INFLATION + TOOOOOO BUBBLED US$ VALUE!!!!!
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  6. AGAIN AND AGAIN THAT AS I'VE SAID MANY TIMES SINCE 3RD Q OF LAST YEAR THAT MORE JOBS IN US ECONOMY BASED ON MINIMUM WAGE 15$ PER HOUR, IT WOULD ONLY CAUSE INFLATION MORE AND MORE AND FURTHER AND FURTHER BECAUSE OF DEVALUATION OF US$ IN REAL YIELD BASED ON 0% FED FUND RATE (= STANDARD RATE 0.0%-0.25%) + TOOOOOOOOOOO MANY QE(S) = MONEY PRINTING. IN OTHER WORDS WAGE INFLATION IS GETTING RESLUTED INTO EXCESSIVE AGGREGATE DEMAND BASED ON ULTRAL SUPER LOW INTEREST RATE ESP FROM SOOOOOOO SKEWED US 10YR YIELD WHICH HAS BEEN JUST 2.0% +/- AGAINST +7.5% SUPER INFLATION < ------------ MAKE ANY SENSE? NO!!!!!!!! THAT'S WHY IN US ECONOMY, NO LONGER 'PHILLIPS CURVE' HAS BEEN WORKING ESP FROM BERNANKE FED!!!!!!!!!!!:) TEMPORARY IT WAS WORKING DURING TRUMP ADMINSTRATION FROM 2017 - 1ST HALF OF 2020!!!!!!!:)
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  7. AGAIN DO THE MATH THAT --------- > RIGHT NOW THE SPREAD BETWEEN WTI AND BRENT WHICH -------- > WTI IS AT 93.93$ BB/L VS BRENT IS AT 95.05% =(-) 1.12$ BB/L BASED ON EURO VS US$ AT 1.1349 EURO MEANS THOSE BENCHMARK OIL PRICES ARE GOING HIGHER AND HIGHER TILL THE SPREAD REACHES AT (-) 2.50$ BB/L -2.75$ BB/L -------> IN OTHER WORDS WTI WILL BE 95.35$ BB/L AND BRENT WILL BE 98.10$ BB/L NEXT WEEK!!!!!:)
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  8. AGAIN GOLD IS NOW ABSORBING TOOOOOOOOO MANY PRINTED CURRENCY'S VALUE ------- > AS I'VE SAID MANY TIMES THAT GOLD PRICE IS HEADING TOWARDS 2K$ VERY SOON AND ULTIMATELY IT WILL BE IN THE RANGE OF 10K$-15K$ IN COMING YEARS AND OIL PRICE IS ,AFTER 90$ BB/L, HEADING TOWARDS 130$ BB/L AND IT WILL BE 180$ BB/L - 220$ BB/L IN 2023-2024!!!!!! <----------- NO QUESTION ABOUT IT!!!!!:)
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  9. AGAIN THE FED SHOULD RAISE ITS STANDARD RATE BY 100bp (basis point) = 1.0% IN MARCH 16TH OR WE WILL SEE AVERAGE CPI +7.0% INTO EVEN 2ND Q!!!!!!!!!!!!!:) INDEED AS I'VE SAID MANY MANY TIMES IT IS TOOOOOOOOOOOOO LATE TO PREVENT A HUGE STAGFLATION FROM FINANCIAL ENGINEERING PROBLEMS AGAIN SELL OFF STOCKS + BONDS + BITCOIN AND BUY GOLD + OIL!!!!!!!!!!!!!!
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