TOPICS AND TIMESTAMPS:
Heating Up 0:00
ASSET RUSH 0:43
INFLATION HEAT 2:56
MARKET MADNESS 10:35
$GPS INSIGHTS
#1 MORE MONEY HAS RUSHED INTO COMMODITIES BY BIG INVESTORS
#2 PRICE BOOM ATTRACTS MORE INCENTIVE FOR RESOURCE HARVESTING
#3 STAY AHEAD OF THE TREND BUT NOT OVERLY LEVERAGED
(1) Michael Burry Archive on Twitter: "https://t.co/LcMtHTszlH" / Twitter
https://twitter.com/BurryArchive/status/1443061217669664771/photo/2
Strategist on oil prices in winter, China and Europe energy crisis
https://www.cnbc.com/2021/10/06/strategist-on-oil-prices-in-winter-china-and-europe-energy-crisis.html
Column: Hedge funds flock to oil as energy shortages worsen: Kemp | Reuters
https://www.reuters.com/business/energy/hedge-funds-flock-oil-energy-shortages-worsen-kemp-2021-10-04/
bfm1D9D.jpg (1015×569)
https://cms.zerohedge.com/s3/files/inline-images/bfm1D9D.jpg?itok=SjbH_sAr
Smaller Products, Rising Prices: Shrinkflation Hitting Grocery Store Shelves – WCCO | CBS Minnesota
https://minnesota.cbslocal.com/2021/10/05/smaller-products-rising-prices-shrinkflation-hitting-grocery-store-shelves/
New Zealand Raises Rates to Tame Inflation With More to Come - Bloomberg
https://www.bloomberg.com/news/articles/2021-10-06/new-zealand-raises-rates-to-tame-inflation-signals-more-to-come?srnd=fixed-income
Stagflation Fears Are Overstated, Except in Britain's Renaissance - Bloomberg
https://www.bloomberg.com/opinion/articles/2021-10-05/stagflation-fears-are-overstated-except-in-britain-s-renaissance?srnd=opinion
5fcdc346-f361-443a-a614-5faa6f9157b2.png (638×600)
https://s3.cointelegraph.com/uploads/2021-10/5fcdc346-f361-443a-a614-5faa6f9157b2.png
UPDATE 1-Poland's central bank wants to buy 100 tonnes of gold, governor says | Reuters
https://www.reuters.com/article/poland-gold-glapinski-idUSL1N2LD11D
SPX vs 10y.jpg (1255×603)
https://cms.zerohedge.com/s3/files/inline-images/SPX%20vs%2010y.jpg?itok=-AbEF4SO
Manhattan Homebuyers Send Sales Soaring to Best in Three Decades - Bloomberg
https://www.bloomberg.com/news/articles/2021-10-05/manhattan-homebuyers-send-sales-soaring-to-best-in-three-decades
This veteran analyst hears echoes of the 1929 crash in today’s stock market - MarketWatch
https://www.marketwatch.com/story/why-this-veteran-analyst-sees-stocks-headed-for-the-biggest-bear-market-since-the-great-depression-11633432477
Buy the dip has failed. Here’s what investors need to do next, says Morgan Stanley. - MarketWatch
https://www.marketwatch.com/story/buy-the-dip-has-failed-heres-what-investors-need-to-do-next-says-morgan-stanley-11633346628?mod=mw_more_headlines
U.S. Trade Deficit Widened to Record in August as Imports Rebound - WSJ
https://www.wsj.com/articles/u-s-trade-deficit-widens-to-record-august-as-imports-rebound-11633438717
China unloads Australian coal despite import ban amid power shortage | Financial Times
https://www.ft.com/content/eae7454f-60de-4b76-a2b5-b61a2b63ee47
China’s Developers Priced for Meltdown as Contagion Risk Spreads - Bloomberg
https://www.bloomberg.com/news/articles/2021-10-05/china-dollar-junk-bonds-set-for-worst-drop-since-at-least-2013
The IRS Wants to Look at Your Bank Account - WSJ
https://www.wsj.com/articles/internal-revenue-service-irs-rettig-yellen-brady-bank-account-tax-proposal-revenue-privacy-data-breach-11633287461
Scrutiny Intensifies on Federal Reserve After Trades Revealed - Bloomberg
https://www.bloomberg.com/news/articles/2021-10-05/scrutiny-intensifies-on-federal-reserve-after-trades-revealed
