The Money GPS

TOPICS AND TIMESTAMPS:

Big Changes 0:00

What’s Happening Exactly 0:36

What Do the Rich Do? 5:23

How To Protect Wealth 8:12

Financial side only:

Protect assets by various angles.

Assess current situation. Biggest holes. Overweight in some aspects.

Know where you are in the cycle.

Follow the money.

Any major potential geopolitical events?

Look at different measures of volatility. VIX, MOVE.

Which sectors have been performing the best in current climate?

FRB: H.4.1 Release-- Factors Affecting Reserve Balances -- Thursday, April 7, 2022

https://www.federalreserve.gov/releases/h41/20220407/

Assets: Total Assets: Total Assets (Less Eliminations from Consolidation): Wednesday Level (WALCL) | FRED | St. Louis Fed

https://fred.stlouisfed.org/series/WALCL

Federal Funds Effective Rate (FEDFUNDS) | FRED | St. Louis Fed

https://fred.stlouisfed.org/series/FEDFUNDS

(1) How the Global Economic Collapse Will Happen (Explained In 60 Seconds) - YouTube

https://www.youtube.com/watch?v=XeUPVbVZhkA

(1) LEARN HOW TO MAKE MONEY IN THE STOCK MARKET IN 40 SECONDS - YouTube

https://www.youtube.com/watch?v=GuLIUoqx54g

Surging interest rates push mortgage demand down more than 40% from a year ago

TOPICS AND TIMESTAMPS:

The Real Deal 0:00

Real Time Inflation 0:40

This Is Getting Real 5:27

Real Money 11:48

Dashboard | Truflation

https://app.truflation.com/

Asia markets: Data shows China producer inflation surging in March

https://www.cnbc.com/2022/04/11/asia-markets-china-inflation-data-covid-in-shanghai-currencies-oil.html

Snoring Colleagues, Brushing Teeth With the Boss: Inside Shanghai’s Big Office Sleepover - WSJ

https://www.wsj.com/articles/shanghai-workers-sleep-at-the-office-as-china-extends-covid-19-lockdown-11649244601

Long term oil prices beginning to reflect the coming oil short-age – Part II

https://www.goldmoney.com/research/goldmoney-insights/long-term-oil-prices-beginning-to-reflect-the-coming-oil-short-age-part-ii

gs wage tracker.png (1104×621)

https://cms.zerohedge.com/s3/files/inline-images/gs%20wage%20tracker.png?itok=KCXxKnPK

Half of Harvests in Crop Giant Ukraine Could Be Wiped Out by War

https://www.bloombergquint.com/business/half-of-harvests-in-crop-giant-ukraine-could-be-wiped-out-by-war

energy-transitions.jpg (1200×1440)

https://www.visualcapitalist.com/wp-content/uploads/2022/04/energy-transitions.jpg

unnamed (3)_271.png (748×491)

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%283%29_271.png?itok=8l50eNhi

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%281%29_288.png?itok=NJAbEGcC

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%282%29_277.png?itok=epN-6Wbj

GS oil energy.png (1280×704)

https://cms.zerohedge.com/s3/files/inline-images/GS%20oil%20energy.png?itok=S-TBWHd7

Chipotle tests tortilla chip-making robots to combat labor shortage | Fox Business

https://www.foxbusiness.com/lifestyle/chipotle-tortilla-chip-robots-labor-shortage

TOPICS AND TIMESTAMPS:

Gloom Boom and Doom 0:00

Inflation or Deflation? 0:30

They’re A Bunch Of… 9:06

Hedge Inflation  9:57

Dishonest Leads To

Where Are We Headed? 20:20

Buy 7 Shares of Amazon 23:52

ETF’s and Top Down View  27:10

Boom Bust Cycle Intentional? 31:17

Will China Take Taiwan? 36:51

Interesting Macro Analysis 42:10

Marc Faber, editor and publisher of the Gloom Boom Doom Report. www.gloomboomdoom.com is here to discuss many topics relevant to today but historical analysis and evergreen information for investors.

TOPICS AND TIMESTAMPS:

This Is It 0:00

Much Higher Prices 0:34

Russia Default 4:18

China’s Big Deal 5:50

Incoming Recession 12:28

Commodity Prices Could See an Additional 40% Upside, JPMorgan Says

https://markets.businessinsider.com/news/commodities/commodity-prices-oil-metals-more-upside-investor-under-allocation-jpmorgan-2022-4

Is Today’s Energy Shortage Worse Than The 1970s Oil Crisis? | OilPrice.com

https://oilprice.com/Energy/Energy-General/Is-Todays-Energy-Shortage-Worse-Than-The-1970s-Oil-Crisis.html

Russia’s First Default in a Century Looks All But Inevitable Now - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-09/russia-s-first-default-in-a-century-looks-all-but-inevitable-now

unnamed (11)_93.png (895×453)

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%2811%29_93.png?itok=CKqDYM34

U.S. Sanctions Russian Diamond Miner Alrosa, Producer of 30% World Rough Stones - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-08/u-s-sanctions-russian-miner-producing-30-of-world-s-diamonds

A fertilizer shortage, worsened by war in Ukraine, is driving up global food prices and scarcity

https://www.cnbc.com/2022/04/06/a-fertilizer-shortage-worsened-by-war-in-ukraine-is-driving-up-global-food-prices-and-scarcity.html

Rice for Millions Put at Risk as Fertilizer Prices Hammer Peru

https://finance.yahoo.com/news/fertilizer-squeeze-making-rice-farming-180211305.html#:~:text=(Bloomberg)%20%2D%2D%20The%20global%20fertilizer,tens%20of%20millions%20of%20people.

Inflation Hedges Are Getting Harder for Investors to Find - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-04-10/inflation-hedges-are-getting-harder-for-investors-to-find?srnd=premium-canada

Are we witnessing the beginning of de-dollarization? | The Hill

https://thehill.com/opinion/international/3262514-are-we-witnessing-the-beginning-of-de-dollarization/

Larry Summers Sees Consensus Building Toward Inevitable U.S. Recession - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-08/summers-sees-consensus-building-toward-inevitable-u-s-recession#:~:text=Former%20Treasury%20Secretary%20Lawrence%20Summers,into%20a%20recession%20next%20year.

TOPICS AND TIMESTAMPS:

It’s On 0:00

Food Prices 0:35

Shortages 5:14

Recession Incoming 7:58

Food Chaos 11:15

Food prices soar to record levels on Ukraine war disruptions | AP News

https://apnews.com/article/russia-ukraine-business-health-europe-united-nations-fe2cc912195478f0dd861e6252c8f3b3

Global Inflation: Food Prices Jump Most on Record as War Sparks Supply Chaos - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-08/food-prices-jump-most-on-record-as-war-sparks-supply-chaos?srnd=premium-canada

Global Inflation: Food Prices Jump Most on Record as War Sparks Supply Chaos - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-08/food-prices-jump-most-on-record-as-war-sparks-supply-chaos

Parents struggle to find baby formula amid widespread shortages and rationing - CBS News

https://www.cbsnews.com/news/baby-formula-shortage-abbott-nutrition-recall-supply-chain/

Violent Inflation Riots Begin | Peak Prosperity

https://peakprosperity.com/violent-inflation-riots-begin/

2022-04-08.png (1236×645)

https://cms.zerohedge.com/s3/files/inline-images/2022-04-08.png?itok=cl5hYm-O

Interest-Rate Surge Ripples Through Economy, From Homes to Car Loans - WSJ

https://www.wsj.com/articles/interest-rate-surge-ripples-through-economy-from-homes-to-car-loans-11649426081

A "recession shock" is coming, BofA warns | Reuters

https://www.reuters.com/world/us/global-markets-flows-urgent-2022-04-08/

Record-Breaking-Auction-Sales-2021.jpg (1200×1062)

https://www.visualcapitalist.com/wp-content/uploads/2022/04/Record-Breaking-Auction-Sales-2021.jpg

Steve Hanke on Twitter: "Tuesday, in Lima, Peru, people were protesting fuel and fertilizer price hikes in San Martin Square. Take a look. https://t.co/x6LwNPunqZ" / Twitter

https://twitter.com/steve_hanke/status/1512167614612742148?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1512190742843863046%7Ctwgr%5E%7Ctwcon%5Es3_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fcommodities%2Fglobal-food-prices-hit-new-record-ukraine-supply-shock

TOPICS AND TIMESTAMPS:

Big Flows 0:00

U.S. Dollar Done? 0:37

Bretton Woods III 4:14

EU Banning Coal 5:10

Inflation Skyrocketing 9:39

Russian Coal and Oil Paid for in Yuan to Start Flowing to China - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-07/russian-coal-and-oil-paid-for-in-yuan-to-start-flowing-to-china?sref=6uww027M

Credit Suisse’s Zoltan Pozsar Sees a World Of Problems That Money Can’t Solve - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-07/zoltan-pozsar-sees-a-world-of-problems-that-money-can-t-solve

global coal trade.jpg (1102×817)

https://cms.zerohedge.com/s3/files/inline-images/global%20coal%20trade.jpg?itok=Soh2jJmq

northwest europe coal_0.jpg (1106×817)

https://cms.zerohedge.com/s3/files/inline-images/northwest%20europe%20coal_0.jpg?itok=invMLLIn

europe coal imports_0.jpg (1102×817)

https://cms.zerohedge.com/s3/files/inline-images/europe%20coal%20imports_0.jpg?itok=HaFcoMR4

europe coal dependence.jpg (1102×811)

https://cms.zerohedge.com/s3/files/inline-images/europe%20coal%20dependence.jpg?itok=sUTn-00k

Texas’ drought is the worst in years as fire season starts | Fort Worth Star-Telegram

https://www.star-telegram.com/news/state/texas/article260135445.html

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https://cms.zerohedge.com/s3/files/inline-images/2022-04-07_10-50-32.jpg?itok=O7FmjlhY

Fed's Bullard says interest rate policy is 'behind the curve' but 'all is not lost'

https://www.cnbc.com/2022/04/07/feds-bullard-says-interest-rate-policy-is-behind-the-curve-but-all-is-not-lost.html

TOPICS AND TIMESTAMPS:

Inflation Incoming 0:00

Going Extreme 0:51

What Did They Say? 3:30

Fed Will Crash Markets 7:42

Safe Haven 11:21

Fed's Patrick Harker is 'acutely concerned' about inflation, sees 'deliberate' rate hikes

https://www.cnbc.com/2022/04/06/feds-patrick-harker-is-acutely-concerned-about-inflation-sees-deliberate-rate-hikes.html

Fed minutes March 2022 meetings:

https://www.cnbc.com/2022/04/06/fed-minutes-march-2022-meetings-.html

Fed Lays Out Plan to Prune Balance Sheet by $1.1 Trillion a Year - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-06/fed-lays-out-plan-to-prune-balance-sheet-by-1-1-trillion-a-year?srnd=premium-canada

Minutes of the Federal Open Market Committee, March 15-16, 2022

https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20220316.pdf

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https://cms.zerohedge.com/s3/files/inline-images/2022-04-06%20%282%29.png?itok=4rB73S2j

If Stocks Don’t Fall, the Fed Needs to Force Them - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-04-06/if-stocks-don-t-fall-the-fed-needs-to-force-them?sref=ZMFHsM5Z

Fed's Lael Brainard Shows a Hawkish Side as Inflation Darkens, Even in Germany - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-04-06/fed-s-lael-brainard-shows-a-hawkish-side-as-inflation-darkens-even-in-germany

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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/i7FmkQ5sW4rY/v1/1400x-1.png

Yellen to Warn of ‘Enormous Economic Repercussions’ From Ukraine Invasion – DNyuz

https://dnyuz.com/2022/04/05/yellen-to-warn-of-enormous-economic-repercussions-from-ukraine-invasion/

Investing Club: We're trimming tech stocks and an automaker because it never pays to fight the Fed

https://www.cnbc.com/2022/04/06/investing-club-were-trimming-tech-stocks-and-an-automaker-because-it-never-pays-to-fight-the-fed.html

TOPICS AND TIMESTAMPS:

Incoming 0:00

The Fed Gets Aggressive 0:41

Chaos Spreads 5:00

EU Ban Coal 6:52

Financial Fallout 9:56

Fed's Brainard sees balance sheet reduction soon and 'at a rapid pace'

https://www.cnbc.com/2022/04/05/feds-brainard-sees-balance-sheet-reduction-soon-and-at-a-rapid-pace.html

Russia's economy is beginning to crack as economists forecast sharp contractions

https://www.cnbc.com/2022/04/04/russias-economy-is-beginning-to-crack-as-economists-forecast-sharp-contractions.html

Key people from the Fed just spooked the markets — here's what they said

https://www.cnbc.com/2022/04/05/-key-people-from-the-fed-just-spooked-the-markets-heres-what-they-said.html

Fed Balance Sheet Reduction to Start as Soon as May: Lael Brainard - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-05/brainard-says-fed-to-shrink-balance-sheet-rapidly-as-soon-as-may?srnd=premium-canada

30-year fixed mortgage crosses 5%

https://www.cnbc.com/2022/04/05/30-year-fixed-mortgage-crosses-5percent-for-the-first-time-since-2013.html

Lisa Abramowicz on Twitter: ""It is not valid to interpret inverted term spreads as independent measures of impending recession," Fed research argues. https://t.co/h36LymoEZW" / Twitter

https://twitter.com/lisaabramowicz1/status/1508432989511946249?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1508433502211035138%7Ctwgr%5E%7Ctwcon%5E

TOPICS AND TIMESTAMPS:

For Real? 0:00

Commodity Block 0:57

Debt-Flation 6:30

Economic Oddities 9:15

Solutions 13:44

Russia Threatens to Limit Vital Food Supply to ‘Friendly’ Countries Only

https://www.breitbart.com/europe/2022/04/03/global-food-crisis-russia-threatens-to-limit-vital-agri-supply-to-friendly-countries-only/

Saudi Arabia Hikes Oil Prices Further into Record Territory - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-04/saudi-arabia-hikes-oil-prices-further-into-record-territory?utm_source=google&utm_medium=bd&cmpId=google#:~:text=Saudi%20Arabia%20raised%20oil%20prices,above%20the%20benchmark%20it%20uses.

Chinese Buyers of Russian Oil Given Flexibility to Pay in Yuan - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-01/chinese-buyers-given-flexibility-to-pay-in-yuan-for-russian-oil

Treasury Cuts Off Russian Reserves in the U.S. as Ukraine War Drags On - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-05/treasury-cuts-off-russian-reserves-in-the-u-s-as-war-drags-on?srnd=premium-canada

With Inflation Not Letting Up, Shoppers Cut Back on Staples - WSJ

https://www.wsj.com/articles/with-inflation-not-letting-up-shoppers-cut-back-on-staples-11649064601

The World Is Piling on Debt as It Battles Inflation - WSJ

https://www.wsj.com/articles/the-world-is-piling-on-debt-as-it-battles-inflation-11649064601

Javier Blas on Twitter: "ELECTRICITY MARKET: Don't forget that Europe's energy problems predate Russia's invasion of Ukraine. Short-term electricity prices in France will hit on Monday

TOPICS AND TIMESTAMPS:

Eat or Heat 0:00

Food Inflation 0:42

Money Problems 3:59

Follow the Money 9:03

Predict the Markets 11:57

Solutions 13:39

First Squawk on Twitter: "GERMAN RETAIL CHAINS TO INCREASE FOOD PRICES BY 20-50% FROM MONDAY" / Twitter

https://twitter.com/FirstSquawk/status/1510659056943321091?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1510669612127596553%7Ctwgr%5E%7Ctwcon%5Es2_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fgerman-retailers-increase-food-prices-20-50-monday

German consumers to be hit by further price hikes in supermarkets

https://www.thelocal.de/20220401/german-consumers-to-be-hit-by-further-price-hikes-in-supermarkets/

Government ‘cannot completely nullify’ pressure on energy costs, minister says

https://uk.news.yahoo.com/government-cannot-completely-nullify-pressure-082551737.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAABd2bQuS_JnuNU45b9N0OIPSPRHin75l291F5eg908sYkdWBvsJ8n7WVoQO8_DLC0pDqb6_hNNoSbBgo2hEQq20SzvH2dmlktrSeCy44H9zYWVcbomIrTzfx6R8jMVTwl7Hd2T7mnv7vLLUcVqgqa-US1HRVOr2NJwhQhy-n8KC

Shanghai asks entire city to self-test for COVID as frustration grows

https://news.yahoo.com/china-reports-1-506-covid-011033089.html

Money matters: 3 in 5 Americans admit waking up in middle of night thinking about finances - Study Finds