The Money GPS

TOPICS AND TIMESTAMPS:

Business As Usual  0:00

INFLATION SENSATION 0:44

WHO’S WINNING? 2:07

PARTY OVER? 9:56

Little Caesars raises price of famous $5 pizza for first time

https://nypost.com/2022/01/04/little-caesars-raises-price-of-famous-5-pizza-for-first-time/

The average monthly rent in Austin is now $1,500. Prices are rising at the fastest pace ever. | KUT Radio, Austin's NPR Station

https://www.kut.org/austin/2021-10-08/the-average-monthly-rent-in-austin-is-now-1-500-prices-are-rising-at-the-fastest-pace-ever

Tech and finance firms buying up homes doesn’t bode well for everyone else - The Washington Post

https://www.washingtonpost.com/outlook/2022/01/04/corporate-landlords-silicon-valley/

The Changing World Order: The New Paradigm

https://www.linkedin.com/pulse/changing-world-order-new-paradigm-ray-dalio/

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TOPICS AND TIMESTAMPS:

Unusual Times 0:00

MELT UP 0:36

INFLATION EVERYWHERE 4:13

CURRENCY WOES 10:01

Markets and economy brace as the Fed's first hike could come in two months

https://www.cnbc.com/2022/01/03/markets-and-the-economy-brace-as-the-feds-first-hike-could-come-in-two-months.html

Cramer: Don't rule out a strong 2022 stock rally after 2021's gains

https://www.cnbc.com/2022/01/03/cramer-dont-rule-out-a-strong-2022-stock-rally-after-2021s-gains.html?recirc=taboolainternal

$29,000 for an Average Used Car? Would-Be Buyers Are Aghast | Business News | US News

https://www.usnews.com/news/business/articles/2022-01-03/29-000-for-an-average-used-car-would-be-buyers-are-aghast

Chinese Developers Had Annual Drop in Property Sales Last Year - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-04/chinese-developers-had-annual-drop-in-property-sales-last-year?srnd=premium-canada

Dealmaking surges past $5.8tn to highest levels on record | Financial Times

https://www.ft.com/content/6dfdd78a-e229-4524-a400-144396524eb6?shareType=nongift

51d060f7a3314d1b8bb8d948e035d4c7

https://www.markiteconomics.com/Public/Home/PressRelease/51d060f7a3314d1b8bb8d948e035d4c7

Apple's $3 trillion market cap shows value of share buybacks, dividend

https://www.cnbc.com/2022/01/03/apples-3-trillion-market-cap-shows-value-of-share-buybacks-dividend.html

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TOPICS AND TIMESTAMPS:

Unfolding 0:00

EVER-GRANDE PROBLEMS 0:52

MARKET MADNESS 4:58

CBDC 12:40

Property Stocks Sink After Demolition Order: Evergrande Update - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-03/shares-suspended-from-trading-in-hong-kong-evergrande-update

Shares Halted After Hainan Demolition Report: Evergrande Update - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-03/shares-suspended-from-trading-in-hong-kong-evergrande-update?srnd=premium-canada

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Furniture giant IKEA raises prices as supply chain woes persist | Reuters

https://www.reuters.com/markets/commodities/furniture-giant-ikea-raises-prices-supply-chain-woes-persist-2021-12-30/

Stock futures rise ahead of first trading day of 2022

https://www.cnbc.com/2022/01/02/futures-stock-market-news-open-to-close.html

How BlackRock Made ESG the Hottest Ticket on Wall Street - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-31/how-blackrock-s-invisible-hand-helped-make-esg-a-hot-ticket

Sven Henrich on Twitter: "Never forget. https://t.co/zUb1HoT5bB" / Twitter

https://twitter.com/NorthmanTrader/status/1372167316557955075?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1372167316557955075%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fnorthmantrader.com%2F2022%2F01%2F02%2Fhandicapping-the-2022-market-casino%2F

TOPICS AND TIMESTAMPS:

Wild Ride This Year 0:00

ADAPT 0:58

HOUSING 5:52

ASSET CHANGE 11:27

Pricey Chicken Puts Thighs on Restaurant Menus - WSJ

https://www.wsj.com/articles/pricey-chicken-puts-thighs-on-restaurant-menus-11641045602

Futurologist predicts 2022 to be 'tormented year' as robots take jobs and water runs out - Mirror Online

https://www.mirror.co.uk/news/uk-news/futurologist-predicts-2022-tormented-year-25830226

U.S. Housing Crisis Will Only Get Worse as the Population Shrinks - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-12-31/u-s-housing-crisis-will-only-get-worse-as-the-population-shrinks

U.S. Housing Crisis Will Only Get Worse as the Population Shrinks - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-12-31/u-s-housing-crisis-will-only-get-worse-as-the-population-shrinks

Billionaires Dalio, Peterffy Embrace Bitcoin (BTC), Ethereum as Inflation Hedge - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-01/billionaires-dalio-peterffy-embrace-bitcoin-ethereum-as-inflation-hedge

Red-Hot Housing Market Fuels Mortgage Borrowing Record - WSJ

https://www.wsj.com/articles/red-hot-housing-market-fuels-mortgage-borrowing-record-11641033003

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TOPICS AND TIMESTAMPS:

Know This 0:00

WHAT HAPPENED IN 2021? 0:43

WHAT TO LOOK FOR 3:37

FUTURE TRENDS 9:00

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https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_07-48-58.jpg?itok=VGf8m3Vt

Commodities Notch Their Best Year Since Financial Crisis Rebound - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-31/commodities-have-their-best-year-since-financial-crisis-rebound?srnd=premium-canada

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https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_07-50-33.jpg?itok=7sKOvd3H

Canadian Stocks Close Out Best Year Since 2009, Led by Energy - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-31/s-p-tsx-index-falls-0-3-shopify-leads-decline-kxuw3tre?srnd=premium-canada

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TOPICS AND TIMESTAMPS:

What’s Going On? 0:00

NATURAL RESOURCES 0:47

MIDDLE CLASS 4:42

STOCKS A LOCK? 10:31

China's Water Shortage Is Scary for India, Thailand, Vietnam - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-12-29/china-s-water-shortage-is-scary-for-india-thailand-vietnam

China Fires Up New Giant Coal Power Plant in Face of Calls for Cuts

https://www.theepochtimes.com/china-fires-up-new-giant-coal-power-plant-in-face-of-calls-for-cuts_4183280.html?utm_source=partner&utm_campaign=ZeroHedge

Rystad Energy - 2021 global oil and gas discoveries projected to sink to lowest level in 75 years

https://www.rystadenergy.com/newsevents/news/press-releases/2021-global-oil-and-gas-discoveries-projected-to-sink-to-lowest-level-in-75-years2/

Economists warn of inflation inequality as poor get slammed by rising prices

https://www.cnbc.com/2021/12/29/economists-warn-of-inflation-inequality-in-2022.html

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Yellow cabdrivers in New York struggle to stay alive as the pandemic rages on - CNN

https://www.cnn.com/2021/01/09/us/yellow-taxi-drivers-new-york-covid/index.html

The key to Fed rate hikes? It may be the 2022 paychecks of Americans

https://www.cnbc.com/2021/12/30/the-key-to-fed-rate-hikes-it-may-be-the-2022-paychecks-of-americans.html

Libor to take firm step towards oblivion on New Year’s Day | Financial Times

https://www.ft.com/content/c13dd5fd-6de3-45f4-b7c5-9e91c76e813a

TOPICS AND TIMESTAMPS:

Shocker 0:00

ENERGY HIGH 0:55

CHINA IMPACT 5:18

ASSET REACTION 8:38

British energy bills to remain high until 2023, suppliers warn | Financial Times

https://www.ft.com/content/9a0a1d6d-3dad-4175-b12a-c61dda6766a9

European Gas Prices Surge Above 100 Euros With Eyes on Russia - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-30/european-gas-prices-jump-ahead-of-auctions-for-more-russian-fuel

Crude Oil Prices Today | OilPrice.com

https://oilprice.com/

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https://internationalman.com/wp-content/uploads/2021/12/4.jpg

Farmer reveals the 'terrifying' reality of Australia's urea shortage

https://www.msn.com/en-au/news/australia/farmer-reveals-the-terrifying-reality-of-australia-s-urea-shortage/ar-AARGHto

Uganda Finds China’s Leverage Is in the Fine Print of Its Lending - WSJ

https://www.wsj.com/articles/uganda-finds-chinas-leverage-is-in-the-fine-print-of-its-lending-11640601003?mod=hp_lead_pos13

Dollar’s Best Days Look Numbered as Funds Rush to Front-Run Fed - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-28/dollar-s-best-days-look-numbered-as-funds-rush-to-front-run-fed

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TOPICS AND TIMESTAMPS:

What’s Going On? 0:00

THE PAST 0:36

THE PRESENT 1:21

THE FUTURE 5:45

China tells citizens to stockpile food as Covid controls are tightened | Financial Times

https://www.ft.com/content/f3f0414f-97a2-4c5a-8a7d-da9e0e91d892

China hoards over half the world's grain, pushing up global prices - Nikkei Asia

https://asia.nikkei.com/Spotlight/Datawatch/China-hoards-over-half-the-world-s-grain-pushing-up-global-prices

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OODA Loop - China hoards over half the world's grain, pushing up global prices

https://www.oodaloop.com/briefs/2021/12/28/china-hoards-over-half-the-worlds-grain-pushing-up-global-prices/

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Michael Snyder Blog | Is China Hoarding Food, Gold And Other Commodities In Anticipation Of A Global Collapse | Talkmarkets

https://talkmarkets.com/content/global-markets/is-china-hoarding-food-gold-and-other-commodities-in-anticipation-of-a-global-collapse?post=230028

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TOPICS AND TIMESTAMPS:

Up or down? 0:00

NO PUMP 0:49

BIG DUMP 2:37

OIL JUMP 5:40

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T Rowe Price chief warns of ‘free-form risk-taking’ in buoyant markets | Financial Times

https://www.ft.com/content/e1d8146a-e940-49b5-95dd-042250353428

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Gas Tankers Hauling U.S. Fuel Crowding Europe-Bound Sea Lanes - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-27/gas-tankers-hauling-u-s-fuel-crowding-europe-bound-sea-lanes

MarineTraffic: Global Ship Tracking Intelligence | AIS Marine Traffic

https://www.marinetraffic.com/en/ais/home/centerx:-41.3/centery:37.4/zoom:5

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https://cms.zerohedge.com/s3/files/inline-images/Snag_f7ab80e.png?itok=c5-3CrJL

Crude Oil Prices Today | OilPrice.com

https://oilprice.com/

The new rules of Monopoly - POLITICO

https://www.politico.com/news/2021/12/27/monopoly-antitrust-new-rules-tech-525161

TOPICS AND TIMESTAMPS:

Middle Class Gone 0:00

WHAT’S UP? 0:42

EVERYTHING BUBBLE 3:46

REAL ESTATE TROUBLE 10:19

Global economy to top $100-trillion in 2022 for first time, report says - The Globe and Mail

https://www.theglobeandmail.com/business/article-world-economy-to-top-100-trillion-in-2022-for-first-time-report-says/

Santa Claus Rally watch: What to know this week

https://ca.finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html

Meme Madness, 68 New Highs: Superlatives Abound in 26% S&P Rally - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-26/meme-madness-68-new-highs-superlatives-abound-in-26-s-p-rally

Bubblicious used car prices rising faster than bitcoin, Jim Bianco warns

https://www.cnbc.com/2021/12/26/bubblicious-used-car-prices-rising-faster-than-bitcoin-jim-bianco-warns-.html

RV Shipments Set A New November Record | RVIA

https://www.rvia.org/news-insights/rv-shipments-set-new-november-record

Inflation in the 1970s Traumatized a Generation. Here's Why. - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-12-26/inflation-in-the-1970s-traumatized-a-generation-here-s-why

Transcript: Larry Summers Gets His ‘Told You So’ Moment on Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-23/transcript-larry-summers-gets-his-told-you-so-moment-on-inflation?sref=i4qXzk6d

LNG shipping’s wild ride: Record, plunge, new record, new plunge