The Money GPS

TOPICS AND TIMESTAMPS:

70% of the U.S. Economy Is 0:00

U.S. Consumer 1:59

Real Inflation 5:29

Markets 11:33

$GPS INSIGHTS

#1 U.S ECONOMY RELIES HEAVILY ON CONSUMER

#2 SENTIMENT HAS DROPPED AS STIMULUS FADES

#3 WATCH CLOSELY FOR NEW CHECKS OR BENEFITS

Repo and Reverse Repo Operations - Federal Reserve Bank of New York

https://apps.newyorkfed.org/markets/autorates/temp

Federal Reserve, ECB, BOJ’s $9 Trillion Debt Binge: Where Did All the Money Go?

https://www.bloomberg.com/graphics/2021-central-banks-binge/?srnd=fixed-income

Consumer Sentiment in U.S. Plunges to Lowest Since 2011 - Bloomberg

https://www.bloomberg.com/news/articles/2021-08-13/consumer-sentiment-in-u-s-plunges-to-lowest-since-2011

United States Consumer Sentiment | 1952-2021 Data | 2022-2023 Forecast | Calendar

https://tradingeconomics.com/united-states/consumer-confidence

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Where There’s Fire There’s Smoke – The Felder Report

https://thefelderreport.com/2021/08/11/where-theres-fire-theres-smoke/

Baltic Exchange Dry Index | 1985-2021 Data | 2022-2023 Forecast | Price | Quote

https://tradingeconomics.com/commodity/baltic

(1) Peter Schiff on Twitter: "Export prices rose 1.3% in July. YOY they're up 17.2%. The 2021 gain is 13.5%, which annualizes to a shocking is 23%. It's likely that prices of goods we don't export rose by a similar percentage. 23% is a more honest measure of #inflation than the CPI. It's worse than the 1970s!" / Twitter

https://twitter.com/PeterSchiff/status/1426166285872898057

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https://cms.zerohedge.com/s3/files/inline-images/bfmED90.jpg?itok=MVPKOLOt

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https://cms.zerohedge.com/s3/files/inline-images/2021-08-13%20%281%29.png?itok=evUg8Gus

U.S. Import and Export Price Indexes summary

https://www.bls.gov/news.release/ximpim.nr0.htm

United States Import Prices | 1982-2021 Data | 2022-2023 Forecast | Calendar

https://tradingeconomics.com/united-states/import-prices

Crude oil, energy stocks: What to watch as WTI breaks $69 a barrel

https://www.cnbc.com/2021/08/13/crude-oil-energy-stocks-what-to-watch-as-wti-breaks-69-a-barrel.html

Overheated Real Estate Market Begins to Cool – DNyuz

https://dnyuz.com/2021/08/13/overheated-real-estate-market-begins-to-cool/

Hong Kong Home Prices Break Records in World's Most Expensive Property Market - Bloomberg

https://www.bloomberg.com/news/articles/2021-08-13/home-prices-in-world-s-most-expensive-market-break-record?srnd=fixed-income

3-Month London Interbank Offered Rate (LIBOR), based on U.S. Dollar (USD3MTD156N) | FRED | St. Louis Fed

https://fred.stlouisfed.org/series/USD3MTD156N

Inflation-Protected Bond ETFs Post Record Inflow

https://www.bloomberg.com/graphics/etf-fund-flows/?srnd=fixed-income

What happens when stimulus loses its effect?

TOPICS AND TIMESTAMPS:

Stimulus Losing Effect? 0:00

Fed Effect on Your Portfolio 0:51

What the Semiconductors Tell Us 4:03

$GPS INSIGHTS 6:06

Your Social Security Check 9:15

$GPS INSIGHTS

#1 SOME INDICATORS TELL STORY OF WHAT’S TO COME

#2 WE CAN ANTICIPATE FUTURE MOVES AND ITS PRECARIOUS

#3 STRONG PORTFOLIOS ARE HEDGING, DIVERSIFYING.

Repo and Reverse Repo Operations - Federal Reserve Bank of New York

https://apps.newyorkfed.org/markets/autorates/temp

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

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

The Fed could reverse easy policy soon. Here's what tapering means for stocks

https://www.cnbc.com/2021/08/12/the-fed-could-reverse-easy-policy-soon-heres-what-tapering-means-for-stocks.html

Dow, S&P 500 Climb to Records After Economic Data - WSJ

https://www.wsj.com/articles/global-stock-markets-dow-update-08-12-2021-11628754208

United States Initial Jobless Claims | 1967-2021 Data | 2022-2023 Forecast | Calendar

https://tradingeconomics.com/united-states/jobless-claims

U.S. producer prices at more than decade high; jobless claims fall | Reuters

https://www.reuters.com/world/us/us-jobless-claims-fall-labor-market-recovery-continues-2021-08-12/

United States Producer Prices | 2009-2021 Data | 2022-2023 Forecast | Calendar

https://tradingeconomics.com/united-states/producer-prices

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https://cms.zerohedge.com/s3/files/inline-images/SOX%20daily%20change.jpg?itok=6lF1t2XR

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%2888%29.jpg?itok=sq_RjCkr

Oh no, not Ningbo! COVID case shuts down container terminal - FreightWaves

https://www.freightwaves.com/news/oh-no-not-ningbo-covid-case-shuts-down-container-terminal

Production issues to delay Ford Bronco and Mustang Mach-E deliveries

https://www.cnbc.com/2021/08/12/production-issues-to-delay-ford-bronco-and-mustang-mach-e-deliveries.html

Opinion: Large Social Security COLA increase may spark a debate about the appropriate index - MarketWatch

https://www.marketwatch.com/story/large-social-security-cola-may-spark-debate-about-appropriate-index-11628707133

Opinion: Large Social Security COLA increase may spark a debate about the appropriate index - MarketWatch

https://www.marketwatch.com/story/large-social-security-cola-may-spark-debate-about-appropriate-index-11628707133

Millionaires call for an emergency tax on billionaires

https://www.fastcompany.com/90665399/millionaires-are-calling-for-an-emergency-tax-on-billionaires

Are we about to see a major deflation wave in asset prices?

TOPICS AND TIMESTAMPS:

Deflation or Inflation? 0:00

Liquidity Drying Up 1:05

$GPS INSIGHTS 7:03

Prices Rising To the Sky 7:29

Trillions More Coming 11:24

$GPS INSIGHTS

#1 LIQUIDITY PUMPED IN FROM EVERY ANGLE YET NOT ENOUGH

#2 CHINA SIGNAL WORST SINCE EARLY 2020 DURING SHUTDOWN

#3 INVESTORS MUST PREPARE BY REDUCING LEVERAGE

Repo and Reverse Repo Operations - Federal Reserve Bank of New York

https://apps.newyorkfed.org/markets/autorates/temp

Liquidity Is Evaporating Even Before the Fed Taper Hits Markets - Bloomberg

https://www.bloomberg.com/news/articles/2021-08-11/liquidity-is-evaporating-even-before-the-fed-taper-hits-markets?srnd=premium

China Social Financing

https://www.yardeni.com/pub/chinasocialfinance.pdf

China Total Social Financing | 2002-2021 Data | 2022-2023 Forecast | Calendar

https://tradingeconomics.com/china/loans-to-private-sector

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https://cms.zerohedge.com/s3/files/inline-images/china%20m2%20growth.jpg?itok=K89DwyJY

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https://cms.zerohedge.com/s3/files/inline-images/loan%20extension.jpg?itok=QwZyUxXg

Brazil Retail Sales MoM | 2000-2021 Data | 2022-2023 Forecast | Calendar | Historical

https://tradingeconomics.com/brazil/retail-sales

Big Tab: Democrat-led Senate OKs more than $4 trillion of spending in less than 24 hours | Just The News

https://justthenews.com/government/congress/democratic-led-senate-votes-spend-4-trillion-less-24-hours

US Class I railroads to feds: Don’t blame us - FreightWaves

https://www.freightwaves.com/news/us-class-i-railroads-to-feds-dont-blame-us

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Labor shortage gives retail and restaurant workers the upper hand

https://www.cnbc.com/2021/08/11/labor-shortage-gives-retail-and-restaurant-workers-the-upper-hand.html

Federal Taxes Set Record Through July; Real Federal Spending up 47.7% From Pre-Pandemic High | CNSNews

https://www.cnsnews.com/article/washington/terence-p-jeffrey/federal-taxes-set-record-through-july-real-federal-spending

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https://cdn.cnsnews.com/styles/article_big/s3/2021-08/taxch1.jpg

U.S. July budget deficit hits $302 billion as spending remains high | Reuters

https://www.reuters.com/business/us-july-budget-deficit-hits-302-billion-spending-remains-high-2021-08-11/

U.S. stock futures mixed as market shrugs off inflation report

https://www.cnbc.com/2021/08/11/stock-market-futures-open-to-close-news.html

United States Inflation Rate | 1914-2021 Data | 2022-2023 Forecast | Calendar

https://tradingeconomics.com/united-states/inflation-cpi

Is the infrastructure bill going to lead to much more spending but not much growth?

TOPICS AND TIMESTAMPS:

SPENDING OR GROWTH? 0:00

INFRASTRUCTURE 0:59

$GPS INSIGHTS 7:02

DOLLAR DEVALUED 8:29

MARKETS WAITING 9:59

$GPS INSIGHTS

#1 INFRASTRUCTURE IS IMPORTANT BUT UNLIKELY TO HELP

#2 2700 PAGES CONTAIN SEVERAL HIDDEN SECRETS

#3 THERE ARE MANY COMPANIES THAT WILL DIRECTLY BENEFIT

Infrastructure Bill’s Boost to Economy Is Likely to Be Limited - WSJ

https://www.wsj.com/articles/infrastructure-bills-boost-to-economy-is-likely-to-be-limited-11628416802?mod=hp_lead_pos6

5 Infrastructure Stocks That Look Like Bargains as Senate Passes Bill | Barron's

https://www.barrons.com/articles/infrastructure-bill-bargain-stocks-51628290307

How the $1 trillion infrastructure bill will direct billions toward tech spending

https://www.cnbc.com/2021/08/10/how-the-1-trillion-infrastructure-bill-will-direct-billions-toward-tech-spending.html

Global demand isn’t booming. So why are shipping rates this high?

https://www.freightwaves.com/news/global-demand-isnt-booming-so-why-are-shipping-rates-this-high

Only a Quarter of Office Crowd Now Working From Home: Joe Mysak - Bloomberg

https://www.bloomberg.com/news/articles/2021-08-10/only-a-quarter-of-office-crowd-now-working-from-home-joe-mysak

Small Business Optimism Dips in July as Labor Shortage Remains Biggest Challenge

https://www.nfib.com/content/press-release/economy/small-business-optimism-dips-in-july-as-labor-shortage-remains-biggest-challenge/

United States Nfib Business Optimism Index | 1975-2021 Data | 2022-2023 Forecast

https://tradingeconomics.com/united-states/nfib-business-optimism-index

Dollar’s Purchasing Power Gets Zapped. It’s Permanent | Wolf Street

https://wolfstreet.com/2021/08/04/dollars-purchasing-power-gets-zapped-its-permanent/

In-person gamblers lifting US casino market to its best year

https://apnews.com/article/sports-business-health-coronavirus-pandemic-39f5928cee71d63ba06549e75b5a70fa

Stocks Rise on Earnings, Energy-Led Gains - WSJ

https://www.wsj.com/articles/global-stock-markets-dow-update-08-10-2021-11628581397

Stock Market Today: Dow, S&P Live Updates for Aug. 10, 2021 - Bloomberg

https://www.bloomberg.com/news/articles/2021-08-09/asia-stocks-to-drift-yields-climb-with-dollar-markets-wrap

Dow, S&P 500 see record close as Senate passes infrastructure bill - MarketWatch

https://www.marketwatch.com/story/stock-futures-tread-water-as-investors-wait-for-inflation-data-while-oil-rebounds-11628586280

Home Builders Are Restricting Sales, Pushing Up New Home Prices - WSJ

https://www.wsj.com/articles/home-builders-are-restricting-sales-pushing-up-new-home-prices-11628596801

To Sell Fast, Homeowners Are Making Their Mansions Move-In Ready

https://www.bloombergquint.com/pursuits/corcoran-ceo-pamela-liebman-interview-which-houses-selling-fast

Progressive Opposition to Jerome Powell Clouds His Chances for Second Term as Fed Chairman - WSJ

https://www.wsj.com/articles/progressive-opposition-to-jerome-powell-clouds-his-chances-for-second-term-as-fed-chairman-11628587800

Amazon awarded secret $10B NSA cloud computing contract: report | TheHill

https://thehill.com/policy/technology/567206-amazon-awarded-secret-10b-nsa-cloud-computing-contract-report

Is the financial system able to handle the coming Fed taper?

TOPICS AND TIMESTAMPS:

FOOD PRICES  0:52

HIDDEN SECRETS 8:57

THIS WEEK 12:40

$GPS INSIGHTS

#1 MARKETS ONLY CARE ABOUT THE FED ACTIONS

#2 ECONOMY RELYING ON NEVER ENDING STIMULUS

#3 INVESTORS SHOULD INCLUDE INFLATION HEDGE IN PORTFOLIO

United States Consumer Inflation Expectations | 2013-2021 Data | 2022-2023 Forecast

https://tradingeconomics.com/united-states/inflation-expectations

United States Job Openings | 2000-2021 Data | 2022-2023 Forecast | Calendar

https://tradingeconomics.com/united-states/job-offers

Corporate America Is Ponying Up for Workers Suddenly in Demand - Bloomberg

https://www.bloomberg.com/news/articles/2021-08-09/corporate-america-is-ponying-up-for-workers-suddenly-in-demand

U.S. job openings hit a record 10.1 million in June

https://apnews.com/article/business-health-coronavirus-pandemic-4c614d89c69b4afd3504a4d92dd574f9

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https://cms.zerohedge.com/s3/files/inline-images/inflation%20expectations%201%20year_5.jpg?itok=zr8NOjjx

Consumers Expect Higher Earnings Growth and Greater Ease of Finding Jobs Over the Next Year - FEDERAL RESERVE BANK of NEW YORK

https://www.newyorkfed.org/newsevents/news/research/2021/20210809

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https://cms.zerohedge.com/s3/files/inline-images/PI%20piper%20sandler.jpg?itok=iS_IdAHB

Tyson Foods raises prices, scrambles to keep up with inflation | Reuters

https://www.reuters.com/business/retail-consumer/tyson-foods-raises-2021-revenue-forecast-strong-beef-demand-2021-08-09/

Fed officials say tapering is near, advancing discussion on rate hike | Reuters

https://www.reuters.com/world/us/feds-bostic-says-he-favors-balanced-fast-approach-tapering-2021-08-09/

Mile-driven tax pilot program tucked into $1.2 trillion infrastructure bill - Washington Times

https://www.washingtontimes.com/news/2021/aug/5/mile-driven-tax-pilot-program-tucked-12-trillion-i/

Heads Up: Infrastructure Bill Paves the Way for a Miles-Traveled Tax | Americans for Tax Reform

https://www.atr.org/bipartisan-infrastructure-bill-paves-way-miles-traveled-tax

EDW21A09

https://www.epw.senate.gov/public/_cache/files/e/a/ea1eb2e4-56bd-45f1-a260-9d6ee951bc96/F8A7C77D69BE09151F210EB4DFE872CD.edw21a09.pdf

Change to Crypto Provision in Infrastructure Bill Blocked - Bloomberg

https://www.bloomberg.com/news/articles/2021-08-09/change-to-crypto-provision-in-infrastructure-bill-blocked

The SEC Has Some Crypto Complaints - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-08-09/the-sec-has-some-crypto-complaints?srnd=premium

U.S. stock futures little changed after Dow, S&P 500 fall from their highs

https://www.cnbc.com/2021/08/09/stock-market-futures-open-to-close-news.html

Markets are anticipating major volatility. Is it going to unfold though?

TOPICS:

REPO 0:49

MAJOR MARKETS 3:55

SHORTAGES 10:11

$GPS INSIGHTS

#1 EMERGING MARKETS ARE SENDING A MAJOR SIGNAL

#2 MONEY IS FLOWING BACK INTO GROWTH, OUT OF VALUE

#3 THIS IS A BUILD-UP TO A MAJOR MARKET EVENT

Cash Is Flooding Into Short-Term Markets Like Never Before. Is That a Bad Sign? - WSJ

https://www.wsj.com/articles/cash-is-flooding-into-short-term-markets-like-never-before-is-that-a-bad-sign-11628415002

Market Stalls At All-Time Highs Awaiting The Fed 08-06-21 - RIA

https://realinvestmentadvice.com/market-stalls-at-all-time-highs-awaiting-the-fed-08-06-21/

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The Argentine River That Carries Soybeans to World Is Drying Up - Bloomberg

https://www.bloomberg.com/news/articles/2021-08-06/the-argentine-river-that-carries-soybeans-to-world-is-drying-up?srnd=premium

(11) jack⚡️ on Twitter: "This bill has so many issues. And the @MarkWarner amendment makes it worse, especially for open source developers. And no rationale has been provided…only rumors." / Twitter

Deflation/inflation

Scenario: Real deflation followed by helicopter money

UBI

Weakest link today

Why is debt a problem? Print forever?

Portfolio structure

Biggest long term concern for the US? Pensions, unfunded liabilities, reserve currency status.

Introduction 0:25

The Most Taboo Subject in Finance 3:18

Scenario: Helicopter Money Incoming? 8:00

The Weakest Link Today 16:23

What Should My Portfolio Look Like? 20:52

The Difference Between One Stock and Another 28:02

What Are the Next Steps? 29:54

GET THE 7 CRITICAL TIPS FOR FINANCIAL EDUCATION. SIGN UP FREE: http://themoneygps.comCredit card debt is a serious issue today as it has surged at a record pace. Inflation is everywhere today! Real estate continues to increase in price right now as we see low interest rates keep this going. There is upward pressure on markets right now globally because of the inflation of the money supply. As a result, we are finding prices of just about everything being higher. Money, cash, debt is coming into the markets at this time finding its way into stocks, bonds, real estate.   💵 HOW TO MAKE MONEY ON AMAZON - FREE eCOURSE: 💵 👉 http://TheAmazonGPS.com 👈  —————————————————————————————————  LOOK THROUGH MY BOOKS! http://books.themoneygps.com SUPPORT MY WORK: https://www.patreon.com/themoneygpsPAYPAL: https://goo.gl/L6VQg9 —————————————————————————————————  T-SHIRTS: http://merch.themoneygps.com —————————————————————————————————  Sources Used in This Video: http://bit.ly/TheMoneyGPSSources2021 —————————————————————————————————  The Money GPS is the most active, most informative channel in the financial world. Day after day, breaking down the data and making it easy to understand. This channel is not here to help build a portfolio, give stock picks, or financial advice. It's simply data that is generally not found through conventional means. #money #debt #creditcard Music Provided by Skip Fearless