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Eth - Added 4k call sell for 40 USD.

If Eth breaks 2900, will exit the puts and buy one third equity

Weakness in the dollar has bizarre implications

The US dollar is no longer regarded as a safe haven and the financial tides are clearly shifting. Massive amounts of capital have started exiting US markets and incredibly flowing into Europe. Money is even going into German debt, which seems bizarre given Germany’s fragile economic and financial position.

This has lead to Brussels genuinely believing that the Euro could be a viable alternative to the US dollar. At first glance, that sounds absurd and to a large extent it is. But perception matters, and the current weakness in the USD/UST complex gives Europe belief in the illusion that it can step up and fill the gap.

US HOUSEHOLDS

US households hold 52% of their total financial assets in equities which is a record high and worryingly more than double the level seen since the 2008 Western financial crisis and even 5% higher than levels seen during the dot-com bubble fiasco.

When the equity bubble bursts it will have a very damaging impact on the retail sector, meaning the likes of you and I.

US DECOUPLING

Increasingly, many governments and businesses are quietly trying to decouple themselves from any reliance on the US. That would include military spending and in corporations. One example of that is the Port of Hamburg, which actually doesn’t want to use US technology platforms anymore because it doesn’t want sensitive information being processed through infrastructure. The US indirectly has access. In terms of US tech companies, many European clients are stressing that America has become a less reliable partner due to the pressure the US government can put on companies to demand information. In general, policies such as tariffs, export controls and sanctions as well as stimulus measures such as the Inflation Reduction Act are beginning to unnerve even US allies. They’re also deeply worried about internal politics.

ASIA AND THE DOLLAR

Asia is making major moves away from the US due to concerns over US geopolitical policies, major shifts in monetary policy and a massive amount of hedging now taking place. These factors are driving de-dollarisation across the entire region.

ASEAN countries are committed to significantly increasing the use of local currencies for trade and investment. This is part of their economic community strategic plan running through to 2030. The goal is to reduce the shocks associated with exchange rate fluctuations by promoting local currency settlements and strengthening regional payment connectivity, all outside the US dollar system.

At the same time, investors and market officials are starting to believe the dollar has been over leveraged and weaponised in trade negotiations. In response, these countries are standing up, reassessing their heavily USD-weighted portfolios, and taking action.

Individuals and businesses are converting US dollar savings back into local currencies,

RUSSIAN FROZEN ASSETS

In terms of frozen Russian assets in Europe there is a growing realisation that Germany could lose significantly more than €100bn if these assets were to be transferred to Ukraine. Germany which is heavily invested in Russia, more than any other country, could see reciprocal Russian measures resulting in Germany making huge financial losses This underscores the complex inter-dependencies in Europe and the potential consequences of making hasty ill-advised decisions regarding Russian frozen assets. This would have massive implications for the German economy and by implication the wider Eurozone.

I will also create a separate thread providing short audio and video files on a specific topic which I feel are worthy of your attention. You will be able to respond to that content with further questions and comments.

I will also create a separate thread where I will provide written format content and once again you will be able to respond to that content with further questions and comments.

I also intend providing a thread with X/Twitter style posts and if there are further questions in relation to those posts I will always provide a response to those questions.

Part of the aim in making this channel highly interactive is to encourage you to engage and this will create a community feel which I value greatly and I am sure you will too.

A question from -

Vinod

3 hours ago

Rajeev ji I am asking in all humility without contesting my contention
if it is
Above 26 stocks plus MIRC and Rama phosphates makes it 28
Can you as mentor guide mentees and suggest three portfolios with 9 or 10 stocks each for it’s qualities and being one family stocks in parameters
So that we can invest suppose I have 50 Lakhs …. In safe group portfolio which have sales, NP …I can invest 25 lakhs …in, yet to start businesses I can invest 15 lakhs and risky type we can invest 10 lakhs
God is Daya-vaan ….please ❤️🌹🙏

My Reply- Please all read. Thanks....

In my all humility too, I would let you know all, that as I keep on writing, all are PROBABLE MULTIBAGGERS, so there is no selection from my side. There is no special or no so special. All are specials. Anyone can give 10X return.

The thing is, whether you will able to hold for 10x when it happens.

Your Luck is going to play a part in your success too.

In my all humility, I again write, invest more in where Sales

While Gold and silver seem to gain some footing after about 10 days of corrective action, looking at their respective volatility (GVZ and VXSLV), it seems that both metals need to consolidate before resuming their inexorable ascend. Ideally, you want to see GVZ at 21/20 and VXSLV at 30 or lower. They closed yday at 24.03 and 38.24 respectively

Use this post for Q&A later in the week