EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Wed 12 Jan 2022 - 15:00

Summary

David opened the call likening society's mental state of total delusion and denial to the film “Don’t look up”, the film being a representative satire on America’s collective psychology and culture today that is in total denial of the risks that surround the decline of America. David’s only good news regarding his outlook on 2022 to offer, was the end of the COVID pandemic, with Omicron being the fourth attenuated wave of the pandemic that inoculates populations without significant deaths and serious illness and ends the pandemic. The biggest bubble in the history of the Super Western Christian Empire will collapse catastrophically this year, creating a reduction in asset prices of between 50% and 60%. This will be coincident with a US debt crisis that will spread to the EU. This will be the year the Dollar collapses and will be seen as the point where it lost its reserve status. Stagflation will increase as inflation remains high as assets fall. We could then see the post-collapse bottom of the doomsday cycle be accompanied by high inflation, making rampant stagflation a terrible reality. The only way to avoid this stagflation trap is to enact polices that generate long-term real growth through increased creativity and productivity, as opposed to through printing money to increase the leverage on diminishing real growth, as the Western nations have done for two decades. The main financial survival strategy will be focused on Precious Metals and mining their stocks, this will prove to be the only game in town. Unless Biden can execute the strategy outlined in “Time For A New American Russian Entente Cordiale”, Putin will, with a 95% probability, invade Ukraine. Given any opportunity of American distraction like Ukraine or Iran, a swift invasion of Taiwan can be expected to follow this year, use of DF21 and DF26 area denial missiles will prevent US and Japanese naval forces from supporting Taiwan, which will inevitably fall to the CCP. There is every chance that 2022 is the year that Iran makes its bid to become a nuclear power. Biden will inevitably falter, and we should expect to see either Biden resign, or the 25th Amendment served upon him. Boris Johnson has been exposed as unable to captain the good ship Global Britain, as such he will be removed most probably in Q1, but possibly in Q2, by his party.

Topics

Stocks

Dollar

Inflation

Precious Metals

Ukraine

Taiwan

Biden

and Johnson