This is a photo I took while on vacation in Milan of the original painting of the Last Supper by Leonardo da Vinci.
House Keeping
Prices are going up Monday April 1. $260 Annual (70 cents per day) or $25/month (82 cents per day)
There is a 20% discount on the annual membership good through Sunday March 31 avail here. It really expires March 31. No late discounts after Sunday.
This Podcast, even the premium portion will be available for free for 1 week, then it will go behind a paywall for premium members only.
Financial Freedom is not free, but the treasure is worth the pursuit!
How to add Premium podcast to your podcast platform of choice. Note Spotify does not allow private rss feeds. Majority of other platforms do.
You can also go to https://nyugrad.substack.com/listen?utm_source=podcast_setup_email. But make sure you are logged into Substack with the email you subscribed to premium on NYUGrad.
Substack Featured Discount
Please note there is also a discount that expires end of March. As a thank you and celebration for being Substack Featured three times, I am offering a 20% discount for the annual plan. This comes out to $0.40 cents per day!
Prices will be going up in April to $260 Annual or $25 per month.
EXISTING Premium Subscribers will be locked into current prices forever.
Podcast Available on Spotify | Apple | Amazon
Follow me on Substack Notes
Longer episodes, Actionable setups, and show notes are available to Premium Subscribers:
TESTIMONIALS
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“Your Wrap on the markets every day keeps me focused and grounded” - Lj (Paying Subscriber)
"I want to learn how to read the market for longer term trades as opposed to what Wall Street wants me to do” G.M (Paying Subscriber)
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"Good info. Succinct and relevant. Very good calls this month.” Andy J. (Paying Subscriber)
‘Didn’t realize how good the Premium content was!” Giles D (Premium trial)
Show Notes
Summary of the day
Breadth
1,442 new highs
89 new lows
62% advancing 34% declining
28% below 50 day ma
29% below the 200 day ma
Stuck out
End of month end of qtr
Strong
Weak
What to watch
Watch mag 7
Watch yields
Premium
Three Body Problem
The infamous three-body problem — a system of three bodies interacting gravitationally — is one of these cases; it represents one of the few areas of physics where it is taken to be true that a general, universalizable solution is impossible for us to grasp or is simply nonexistent. It is where chaos wins over order. (Source)
Our Three body problem:
Hyper Debt and fiscal spending
Hyper global polarization
Demographics (boomers retiring)
Dates from peak to trough after kissing upper trendline on $SPX/VIX:
Dot-com boom and bust
Aug 24 2000 - July 29 2002 (23 months)
Housing & Great Financial Crisis
Dec 15 2006 - Nov 20 2008 (23 months)
Everything Bubble, interrupted by Covid pandemic impulse.
Dec 27 2017 - Mar 12 2020 (27 months)
*$SPX/VIX reached 28.86
Where are we today?
How did SPX perform in those precise dates?
Down 47%
Down 51%
Down 26%
The money supply since then has unabatedly exploded. The previous 3rd kiss draw down was not as bad as it could have been, thanks to the tremendous printing from Covid lockdowns. And my thesis is that the 4th kiss and draw down will be the largest ever, as the efficacy of more intervention will wane.
Paradoxically more intervention could cause hyper inflation and then deflation.
Hey, maybe AI can fix it all!
This content is for paid subscribers of Not Your Advisor x NYUGrad. Please forward selectively.
Disclaimer:
Trading is guaranteed to have both losses and gains.
In no way is any of my content, analysis and thinking a recommendation. After all it is titled “Not Your Advisor.”
Lastly, I am not a financial advisor. And I do not receive any compensation for securities mentioned. Full Disclaimer
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