brerwallabi
The Oracle
- Joined
- 5 July 2004
- Posts
- 1,053
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- 817
40000 Dow Jones it’s coming unfortunately I don’t know how to rant on youtube
Lol still at it haha - wonder what he thinks of Gold ?He's still at it. Maybe he'll pull it off this time.
David Hunter
@DaveHcontrarian
We're at or near important inflection points in many markets.Rates have topped & bonds look ready to run.USD appears poised for a big reversal to the downside.Silver & gold & the miners are beginning big runs to the upside & the equity markets are bottoming & poised for a melt-up
5:17 AM · May 20, 2022
Though the US stock market is currently running to the upside with investor sentiment quite optimistic about the future, Felix believes 2024 will quite volatile.“The way I see it is we had a mini bear market in 2022 and now we have a mini bull market into probably the first quarter of 2024, when I expect the market to top… I may have said on your show last time in late 2021 that we are in for rollercoaster years in the markets…and we will get more of that with extreme moves.”
Such a situation is perilous because it means that a market downturn could lead to a brutal selloff in these stocks, exacerbated by their heavy ownership, thereby leading to even steeper declines.“When you think about it, if somebody out there in the world invests according to the world index, 62% of the money goes into the US stock market. And out of that money, 30% goes into seven stocks. And if you are a money manager, you have to own those seven stocks at least in proportion to their weighting in the index. And if you want to outperform, you have to over own them. So the concentration must be extreme.”
To listen to this full audio interview, see Felix Zulauf's 2024 Outlook on Stocks, the Economy, and Commodities.“I think the next bull cycle from wherever it starts, in my view, from the low 3000s [on the S&P 500] will be a very powerful one. And we could go to 6000 or 7000 on the S&P because the liquidity they inject will not be used up by the real economy, because the real economy is structurally in a weak condition and therefore it flows into asset prices and equity prices. And commodity prices will go up. And as commodity prices rise, so will inflation. So we will then have the next inflation cycle from a 2024 low to maybe a 2026-2027 high.”
but you only have to be right once in 20 years or so ( because you are liable to win BIG , if you back your prediction )He's still at it. I get insomnia but managed to doze off around 3am last night listening to this. He has a soporific voice.
Nicholas Nassim Taleb endorses this message.but you only have to be right once in 20 years or so ( because you are liable to win BIG , if you back your prediction )
I like Mr Hunter, he helps keep me nervous, I don't follow his timelines at all but keep the shape in mind.6 months to make hay? Keeps on getting pushed back. Topping targets on S&P500, DJIA, Russell Index, Gold (US$3,400), Silver ($75)
Size is everythingI like Mr Hunter, he helps keep me nervous, I don't follow his timelines at all but keep the shape in mind.
There's been a noticeable increase in the use of his "Melt Up" phrase by the wanna be commentators of late.
David Hunter’s net worth remains a closely guarded secret, which is unusual in an industry where success is measured by portfolio size. - Same Dave, same
but will it be 'a healthy correction' or will there be dozens of lifelines thrown to select corporationsFelix Zulauf first 7 or so minutes.
Just paraphrasing:
Focusing on U.S market but thinks it will be across all sovereignties - a 15-20% correction in early cal 2025, probably January. Possibly triggered by Trump's tariff repercussions and maybe DOGE (dept of government efficiency) stringency. Everything grossly overvalued and over extended.
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