/biz/ - Business & Finance

[Anonymous No.49644203]

MANNARINO JUST MADE THE CALL, HE IS GOING ALL IN ON COMMODITIES!!!

[Anonymous No.49644300]

Too soon. The gambling drug addict can't stay out of the market for a few months like he knows he should

[Anonymous No.49644390]

>>49644203
At least wait until tbe Fed meeting. Bond market is weird, but it might cool down after the meeting.

[Anonymous No.49644443]

>>49644203

[Anonymous No.49644540]

where? this is the last thing on his substack

[Anonymous No.49644770]

>>49644540
From his newsletter:

Lions and friends…

My bet here is on commodities, PERIOD.

I am NOT advising anyone to follow me in on this- but I am putting it all on the line. Either I win big, or go down in flames.

G Man

[Anonymous No.49644943]

>>49644203
I'm planning the same thing. Nothjng to do with this guy. Just tired of fake crypto.

[Anonymous No.49644962]

>>49644770
>Either I win big, or go down in flames
So I take it he already lost most of his money. This is when gamblers get into the
>I JUST NEED TO WIN THIS ONE
mode

[Anonymous No.49645003]

>>49644203

He's lost it... should've bought commodities in 2020...

https://youtu.be/vKS-C6Qizes

[Anonymous No.49645017]

>>49645003
I bought gold in late 2020 and it did fuck all

[Anonymous No.49645063]

>>49644962
He's been planning this for years when bond yields start rising dramatically. I personally think it's a bit early to panic. Bonds could just be puking in anticipation of the Fed meeting. After the meeting things could settle down for a while. If bonds are still crashing by the end of the week, I'm following Greg.

[Anonymous No.49645112]

>>49645063
What are you planning to buy exactly?

[Anonymous No.49645184]

>>49645112
PDBC OSO

[Anonymous No.49645226]

>>49645184
USO**

[Anonymous No.49645228]

>>49645112
Oil, food, metals. Greg is buying cryptos too. That's too volatile for me in a shtf situation.

[Anonymous No.49645230]

>>49645017

Equities buddy, not storing oil barrels in your basement. Try to keep up.

[Anonymous No.49645334]

>>49645003
Your call is important to us....
He also said that "The market cap of crypto will baloon amid the debt market collapse"

[Anonymous No.49645802]

>>49645063
I'm skeptical of this commodities bull market narrative. What we're seeing is a whole lot of demand destruction AND supply destruction. It's not a given that commodities will become super expensive. Just look at lumber dropping off a cliff.

[Anonymous No.49645838]

new video
https://www.youtube.com/watch?v=jCXtKI3Oplc

[Anonymous No.49646375]

>>49645184
>PDBC OSO
what if you cant buy ETFs ?

>>49645802
>Just look at lumber dropping off a cliff.
lumber is nigger bubble always.period the end. it grows out the fucking dirt. as soon as they let lumberjacks out the quarantine is was sure to return to baseline

[Anonymous No.49646811]

Wow, I’ve been waiting like 10 years for him to say it’s time

[Anonymous No.49648423]

>>49645838
This seems kind of retarded.

[Anonymous No.49648567]

>>49644203
/CMMG/ CHADS CHECK IN

[Anonymous No.49648661]

I'm buying pnk, algo, and silver
holding for the long term

[Anonymous No.49648733]

>>49645230
Yeah bro lets invest in oil companies what could possibly go wrong there's no way Joe will actually crack down on them during an energy crisis right? Oh oops he fucking did, that's the level of retardation we're dealing with here. Not you barrel not your oil

[Anonymous No.49648952]

>>49644203
Greg is premature here
He was wrong about a lot of things this year and this will be one of them

[Anonymous No.49649003]

>>49644203
I like Greg a lot but he's been off his game this year and is giving me shook vibes, might have to open a small short commodity trade

[Anonymous No.49649032]

SPY is down 20+% already
Nasdaq is down 30+% already

and NOW is when he thinks its time to go commodities lmao what a fucking retard.

[Anonymous No.49649064]

>Long CTRA
>short ARKK/CRWD
Am I fucking up???

[Anonymous No.49649096]

>>49646375
wdym you cant?

[Anonymous No.49649307]

>>49646375
>what if you cant buy ETFs ?
Then you should kill yourself you dumb fucking nigger. Why are you even here.

[Anonymous No.49650120]

>>49648952
I don't know man ... it's been seeming sus lately. This is the biggest spike since 2011, and now is more or less the perfect time for this to happen.

[Anonymous No.49650156]

>>49649032
he's been in commodities partially for awhile, this is him making the call that the debt market is going to collapse and commodities will moon as they become a safe haven

[Anonymous No.49650329]

>>49650156

The only safe haven will be dollars and shorts.

[Anonymous No.49650579]

>>49644770
He's right. If energy related commodity stocks crater with the rest of the market, the entire world is going to go down in flames because there won't be enough investment to keep the oil pumping.

We've got nothing to lose and everything to gain.

[Anonymous No.49650815]

>>49650329
this
every sign is there for this to become the largest liquidity crisis in history. Know thy counterparty

[Anonymous No.49650919]

>>49650329
Deflation increases the value of the debt. If the economy crashes there will be social revolutions on all fronts. The fed will release fake cpi data claiming inflation has peaked and will use that ad an excuse to turn the money printers back on. The powers that be will still be in charge if they inflate the currency, but their power goes to 0 if social revolutions are enabled.

Those of you who think cash is the move are going to get wrecked. Check the m0 and m1 historical charts. Were already expericing liquidity issues with all that excess currency in circulation. If those money is sucked out our entire economy shuts down.

Imagine not having a 180iq and not being acute aware of these factors.

[Anonymous No.49651109]

>>49650919
You can lie about numbers but you can't lie about insane prices for goods and services. Guess what people do when they can't eat? They get really cranky.

[Anonymous No.49651454]

>>49650919
>Check the m0 and m1 historical charts.
Here is something that the FED did as a big jew trick at the start of the scamdemic.
As of May 2020, ALL OF THE FED'S MONEY SUPPLY CHARTS CHANGED METHODOLOGY.
Obviously this was done to obfuscate things and make it impossible to tell wtf they were actually doing during that time.
Basically, all of their charts are now TOTALLY FUCKING USELESS cuz they jewed around with the metrics, thus making the charts completely unreadable and retarded.

[Anonymous No.49651513]

>>49644540
Commodities contracts are all backed by US treasury bills. If the debt market implodes, so do derivatives that use this paper as collateral. I hope Greg Mannarino is not trading the contracts and is instead accepting actual deliveries of crude oil, before he has trouble selling a contract carrying counterparty risk.

[Anonymous No.49651586]

>>49648733
>Not you barrel not your oil
kek

[Anonymous No.49651897]

>>49644540
Bruh its literally pricing in the 50bps raise this week.

[Anonymous No.49652030]

>>49651454
>seasonally adjusted
wtf does that even mean

[Anonymous No.49652086]

>>49651513
No. He's investing in the equity stocks and ETFs of companies that produce the commodities, much more leverage than the actual commodity futures themselves.

[Anonymous No.49652411]

10 YEAR YIELD
>BANG!
>BANG!
>BANG!
>BANG!

[Anonymous No.49652441]

>>49644203
why does he look like a skeleton?

[Anonymous No.49652447]

>>49645802
>lumber

[Anonymous No.49652471]

>>49652441
in a nutshell
>over 50
>got fat
>diagnosed diabeetus
>lost alot of weight in a hurry

[Anonymous No.49652484]

Finally, a good thread. Thank God.

[Anonymous No.49652632]

buy silver or you wont ngmi

[Anonymous No.49652634]

>>49650815
>liquidity crisis
There is literally trillions of liquidity that institutions don't even know what to do with.
picveryrelated

[Anonymous No.49652657]

>>49650919
>If the economy crashes there will be social revolutions on all fronts.
unironically stopped reading right there

[Anonymous No.49652681]

>>49651109
>but you can't lie about insane prices for goods and services.
Ohh you are wrong...
>PUTIN.
>PRICE.
>HIKE.

>Guess what people do when they can't eat?
Diet and or fasting. Burgers can afford it but are unwilling to.

[Anonymous No.49652744]

>>49649064
Nigga just long USO or NRGU if you like leverage and short the broad market by selling short SPY and QQQ outright.

[Anonymous No.49652777]

>>49644203
Isn't he a Mason?

[Anonymous No.49652794]

>>49652777
aren't you a schitzo retard faggot? and a nigger?

[Anonymous No.49652803]

>>49652744
Even though energy is historically undervalued, Crude is going to ~$85.
At the end of this decade I suppose we'll be seeing Crude around $400 to $600.

[Anonymous No.49652829]

not saying commodities wont boom even more but this short term cycle looks peaked. i think we see $100 oil again before anything higher

[Anonymous No.49652895]

JNUG
SILX
YANG
BOIL
GUSH
physical gold and/or silver
these are your keys to prosperity

[Anonymous No.49652900]

>>49652803
i agree with this. $100 wti looks reasonable in the next month or two , and then if we get a weekly close under $92 we are likely going to $60-65. yet the yearly structure points to $200+ oil. i just dont think it is happening yet. find a good leveraged etf and trade in and out and stack fiat. taking all in long term positions now seems insane.

[Anonymous No.49652991]

>>49652681
Guess what polls have unilaterally indicated Americans don't believe?

[Anonymous No.49654505]

>>49645838
>lost 36% since January
How is this possible? Is it his crypto holdings?
The NASDUMP hasn't gone that far.

[Anonymous No.49654755]

>>49644203
Mannarino would go insane without his viewers.

Honestly even though I find his presentation style annoying and could do without the schizo ramblings he has decent enough insight in the markets and I hope he at least makes some green on this commodities FOMO.

[Anonymous No.49654891]

This bitch ass ignored the spike in yields for the past months and now he finally paid attention after the nasdaq fell 30%. He got fucked in 2008 and he will get fucked again this time

[Anonymous No.49656097]

>>49654891
>This bitch ass ignored the spike in yields for the past months
He hasn't shut up about it for i don't even know how long
> and now he finally paid attention after the nasdaq fell 30%
until it started spiking he was operating on the assumption that this was a corrective phase and still hasn't totally ruled that out

[Anonymous No.49656247]

>>49654891
You never even watched him huh

[Anonymous No.49656476]

>>49644203
>>49644300
>>49652411
>>49652632
Who's this, Meet Kevin ?

[Anonymous No.49656929]

>>49654755
>"schizo ramblings"
>he doesn't know the propaganda money ran out and the rugpull is here

https://www.reuters.com/legal/government/us-fda-advisers-weigh-moderna-covid-vaccine-heart-risk-young-men-2022-06-14/

[Anonymous No.49657224]

>>49644203
I saw a strong argument for a multiyear commodity bull cycle but I can't for the life of me find the article.

You can clearly tell that commodities have lagged equities for over a decade, and despite the dramatic energy gains, there's no real reason for it to stop. It would take a reversal of policy, and our governments are hellbent on stifling supplies while tightening liquidity.

If anyone has some alpha I'd love to read up on it.

[Anonymous No.49657580]

>>49657224
nevermind, I found it.

https://www.zerohedge.com/news/2022-06-08/commodity-bull-just-beginning

[Anonymous No.49657806]

>>49657580
Here's the producer price index for commodities divided by the S&P500. I did the same with the Dow Jones but it looks essentially the same.

[Anonymous No.49657814]

>>49657580
ty

[Anonymous No.49658011]

>>49644390
This. Nothing wrong with waiting a couple more days.

[Anonymous No.49658099]

>>49644962
Yeah, desperation. Don't forget this is a man who told us to buy Dash throughout the last couple years.

[Anonymous No.49658111]

>>49657806
>>49657814
This is what really sold me on it. Upon further review, get a look at this chart.

First trough was 1930s Great Depression, 2nd trough, that is the end of that trough, was 1973 when the US left the gold standard. 3rd trough was the 2000 Dot Com Bubble, and.. last of it is at the bottom of 2021, during the beginning of the selloff.

Should history rhyme, then this is indeed just the beginning of a commodity run. Though I would focus on producing commodities instead of precious metals.

Side note: if this is the play, then we are only at the very beginning of pain.

[Anonymous No.49658334]

>>49658111
Like what? What specific commodities are undervalued? Food? Energy? PMs?

[Anonymous No.49658392]

>>49644203
I've only just started watching this dood. Why can't he afford a decent mic and camera lol?

[Anonymous No.49658429]

>>49658111
>Side note: if this is the play, then we are only at the very beginning of pain.
checked

[Anonymous No.49658614]

>>49658334
The argument for Food is the supply chain constrictions, which get worse by the hour. Ukraine wheat ports closed, India halted exports of wheat and sugar, China has hoarded over 75% of the worlds wheat at this time. US walking back fertilizer sanctions on Russia since fertilizer has tripled in value over the past 2 years. What really scares me is that the US is walking back on the damage it's inflicting on the world through it's Russian sanctions, on a single commodity: FERTILIZER. Imagine how bad they project things will be if they're turning down the heat on the frog boil?

The argument for Energy is supply chain constraints via malicious government policy: Sanctions, green bullshit. Europe is commiting economic suicide and I wont be surprised to hear stories of people freezing to death this winter.

The argument for PMs is as it's always been. People want to believe it will hold up as a store of value. Paper PMs are trash imo. I would not want to hold it. Miners over that. But, *if* central banks start using gold reserves as a gesture of confidence behind their currencies, the PM narrative may take place. My problem with that narrative is it's entirely dependent on the worlds governments. And like it or not, crypto took a big bite out of that story. But we are in uncharted waters.

Outside of energy/agriculture, I would also probably want to hold some metals, like lithium, copper, and uranium. Multifaceted, producing elements, feeds into energy and ESG narratives.

But that's just my personal take on all this.

[Anonymous No.49659803]

>>49652777
he is

[Anonymous No.49661053]

>>49658614
Buy spotgold, pay 2xprice
Seems like a great way to break even in 1000 years bro keep telling me your other great money making schemes

[Anonymous No.49661119]

>>49645802
Demand destruction faggots will get wrecked. You understand nothing about the supply situation. You are misinformed and merely parroting the opinions of others. You should just stop talking.

[Anonymous No.49661161]

>>49652803
We'll it's a good thing my oil companies are all profitable at fifty dollars then.