MACROTRADING

Research Summary

The report discusses the end of the 90-year stock market super cycle, attributing it to the pandemic super bubble. It criticizes the global response to the pandemic, both in terms of health measures and economic strategies, particularly the massive influx of printed money into global markets. The report identifies a pattern of “pump and dump” implosions, starting with Gamestop in early 2021, followed by various other sectors. It suggests that the rally since October 2022, which some are calling a “new bull market”, is actually the right shoulder of a super cycle top. The report predicts a severe de-leveraging and liquidation of risk assets, followed by a loss of faith in printed money.

Actionable Insights

  • Prepare for the end of the super cycle: The report suggests that we are witnessing the end of a 90-year stock market super cycle, which could have significant implications for investors.
  • Be aware of the potential for a severe de-leveraging: The report predicts a severe de-leveraging and liquidation of risk assets, which could have a significant impact on the market.
  • Consider the potential loss of faith in printed money: The report suggests that there could be a loss of faith in printed money, which could have far-reaching implications for the global economy.
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