[] It was an ugly day for the markets after the Consumer Price Index came in much higher than investors had anticipated. Now, the Fed MUST address inflation.
[View in browser]( . It was an ugly day for the markets after the Consumer Price Index came in much higher than investors had anticipated. Now, the Fed MUST address inflation.
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[Havens Investment Letter] []
[Havens Investment Letter] [] [] [] World-class trader spots huge moves on regular stocks (NOT options!) He’s one of the internet’s original day traders... He’s a 12-time World Trading Champion... And for nearly 30 years, he hasn’t needed a day job! That’s because he’s made his living from the markets... spotting huge moves of 30%... 60%...and even 100% on little-known stocks! And now he’s inviting you to learn his system! [Click here to activate your trial!]( [] --------------------------------------------------------------- [] World-class trader spots huge moves on regular stocks (NOT options!) He’s one of the internet’s original day traders... He’s a 12-time World Trading Champion... And for nearly 30 years, he hasn’t needed a day job! That’s because he’s made his living from the markets... spotting huge moves of 30%... 60%...and even 100% on little-known stocks! And now he’s inviting you to learn his system! [Click here to activate your trial!]( [] --------------------------------------------------------------- []
[] Doom. [Garrett Pic] Dear Investor, Market momentum is Red. We moved back to cash as investors took yet another hit on the chin. The price discovery will accelerate as investors look for a bottom. Today’s Consumer Price Index was as bad as it gets. When the White House said earlier this week that inflation would be high, they suggested it would come because of high airline fares and surging jet fuel costs… This excuse made little sense since aviation is just 5% of the market. The Consumer Price Index (CPI) jumped 8.6% to its highest level since 1981. Inflation is not going away until the Federal Reserve brings it under control. That’s terrible news for the market. The Government Lacks a Plan I spent seven years in school, largely studying monetary and fiscal policy. Whether it’s my studies around the Fed’s Open Market operations or accounting classes that center around depreciation and amortization, “policy” is a core driver of the economy and markets. One of the first things I learned during the first week of graduate school was inflation. Government has two ways it can stop inflation. It can reduce the money supply… or create MORE supply through business-friendly policies. The latter is essential. If we want more supply, we’d cut onerous environmental regulations, eliminate tariffs, suspend antiquated shipping laws, and cut business taxes to help spur investment and deployment of capital. But in this environment, there’s ZERO chance that this administration will do any of these things. On the former, the government could reduce spending - through austerity. It could raise taxes and keep that capital out of circulation to cool off spending. It could encourage consumers to save money instead of spending. But, again… that won’t happen. So none of these ideas will fly. So that leaves the last option for slowing down money: The Federal Reserve. The Fed can reduce the amount of money in the system by raising interest rates and/or selling bonds from its balance sheet back into the economy. By selling bonds, the Fed drains liquidity from the economy. For the market - that’s bombs away. In 2018, when the Fed drained $600 billion from the markets in its first round of Quantitative Tightening, the S&P 500 fell 19.8% in December 2018. The Fed has told Americans that it can’t be worried about the stock market's performance right now. And Friday’s CPI report officially ended the temporary bear rally that I projected… up to June 10. Now, we head into a gruesome schedule. On Wednesday, the Federal Reserve will announce its plans to raise interest rates for June. We also have the Producer Price Index early next week and Quadruple Witching on Friday. Let’s focus on the Fed. While a 50-basis point hike is baked into the markets… more banks are projecting a possible 75-point hike. And markets are starting to bet that the Fed will increase rates in July by a full 1%. The Fed is the only backstop to reduce inflation in this economy. And while a recession is very likely - there’s only been one soft landing in 1994 - the markets will be better off in the long-term. I believe that the Fed should shock the markets, rip the Band-Aid off and force the economy and stock market to rebalance NOW. Not in six months and not in nine months. If they don’t tackle inflation immediately, stagflation will be a horrible consequence. I say, “Let’s get it over with.” This is one of the rare times that I publicly agree with Bill Ackman. Price Discovery Strikes Again For several months, I’ve discussed the danger of owning stocks at ten times revenue. Remember, to justify that valuation, a company must pay its investors 100% of revenue annually for ten years. That is all of the revenue, not the profits. It’s impossible to justify this valuation in a sane world. Today, shares of DocuSign (DOCU) plunged more than 24% as investors panicked after a terrible earnings report and forward guidance. As I explained, DOCU was a stock trading at 10x revenue just a few days ago. And there is plenty of pain ahead for these companies. There are 33 companies I’m watching with market capitalizations north of $10 billion that trade north of 10x revenues. The list includes Tesla (TSLA), Microsoft (MSFT), NVIDIA (NVDA), and Zscaler (ZS). Here’s the heat map of how those stocks performed on Friday. Only one company out of the entire universe was up on the day. I don’t expect this to get better for this list of stocks. And that should do even more damage for the Nasdaq in the weeks and months ahead. Remember, cash is your friend right now. This next leg down is ready to begin. Enjoy your weekend, [Garrett Sig] Garrett {NAME}
Chief Analyst, American Markets []
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[] Doom. [Garrett Pic] Dear Investor, Market momentum is Red. We moved back to cash as investors took yet another hit on the chin. The price discovery will accelerate as investors look for a bottom. Today’s Consumer Price Index was as bad as it gets. When the White House said earlier this week that inflation would be high, they suggested it would come because of high airline fares and surging jet fuel costs… This excuse made little sense since aviation is just 5% of the market. The Consumer Price Index (CPI) jumped 8.6% to its highest level since 1981. Inflation is not going away until the Federal Reserve brings it under control. That’s terrible news for the market. The Government Lacks a Plan I spent seven years in school, largely studying monetary and fiscal policy. Whether it’s my studies around the Fed’s Open Market operations or accounting classes that center around depreciation and amortization, “policy” is a core driver of the economy and markets. One of the first things I learned during the first week of graduate school was inflation. Government has two ways it can stop inflation. It can reduce the money supply… or create MORE supply through business-friendly policies. The latter is essential. If we want more supply, we’d cut onerous environmental regulations, eliminate tariffs, suspend antiquated shipping laws, and cut business taxes to help spur investment and deployment of capital. But in this environment, there’s ZERO chance that this administration will do any of these things. On the former, the government could reduce spending - through austerity. It could raise taxes and keep that capital out of circulation to cool off spending. It could encourage consumers to save money instead of spending. But, again… that won’t happen. So none of these ideas will fly. So that leaves the last option for slowing down money: The Federal Reserve. The Fed can reduce the amount of money in the system by raising interest rates and/or selling bonds from its balance sheet back into the economy. By selling bonds, the Fed drains liquidity from the economy. For the market - that’s bombs away. In 2018, when the Fed drained $600 billion from the markets in its first round of Quantitative Tightening, the S&P 500 fell 19.8% in December 2018. The Fed has told Americans that it can’t be worried about the stock market's performance right now. And Friday’s CPI report officially ended the temporary bear rally that I projected… up to June 10. Now, we head into a gruesome schedule. On Wednesday, the Federal Reserve will announce its plans to raise interest rates for June. We also have the Producer Price Index early next week and Quadruple Witching on Friday. Let’s focus on the Fed. While a 50-basis point hike is baked into the markets… more banks are projecting a possible 75-point hike. And markets are starting to bet that the Fed will increase rates in July by a full 1%. The Fed is the only backstop to reduce inflation in this economy. And while a recession is very likely - there’s only been one soft landing in 1994 - the markets will be better off in the long-term. I believe that the Fed should shock the markets, rip the Band-Aid off and force the economy and stock market to rebalance NOW. Not in six months and not in nine months. If they don’t tackle inflation immediately, stagflation will be a horrible consequence. I say, “Let’s get it over with.” This is one of the rare times that I publicly agree with Bill Ackman. Price Discovery Strikes Again For several months, I’ve discussed the danger of owning stocks at ten times revenue. Remember, to justify that valuation, a company must pay its investors 100% of revenue annually for ten years. That is all of the revenue, not the profits. It’s impossible to justify this valuation in a sane world. Today, shares of DocuSign (DOCU) plunged more than 24% as investors panicked after a terrible earnings report and forward guidance. As I explained, DOCU was a stock trading at 10x revenue just a few days ago. And there is plenty of pain ahead for these companies. There are 33 companies I’m watching with market capitalizations north of $10 billion that trade north of 10x revenues. The list includes Tesla (TSLA), Microsoft (MSFT), NVIDIA (NVDA), and Zscaler (ZS). Here’s the heat map of how those stocks performed on Friday. Only one company out of the entire universe was up on the day. I don’t expect this to get better for this list of stocks. And that should do even more damage for the Nasdaq in the weeks and months ahead. Remember, cash is your friend right now. This next leg down is ready to begin. Enjoy your weekend, [Garrett Sig] Garrett {NAME}
Chief Analyst, American Markets --------------------------------------------------------------- [] Reclusive California Tech Wiz Reveals... the Perfect AAPL Trade [San Francisco bay]( [See the reveal of this remarkable system]( --------------------------------------------------------------- [] [] Reclusive California Tech Wiz Reveals... the Perfect AAPL Trade [San Francisco bay]( [See the reveal of this remarkable system]( --------------------------------------------------------------- [] [] [] Details on a Remarkable Near-70% Successful System for Trading AAPL If you ever thought that it’s way too late to see significant movement in major stocks like AAPL... You need to think again… The Perfect Apple Trade Has Been Discovered Thanks to the help of a maverick group of former Wall Street traders… and a state-of-the-art artificial intelligence platform… California tech wiz and renowned trader Micah Lamar has uncovered obscure “trade cycles” in AAPL shares capable of signaling major movement… All in a matter of days... These Aren’t Common Results Nearly all market analysts are clueless about these moves… But Micah’s proprietary system has been able to predict significant moves in AAPL stock… over and over again. Now, You Can See the System for Yourself! He’ll walk you through his AAPL system step-by-step… and answer the most common questions he sees... You’ll even be able to gain access to Micah’s proprietary Apple trading tool… Plus, you’ll see the remarkable results Micah’s system has returned, just by placing one trade on iconic Apple Inc., the crown jewel of tech stocks… [Click here to gain immediate access to this presentation]( You’ll be one of the lucky few to see the Perfect Apple Trade system yourself… And meet the brilliant inventor behind this system… [Catch it all here]( --------------------------------------------------------------- [] [] [] Details on a Remarkable Near-70% Successful System for Trading AAPL If you ever thought that it’s way too late to see significant movement in major stocks like AAPL... You need to think again… The Perfect Apple Trade Has Been Discovered Thanks to the help of a maverick group of former Wall Street traders… and a state-of-the-art artificial intelligence platform… California tech wiz and renowned trader Micah Lamar has uncovered obscure “trade cycles” in AAPL shares capable of signaling major movement… All in a matter of days... These Aren’t Common Results Nearly all market analysts are clueless about these moves… But Micah’s proprietary system has been able to predict significant moves in AAPL stock… over and over again. Now, You Can See the System for Yourself! He’ll walk you through his AAPL system step-by-step… and answer the most common questions he sees... You’ll even be able to gain access to Micah’s proprietary Apple trading tool… Plus, you’ll see the remarkable results Micah’s system has returned, just by placing one trade on iconic Apple Inc., the crown jewel of tech stocks… [Click here to gain immediate access to this presentation]( You’ll be one of the lucky few to see the Perfect Apple Trade system yourself… And meet the brilliant inventor behind this system… [Catch it all here]( --------------------------------------------------------------- [] [] Article Recap - [Doom.](#i572731)
- [Details on a Remarkable Near-70% Successful System for Trading AAPL](#156380) --------------------------------------------------------------- [] Article Recap - [Doom.](#i572731)
- [Details on a Remarkable Near-70% Successful System for Trading AAPL](#156380) --------------------------------------------------------------- [] © 2022 Godesburg Financial Publishing, Inc. DISCLAIMER:
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COMMUNICATIONS FROM GODESBURG FINANCIAL PUBLISHING (GFP) ARE FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY – NOT INVESTMENT ADVICE: GFP and all the services it offers are for educational and informational purposes only and should NOT be understood to be securities-related offers or solicitations. None of GFP’s communications should be considered or used as personalized investment advice. GFP recommends that you speak with a licensed professional before making any investment decision. RESULTS PRESENTED ARE NOT NECCESSARILY TYPICAL OR VERIFIED: GFP communications may include information regarding the historical trading performance of gurus in their services (all verified by a third party), as well as testimonials of non-employees depicting profitable investments and trades that are believed to be true based on the representations of the persons providing the testimonial of their own free will. Please be aware that the claims regarding investing or trading results of non-employees are not tracked by GFP nor can they be verified. As always, past performance is not necessarily indicative of future results. Therefore, results presented in this email should NOT be considered TYPICAL. Actual results can and will vary based on everything from experience, ability, risk mitigation practices, and market volatility... to the amount of money exposed in the investment or trade. Investing and trading are speculative and carry serious risk. You may lose some, all - or possibly more - than your original investment or trade. GODESBURG FINANCIAL PUBLISHING IS NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER: GFP, including its owners and employees, are NOT registered as securities broker-dealers, brokers, or any sort of registered investment advisors with the U.S. Securities and Exchange Commission, any state securities regulatory authorities, or any self-regulatory organizations. GODESBURG FINANCIAL PUBLISHING EMPLOYEES MAY HOLD SECURITIES DISCUSSED: If a writer holds any securities in a communication, it will be disclosed along with the information on the potential investment or trade. HIR, its owners or employees, have not been - or ever will be - paid by the issuer of a security mentioned in our services or communications. GFP, its owners and employees are paid entirely or in part from commissions based on sales of their services to subscribers. For more information, please visit [our disclaimer page here.]( Sent to: {EMAIL} [Unsubscribe]( Godesburg Financial Publishing Inc., 251 Little Falls Drive, Wilmington, DE 19808, United States