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All major U.S. indexes are now in bear territory, oil rises on supply chain and capacity issues. The market is finally pricing in global stagflation. The U.K. crisis could turn into a contagion if U.K assets are dumped en masse, while the English government tries to spend to offset stagflation. 30 YR gilt is through the roof.

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The crude price is just shy of a bear market, as China and U.S. PMI gauges are pointing to a stagnated recession. Unemployment is still at all time lows, with weakness in the job market beginning to set in. Evident of the billions $ in 2020 pandemic stimulus drying up. Geopolitical issues have been 'managed' at this point in time, but could snap back at anypoint.

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Oil price in three days has left its bear market, rising10%. Reasons: Banking sector bailouts and Central Banks expanding their balance sheets (once again). Plus, very concerning geopolitical tensions in the Middle East, Europe and South China sea; should keep the oil price bid over $70.

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Oil is now in a bear market, falling 10% in 7 days. A bank contagion could be upon us, the Fed is now in U.S. Dollar money printing mode. Setting up $ swaps with the major central banks. Rates may pause in May 2023. Inflation is still at multi decade highs.

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NASDAQ falls close to 10%, as it begins to enter a bear market. Oil is bid over $90 as governments globally have run out of options on inflation. Central Banks will return to their tightening bias end of 2023.

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NASDAQ March/April/May 2022 bear market and its correlation with the oil price/10 YR yield.

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TESLA slumps into a 10% correction, closing in on a 20% bear market for its share price. Shanghai TESLA factory halts production on supply chain issues. Musk's margin loan cut in two for Twitter acquisition, now connected to an equity partnership with fellow billionaires. TESLA now in the crosshairs of Hedge Funds.

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I will be doing regular readings of all my books from the last Ten years, in lieu of my new book "Coeval of the Hedonic" (A.Glass 2025) which needs to be settled for at least a month, before the readings will begin. Reading: "Machines of the Occultus" from the novel 'The Graft of Shadows" (A.Glass 2019)

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BItcoin may indeed be turning into a hedge against stock/FX/oil and option volatility, holding onto an average price of 18700. Despite it being of no value it may actually be a store of 'value' rather than a growth asset.

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Is a liquidity crunch about to sweep the crypto markets once more?

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Gold and oil sell off dramatically, volatility picks up. Ukraine situation still dire, China trying to contain Omicron. Inflation out of control. The Fed offering a very small 0.25% to battle inflation. Markets are vulnerable to a 'crisis' tipping point.

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Tesla earnings beat estimates. Wall Street mispricing inflation trades. Rising costs been passed on to the consumers. Tesla short volume starting to pick up?

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Volatility, confusion and Chaos. Is inflation being mispriced on China deflation blips? With inflation gauges showing up as volatile, energy and Wheat/food prices are all heading back up again. Inflation and stagflation maybe becoming entrenched.

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Reading: "The curator" from Paradox of the Locus (A.Glass 2016).

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