Sermons From the Free Market

Peter Pham of Phoenix Capital Group shares his views on opportunities looking forward during a panel discussion at the Mining Investment Asia on 3rd November 2020. In this podcast, we share edited highlights and hot takes of Peter’s contributions to the conversation moderated by Bloomberg.

Peter Pham presents Vision 20/20

A guide for investors to fully understand where we are, how we got here, and where we are heading. Using historical, cultural, financial, political, and pragmatic perspectives to offer a panoramic view of opportunities from November 2020 going forwards.

This is the end of the podcast trilogy.

I have been concurrently refining the precision of trades and developing major investment themes such as Omega Points.

You can see the development of this approach in the following sequence of articles:

The Last Stand

Class Warfare Exposed

Confessions 1

Confessions 2

Escape The Black Iron Prison Planet

The Death of Nations

This pursuit of Omega Points is not done! I have a few more things to say about it and that will be coming soon.

Additionally, there is a lot of things to share about commodities and credit cycles. I completed what Ray Dalio discusses but never fully put together.

Commodity Cycles

Credit Cycles

In this podcast, we discuss the wave.

What is the wave?

Zero is the Wave

Waves have properties like wavelength, frequency, and speed, and we can describe them really, really accurately with equations, even without knowing what kind of substance are waves in. So these waves take their life on their own above and beyond the material. A wave can cross an ocean even though the individual water molecules are just going around in tiny circles and appear to have a life of its own.

The examination of waves is no different from looking at the rise, fall, and rise of markets. Underpinning markets is supply and demand - bid and ask. The composition of sum bids and asks within the auction market in totality are the waves or cycles you're sensing - reading the tape.

Confessions of a Fund Manager.....

Zero is Nothing
Zero is Everything
Zero is Infinity
Zero is Singularity
Zero is the Omega Point
Zero is the Beginning
Zero is a Wave
Ride the Wave

Here is how….

A powerful, profitable, and elegantly podcast for investors and traders
This market is extraordinarily complex, and unfortunately, most trading systems are too. This podcast presents a system that helps filter out the noise. It leaves behind only meaningful signals you need to listen to in order to make profitable trades. Employing simple math and charts, it codifies the past behavior of traders in your favourite stock to assist you to recognize high probability trading patterns.

This podcast breaks with traditional analytical tools and rejects the theory of predictability. Instead, it lets traders understand both how markets are structured and how they behave. The result is a simple action plan that is as effective and applicable for day traders as it is for generational investors. Blending his personal story and analytical techniques, The Big Trade guides traders of all experience level to find the probability that a stock price will rise or fall.

https://freemarketmessiah.substack.com/

When the official narrative is so well orchestrated by the state, the populace is restricted to either becoming literalists or becoming bad interpreters of the tales fed to them. Limiting the populace to only these two options further reinforces and further entrenches the pre-planned narrative into the collective belief.

@ https://freemarketmessiah.substack.com/

Check out these snapshots of real live trading plays, which will outperform the market in the long term:

1.Foundational Support and Resistance of Oil (Follow to Win)

2.Running and Running

3.Greater Centralization

4.Inflation or Deception?

5.Gaming the System

6.Singularity and Convergence

7.The King of Kings

Recap:

-The entire global economy will have ups and downs re-opening. It will start from a province/state level followed by a country level.

-The market bottom or stop loss is in place.

-Up to the election markets will provide opportunities to long.

-Post election, lack share-buybacks and defaults will immerse intense pressure on markets.

Action:

-Investments and trades designed to grow in this new economy will be the key positions.

-Positions can and must be reduced by the election.

-In Nov and Dec, we will move to the lowest levels of the risk curve.

Right now, something incredible's happening in the oil market.

Price is moving at a velocity at the will of gravity.

Here, gravity is demand.

On March 26th, I wrote the following....

"This is what I’m gonna do. I’m going to speculate oil will go lower and higher all at the same time #oil $USO..."

This statement needs to be taken literally. i.e. the lack of demand would distort the present price of oil relative to the future.

What's even more interesting is when time elapses.

As May oil contracts transition to June, prices are also getting sucked into the vortex of gravitation pull.

Climate change specialist Roger A. Pielke Jr. joins the One Road Podcast joins us not to discuss money and markets, but about science—specifically scientific modeling, climate change, and the intricacies of correlation versus causation.

Roger is an American political scientist and professor at the University of Colorado. He has been incredibly active in commenting on the relationship between politics and science in modern society.

Some of his published works include The Honest Broker: Making Sense of Science in Policy and Politics, The Climate Fix: What Scientists and Politicians Won’t Tell You About Global Warming, and The Rightful Place of Science: Disasters and Climate Change.

Roger brings to the table some unique viewpoints and a fresh approach to economics, politics, and the sciences.

Next Page