There are two major trends today in 2021. Short the U.S. dollar is a huge trend. Also we have long commodities. The financial system is seeing a massive uptick, massive flows of money, cash, debt into equities. More stimulus is on the way. This is in every form. Money printing from the central banks but also stimulus packages from the government itself. The expectation is that this will reflate the economy, pushing more money into stocks for those who have the disposable income.
Poster Comment:
Starts talking about China at 3:15. Naseem Talib of Black Swan fame is dumping his Bitcoin.
The US is the only major country still exporting food after commodity prices rose. The other nations fear angry rioters. No Chinese government has survived a Grand Solar Minimum because there was so much less food.
Harrison Salisbury went to China with Nixon in 1972. He took along a population statistics from the Chinese government. In every rural area he asked the local politicians what their population was. The numbers he received were 2.5 times that of the central government. They said those numbers must have been very old and needed to be corrected. He concluded the Chinese population is at least 200 million more than they claim. That means those floods in 2020 destroyed a lot of food and that there are even more people going hungry than they say.