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Mike Norman Economics

June Options Expiration

If you are a monetarist you HAVE TO be bearish on the QT and have puts for June… HAVE… TO…  And what % of people are monetarist?  99%?Goldman: June Op-Ex Is "A Literally Massive, Repeat Massive" $3.2 Trillion https://t.co/6TORc95IRX— zerohedge (@zerohedge) June 5, 2022 Open interest in SPY for June from a few days ago… everybody has Puts…BofA warning of  “Summer of HELLLLLLL!”….[embedded content]All these monetarists are bearish on the QT as “banks won’t have money to lend out!” …Treasury...

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Links — 4 June 2022 Part 1

A Son of the New American RevolutionU.S. Officials Admit They Have Lied About Ukraine Success and Russian FailuresLarry C. Johnson | CEO and co-founder of BERG Associates, LLC, an international business-consulting firm with expertise combating terrorism and investigating money laundering, formerly Deputy Director in the U.S. State Department’s Office of Counter Terrorism (1989-1993, and CIA operations...

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Biden pulled the rug out from under the market today.

Biden says he wants to cut the deficit and have Treasury pay down the debt. That's fast track to a major recession and market collapse. Trade and invest using the concepts of MMT. Get a 30-day free trial to MMT Trader. https://www.pitbulleconomics.com/ Mike Norman Twitter https://twitter.com/mikenorman Mike Norman Economics: https://mikenormaneconomics.blogspot.com/

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Links — 3 June 2022 Part 1

Gilbert Doctorow — International relations, Russian affairsHow the war will end…Gilbert Doctorowhttps://gilbertdoctorow.com/2022/06/03/how-the-war-will-end/Asia TimesUkraine – The Situation (June 3) (This analysis seems to be pretty accurate as far as I can tell and it indicates that Western militaries are quite aware of the situation, contrary to the propaganda in the Western media. It you are interested in details, see the Military Summary channel on YouTube or Rumble.)Uwe...

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Links — 2 June 2022

A Son of the New American RevolutionWall Street Journal’s Latest Lame PropagandaLarry C. Johnson | CEO and co-founder of BERG Associates, LLC, an international business-consulting firm with expertise combating terrorism and investigating money laundering, formerly Deputy Director in the U.S. State Department’s Office of Counter Terrorism (1989-1993, and CIA operations (1984-1989)https://sonar21.com/wall-street-journals-latest-lame-propaganda/CaitlinJohnstone.comBiden’s Visit To Saudi Arabia...

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Bill Mitchell — The new Australian treasurer’s comprehension of his brief is dire

I write on last week in this blog post – We have a new federal government – finally some decency will hopefully return (May 23, 2022) – that Australia had finally rid itself of the disastrous conservative government that had violated our nation for the last 9 or so years. It was a moment to celebrate, given that we could not have fallen much further in the eyes of the world and that our society was falling apart from the neglect and inaction of that government and the favours it did for the...

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Sentiment is slowly shifting to a less bearish outlook.

Bearish sentiment among individual investors dropped in the latest week. Trade and invest using the concepts of MMT. Get a 30-day free trial to MMT Trader. https://www.pitbulleconomics.com/ Mike Norman Twitter https://twitter.com/mikenorman Mike Norman Economics: https://mikenormaneconomics.blogspot.com/

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Links — 1 June 2022 Part 3

1945Contemplating the Unthinkable in Ukraine: Trading Land for PeaceLt. Col. Daniel L. Davis (USA ret.), Senior Fellow and Military Expert for Defense Prioritieshttps://www.19fortyfive.com/2022/06/contemplating-the-unthinkable-in-ukraine-trading-land-for-peace/A Son of the New American RevolutionUPDATED PIECE on Ukrainian Troops RebellingLarry C. Johnson | CEO and co-founder of BERG Associates, LLC, an international business-consulting firm with expertise combating terrorism and...

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Links — 1 June 2022 Part 2

The Postil MagazineJacques Baud: “The goal is not to help Ukraine, but to fight Putin”Thomas Kaiser of Zeitgeschehen im Fokus interviews Jacques Baud, a former colonel of the General Staff, ex-member of the Swiss strategic intelligence, and specialist on Eastern countries. He was trained in the American and British intelligence services. He has served as Policy Chief for United Nations Peace...

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Bad news. Fiscal less supportive than anticipated.

However, economy still likely to avoid recession so stocks should climb back slowly. Trade and invest using the concepts of MMT. Get a 30-day free trial to MMT Trader. https://www.pitbulleconomics.com/ Mike Norman Twitter https://twitter.com/mikenorman Mike Norman Economics: https://mikenormaneconomics.blogspot.com/

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