Best on Twitter to start and the bottom and work your way up. Their threads can be very confusing. I may put it up in a list or something but it really is just a random note of movies I (re-) watched and liked.
Do you plant these Easter eggs to see if we’re paying attention??? “ For 2024 and beyond, I continue to maintain my long-term stance that stocks will fluctuate.”. Still laughing. Happy New Year Rudy.
Happy New Year Rudy. as many have said, your takes are always refreshing although I have to be careful because it is easy to become quite angry at the intelligentsia and elites if I read too much! I think I look forward to the day when the pitchforks and torches march on DC, though, that is for sure.
4% of 16k subscribers pay? 640 of us can't possibly support you. Every piece is a lovingly crafted piece of art, no BS. I don't get it. As Boris Badenov used to strike: "Unfair to local 12, Villains, Thieves and Scoundrels Union."
Trouble is the Fed allowed it's capture, and now it's headed by Raccoons (h/t Ben Hunt) like Jaime, Lloyd, Chamath, Zuck, Bezos, Fauci, Fuld and Repo 105, Fed members front running trades. Feinstein, Senator Hillbilly Elegy, and too many to name. Ron Replicant, from Free State of FL...
I don't always agree with you, but M3 Melody is a Goddess.
Thank you for broadening my understanding and rekindling my curiosity in what’s really going down in this Matrix we call reality. I wish you continued success and broader reach in 2024.
I wish I found you sooner - I came across you while trying to understand currency and precious metals - I missed your advice about not marrying miners and I’m afraid I said ‘I do’ and neglected to divorce with ‘my fair share’ in time! I learned from my mistake and as new opportunities arise I will indulge in more promiscuity!
We (paid subs) are most definitely part of the 2-5%! And we are definitely on a government list somewhere. Multiple lists probably. Proud of that and very happy to support your work.
LOL. Well at least we already have most of our code words memory holed. We’ll liberate those from deep in our brain recess and be able to communicate and confuse the guards.
I'm curious whether you see a double top formation with the first top being end of 2021 and the second being right now? Of course, this might not be a top ...
The thing about technical analysis is, the pattern in the clouds looks like a bunny until it doesn't.
It's hard to know. But I guess we'll find out after a while. Back in 2004 a buddy in the digital gold industry, JP May of the May scale of monetary hardness, said that there's no point to fundamental analysis because even though it gives you a reason to buy or sell, the market is not about reasons.
Which, because of my family history, reminded me of something that I was told they used to say in the death camps: "Hier ist kine warum." Here there is no why. I do like the idea of rational markets but I don't think I would be inclined to defend their existence. Rational investors? I have never met one.
Speaking of "that which is seen and that which is not seen" (twisatwins) I lived in north Vegas fourth quarter of 2022 and went to mass down in south Vegas. I never saw the Sands hotel (mentioned in your 1957 graphic) but I did see the rubble where it was. Someone was wanting to buy the place to build a new thing.
Pareto optimum is 20% of your team do 80% of the work. I have never seen it. Sturgeon's law sez that 90% of everything is garbage. I haven't seen that either. Two percent to five percent? I have seen. The good folx stand out by getting things done. If you want something done, ask a busy man. The other kind doesn't have time.
God bless you Rudy. Happy new year. Next year in a free country. Amen.
It's hard to know. But I guess we'll find out after a while. Back in 2004 a buddy in the digital gold industry, JP May of the May scale of monetary hardness, said that there's no point to fundamental analysis because even though it gives you a reason to buy or sell, the market is not about reasons.
Which, because of my family history, reminded me of something that I was told they used to say in the death camps: "Hier ist kine warum." Here there is no why. I do like the idea of rational markets but I don't think I would be inclined to defend their existence. Rational investors? I have never met one.
Speaking of "that which is seen and that which is not seen" (twisatwins) I lived in north Vegas fourth quarter of 2022 and went to mass down in south Vegas. I never saw the Sands hotel (mentioned in your 1957 graphic) but I did see the rubble where it was. Someone was wanting to buy the place to build a new thing.
Pareto optimum is 20% of your team do 80% of the work. I have never seen it. Sturgeon's law sez that 90% of everything is garbage. I haven't seen that either. Two percent to five percent? I have seen. The good folx stand out by getting things done.
God bless you Rudy. Happy new year. Next year in a free country. Amen.
Happy New Year, Rudy. I would have not survived this year without you. During all those lonely times on the road, reading your Substack gave me the energy to keep going. And, when the comments got a little much your support kept me fighting and fending off their ire with my Wonder Woman cuffs. I am eternally grateful not only for the support but for how you challenge me intellectually. Happy, Happy New Year! I can't wait to read in 2024.
It will take a massive rug pull from the Fed for a wholesale market crash - 1929 style. I don't think it is going to happen because that is not the way bankers get rich. They could allow a depression and buy foreclosed assets cheap but that brings with it a 50% chance of having their heads cut off by the mob. It is easier to buy everything with ultra cheap money and inflate away their debt. As usual the best bet is to buy assets by whatever means available and then ride the inflationary wave. As you say - long only.
hope next year is your best year so far sir.
as for the 96% of followers who aren't paying subs.....what can I say
you'll know you are most right when there is a mass jump-off of the free riders (note to self -avoid using "freeloaders" in public comments
thanks for the work Rudy
Thanks. fyi The non-paid subs don't get to see 95% of each post. Just a teaser or two at the top usually.
Sometimes I do full free posts, plus a lot of older posts are non-paywalled.
Do you have your list of movies for young people (on twitter at one point) archived somewhere?
It's still on Twitter. Here is the latest post https://twitter.com/RudyHavenstein/status/1735118353076039873
Best on Twitter to start and the bottom and work your way up. Their threads can be very confusing. I may put it up in a list or something but it really is just a random note of movies I (re-) watched and liked.
Happy New Year Folks!
Do you plant these Easter eggs to see if we’re paying attention??? “ For 2024 and beyond, I continue to maintain my long-term stance that stocks will fluctuate.”. Still laughing. Happy New Year Rudy.
Worth every penny. Thanks!
Happy New Year Rudy. as many have said, your takes are always refreshing although I have to be careful because it is easy to become quite angry at the intelligentsia and elites if I read too much! I think I look forward to the day when the pitchforks and torches march on DC, though, that is for sure.
4% of 16k subscribers pay? 640 of us can't possibly support you. Every piece is a lovingly crafted piece of art, no BS. I don't get it. As Boris Badenov used to strike: "Unfair to local 12, Villains, Thieves and Scoundrels Union."
Trouble is the Fed allowed it's capture, and now it's headed by Raccoons (h/t Ben Hunt) like Jaime, Lloyd, Chamath, Zuck, Bezos, Fauci, Fuld and Repo 105, Fed members front running trades. Feinstein, Senator Hillbilly Elegy, and too many to name. Ron Replicant, from Free State of FL...
I don't always agree with you, but M3 Melody is a Goddess.
Quality, not quantity. Cheers.
Thank you for broadening my understanding and rekindling my curiosity in what’s really going down in this Matrix we call reality. I wish you continued success and broader reach in 2024.
I wish I found you sooner - I came across you while trying to understand currency and precious metals - I missed your advice about not marrying miners and I’m afraid I said ‘I do’ and neglected to divorce with ‘my fair share’ in time! I learned from my mistake and as new opportunities arise I will indulge in more promiscuity!
Happy New Year! Always look forward to the never ending stream of tweets and all of the information you compile here.
I have fun.
We (paid subs) are most definitely part of the 2-5%! And we are definitely on a government list somewhere. Multiple lists probably. Proud of that and very happy to support your work.
Happy New Year.
Looking forward to meeting you soon when we all get rounded up!
LOL. Well at least we already have most of our code words memory holed. We’ll liberate those from deep in our brain recess and be able to communicate and confuse the guards.
The only NY’s gift from me to anyone on this Stack is at the 3:25 minute mark of this live performance by a Dead God:
https://youtu.be/6SFNW5F8K9Y?si=swTd0ukYfEhdqz_o
Happy New Year, Rudy! CASY, RGR, CSX
I'm curious whether you see a double top formation with the first top being end of 2021 and the second being right now? Of course, this might not be a top ...
The thing about technical analysis is, the pattern in the clouds looks like a bunny until it doesn't.
I noticed that too. The problem is every algo in the world also recognizes this, so maybe its usefulness is archaic.
It's hard to know. But I guess we'll find out after a while. Back in 2004 a buddy in the digital gold industry, JP May of the May scale of monetary hardness, said that there's no point to fundamental analysis because even though it gives you a reason to buy or sell, the market is not about reasons.
Which, because of my family history, reminded me of something that I was told they used to say in the death camps: "Hier ist kine warum." Here there is no why. I do like the idea of rational markets but I don't think I would be inclined to defend their existence. Rational investors? I have never met one.
Speaking of "that which is seen and that which is not seen" (twisatwins) I lived in north Vegas fourth quarter of 2022 and went to mass down in south Vegas. I never saw the Sands hotel (mentioned in your 1957 graphic) but I did see the rubble where it was. Someone was wanting to buy the place to build a new thing.
Pareto optimum is 20% of your team do 80% of the work. I have never seen it. Sturgeon's law sez that 90% of everything is garbage. I haven't seen that either. Two percent to five percent? I have seen. The good folx stand out by getting things done. If you want something done, ask a busy man. The other kind doesn't have time.
God bless you Rudy. Happy new year. Next year in a free country. Amen.
It's hard to know. But I guess we'll find out after a while. Back in 2004 a buddy in the digital gold industry, JP May of the May scale of monetary hardness, said that there's no point to fundamental analysis because even though it gives you a reason to buy or sell, the market is not about reasons.
Which, because of my family history, reminded me of something that I was told they used to say in the death camps: "Hier ist kine warum." Here there is no why. I do like the idea of rational markets but I don't think I would be inclined to defend their existence. Rational investors? I have never met one.
Speaking of "that which is seen and that which is not seen" (twisatwins) I lived in north Vegas fourth quarter of 2022 and went to mass down in south Vegas. I never saw the Sands hotel (mentioned in your 1957 graphic) but I did see the rubble where it was. Someone was wanting to buy the place to build a new thing.
Pareto optimum is 20% of your team do 80% of the work. I have never seen it. Sturgeon's law sez that 90% of everything is garbage. I haven't seen that either. Two percent to five percent? I have seen. The good folx stand out by getting things done.
God bless you Rudy. Happy new year. Next year in a free country. Amen.
Happy New Year, Rudy. I would have not survived this year without you. During all those lonely times on the road, reading your Substack gave me the energy to keep going. And, when the comments got a little much your support kept me fighting and fending off their ire with my Wonder Woman cuffs. I am eternally grateful not only for the support but for how you challenge me intellectually. Happy, Happy New Year! I can't wait to read in 2024.
Happy New Year. Listening to you and Sachs in between football games. Cheers.
Thanks for what you do Rudy. Keep fighting the good fight.
It will take a massive rug pull from the Fed for a wholesale market crash - 1929 style. I don't think it is going to happen because that is not the way bankers get rich. They could allow a depression and buy foreclosed assets cheap but that brings with it a 50% chance of having their heads cut off by the mob. It is easier to buy everything with ultra cheap money and inflate away their debt. As usual the best bet is to buy assets by whatever means available and then ride the inflationary wave. As you say - long only.