Wednesday, March 26, 2025

Are Metals Kicking Off the Next Commodity Supercycle? | Alex Krainer

Market analysts tend to attribute great significance to the price of copper as an important leading economic indicator: if demand for copper is rising, the economy is growing (and vice versa). For that reason, they pay close attention to what "Dr. Copper" is saying. But last week, Gold also made new all time highs at around $3,050/oz. Silver rallied quite strongly as well, but it's still trading well below its ATH price, which was just shy of $50/tr.oz. in April of 2011. Here is what the whole COMEX metals complex looks like:
 
 COMEX Metals Complex (January 01, 2021 = 100)
 
There has been an overall rising trend in the metals, building gradually from late 2023. However, platinum barely moved thus far and palladium actually dropped by more than half in the last four years. The rise in Gold, Silver and Copper may be driven by inflation fears rather than economic growth. Those three metals are investors' preferred inflation hedges. Inflation hedging demand is likely what's behind the upward pressure on prices. 
 
Europe's great rearmament frenzy and the hundreds of billions of euros being allocated for it might end up adding more upward pressure to prices of industrial metals, as well as energy. In all, this will end up giving a strong boost to commodity price inflation in what could end up being a self-reinforcing cycle, triggering the next leg in the widely anticipated commodity supercycle.

US Commodity Price Index (1795 to Present)
with Major Inflation Peaks (Red Dots) & Major Inflation Troughs (Blue Dots).
Shown as 10 Year Rolling Compound Growth Rate with Polynomial Trend at Tops & Bottoms.

Long commodity cycles suggest that currency debasement and inflation may peak in the early 2040s. A commodity supercycle could reach its peak by 2045 (indicated by the last red dot), following a long cycle wave that spans approximately 55 years, with each cycle growing 5 years longer over the past 200 years. This pattern implies that the next peak will occur around 2045, 65 years after the peak in 1980.

None of this will happen overnight: the commodity supercycle is expected to span a period of 10 to 25 years, and it will be marked with many price rallies, followed by corrections and consolidations in that time. It should therefore be navigated with due caution and an iron discipline.

 
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Tuesday, March 25, 2025

Dumb & Dumber: US Senate Hearing on National Security | Judge Napolitano

 Tulsi Gabbard, National Intelligence Director & John Ratcliffe, CIA Director.
 
"God of all life, we seek Your guidance in a world filled with challenges. Today, prepare the members of this body [the US Senate Hearing on National Security] for the difficult work of solving life's riddles. Grant them the wisdom to find common ground and accomplish Your will in our nation and the world. Teach them to give of themselves for the good of others. Lord, amen."
 Opening Prayer for the US Senate Hearing on National Security, March 25, 2025.

Full Clownshow click [HERE]
 
Once upon a time, a transactional real estate shyster known as The Rabbi, a hillbilly, a crusader, a tattletale, a muy pendejo, and an aloha princess—each very ambitious and cunning—embarked on a journey to change the world forever. One day, they ...
 
 The Signal 'Houthi Chat Group'.
 


» I often think about what has happened to the concept of truth in our society. People lie constantly, deceive endlessly, and spin narratives all the time. It has become so difficult to know what to believe anymore. This is a tragic situation. And by the way, this is most apparent when it comes to Israel. There, you are often not even allowed to discuss how Israel behaves, or how the Israeli issue relates to other issues. It’s simply dismissed, and as a result, people end up speaking about it in vague, indirect ways. The level of dishonesty in our society is truly staggering.

» The US is killing without purpose. We decide to attack the Houthis, and we do it.
We don’t care about the Constitution, the law, or the lives of civilians. «
 
We have been, and continue to be, complicit in supporting a genocide in Gaza since late 2023. If you look at our actions in Afghanistan, Iraq, Libya, and Syria, the number of people—civilians, including women, children, and the elderly—who have died is staggering. And when you look at how Israel behaves in the Middle East today, it's clear they are launching attacks in countries all around the region. And we support it. No one protests. They decide to attack southern Lebanon, and they do. They decide to attack Syria, and they do. We decide to attack the Houthis, and we do. We don’t care about the Constitution, the law, or the lives of civilians. This is the point we've reached. « — John J. Mearsheimer, March 27, 2025.
 
See also: 
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BlackRock Merz: "Germany is Back!" Yes, in the 1930s | Alex Krainer

On Friday, March 14, 2025, Germany's soon-to-be Chancellor, Friedrich Merz, reached a deal with the Green Party to secure a massive infrastructure and defense spending bill. "Germany's back!" said jubilant Merz. "Germany is making its great contribution to the defense of freedom and peace in Europe." The deal will exempt defense spending from the constitutional debt brake and create a €500 billion fund to finance projects outside of the normal budgetary spending. Among other things, this will enable Germany to boost aid to Ukraine.

» The EU is driving to rearm Europe and hijack ten trillion euros of European savings to militarize the old continent. «
 Full disclosure: The moustache of BlackRock Merz is not real - it was skillfully photoshopped.

Today, the Bundestag will vote on constitutional amendments that could remove fiscal restraints and unleash a massive boost to military spending, which could ultimately reach up to €1.7 trillion. How much money is that? It's a cool €20,400 per man, woman, and child in Germany. Germany is back, indeed, but not exactly in a way anyone hoped for.

It's the 1930s all over again, and it's not just Germany. In France, Emmanuel Macron too is looking to boost the military-industrial complex, along with France's nuclear arsenal and future hypersonic missiles. Across the channel, Sir Keir is obsessing about conscriptions, scotching up "coalitions of the willing," and sending British troops to Ukraine. The EU is driving to rearm Europe and hijack ten trillion euros of European savings to militarize the old continent.

 » For the naturally cautious German nation to become a bunch of cannibals, 
it first had to sink into the economic misery and moral oppression of the 1920s. «
[...] The cost of this bonanza might come in the guise of early death for their children, who'll be forced to fight our future wars as, to paraphrase Herr Merz, they make their "great contribution to the defense of freedom and peace in Europe." Of course, we can trust the slogans; Merz is a BlackRock man, and all he wants is what’s best for all of us, without regard to the many billions BlackRock invested in Ukraine. It’s not about money, you see, it’s about freedom and peace.  
 
The moment French fighter jets collided during a training session.
Pilots ‘found unconscious’ - March 25, 2025. 
 
After all, when was the blood of innocents spilled for anything less than such lofty goals like civilization, enlightenment, progress, democracy, freedom, and peace? The fact that the whole juggernaut always turns out to be so profitable for all the usual suspects must be one of those mystery virtuous cycles of civilizational progress. They mobilize capital to defend peace and freedom, and then they make out like bandits every time!
 
 
"Britain is now outstripped only by Germany in its preparations for war with Russia. The soon-to-be new German Chancellor, Merz, has told the German people that they must spend 800 billion euros more on weapons for the coming war with Russia. This is the Russia that, only two years ago, was supplying Germany with cheap and dependable gas, on which their entire industrial and economic strength had been built." — George Galloway, March 23, 2025. 

See also:
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Bullish Weekly Price Action in US Stock Indices & Stats | Guilherme Tavares

From a price action perspective, the latest weekly close was quite bullish. Since the 70s, there have been few instances when the SPX reclaimed its 50-week MA within just 1 week after losing it, having previously been in an upward trend.


Average return 5 weeks later: 2.95%, positive 83% of the time.

 
 NYA, SPY, ES, S&P 500, NQ, YM (weekly candles): 
Weekly Pivots and Retracement Levels.
 
Wednesday, March 26: Continuation or Reversal?
 
Frank Ochoa (March 25, 2025) - Pre-Market Video:
Last Week Compression. This Week Bullish Expansion? (video)

 Oppenheimer: S&P 500's Average Seasonal Trajectory (2020-2025): 
Buy March 23. From April high sideways-to-down into mid May low.

BoA: S&P 500's Average Seasonal Pattern (2015-2025): 
"Buy April Dip for May Rip."
 
Jeff Hirsch: April is the second-best month for DJIA (+1.8%) and S&P 500 (+1.5%) since 1950 and
fourth best for NASDAQ (+1.3%) since 1971. Post-election year April performance is just as good.
 
Carl Futia : June S&P E-mini futures headed for new bull market highs. 
Support is now 5800. 
 
Tom Pizzuti (March 25, 2025: "I’m not wholly certain that the wave iii low was set on
March 13th. and thus, open to a new low to complete iii. Of course, I could be wrong."
 
Robert Miner: Spring Low – Summer High – Fall Low – Bull into Year-End.
 Post-Election Years with 1st-Term Democrats +14%, 1st-Term Republicans +1%. 

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Sunday, March 23, 2025

Once You Learn the Truth About Palestine, You Can't Unlearn It | Macklemore

I started learning about the history of the Israeli occupation, the political ideology of Zionism, and Israeli settlers of the West Bank. I was watching videos coming out of Gaza and crying with friends. I started learning about how colonization, capitalism, and white supremacy are interconnected and essential to each other’s existence, and how they were at the root of the issue. However, for the people of Palestine, that struggle has never ended since 76 years ago.

Children climb through rubble after I$raHell unleashed another huge campaign of bombardment
 
I was taking it all in and I was silent. I was scared. I was thinking about myself. I didn't want to be labeled anti-Semitic. I didn't want to get canceled and lose my career. I didn't want to lose fans. I didn't want to offend anyone.  
 
But at a certain point, I couldn't believe those voices anymore. My heart had just enough cracks in it that the light of Palestinian resistance struggle and unwavering faith cracked it open. I was experiencing what happens when the internal pain from being silent outweighs the risk of speaking up in moments of injustice.

 
» It is our moral obligation to protest or we are complicit. « 
Macklemore, March 22, 2025.

And once you see it, you can't unsee it. Once you learn the real history, you can unlearn it. Once you get past the media and the White House focusing solely on October 7th, once you begin to look at October 6th, 5th, 4th and the 75 years before of oppression and displacement, that's when the truth opens up. 
 
I thought they were indigenous to the land?
 
And once you look under the hood and realize our government officials are bought and paid for by the Israel Lobby, you can't look at our so-called democracy the same way. Once you understand that our tax dollars are funding a genocide that we are watching in real time in the palm of our hands, I believe it is our moral obligation to adamantly protest the atrocities we are witnessing and funding or we are complicit.

Quoted from:
 
GOAT Genocide-MIGA Don continues to fully approve, back, and finance I$raHell's mass killings of
civilians in Gaza and the West Bank while attempting to silence and deport his critics within the US.

» The single greatest threat to freedom of speech in the US is Israel and its supporters
here in the US. [... ] It's just shocking, and one wonders where all this leads. «
American political scientist Prof. John J. Mearsheimer, March 18, 2025.
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Different Projection Techniques for the S&P 500 Transitioning into Q2

 S&P 500 (daily bars) - Elliott Wave projection with a final retracement into the end of March, 
followed by a decline into mid-May, below the August 2024 low.

S&P 500 is ready for the next, and final leg up. With price confirming a bullish WXY model at Friday's 5,603 low, I am expecting one more leg up under the 2nd wave targeting 5,750-5,825 to set up for the ultra bearish 3/4/5 wave sequence.

S&P 500 (3-day bars) - Elliott Wave count projecting a decline into late Q1 2026, 
below the October 2023 low.
 
The 16-year rally ended at the 6,147 high with a bearish ending diagonal formation. We're now in the early stages of a catastrophic decline, and price is expected to break this 6-month range escalating much lower. Although I mirrored the path of the 2007-09 crash, this week's rally could easily be the last chance to sell before a 40-60% decline. 


Reference:
Trigger Trades, March 22 & 23, 2025.
 
 
 
2025 Roadmap for the S&P 500 based on Spectrum Cycle Analysis,
with the ideal Q1 low being March 28, 2025, which will set up the final leg up. 
 
S&P 500 projection for 2025 (timing, not magnitude) with seasonally strong windows in the bottom panel.
Namzes on X, January 6, 2025.
 
Weekly S&P 500 with nominal 180 weeks / 41-Month Kitchin Cycle topping | October 23, 2024
 
Weekly Preview for March 24-28: Short term cycles - early next week 20d low then higher,
Krasi, March 22, 2025.

 80 Day Low in mid March, and 20 Week Low in mid May.
 
S&P 500 Index (daily bars) vs 56 Year Cycle.
2025 in J.M. Funk’s '56-Year Cycle of Prosperity and Depression'.

See also:
¡¡ David Hickson (March 24, 2025) - S&P 500 Hurst Cycles Update: Targets and Levels to Watch. (video) !!
Jeffrey A. Hirsch (March 21, 2025) - End of Q1 – Prone to Volatility and Weakness since 1990.
TPR (March 11, 2025) - S&P 500 Premium and Discount Levels in the Current 18-Month Cycle.
  Lars von Thienen (December 8, 2024) - The Cliff - Don't Be a Lemming. 
Lars von Thienen (November 1, 2024) - The 41-Month Kitchin Cycle Topping Patterns in US Stocks.
 TPR (December 10, 2024) - 2025 in J.M. Funk’s '56-Year Cycle of Prosperity and Depression'.
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Friday, March 21, 2025

Europe's Date with Destiny: Collapse by 2029 is Inevitable | Martin Armstrong

Comment by Hans: Mr. Armstrong, thank you for speaking the truth about the timeline of this war with Ukraine. Every news story here in Europe says the same thing. Russia was unprovoked. Never in my entire life have I ever witnessed such outright lies by the press. I do not see the Europeans rising up to overthrow these governments. We are sheep being led to the slaughter. You have forecasted that the euro will no longer exist, and they are rapidly moving to digital currencies, which will be, as you say, for capital control. We will not be able to leave or get our money out. [...] I think it is time to prepare for the future sooner than later.

» From about May 15th 2025 on, Europe is going into war, 
Europe will lose, and the Euro will become extinct. «
Martin Armstrong, March 1, 2025.

Reply by Martin Armstrong: It gives me no pleasure to live through Socrates’ forecasts [...] The euro has broken last year’s low and is still trading below it. We have a very serious Panic Cycle for Europe next year [2026], and they are pushing to cancel the currency’s move to digital as soon as possible. All they look at is capital controls, which will prevent bank runs and stop capital fleeing. They are trying to control their risk of the collapse of the EU. [...] Lagarde runs the ECB, pushing for the cancellation of the currency and moving to digital [by October 2025]. This is about taxes all over again.
 
» We are witnessing capital contracting in both the United States and Europe. «
Martin Armstrong, March 17, 2025.

[...] I have been warning that we are approaching World War III as a distraction from the collapse of sovereign debt in Japan and Europe. The total outstanding government and corporate bonds globally have now exceeded $100 trillion in 2024, as reported by the OECD. As I have also been warning, the central banks have been neutered. They can no longer fight inflation by raising interest rates because government debt just explodes. Governments have NO INTENTION of ever paying off their debt. They think there is no end to this game.

 » We are approaching World War III as a distraction from the collapse of sovereign debt in Japan and Europe.
Germany is heading into a very serious debt crisis for 2026. PANIC Cycles in 2026 around the globe. 
Major recession globally into 2028. EU prepares for war as a distraction from their inevitable collapse by 2029. «

[...] While central banks are cutting interest rates, borrowing costs remain much higher than before 2022’s rate hikes because the ECM, in particular, went to negative interest rates in 2014, which only encouraged governments to issue more debt. This all comes at a time when the EU wants to fund an army and prepare for war as a distraction from their inevitable collapse by 2029.

» Macron and Starmer are insane. Putin can detonate a 100-megaton nuke and the tidal wave
will wipe out Britain entirely. The Computer Has NEVER been Wrong. Europe Will Lose!!! «
Martin Armstrong, March 21, 2025.
 
[...] Germany is heading into a very serious debt crisis for 2026, and this does not bode well for Europe or the Euro. Nearly HALF of ALL outstanding government debt among OECD countries and emerging markets and around ONE THIRD of corporate debt will mature by 2027. Our computer is showing PANIC Cycles in 2026 around the globe. The defaults come when you cannot sell the NEW debt to pay off the old. [...] Everything is coming to the point of a major Sovereign Debt default that the government will not survive. [...] Add the trade wars and what our model shows a major recession globally into 2028; it is hard to see how many countries can even make it to 2029.

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