Generational Dynamics Forum - New Site

Here we will cut to the chase, and report upfront that Wilson's year-end 2023 forecast is not that far from where the market closed today. And while the bank does not expect much to change price-wise between now and Dec 31, 2023, it thinks that the way we get there will be quite a rollercoaster, to wit:

While our year end 2023 base case price target of 3,900 is roughly in line with where we're currently trading, it won't be a smooth ride. We remain highly convicted that 2023 bottom up consensus earnings are materially too high. On that score, we revise our '23 EPS forecast another 8% lower to $195 in the base case, a reflection of worsening output from our leading earnings models. This leaves us 16% below consensus on '23 EPS in our base case and down 11% from a year-over-year growth standpoint. After what's left of this current tactical rally, we see the S&P 500 discounting the '23 earnings risk sometime in Q123 via a ~3,000-3,300 price trough.

We think this occurs in advance of the eventual trough in EPS, which is typical for earnings recessions. While we see 2023 as a very challenging year for earnings growth, 2024 should be a strong rebound where positive operating leverage returns—i.e., the next boom. Equities should begin to process that growth reacceleration well in advance, and rebound sharply to finish the year at 3,900 in our base case.
Bear/Base/Bull price skew: 3,500/3,900/4,200 ty t

Using predictive modeling, does illustrate how portfolios might perform under extreme market conditions that have occurred in the past.

https://gdxforum.com/forum/search.php?keywords=39xx

As forwarded - Native Pennsylvanian here....Its all crumbling...

Fetterman to the senate, which is a modern day version of Caligula appointing his horse Incitatus.

H signal is correct.
The upcoming sweeps and uvxy signaled deal with narratives.
As we warned you the bears are sitting on the bone pile.
Bear market created the obvious.
Unipartry is beyond contempt to We The people.
All we have is what we need. The grace to see what is.

This is the endgame.

https://www.newyorkfed.org/newsevents/n ... 2/20221115

Think of it this way after the ice age as the water engulfed the shores.
Continents lost as history managed to effects that spread the shores.
As you doubt the hour you are in. He was correct as in the days of Noah.
The bent of mind is clear you are seeing. Pity if you do not see it. Pray
that you have your House in order.

The demsheviks locusts named dnc have utterly wiped out the defi base. It was a operation to lie cheat steal as burn loot murder consumed capex.
Nothing of any relavence since the warning from Athens long ago of the polo-tic. We can update rule five.
The grifter beast now wants to assure you they have a plan. Lie cheat steal burn loot murder is all they got bish comrades.

Rule 5: This is also known as the primary ‘attack the messenger’ ploy, though other methods qualify as variants of that approach. Associate opponents with unpopular titles such as ‘kooks’, ‘right-wing’, ‘liberal’, ‘left-wing’, ‘terrorists’, ‘conspiracy buffs’, ‘radicals’, ‘militia’, ‘racists’, ‘religious fanatics’, ‘sexual deviates’, enthralled, play nice and so forth. This makes others shrink from support out of fear of gaining the same label, and you avoid dealing with issues.

You are avoiding the issue with disinformation tactics.
Your imply guilt by association and attack truth on the basis of the messenger.
The Spotlight is well known Populist media source responsible for releasing facts and stories well before mainstream media will discuss the issues through their veil of silence.

Your charges against the messenger have nothing to do with the facts or the issues,
and fly in the face of reason. Why do you refuse to address the issues by use of such disinformation tactics (rule 5 – sidetrack)

How and why was explained to you in advance. We put it to actual good. Light is not seen in you.

To save time for you rule seven is question Motives ~ Twist or amplify any fact which could be taken to imply that the opponent operates out of a hidden personal agenda or other bias. This avoids discussing issues and forces the accuser on the defensive.

My real life operation went well and post operation check is today. Great team.

When a Christian father “as for me and my house, we will serve the Lord” in his home today,
he is proclaiming very much the same thing that Joshua did, although he is probably thinking more of his immediate family who live “under his roof.” Christian parents have a responsibility to make sure that what goes on in the home is honoring to God and to exclude activities that are not.

The Wife will check on the infirm and elderly and I booted her out to serve as I am ok for now.

Its only pain.

thread: lightswitch

https://www.youtube.com/watch?v=cj3U0z64_m4

"It was a signal of calamity for market-neutral shops, with 3, 4, 5, 6 sigma-score 1d moves across the entire suite, indicative of “pod stop-outs" as funds were literally margined to zero in milliseconds." tyler

Sen. Lummis: FTX has 'Ponzi scheme-like behavior'
No it was theft, coruption, democrat graft money blood trail on backs of the defi broken.
Locusts.

fify

Sen. Lummis: FTX has 'Ponzi scheme-like behavior'
No it was theft, coruption, democrat graft money blood trail on backs of the defi broken.
Locusts.

That is what Ponzi schemes ARE.

The consensus narrative attempt is they are looking only in the rear view mirror.
Long or short? Yes.
I heard the comment today block chain has intrinsic value.

False equivalence.

Colloquially, a false equivalence is often called "comparing apples and oranges."

The scheme was based on the legitimate arbitrage of international reply coupons for postage stamps with Charles.

Some of the first recorded incidents to meet the modern definition of the Ponzi scheme were carried out from 1869 to 1872 by Adele Spitzeder in Germany and by Sarah Howe in the United States in the 1880s through the "Ladies' Deposit". Howe offered a solely female clientele an 8% monthly interest rate and then stole the money that the women had invested. She was eventually discovered and served three years in prison.

The kid was emerged in Bahamas with 9 other people. Associated drowned. Must be he had shred of remorse. His handlers did not.
Utter bullshit these demsheviks thieves just press the acelaraator into this polo-tic cycle.

Welcome to the boomtime. FX to theft to a stamp cult.

Fag is a cigarette.

Decorum as they blow people to bits shelling them from a hand full of lunatics. Nothing new.

https://moneycircus.substack.com/p/eura ... email=true

Precious.

cryto report link https://bitsandpieces.us/wp-content/upl ... Report.pdf

The media continues its technique of hear ye: “G20 Summit: What you need to know now.” (It doesn’t tell the truth so why presume we would want to hear it?)

The media presented the illusion that Schwab addressed the G20 and re-launched The Great Reset — I briefly got taken in by the WEF marketing trick. Schwab did not address the G20... he turned up on the sidelines with a corporate-sponsored workshop called the B20.
The B20 is a private conference launched at the G20 Summit in Seoul in 2010, as the “official business group that leads engagement with G20.”
This is his snake oil technique, as Joaquin Flores of Strategic Culture points out, of mimicking the names of governance bodies, and signing memoranda of understanding with intergovernmental institutions. Thus WEF Agenda 2030 sounds like UN Agenda 2030, etc). “Part of this is to get controlled media to report B20 talking points as if these were the predominant ones at G20.”
Though president Vladimir Putin did not attend — sending foreign minister Sergei Lavrov instead — he issued a statement: “Banks, with all due respect to our financial institutions, drink blood from people right to the grave.”... money circus

As for the march sweeps upcoming we will see what else can be screwed up or set straight.

Best advice seen is tighten your stops and windows for trades.
The point is this, it was a looting operation as the handlers are lie cheat and steal dragging the body farm.

Number indicated less than .05 of the fx market effected. No ones cares.
Fill out a form.

https://www.foxbusiness.com/politics/ma ... -got-money

San Francisco has launched a new pilot program offering guaranteed monthly income to a number of low-income transgender residents of the city, Mayor London Breed announced on Wednesday.

Bias Loop

https://www.youtube.com/watch?v=M4p2zpHTxPE

Those residents will receive the funds via a pre-loaded debit Visa card which will be reloaded every month.

The Senate is brain dead allowing this contagian.

Subadditivity Effect: judging the probability of a whole as less than the probability of separate parts.