Iran’s Thirst for Chaos is Not Priced In
In one of our final publications for the year, I already want to set the premise for 2024. The market is not thinking straight, and I’m a bit surprised at just how much productivity growth, A.I. premium, and disinflation Goldilocks is currently reflected in the valuation of equities.
I am also extremely optimistic, as I always am, about the potential of mind-boggling scientific progress and technological breakthroughs, but the deglobalization and regionalization of the economy will cost us all dearly.
To think that the FED raised rates and solved inflation with a simple one-and-done action is not realistic nor is assuming that the Houthis and their aggression in chokepoints of maritime shipping are going to cease with the formation of this weak coalition that the Biden administration put together.
The type of garbage I see from America’s TikTok generation of useful idiots is simply beyond belief, and it lets me know that in 2024, a soft landing and chasing rainbows are not my base case.
MERCY ON LOSERS: THE BLIND LEADING THE BLIND
In great Hollywood movies, the audience is made aware of a sophisticated villain who learns what the weaknesses of their target are and fully exploits them. The villain pretends to be civil and polite while concealing their true identity and real goals.
In the West, a grand social engineering campaign has infiltrated society. The Muslim Brotherhood, a movement that started in Egypt in 1928 and whose offshoots included ISIS, the Taliban, and Al-Qaeda, has come to the conclusion that having pity for the oppressed or loser is fashionable and allows the Westerner to claim they are an enlightened individual.
Barack Hussein Obama is the perfect example of a useful idiot in action. A Harvard graduate, he probably thinks of himself as a messiah with his incredible poetic rhetoric and way with words that brought Americans to the ballot to vote for the most delusional policies in U.S. history. It sounds so nice, yet his policies have proved to be the costliest and most damaging to the United States since Woodrow Wilson.
The left, the communistic, the hateful, and the deceitful will always come to you under the guise of helping humanity because who can refuse that?
Do you really want to help humanity and be moral, just, and productive?
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Don’t fall prey to the villain that comes to you in the name of fighting racism (allowing a sea of illegals to come into your country), social injustice (government programs that fail miserably), or anything else with a fancy name that will only rob you of your right to free choice in exchange for centralized policies from planners that know nothing about the rules of the economy or society.
- No, I don’t believe in any leftist agenda coming out of the mouth of the Muslim Brotherhood, and you should study this movement because they have cells in Europe and the United States. The universities testifying to Congress show you just how much money is flowing to make them bend over backward to sell their souls to their real overlords.
- Vow to yourself that you won’t let anyone decide what you should think. Think for yourself in 2024. Access to a sea of influence from every direction has poisoned the youth in the West, and they are now so brainwashed that they’re too far gone.
We are entering a period that we haven’t seen in close to 110 years: deglobalization.
The last deglobalization period brought with it two World Wars, the Great Depression, and ended with two atomic bombs.
I implore you to THINK critically… The world needs thinkers, not followers.
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