Month: October 2018

MYTR Broadcast – Wednesday

Segment One:

Segment Two:

2018 Mark St.Cyr in assoc. with StreetCry Media Partners. All Rights Reserved

Note:

We are concluding our final week in “All Access” mode . We are still sorting through more program highlights and/or changes as well continuing to squash any “bugs” that keep seeming to show up. As Mark has said repeatedly, “Let’s do it live rather than behind the scenes this way we know how we’ll act under the pressure.”

Thanks to all of you for being a part of it, and you still can!

We are going another 30 days or rather the entire month of November in the same free all access mode. However starting November 5th the MYTR Broadcast goes behind a password protected wall. Free access is still available the only catch is that you now must either sign up or already be an email subscriber to the site to receive the daily pass code.

That’s it: email address only. You’ll receive the access passcode in the usual email notification along with the broadcast as you have been.

To reiterate: No credit card or anything else needed for the month of November. If you’re already an email subscriber you don’t have to do anything.

As always: We won’t and don’t sell, rent or share your email with anyone. Never have, never will.

Once again, thanks for being part of this incredibly successful launch these past 60 days and we look forward to having you in the future as well.

Remember: there is no second notification or email when the second segment of the show is added as we’ve done since its launch. These are being done live and the engineer is putting them up directly after they’ve concluded or been recorded therefore, as we’ve stated prior the second hour will be posted in about an hour after the first. The reasoning remains the same:

Not sending out additional notifications frees us up from making additional posts where the program might be separated and also helps servers not recognize us as some sort of spam.

And on that note: make sure your emails don’t go to any spam folder. For there is no other way to receive the access codes. There is no support feature to resend.

MYTR Broadcast – Tuesday

Segment One:

Segment Two:

2018 Mark St.Cyr in assoc. with StreetCry Media Partners. All Rights Reserved

Note:

We are concluding our final week in “All Access” mode . We are still sorting through more program highlights and/or changes as well continuing to squash any “bugs” that keep seeming to show up. As Mark has said repeatedly, “Let’s do it live rather than behind the scenes this way we know how we’ll act under the pressure.”

Thanks to you for being a part of it and you still can.

We are going another 30 days or rather the entire month of November in the same free all access mode however stating November 5th the MYTR Broadcast goes behind a password protected wall. Free access is still available the only catch is that you now must sign up to the site as an email subscriber to receive the daily pass code.

That’s it: email address only. No credit card or anything else for the month of November. If you’re already an email subscriber you don’t have to do anything. You’ll receive it in the email notification along with the broadcast as you have been.

Once again, thanks for being part of this incredibly successful launch these past 60 days and we look forward to having you in the future as well.

Remember: there is no second notification or email when the second segment of the show is added as we’ve done since its launch. These are being done live and the engineer is putting them up directly after they’ve concluded or been recorded therefore, as we’ve stated prior the second hour will be posted in about an hour after the first. The reasoning remains the same:

Not sending out additional notifications frees us up from making additional posts where the program might be separated and also helps servers not recognize us as some sort of spam.

And on that note: make sure your emails don’t go to any spam folder. For there is no other way to receive the access codes. There is no support feature to resend.

Remembering “It’s Different This Time”

In days gone by when cameras first became popular there was a morbid ritual that many sought that was called “taking pictures of the dead.” Since we’re in the Halloween mode I thought I’d post a few in honor of this old tradition. For those of you that are squeamish, may I advise you to turn your eyes and look away, for these are only for those who had the good sense as to not buy into all the hype that has caused so much money to ascend to “money heaven.”

These are the accumulating body counts within 401K’s everywhere, told and sold by the Snake Oil Salesmen of today throughout both Silicon Valley, the mainstream financial/business media, and so many more. The chief manta given as the pitch for cure-all? “It’s different this time.”

Here are just a few of the latest casualties of their voodoo arithmetic and sales schtick. Remember, this is not for the faint of heart, and if you happened to have had any dealings in these, as always, you have my condolences. To wit:

The above is a rare before “picture” that was shown to be the reason why the change in formulation was sure to cure all ills. Then…

As one can clearly see the prognosis has not turned out as expected. Hopefully the following will show better results, again, to wit:

Looks like this one snapped directly into a coma, maybe the next will fair better, again, to wit:

Looks like the Snake Oil and Voodoo worked well on this one, let’s see a more recent shot, shall we?

I guess all we can say here is, it must have been a mix up in the batch of snake oil used along with someone changing out the “chicken bones” with rat or mice remains. Maybe there’s hope for the last in this addition to the “family album.” Again, to wit:

(Chart Source)

Alas, it looks like all that’s left are “money bones.” Maybe they’ll use them for the next ritual sales presentation, you think? Yeah, I doubt it too. “Pictures of the dead” just seem to have that buzz kill you want to avoid at those IPO launches.

But then again, maybe it’s different this time, yes?

© 2018 Mark St.Cyr

MYTR Broadcast – Monday

First Segment:

Second Segment:

2018 Mark St.Cyr in assoc. with StreetCry Media Partners. All Rights Reserved

Note:

We have decided to go for an additional 30 days in “All Access” mode as we sort through more program highlights or changes as well as try to squash any “bugs” that keep seeming to show up. As Mark has said repeatedly, “Let’s do it live rather than behind the scenes this way we know how we’ll act under the pressure.”

And that’s what we’re doing, and thanks to you for being a part of it.

We launched the second hour of programming last month. Please be aware there will be no second notification or email when the next hour is added. These are being done live and the engineer is putting them up directly after they’ve concluded or been recorded therefore, the second hour will be posted in about an hour after the first.

Not sending out additional notifications frees us up from making additional posts where the program might be separated and also helps servers not recognize us as some sort of spam.

Remember, just check back later on in about an hour or so from the original and the second hour should be posted.

The Name’s Yuan, Chinese Yuan

There’s a double 0, along with a seven that makes the title even more Bond-esque, however, it also contains a period. That “period” is the distinction point, if you will, that makes the allusion or, play on words go from having fun, to serious meaning and implications. For we are all now involved in an international game of intrigue and intent, with consequences for global upheaval profound enough to cause a Mr. Goldfinger type character to get giddy calculating possible wind falls.

That, of course, is made when one now brings up China’s Yuan with its now explicitly stated demarcation level expressed openly via the PBOC’s vice governor last week. For it has now been made clear that the cross rate of the USD/CNY will be adamantly defended from breaking through the now clearly bulls-eyed 7.00 level.

Here’s the question that’s never asked by the so-called “smart crowd”: Why? But even more particularly: Why now? I mean, if devaluation is just the tonic that fixes all the unease brought forth via tariff symptoms as has been expressed via the Ph.D cabal of convoluted delusional theorizing. Again, why and why now?

After-all, if China has been the masterful invisible hand behind its currency over the last few years that the Ivy Leagued crowd of Ph.D analysts, think-tanks, et al. that has told and sold this premise across mainstream business/financial media (aka “Bubble Vision”) over this period, the question begs itself to be asked.

Yet, they either won’t, don’t or can’t, because they have no clue themselves. So I will.

Again: Why, and why now? Hint: Begins with, Federal Reserve, ends with, Trump.

Here’s my reasoning:

I have been making the case since 2014 that the moment the Fed. began shutting down its malfeasance policy known as QE (quantitative easing) that the first tremors that should be taken as warning signs that there was a far, more greater, seismic shift on the horizon would be seen throughout both the emerging markets, as well as the affiliated currencies.

In August, 2015 that “shift” appeared in spades emanating from the largest emerging market known: China.

That rout in now known as “China’s Black Monday.” However, it was also a historic date made round the globe where it sent the U.S. futures market into a free fall causing the first limit down circuit breakers to be tripped across its largest indexes concurrently. Again, a historic first.

But that’s now looked back upon as not only ancient history. Recent history is more to the affect of “Don’t worry, The Fed. will always save us!” Yet, that’s now an open debate for whatever reasoning one wants to use. For the Fed. has now made it clear that there is no real way to interpret their actions.

Think this is a convoluted argument? Fair point, so think of it this way using the following:

Steely resolve to “stay the course” (i.e., keep raising rates and allow accelerated balance sheet roll off) could very well be interpreted by many as signaling something very different. It could just as well signal, as many have suggested, “The Fed. has no clue” in what it’s doing other than following their fool’s errand of self imposed mandates. Or, that the Fed. is actually “out-of-bullets” as the saying goes and can’t do anything except appear as if they’re “loading up” again. Or, __________ (fill in your own here.) Each one could (and probably will) exacerbate any gyrations causing even more turmoil. But that’s for another article, now back to the Yuan.

Here’s an excerpt from one of my prior articles this past summer “Is The Yuan Weakening From Intent Or Loss Of Control” To wit:

It would seem that the mainstream business/financial media is suddenly catching on to the implications of a sudden Chinese Yuan devaluation, and its ability to roil global markets. Tariff retaliation is now the dominant cause-and-effect extrapolation given.

However, is this a form of some silent intent and practice that many are trying to explain? Or, is this something far more meaningful that everyone seems to be missing? And by “meaningful” I mean:

  • Are the current gyrations intentional? i.e., The current movements are a result of intended strategy and tactically delivered.
  • Or: Are they the result of a situation becoming untenable where situational tactics and/or responses are being made and/or deployed in desperation?

Both have the same initial effect, but both have very different endings.i.e., One may be controllable. (and that is debatable) The other makes “A bull in a china shop” scenario appear as wishful thinking.

I am of the opinion, and have been for some time, that the current gyrations in the USD/CNY cross rate has not come via some masterful game of Go. On the contrary.

What I believe has been happening is that if there is any sort of “game” going on, it is based more in the politburo’s realization that they have lost control of their currency and are now trying frantically front-run editorially what is happening via its house organs and more.

The reasoning is simple: If retaliation for tariffs was to use the currency as a weapon – then why intervene at all?

That “question” I’ve been posing consistently seems to be demanding far more concrete answers than many ever contemplated. However, as I’ve also stated prior, the answer seems to be exactly what I was portending may be closer to the true cause for panic and not what the mainstream “Bubble Vision” experts were arguing.

Again, from the aforementioned article. To wit:

And there lies the 64-Trillion Yuan question: Why?

Here’s what I believe:

The further interjection of politburo monetary manipulation, in all its forms (e.g., reserve rate cuts, credit extensions, buying its currency, etc., etc., etc.) in such open and easily witnessed fashions, all the while, by being nearly silent (meaning vocally) to its currency weakening, along with doing so at levels well below its openly declared demarcation level of 6.70, requires one to think a bit deeper.

For if a currency devaluation (and a sever one at that) would be seen as a logical counter move in retaliation against any tariffs. Then why intercede so soon? Would not above 7.00 be a fair level to start? Especially if it would probably cripple your adversary in the short run? (i.e., cause some form of market rout.)

Unless the “game” is really nothing about tariffs, and such. But has everything to do with the long game that’s truly China’s goal: Making the Yuan the reserve currency displacing the $Dollar.

In other words: It’s all about the IMF’s SDR (special drawing rights.) All the rest is just noise.

Big noise, yes. But that’s where the real long game is being played out when it comes to China’s true intentions for the future. My conjecture, of course. Yet, it appears to be far more explanatory than what I hear proposed by most (if not all) the so-called “smart crowd.”

I have maintained that the politburo in China (especially its “Leader for Life,” Xi Jinping) are not only acutely aware of the current possibilities for a major market melt down (first wake up call was 2015) and the unrest it will unleash, but actually are quite comfortable (“comfortable” is a relative term) with it happening.

I contend they believe they’ll be able to not just control their populace (i.e., think iron fist) but more importantly, appear like a “steady hand” for money, investments and more to run towards should the global markets roil. i.e., They will become the alternative consideration for “scared money” to run towards rather, than the go-to of decades past of not just the U.S. dollar, but $Dollar based assets.

The problem now is that what looked like a sure slam dunk before Trump, is now something more akin to a Hail Mary type strategy. i.e., It doesn’t look like we’re all sinking at the same time as we once appeared.

The U.S. by all outward appearances seems to have plugged its leaks and gotten its motor running and is steaming off towards more favorable waters. i.e., its own safe harbors known as “doing business in the U.S.” Whether it’s real or not, right now, does not matter. Currently, it’s the only appearance that matters.

Everyone else seems to not only be sinking, but the Titanic equivalent of the emerging markets e.g., China, rudder seems to be making its way above the water for all to see and the life saving efforts of the crew (e.g., politburo) appear to be haphazard or contradictory to what’s being told. i.e., Everything’s fine, go back to your cabins!

Should the sudden ear shattering noise of a snapping of the hull (aka 7.00 cross rate of the U.S.$ and Yuan) be heard across the globe via forex radars, the suction wave that will be unleashed will drag not just China, but nearly everything else within its vortex. This will be the moment that the entire effort for China dominance will fall and everything China has worked so painstakingly hard to try to bring forth will be over. Repeat: O.V.E.R.

As of this writing which is before the markets in China open for the new week the USD/CNY is currently bouncing between 6.94 – 6.96. China has been subtlety intervening since August of this year trying to keep the rise at bay. Everyone has interpreted this “invisible hand” type manipulation as some form of well executed and planned brinkmanship as to devalue in respect to tariffs yet, not look like they’re doing it intentionally. The problem with that premise is this:

If that were the case: then why intervene at all at this level if devaluation is the salve that helps heal all tariff wounds? Unless…

Above 7.00 proves that “the snap that will be heard round the world” has indeed happened regardless of any stated politburo intervention.Or said differently: China has indeed lost control of its markets, currency and more. And that dear reader changes everything in the eyes of markets everywhere. Repeat: everywhere.

For if the politburo which has now openly come out and stated that not only do they think it’s an important level, but also, are going to vehemently defend it. Should it fail? Let me put this as succinctly as I can:

It will be the final sound marking for history that the once and all but assured assumption of China’s 2025 vision, isn’t just sinking – but sunk.

© 2018 Mark St.Cyr

MYTR Broadcast – Friday

Segment One:

Segment Two:

2018 Mark St.Cyr in assoc. with StreetCry Media Partners. All Rights Reserved

Note:

We have decided to go for an additional 30 days in “All Access” mode as we sort through more program highlights or changes as well as try to squash any “bugs” that keep seeming to show up. As Mark has said repeatedly, “Let’s do it live rather than behind the scenes this way we know how we’ll act under the pressure.”

And that’s what we’re doing, and thanks to you for being a part of it.

We launched the second hour of programming last month. Please be aware there will be no second notification or email when the next hour is added. These are being done live and the engineer is putting them up directly after they’ve concluded or been recorded therefore, the second hour will be posted in about an hour after the first.

Not sending out additional notifications frees us up from making additional posts where the program might be separated and also helps servers not recognize us as some sort of spam.

Remember, just check back later on in about an hour or so from the original and the second hour should be posted.

MYTR Broadcast – Thursday

Segment One:

Segment Two:

2018 Mark St.Cyr in assoc. with StreetCry Media Partners. All Rights Reserved

Note:

We have decided to go for an additional 30 days in “All Access” mode as we sort through more program highlights or changes as well as try to squash any “bugs” that keep seeming to show up. As Mark has said repeatedly, “Let’s do it live rather than behind the scenes this way we know how we’ll act under the pressure.”

And that’s what we’re doing, and thanks to you for being a part of it.

We launched the second hour of programming last month. Please be aware there will be no second notification or email when the next hour is added. These are being done live and the engineer is putting them up directly after they’ve concluded or been recorded therefore, the second hour will be posted in about an hour after the first.

Not sending out additional notifications frees us up from making additional posts where the program might be separated and also helps servers not recognize us as some sort of spam.

Remember, just check back later on in about an hour or so from the original and the second hour should be posted.

Just Comparing “Pictures”

From my article “Dear Facebook: You’ve Got Mail” originally published January 14th of this year. To wit:

First, a bit of prologue…

It wasn’t all that long ago one of the most powerful digital ads-for-eyeballs platform ever created appeared as if it was the unstoppable juggernaut all the talking heads and analysts reigning on Wall Street declared it to be. Two of the most powerful reasons for why this mega-capped behemoth was not only here to stay, but was now the only company poised to outperform and capitalize on digital advertising in ways others could not was…

  • The new digital age of advertising allowed for precision ad placement, in front of the most qualified prospects for the advertisers product via data collection of attributes and viewing habits like never before.
  • They were so dominant a player, owning (and constantly buying) the very revolutionary assets that would propel it for years to come, that advertising anywhere else would be considered misplaced at best, and “not just getting it”, (“it” being advertising in this new age of digital) at worst. For this was the day and age of targeted data for ads.

Sound familiar?

It wouldn’t be surprising for most reading the above to think it’s about Facebook (FB). This issue is that the above is nothing more than my paraphrasing from a previous article of what the tenor and tone was from Wall Street analysts, fund managers, pundits and more paraded across the entire business/financial media landscape in reference to AOL right before it all fell apart.

I was ridiculed and more via many a next-in-rotation fund-manager and especially via the Silicon Valley aficionado set. The reason behind their criticism was clear, and they were willing to show anyone daring to question their premises with “pictures” proving their case along with implied genius, here’s a snapshot. Again, to wit:

(Source)

Here’s the newest addition to the “family album.” Again, to wit:

All I’ll add to the above is just “my two cents”

The earnings reporting due had better be quite a bit better than what Netflix reported for comparison. The reasoning is simple:

See anything similar?

But what do I know, right?

© 2018 Mark St.Cyr

MYTR Broadcast – Wednesday

Segment One:

Segment Two:

2018 Mark St.Cyr in assoc. with StreetCry Media Partners. All Rights Reserved

Note:

We have decided to go for an additional 30 days in “All Access” mode as we sort through more program highlights or changes as well as try to squash any “bugs” that keep seeming to show up. As Mark has said repeatedly, “Let’s do it live rather than behind the scenes this way we know how we’ll act under the pressure.”

And that’s what we’re doing, and thanks to you for being a part of it.

We launched the second hour of programming last month. Please be aware there will be no second notification or email when the next hour is added. These are being done live and the engineer is putting them up directly after they’ve concluded or been recorded therefore, the second hour will be posted in about an hour after the first.

Not sending out additional notifications frees us up from making additional posts where the program might be separated and also helps servers not recognize us as some sort of spam.

Remember, just check back later on in about an hour or so from the original and the second hour should be posted.

MYTR Broadcast – Tuesday

Segment One:

Segment Two:

2018 Mark St.Cyr in assoc. with StreetCry Media Partners. All Rights Reserved

Note:

We have decided to go for an additional 30 days in “All Access” mode as we sort through more program highlights or changes as well as try to squash any “bugs” that keep seeming to show up. As Mark has said repeatedly, “Let’s do it live rather than behind the scenes this way we know how we’ll act under the pressure.”

And that’s what we’re doing, and thanks to you for being a part of it.

We launched the second hour of programming last month. Please be aware there will be no second notification or email when the next hour is added. These are being done live and the engineer is putting them up directly after they’ve concluded or been recorded therefore, the second hour will be posted in about an hour after the first.

Not sending out additional notifications frees us up from making additional posts where the program might be separated and also helps servers not recognize us as some sort of spam.

Remember, just check back later on in about an hour or so from the original and the second hour should be posted.