JPMorgan Projects That International Stocks will Outperform U.S.



Joyce Chang, global research chair at JPMorgan Chase & Co. explains why international equities are expected to outperform U.S. stocks in the next year and the opportunities she sees. She also discusses the Chinese property developers’ financial woes. Vonnie Quinn, Haidi Sroud-Watts and her interview are part of “Bloomberg Daybreak Asia”.

Michael Canning

Michael Canning

Michael has a Masters's Degree in Leadership and Juris Doctorate. After working in private business for 10 years, he started writing. He covers law, business, startups, and technology. One of his passions is researching disruptive technology in business. [email protected]

31 thoughts on “JPMorgan Projects That International Stocks will Outperform U.S.

  • Avatar
    March 31, 2022 at 10:06 am
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    These constant back and forths are getting pretty boring, honestly.

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    March 31, 2022 at 10:06 am
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    Every financial goal requires đź’Żpatience dedication and consistent spirit knowing that investing is currently the most lucrative business in the world, both NFT, real estate and Crypto shares are really positively changing people's lives, I know the problems for technology believers will end soon.

    Reply
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    March 31, 2022 at 10:06 am
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    Uk post brexit and Ireland the place for corporate headquarters sounds good
    Brazil—okay
    China—WTF, you guys must already have way too much skin in that game. Biden isn’t cozying up; he banned goods from Xinjiang today. Even Alibaba is selling shares in Chinese corporations. They are doing the rob from the rich to give to the poor thing right now and foreign investors are part of those who are getting robbed.

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    March 31, 2022 at 10:06 am
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    AGAIN IT'S A BIG TIME TO BUY GOLD!!!!!!!!!!!!!!!!!! IT WILL BE GOING UP TO THE LEVEL OF 2K$ BEFORE END OF MARCH 2022 AND IT WILL BE ULTIMATELY GOING UP TO THE RANGE OF 10K$ -15K$ FROM 1.8K$!!!!!!!!! AND ALSO BUY OIL, IT WILL BE GOING BACK TO 90$ BB/L VERY SOON AND WILL BE IN THE RANGE OF 130$ BB/L IN 2022 AND ULTIMATELY OIL PRICE WILL BE180$ -220$ BB/L IN 2023-2024!!!!!!!

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    March 31, 2022 at 10:06 am
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    AGAIN CHINA + H.K WILL NEVER REOPEN AND IT CANNOT STOP BEING VENEZUELA CUBA N.KOREA IRAN ARGENTINA ETC!!!!!

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    March 31, 2022 at 10:06 am
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    INDEED CHINA ECONOMY HAS BEEN DRUNKEN BY THE PHRASE ' THE WORLD 2ND BIGGEST ECONOMY' DESIGNED BY WHOM?!:) SOOOOOOOOOOOOOO ABSURD… IN FACT THERE ARE MORE AND MORE EVERGRANDES KAISAS SUNSHINE 100S SHIMAOS ETC AND ETC!!!!!! CHINA HAS BEEN TOOOOOOOOOOO LATE TO AVOID ITS NATIONAL DEFAULT!!!!!!!!! H.K$ = A PROXY CURRENCY OF CHINA YUAN HAS CROSSED THE CRITICAL LINE OF 7.8H.K$ AGAINST US$!!!!!!! AGAIN TIME TO BUY GOLD = A SOLE UNIVERSAL CURRENCY IN THE WORLD = THE BIGGEST HEDGE AGAINST STAGFLATION WITH ENERGY = OIL AND GAS!!!!!!

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    March 31, 2022 at 10:06 am
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    AGAIN AND AGAIN DO THE MATH!!! AS I'VE SAID MANY TIMES THAT MATH NEVER TELL YOU A LIE!!!!!:) YOU WILL SEE MORE AND MORE DEBTS, BEING BUILT IN CHINA AND ITS ECONOMY CANNOT AVOID ITS NATIONAL DEFAULT BECAUSE STILL THERE ARE A HUGE DEMAND FROM USA MEANS CHINA IS GOING TO ABSORB MORE AND MORE INFLATIONS FROM US ECONOMY!!!!!!!!! DO THE MATH THAT US ECONOMY HAS BEEN OUT OF ITS 'PHLLIPS CURVE' A LONG TIME AGO ESP SINCE 2008!!!!!!! JANET YELLEN OFFICIALLY SAID THAT NO MORE WORKING OF PHILLIPS CURVE IN US ECONOMY IS GOING ON INTO ITS ECONOMIC FUTURE!!!! UNDERSTAND?!:) SO MANY CHINESE STUDENTS STUDIED IN US BUT WHAT DID THEY LEARN FROM USA?!:) NOTHING!!!!!!

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    March 31, 2022 at 10:06 am
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    LET ME TELL YOU A HARD TRUTH BASED ON ECONOMICS 101 THAT MORE DEMANDS FROM US ECONOMY MEANS MORE DEBTS INTO CHINA ECONOMY UNDERSTAND?!:) BECAUSE NOW US ECONOMY LOOKS LIKE HAVING A LABOR SHORTAGE PROBLEM BUT INDEED ITS LABOR SHORTAGGE PROBLEM HAS BEEN STARTED BY ITS SOCIAL WELFARE PROBLEM MEANS TOOOOOOOOOO MUCH US$ PRINTINGS!!!! IN OTHER WORDS WORKERS IN USA ARE NOT WILLING TO GET JOBS BECAUSE OF ITS SOCIAL WELFARE SYSTEM = QE(s) = US$ PRINTINGS!!!! HOWEVER IT ALSO MEANS AT THE SAME TIME THAT MORE JOBS MEANS MORE INFLATION IN US ECONOMY BECAUSE THE CURRENT US WAGE GROWTH HAS MUCH MORE OUTPACED THAT ITS AGGREGATE PRODUCTIVITY!!!!!!!!! THAT'S WHY A HUGE STAGFLATION CAUSED BY ITS MONETARY EASING POLICY!!!! AS A BIG CONSEQUENCE THAT DEMANDS ARE GETTING STRONGER AND STRONGER FROM ITS POLICY MISTAKES!!! SO INEVITABLY THERE ARE A HUGE INFLATION AS WE ARE WATCHING FROM US ECONOMY BUT CHINA'S SO CALLED EXPORTING TO US DEMANDS MEANS TAKING US'S SUPER HIGH INFLATION BACK TO CHINA IN EXCHANGE WITH GOODS!!!!!!!!:) THAT'S WHY CHINA ECONOMY HAS BEEN BUILDING MORE AND MORE DEBT PROBLEMS ESP SINCE 2008!!!!!!!!! AGAIN SELL OFF CHINA YUAN + H.K$ AND BUY GOLD!!!!!

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    March 31, 2022 at 10:06 am
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    AGAIN US$ INDEX IS ABLE TO GO UP FROM 96PT?:) DO THE MATH US$ IS FINALLY GETTING DEVALUED IN REAL YIELD!!!!! US 30 YEAR MORTGAGE RATE HAS HIT THE HIGHEST AGAIN AT 3.12% LAST NIGHT!!!!! GOLD PRICE HAS NO OTHER OPTION BUT GOING UP AND UP AND IT WILL BE GOING UP TO THE LEVEL OF 2K$ BEFORE END OF MARCH 2022 AND IT WILL ULTIMATELY BE GOING UP TO THE LEVEL OF 10K$ -15K$ IN COMING MONTHS AND YEARS!!!!!! OIL PRICE ALSO HAS NO OTHER OPTIONS BUT GOING UP AND UP IT WILL BE IN 90$ BB/L AND 130$ BB/L IN 2022 AND 180$ -2220$ BB/LS BETWEEN 2023-2024!!!!!!!

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    March 31, 2022 at 10:06 am
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    US TREASURY YIELD IS TOOOOOOOO MUCH SKEWED NOW ESP10YR YIELD SHOULD HAVE BEEN AT 4.0%+/- BUT STILL AT 1.4% MEANS MORE AND MORE US GOVERMENT + US FED PRINT T-BONDS INTO THE FINANCIAL MARKET BUT WHO'S GONNA BUY THOSE US DEBT AGAIN AND AGAIN FROM HERE BASED ON CURRENT YIELDS LEVEL?!:) US BOND MARKET IS TOOOOOOOOOO MUCH BUBBLED NOW MEANS SOOOOOO DANGEROUS TO INVEST IN IT BECAUSE IN ANYHOW THE US BOND YIELD IS GOING UP AND UP!!!!! UNDERSTAND?! DO THE MATH US$ IS NOW GOING STRUCTURALLY WEAKER AND WEAKER FOR MANY MANY YEARS TO COME!!!!!!!!

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    March 31, 2022 at 10:06 am
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    HAVE A MACRO SIGHT THAT US ECONOMY CANNOT ABSORB ITS OWN INFLATION STRUCTURALLY SO US FED HAS NO OTHER OPTIONS BUT HIKING ITS STANDARD RATES PROMPTLY ( MAYBE MARCH) MEANS US$ CANNOT GO STRONGER FROM HERE BECAUSE IT HAS TO DEAL WITH ITS OWN HIGH INFLATION BY ITSELF!:) NOW WORLD ECONOMY IS BECOMING A MULTILATERAL SYSTEM!!!!!

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    March 31, 2022 at 10:06 am
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    DO THE MATH!!!! 2020 (2.3%) + 2021(7.8%) + 2022 (4.5%) = 3 YEARS AVG CHINA GDP GROWTH RATE IS JUST 4.8%!!!! IN OTHER WORDS THERE WILL BE +20% MORE EVERRGRNDES LOOMING AND LOOMING IN 2022 FROM 2021!!!!:)

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    March 31, 2022 at 10:06 am
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    THE STAGFLTION IN CHINA IS GOING ONLY WORSE AND WORSE BECAUSE CHECK THAT OUT THAT THE US 1O YR (1.4930%) VS ITS TIPS (-)1.02% 10YR = WOW 2.5130%!!!! AND US 5YR (1.2434%) VS ITS TIPS 5YR ( 1.52%) = WOW!!!! 2.7634% BASED ON JUST HALF RECOVERY OF OIL PRICE WTI 73$ BB/L BRENT 76 BB/L FROM 80$ RANGE WITH GOLD PRICE IS 1.8K$ +/- 3% MEANS WE ARE GOING TO HAVE A MUCH MORE SEVERE STAGFLATION ESP IN CHINA!!!!!!!!!!!!!! DO THE SIMPLE MATH THAT SELL OFF CHINA YUAN + H.K$!!!!! AND BUY GOLD THAT ITS PRICE IS NO WAY TO BE UNDER 2K$!!!!!!!!

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    March 31, 2022 at 10:06 am
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    AGAIN THE BIGGEST RISKS TO THE GLOBAL ECONOMY IN 2022 ARE 1. TOOOOO LOW INTEREST RATE BECAUSE IT WILL MAKE MORE AND MORE CHINA-LIKE COUNTRIES MEANS MORE HUGE INDEBTED COUNTRIES COMING INTO WORLD ECONOMY! AND CHINA ECONOMY IN THE END WILL BE GOING TO NATIONAL DEFAULT WITH HONGKONG! 2. ALSO TOO LOW INTEREST RATE WILL CAUSE CONTINUED A SUPER HIGH INFLATION! NEXT YEAR WE WILL SEE OIL PRICE AROUND 130$ BB/L AND WELL LANDED IN 2K$ RANGE OF GOLD PRICE! 3. DESIGNED VIRUS SCHEME BECAUSE THERE WILL BE CRUCIAL ELELCTIONS IN 2022 INLCLUDING US MIDTERM IN NOV IN OTHER WORDS WE WILL SEE ANOTHER LOCKDOWNS FOR MAIL IN BALLOT!:) 4. SOCIAL CONFLICTS BECAUSE MORE AND MORE PEOPLE PROTEST AGAINST LOCKDOWNS + THEIR DEBT BY THE DESINGED VIRUS SCHEME + TOO LOW INTEREST RATE FOR ALREADY TOOOOO LONG SO THOSE SOCIAL UNREST COULD TRIGGER A BIG ECONOMIC RECESSION 5. BOND MARKET BUBBLES THAT NO MATTER WHAT THE FED TRIES TO EXPLAIN THE YIELD OF US TREASURY ESP 10YR, AS LONG AS THE US 10YR YIELD IS BELOW 3.5%-4.0% IT COULD BE A BIG TRIGGER TO EXPLODE THE US TREASURY BUBBLES WITH UNJUSTIFIED US$ STRENGTH IN REAL YIELDS!!!!!!!!

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    March 31, 2022 at 10:06 am
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    BOTTOM LINE IS THAT CHINA + H.K WILL NEVER REOPEN DOORS TOWARD WORLD MEANS ITS VENEZUELAIZATION CANNOT BE STOPPABLE!!!!!!!:) AGAIN SELL OFF CHINA YUAN + H.K$ AND BUY GOLD = A SOLE UNIVERSAL CURRENCY + OIL = A SINGLE BIGGEST PROVEN SOURCE OF ENERGY FOR OUR HUMAN RACE!!!!:)

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    March 31, 2022 at 10:06 am
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    DO THE MATH!!!!! RIGHT NOW THE SPREAD BETWEEN CHINA 10YR 2.8350% VS US 10YR 1.4930% = 1.3420% MEANS AGAIN MORE AND MORE MONEY -FLOWS ARE GEETING OUT CHINA AND HONG KONG!!!! NOW THE PROXY CURRENCY OF CHINA YUAN H.K$ HAS CROSSED ITS PEG CRITICAL POINT AT 7.8H.K$ AGAINST US$, WHICH HAS EVEN BEEN STARTING WEAKER AND WEAKER SINCE 1ST WEEK OF DEC IN REAL YIELD!!!!!! AGAIN CHINA + H.K CANNOT AVOID NATIONAL DEFAULTS!!!!!:)

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    March 31, 2022 at 10:06 am
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    CHINA GOVERNMENT KNOWS VERY WELL THAT ITS ECONOMY HAS TOOOOOOOO MUCH DEBT IN TRADING WITH WORLD ESP WITH US ECONOMY!!!! INDEED CHINA ECONOMY HAS SOLVED ALL OF US INFLATION PROBLEMS (EXCEPT 2017-2019 TRUMP ADMINISTRATION) OF US'S ENDLESS MONEY-PRINTINGS ESP SINCE 2008!!!! AND NOW CHINA ECONOMY CANNOT DO THAT ANYMORE!!!! IF WE SEE THEM IN MICRO ECONOMY THAT US CPI +6.8% VS CHINA PPI MORE THAN +12- +13%%!!!!!:) IN OTHER WORDS STRUCTURALLY CHINA ECONOMY IS GOING TO BUILD MORE AND MORE DEBTS IN TRADING WITH US ECONOMY, THAT'S IS A HARD TRUTH AND WHAT IS REALLY GOING ON IN CHINA ECONOMY MEANS CHINA IS SUCKING ALL OF INFLATION PROBLEMS FROM SOOOOOOOO MUCH BUBBLED US$ FROM ENDLESS US$ PRINTING = QE(x)!!!!! THIS IS A 1+1= 2 TRUTH!!!!!:)

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    March 31, 2022 at 10:06 am
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    AS WE ARE WATCHING A HUGE VOLATILITY FROM STOCKS THAT AGAIN AS I'VE SAID MANY TIMES THAT STOCKS CANNOT BE A HEDGE AGAINST STAGFLATION DUE TO ITS VOLATILITY INDEED IT WILL CAUSE MORE AND MORE DEBT PROBLEMS OF US ECONOMY!!!!!!! NOW THE FUNCTION OF US TREASURY HAS BEEN GONE BY THE FED!!!!! NOBODY TRUSTS ITS FUNCTION TO BE ANY HEDGE OR SAFE HAVEN ASSET!!!!!!!!!! SO YOU WILL MORE AND MORE MONEY ESP FOREIGN INVESTORS ARE GETTING. OUT US TREASURY MARKET MEANS US$ HAS NO OTHER OPTIONS BUT GOING DEVALUED FURTHER AND FURTHER!!!!!!!!

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    March 31, 2022 at 10:06 am
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    NOW THE CURSE OF A PERFECTLY SKEWED US TREASURY YIELD IS GOING TO START THAT US$ IS GETTING DEVALUED FURTHER AND FURTHER AND US INTEREST RATE HAS NO OTHER OPTIONS BUT HIKING AND HIKNG MANY YEARS!!!:) US ECONOMY SHOULD ABSORB ITS OWN SUPER HIGH INFLATION MEANS IT HAS NO OTHER OPTIONS BUT SUFFERING FROM ITS OWN STAGFLATION FOR MANY YEARS TO COME!!!:) US ECONOMY HAS BEEN TOOOOO LATE TO AVOID STAGFLATION!!!!!

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    March 31, 2022 at 10:06 am
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    AGAIN WEAK US$ WILL BE ANOTHER HUGE NUCLEAR BOMB ON CHINA + H.K ECONOMY THAT WE WILL SEE A WEAK EXPORTING OF CHINA INTO NOT ONLY 2022 AND MANY YEARS TO COME AND INDEED CHINA HAS BUILT TOOOOOOOO MUCH DEBT FROM ITS EXPORTING TO THE WORLD ESP TO USA!!!!!! MORE EXPORTING TO USA MEANS MORE DEBT TO ITS GDP BECAUSE OF ABSORBING HUGE STAGFLATION FROM US ECONOMY!!!!!!!!! DO THAT MATH THAT IT IS 1+1= 2 PROBLEM TO FIGHRE OUT!!!!!!!!! CHINA GOVERNMENT HAS BEEN SOOOOOOO INCOMPETENT TO FIGURE OUT WHAT HAS BEEN REALLY GOING ON INSIDE ' STRUCTURAL PROBLEM' OF CHINA!!!!!!!!!!! NOT IT IS TOOOOO LATE TO PREVENT ITS NATIONAL DEFAULT!!!!!!!! AGAIN SELL OFF CHINA YUAN + H.K$ AND BUY GOLD AND OIL!!!!!! = THE BEST OF THE BEST HEDGES OF STAGFLATION!!!!!!!

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    March 31, 2022 at 10:06 am
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    AS I'VE SAID MANY TIMES TAHT US$ IS GOING WEAKER AND WEAKER BECAUSE OF RATE-HIKINGS OF US FED THAT WILL DRAG US ECONOMY INTO A DEEPER STAGFLATION AND THE STAGFLATION WILL MAKE US$ WEAKER AND WEAKER!:) THAT'S WHY I'VE SAID MANY TIMES THAT STOP PUSHING DOWN THE US TREASURY YIELDS ESP 10YR YIELD, IS A KIND OF INTEREST RATE INDEX IN FINANCIAL MARKET BUT US FED DID MADE A HUGE MISTAKE AGAIN AND AGIAN = THE WORD ' TRANSITORY'! FURTHERMORE IT DID DISTORT ITS CURVE AGAIN AND AGAIN NOW WE ARE FACING A BIG REVENGE OF DISTORTED US T-BONDS BUT NO WAY TO AVOID ITS REVENGE MEANS US ECONOMY IS HEADED INTO DEEPER AND DEEPER STAGFLATION AND US$ IS GOIND WEAKER AND WEAKER!!!!! AGAIN TIME TO BUY GOLD!!!!

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    March 31, 2022 at 10:06 am
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    CHINA'S NEXT YEAR 2022 GDP GROWTH WILL BE MUCH MORE TERRIBLE THAN MARKET'S EXPECTATIONS THAT IT MIGHT BE BARELY KEEPING 4% GROWTH BASED ON MORE THAN +67.8% PROBABILITY!!!!! DO THE MATH IN CASE OF OVER +5% GROWTH WILL BE LESS THAN 25.7% FROM ITS MICRO ECONOMY THAT A HUGE IMBALANCE BETWEEN PPI VS CPI VS UNEMPLOYMENT RATE!!!!!!!! BELOW 4% GROWTH ALSO POSSIBLE!!!!!!

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    March 31, 2022 at 10:06 am
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    AGAIN I HAVE A CRYSTAL BALL THAT CHINA + H.K WILL NEVER REOPEN!!!! SELL OFF CHINA YUAN + H.K$ AND BUY GOLD = A SOLE UNIVERSAL CURRENCY IN THE WORLD!!!!!:)

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    March 31, 2022 at 10:06 am
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    CHECK THAT OUT THAT AS I'VE SAID MANY TIMES BITCOIN (=CRYPTO COINS) MARKET IS GOING TO TOTALLY COLLAPSE THAT THE COIN BUBBLE HAS BEEN ROOTED FROM TOOOOOOOOOOOO MUCH FROTHY US$ BY THE US FED AND NOW THE MARKET HAS NO OTHER OPTIONS BUT TOTALLY DISAPPERING FROM THE FINANCIAL SYSTEM!!!!:) ITS PRICE IS GOING DOWN TO 30K$ LEVEL BEFORE END OF 2022!:)

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    March 31, 2022 at 10:06 am
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    You have such great analysis! It is unbiased and balanced which is almost unheard of on Youtube. In my opinion there will be a massive pump but I think that would be next year.Btc won't reach 100k this year,not even close.We have less than 2 weeks left.I have been reading charts for years and i feel it is likely to consolidate and hopefully tighten around this monthly moving average line it is settling on. It may just continue to trade between 45 to maybe 55k range for the remaining days left in the year.The pump isn't going to swift like almost all youtubrs predict,so I will advise you back up your crypto assets incase declination continues.More emphasis should be put into trading instead of predicting a rosy future.Tradn went smoothly for me as I was able to make more than 7.5 btc in 8 weeks of putting my initial 1.3 btc into active trades,with insights and signals from Bentener Crownson.I will advise you all to clutch to this method.

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    March 31, 2022 at 10:06 am
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    AGAIN IT'S A BIG TIME TO BUY GOLD!!!!!!!!!!!!!!!!!! IT WILL BE GOING UP TO THE LEVEL OF 2K$ BEFORE END OF MARCH 2022 AND IT WILL BE ULTIMATELY GOING UP TO THE RANGE OF 10K$ -15K$ FROM 1.8K$!!!!!!!!! AND ALSO BUY OIL, IT WILL BE GOING BACK TO 90$ BB/L VERY SOON AND WILL BE IN THE RANGE OF 130$ BB/L IN 2022 AND ULTIMATELY OIL PRICE WILL BE180$ -220$ BB/L IN 2023-2024!!!!!!!

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    March 31, 2022 at 10:06 am
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    Pressure and high efficiency are eventually pretty good tips to get fitted and shaped enough for. Silent.

    Reply

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