‘Long tech’ still the most crowded trade, followed by Bitcoin
15% of investors think US equities are in a bubble
25% say it is an early-stage bull market, 55% say late-stage bull market
~43% of investors think 2% 10-year US yields could cause equities correction
Cash levels up to 4.0% (still low) from 3.8% before
Allocation to commodities at all-time high
Some interesting insights as to how market sentiment is developing. The low cash levels continue to highlight that investors are still preferring to find places to put their money where possible, with some potentially positioning for a ‘commodities supercycle’.
Other than that, the shift in the top market risk also reaffirms how little emphasis is put on the virus impact and how market participants are now focusing more towards the outlook and economic reopenings more than anything else. Read More
We write on behalf of the Zionist Organization of America (ZOA), the oldest and one of the largest pro-Israel organizations in the U.S. The ZOA is a leader in fighting against antisemitism and anti-Israel bias wherever these problems arise.
“A false witness will not go unpunished, And he who speaks lies shall perish.” Proverbs 19:9
Having received complaints from our supporters and conducting our own review, we are deeply concerned about the factual inaccuracies, material omissions and outright falsehoods contained in one of your recent publications – “A Promised Land” by former U.S. President Barack Obama. The many errors are serious and damaging. The book has already reached and influenced millions of readers and will impact many more. We expect that this book will be assigned reading in schools and at colleges and universities, affecting how young people and future leaders perceive Israel. Obama’s many factual errors and misleading statements will likely be repeated and quoted in articles and other books. As a result, millions of people will be misled into drawing false and negative conclusions about Jews and Israel.
To paraphrase Senator Daniel Patrick Moynihan, President Obama is entitled to his own opinions about Israel, which he expresses in Chapter 25 of his book. But he is not entitled to his own facts.
Excerpt:
Obama Falsehood #7 (at p. 624): The Palestine Liberation Organization (PLO) arose after the Six-Day War, as a “result” of “Palestinians living within the occupied territories . . .”
The Facts: As President Obama knew or should have known, the PLO did not arise after the Six-Day War as a result of Palestinians living in territories captured by Israel. The PLO arose three years before the war, in 1964, when Jordan occupied and controlled the so-called West Bank, and Egypt controlled Gaza.
Obama also knew or should have known that prior to the 1967 war, the PLO was not concerned about addressing “Palestinians living within the occupied territories.” The PLO never called on Jordan or Egypt to create an independent Palestinian Arab state in these territories. The PLO’s goal, set out in its charter, was the destruction of Israel. Read More
And Magazine: The thing about lying is that it can become a kind of trap. If you tell lies big enough, long enough, ultimately there is no way to escape from the fantasy world you have built. You are forced to continue to function as if the lies were true.
“It is an abomination for kings to commit wickedness, For a throne is established by righteousness.” Proverbs 16:12″ NKJV
Joe Biden and Kamala Harris came to office based on a whole series of statements and representations that were demonstrably false. They told us, for instance, for months that the violent Marxist attacks on our major cities were simply peaceful protests by American citizens fed up with President Trump and his fascist supporters. Never mind the smoking ruins and the billions in damages.
Since coming to office Biden and Harris and their lackeys in the Department of Homeland Security have doubled down on this fiction. There is no enduring threat from the left. There is, however, a major, existential threat to the republic from a massive underground white supremacist network that any day now will sweep into Washington and raise the Nazi flag over the Capitol.
To counter the imminent invasion of camouflaged Neanderthals with AR-15’s, deer rifles and John Deere hats, the Capitol has been ringed with defenses. Thousands of National Guard personnel stand guard day and night, staring at the empty Mall and likely wondering what the hell they are doing.
Meanwhile, of course, out in the real world the Marxist and Anarchist groups that burned America for much of 2020 have not gone away. To the contrary, in the runup to the trial of Derek Chauvin, the officer charged with killing George Floyd, they have gained new energy and new purpose. They are preparing – as you read this – to take Minneapolis apart. In virtually every other major city actions in solidarity with Minneapolis are already underway, and the planning for what to do when and if Chauvin is not convicted is in high gear.
It would be prudent then for the federal government to be acting accordingly. The punch has been telegraphed. Absent a miracle we are going to get hit, and we are going to get hit hard. Read More
Zero Hedge: Despite the government’s attempt to crack down on illicit trading, Lebanon’s currency collapse has accelerated and with it the economy and people’s living standards. It appears the Lebanese people have had enough, and widespread protests pose the biggest threat to the nation’s stability since the 1975-1990 civil war…
“You have sown much, and bring in little; You eat, but do not have enough; You drink, but you are not filled with drink; You clothe yourselves, but no one is warm; And he who earns wages, Earns wages to put into a bag with holes.” Haggai 1:6
Lebanon is heavily reliant on imports, particularly of commodities and consumer goods, and recent price surges have worsened the situation for an already beleaguered population, now living under the specter of potential widespread hunger.
Additionally, as RT reports, Lebanese Energy Minister Raymond Ghajar said that cash to fund power generation was running out, warning that the country may be plunged into darkness by April. Read More
Breitbart: President Joe Biden is considering a tax hike to underwrite the economic program launched by the approval of his $1.9 trillion pandemic stimulus package, a Monday report by Bloomberg claims. The tax jump will be the first major move in federal taxes in almost 30 years if successful.
” Then he said to them, “Therefore render to Caesar the things that are Caesar’s, and to God the things that are God’s.” Matthew 22:21
Bloomberg quotes unidentified sources to outline the increases will back Biden’s promises made during his 2020 campaign.
An independent analysis of the Biden campaign’s tax plan conducted by the Tax Policy Center found it would raise around $2.1 trillion over 10 years, according to the report.
Tax hikes included as part of infrastructure and job packages will likely include repealing part of former President Trump‘s 2017 tax law that benefitted corporations and wealthy individuals, the news outlet notes, citing sources close to the matter.
As Breitbart News reported, Biden twice flagged his desire to raise taxes on everyone, including the middle class, during last year’s presidential debates. Read More
Breitbart: Sen. Dianne Feinstein (D-CA) is citing “domestic terrorism” concerns in her latest push to ban AR-15s and other commonly owned semiautomatic rifles.
Breitbart News noted Feinstein’s new ban, the “Assault Weapons Ban of 2021,” was put forward Thursday with at least 34 Senate Democrat co-sponsors.
But no one can enter a strong man’s house and plunder his goods, unless he first binds the strong man. Then indeed he may plunder his house. Mark 3:27 ESV
The bill is designed to ban 205 different firearms, including different variants of the wildly popular AR-15 rifle.
The New York Postreports Feinstein is citing “domestic terrorism” as an impetus for the ban. She said, “We’re now seeing a rise in domestic terrorism, and military-style assault weapons are increasingly becoming the guns of choice for these dangerous groups.”
Feinstein’s legislation would also ban ammunition magazines that hold more than 10 rounds. Read More
The New American: Will waxing Yin and waning Yang end America with a bang? It’s a fitting question as the feminization of the American armed forces continues apace, with Joe Biden talking about “maternity flight suits” and changing “the culture and habits that cause women to leave the military.” Meanwhile, our chief geopolitical adversary, China, is choosing a very different route:
“When a strong man, fully armed, guards his own house, his possessions are safe.But when someone stronger attacks and overpowers him, he takes away the armor in which the man trusted and divides up his plunder.” Luke 11:21-22 NIV
It’s embracing a program designed to enhance the masculinity of its adolescent boys.
This story became an issue after Fox News host Tucker Carlson highlighted feminism-driven armed-services changes being advocated by Joe Biden and accused the Bidenites of making “a mockery of the US military.”
“While China’s military becomes more masculine as it has assembled the world’s largest navy, our military, as Joe Biden says, needs to become more feminine,” Carlson stated on his show’s Tuesday edition.
Algemeiner: The Palestinian Authority and the Arab League on Saturday condemned the Czech Republic’s opening of a diplomatic office in Jerusalem as a violation of international law.
“Then he shall confirm a covenant with many for one week; But in the middle of the week He shall bring an end to sacrifice and offering.” Daniel 9:27
Prague opened a Jerusalem branch of its Israel embassy, which is located in Tel Aviv, on Thursday.
The inauguration was attended by Czech Prime Minister Andrej Babis, two weeks after Israel sent 5,000 Moderna COVID-19 vaccine doses to the Czech Republic under a “vaccine diplomacy” program that later came under legal scrutiny and was frozen.
The Palestinian Foreign Ministry called Prague’s move “a blatant attack on the Palestinian people and their rights, a flagrant violation of international law,” and said it would harm peace prospects.
