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Thursday, January 7, 2021

支持左翼暴民的媒体和民主党人的双重标准

美国媒体《网关专家》1月7日写道,到目前为止,您可能已经看到了周三华盛顿特区的图片和视频。川普支持者在抗议中进入了国会大厦,抗议有时变得有点失控。   《网关专家》评论说,左派的人甚至右边的一些人都仿佛如获至宝,好像以前没有人见过这样的东西。他们显然已经忘记了,左翼在美国城市烧毁和抢劫了几个月,而民主党人和媒体则称他们“大多是和平的”抗议者。   时事评论员丹尼尔·约翰·邦吉诺(Daniel John Bongino)1月6日出现在福克斯新闻频道的肖恩·汉尼蒂(Sean Hannity)节目中,提醒所有人,共和党大会后曾发生的左派暴力行动,以及安提法对波特兰法院超过100个晚上的袭击。邦吉诺是美国保守派政治评论员,广播节目主持人,作家,政治家,前纽约市警察局(NYPD)官员和前特勤局特工。   邦吉诺抨击民主党人和媒说,我们这个国家有两套不同的规则,一组规则是为左派准备的,另一组规则是留给其他人的。   美国媒体《华盛顿考官(The Washington Examiner)》报道,邦吉诺表示,周三国会山的混乱,暴露了在报道川普总统和他的政府的问题上“媒体的伪善”。   这位保守派评论员说,这次接受福克斯新闻主持人肖恩·汉尼蒂(Sean Hannity)的采访,可能是他有史以来在网络上“最艰难的露面”,他充满感情的指出,几个月前,抗议者在白宫前肆虐,特勤局(Secret Service)把川普护送到地下掩体,当时抗议的愤怒程度都不能与这次相提并论。   “我们今晚在这个电视网络中全面的谴责了暴力。每个人,定期都会这样做,也就仅此而已。夏天在白宫前的抗议中,我的特勤局朋友在白宫外面打电话给我时,手里就抓着暴徒。那个时候媒体到哪里去了?我不是在开玩笑,这不是个玩笑,我当时正在接听那些电话,”邦吉诺说。   《美国瞭望(American Lookout)》评论称,邦吉诺是对的。在过去的十个月中,支持左翼暴民的媒体没有资格教育任何人。

我们不会屈服 不会忘记

有关美国大选:我们不会屈服 不会忘记
www.creaders.net | 2021-01-07 17:17:06  博谈网
  

  经过四年的持续政变试图破坏川普的总统职位,华盛顿的建制派现在希望我们这些可悲的人坐下来,闭上嘴,接受大选被窃取。我们不会的。这已经不仅仅是确保赢得大选的唐纳德川普继续担任总统的问题了。这个问题更加深刻。这已经攸关维护我们的共和国,攸关要求真正的问责和公平。

WeChat Screenshot_20210107171505.png

  当我听着众多民主党、共和党、媒体和硅谷科技巨头谴责任何敢于发声挑战11月3日选举舞弊的川普支持者的假意愤怒的嚎叫时,我没有忘记也不会忘记他们的谎言和沉默。

  当黑命贵(BLM)运动和Antifa组织在过去9个月里肆虐我们的一些大城市时,这些小丑没有谴责骚乱、抢劫和暴力。他们撒谎说是和平抗议。但美国沉默的大多数亲眼看到了他们对雕像的亵渎,对守法公民的攻击,对小企业的破坏。

  当心怀不满的民主党人和好莱坞精英坚称"川普不是我们的总统"时,媒体并没有谴责他们是"起义者"。当麦当娜呼吁炸毁白宫时,只有川普的支持者表达了愤怒。其余的建制派则打着哈欠庆祝。当凯西-格里芬,一个低级的、没有天赋的喜剧演员,斩杀了一个唐纳德-川普的模型时,媒体又把这当作无关紧要的事情来推脱。

  这双重标准、巨大的伪善令人震惊。华盛顿当局希望我们像老年痴呆症患者一样,不记得早餐吃了什么?不,我们记得一切。

  四年多来,我们被灌输了一个可恶的谎言,即俄罗斯人干预了2016年总统大选。现在我们知道FBI向外国情报监视法庭提交虚假申请时多次撒谎。到目前为止,这些说谎者--科米、麦凯比、斯特佐克--没有一个被要求承担责任。然而,川普的支持者--迈克尔-弗林(Michael Flynn)和罗杰-斯通(Roger Stone)却被诬告撒谎并被起诉。大多数真正的美国人都认识到这是对公平和正义的基本概念的公然违反。

  我们被告知要继续前进,这里没有什么可看的。然而,我们毫无疑问地知道,有压倒性的证据表明存在着选举舞弊。只要睁开眼睛就能看到很多。我们已经看到了装在行李箱里的选票被从藏匿处拉出来,并在Dominion投票机上被扫描的视频。我们看到了这些机器通过wifi与中国进行通信的现场录像。我们读到了一位目击者的宣誓书,他把40万张填好的选票从纽约的贝丝-佩吉拖到宾夕法尼亚州的哈里斯堡。这些都不是阴谋论,这些都是实实在在的证据。

  我们曾看到愤怒的左翼分子焚烧美国国旗,忍受着那些人渣表达自己的权利的演讲。他们没有被逮捕。然而,警察却大举出动,逮捕了"骄傲男孩"的非裔美国人领袖,因为他焚烧了"黑命贵"的旗帜。这到底是怎么回事?一套规则适用于那些想要毁灭美国的人......而另一套规则适用于想要保卫这个国家的爱国者。

  然而,现在,当我们共和国的未来站在灾难的悬崖边上时,国会领导人,特别是米奇-麦康奈尔,拒绝看清事实,谴责任何敢于提出反对意见的人。

  那么我们该怎么做呢?很简单。抵制。

  首先,乔-拜登不是我们的总统。他是一个腐败的小偷。

  第二,如果你是注册的共和党人,请将你的注册改为独立党人。

  第三,不要给任何拒绝与川普总统站在一起的共和党人送去一毛钱。

  第四,联系你的参议员和众议员,让他们知道你不会忘记。

  第五,继续抗议和发声。不要胆怯或被欺负。

  第六,拒绝用你辛辛苦苦赚来的钱支持任何攻击你行使基本抗议权利的企业或媒体。

  在被有关俄罗斯干预2016年大选这种谎言欺骗了四年之后,我们现在被要求相信这次是有史以来最公平的选举的假话。胡说八道。华盛顿的精英们,尤其是共和党的建制派,妄想坚持认为这堆溃烂的粪便是巧克力布丁。对不起,当我看到、闻到它时,我知道它是粪便。世界上没有足够的口红来让这头选举的猪看起来像青春美貌的玛丽莲-梦露。

More signs of extreme speculation

Options speculators are outspending hedgers 3-to-1

By SentimenTrade

Options traders' enthusiasm didn't let up as they closed out the year. In fact, it got only more intense.

To end last week, the smallest of traders accounted for 45% of all opening call purchases, dwarfing the largest traders who accounted for only 30% of volume. That's the 2nd-widest spread since 2000.

During the last week of December, the smallest of traders spent nearly $3.50 buying call options to open for every $1 in puts they bought. Our Backtest Engine shows that returns in stocks over the 1-2 months were unkind. 

Small trader put/call premium

The most reliable sentiment measures tend to be those that focus on real money and leveraged instruments. That's when emotion has the greatest impact. And when we look at some of the most leveraged vehicles available to investors, there is widespread evidence of extreme speculation.

The darkest hours: The fall of the raped USA

First of all, I condemn all kinds of violence by anyone for any reason! The violent act at the Capitol Hill was not acceptable and must be denounced! While it is too early to determine who were these people, early evidence has already emerged that at least some of them were paid to impersonate protesters to storm into the Capitol Hill! I hope a thorough investigation will be swiftly conducted to clarify the whole situation! One thing we are clear about, there were at least a million Trump supporters gathering in Washington DC on Jan 6 to protest the election fraud and the vast majority of them were peaceful and nonviolent at all! 

Regardless of what has happened, Jan 6, 2021 was the saddest day for the United States of America!
American people's will has been raped under the sun! This will be recorded as THE DARKEST DAY ever in the history of the United States!!

This great country has been one of a few lands in the world that may allow people to live freely with freedom of opinions, choices and election for the government. But all the freedom has been deprived from now on by the Radical Leftists who have virtually controlled all the levels and branches of the government, even the once fair media. From today on, the US is nothing different from a country like Venezuela where the politicians and medias can   强奸民意,亵渎民主,愚弄民众智商,违背民众愿望(rape public opinion, desecrate democracy, fool people's intelligence, go against the wishes of the people)! 

But in our mind and heart, President Trump, One of THE GRATEST PRESIDENTs in the US history, is still the legitimate President for the next four years.  The theft Biden and his coup administration will never be legitimate for the American people with conscience and morality. Rather Biden and his group will only leave the most disgraceful mark in the US history!!!  
  
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That includes the Biden administration, of course, which will suffer a crippling legitimacy crisis if Congress fails to address the innumerable questions involving violations of election law and outright fraud in at least five states — Arizona, Georgia, Pennsylvania, Michigan, and Wisconsin. In all five, state officials illegally usurped legislative prerogatives to make changes to election law. Among these were arbitrary extensions to ballot deadlines, elimination of signature verification requirements for mail-in ballots, use of unsupervised drop boxes for absentee ballots, providing private activist organizations access to voter rolls, ad infinitum.


美国,世界上最后一块自由之地,完了!

川普是成功的商人,教育的子女个个是精英,没有吸毒的、坐牢的、被开除的,自己入主白宫这几年创造了白宫行政费用最低的纪录,答应美国民众的事情也基本兑现,如果不是疫情将他的政绩几乎清零,他应该是近年来美国政坛成绩最突出的一任总统。

  川普是个大嘴巴,但做事唯实,中东火药桶多少任美国总统都无能为力?从清理恐怖主义的温床ISIS,到在以色列这个百战之地初步实现和平曙光,这样的成绩有哪个国家的领导人能做到?

  跟朝鲜的谈判虽然没有结果,但是作为第一任踏上朝鲜国土的美国在任总统,川普实现了美国和朝鲜的破冰之旅,如果他能连任,想必会继续在朝鲜问题上有所作为的。

  

Wednesday, January 6, 2021

What is really cheap these days?

If I'm asking you what was the hottest sector in 2020, maybe unanimously I would hear the answer: Tech. Indeed Tech in general has been red hot for the whole last year even till now.
But the real champion in 2020 was not really tech but.....Bitcoin!
See the chart below which plots the ratio of QQQ (for tech) vs Bitcon. As it shows, while QQQ was doing relatively great before Oct last year, it has significantly lagged behind Bitcoin in the last quarter and relatively speaking, it was nosediving in the past few months performance in comparison to Bitcoin.  


Not only that, even in comparison to the worst sectors like banking and energy, it has underperformed lately. Recall what I said back in early Nov: Rotation has started!  
See below that this was indeed a spot on call as almost immediately financials have started to outperform techs in a big way. After such a good run, even banking and energy are not really cheap anymore.  

So what's the cheapest asset right now? Well, if compared to Bitcoin, nearly everything is cheap, right? See the ratio chart below, which shows that gold performance has been decimated by Bitcoin. But technically speaking, there is a sign of bottoming up for gold and it may be ready to catch up....probably in a big way!

Even in comparing to not so extreme asset like Bitcoin but to the general stock market, as you can see below that gold had been pushed down hard in the past few months but is also showing a promising sign of rebounding. As such, I think gold is probably the only asset right now that is relatively cheap and will probably start to rotate in a similar way as banking and energy a few months ago. 

Of course, gold is a volatile asset and there is no guarantee the persistent rally must start immediately. The bottoming process may take some time to complete but I like its prospect for 2021! 


Sunday, January 3, 2021

加国评论员:川普政绩令其前任相形见绌

加拿大记者和评论员伯德(Brad Bird)2021年新年伊始撰文,回顾了川普总统第一届任期期间的业绩,及阐述了失去了川普总统后美国和世界将面临的困境。 

伯德在文章中写道:"面对美国面临的真实威胁,川普总统的成绩是如此卓越辉煌,也与包括小布什总统、克林顿总统和奥巴马总统等美政治体制中出身的前总统如此不同,以至于人们经常将川普总统的业绩混淆为失败。 "

川普总统的业绩令前任政治遗产显得微不足道

伯德在文章列举川普总统的政绩,其中包括:禁止非法移民进入美国;退出巴黎气候协议;促北约盟友承担国防开支的责任;在2020年初"中共病毒"爆发之际禁止大陆航班赴美的;"极速行动'"令美国在2020年底研制出"中共病毒"疫苗;帮助数百万美国人保住了工作机会;成功结束了以色列与阿拉伯国家长达几十年的敌对,等等。然而他的政绩却被歪曲并受到攻击。

伯德写道:"作为一位加拿大人,我为川普总统的坦诚及许多举措喝彩,例如他遏制了伊朗的核野心,他指出了中共病毒爆发的责任在中共,他谴责中共不公平的贸易行为,并指出中共对美国和自由世界构成的威胁;他将制造业带回美国;而且他点出了社会主义的空洞乏味以及对 (美国)民主构成的威胁。"

他说,"川普总统的这些业绩是如此卓越辉煌, 他解决了曾经困扰其前任、或其前任造成的、或遗留的很多问题, 因此与川普总统的业绩相较,其前任的政治遗产显得渺小而微不足道。"

伯德随后话锋一转写道,本来这些业绩都应该帮助川普总统在2020年大选中大胜,然而由于美国主流媒体失实的报道,以及那些腐败团体用邮寄选票及修改选举法等阴谋进行的大选舞弊, 这些都化为乌有。

伯德说:"川普也许并不机敏、精致或谦虚, 但是我们在这里谈及的是一位美国总统, 一个承担国家巨任的伟人 ……" 他认为加拿大难以出现一位类似于川普这样勇毅而意志坚定的领导人,因为大多数加拿大人"都为渐进派提出的所谓'觉醒'意识污染,而且都有意无意地遵从了政治正确的做法, 以至于无法意识到真理,并为真理而战。 "

现在是前苏联解体后全球最危险的时刻

伯德认为,现在是全球自从苏联解体以来最危险的时刻。以台湾问题为例:因为疫情干扰, 很多人担心,如果中共此时对台湾动武, 美国可能会难以有回手之力。但是他说,"如果川普仍然入主白宫,就不会出现这种状况。而拜登对于中共的独裁者从未表现过坚定的信念,甚至不曾挺起脊梁。"

对于目前川普总统仍在坚持抗争,伯德认为,他有权利坚持,因为他在11月3日的大选赢得了7400万选票, 而且大选中出现的异常现象,以及很多证人的宣誓证词,证明美国大选诚信受到威胁。

伯德最后写道,来自于大陆的病毒削弱了美国的经济, 遭到劫持的大选严重地危害了川普总统再次胜选的可能性。" 这些似乎偶然同时发生的事情,就宛若中共用刀从背后捅着川普,并将拜登推入白宫;而此时人们还在认为, 俄罗斯人才最擅于干预美国大选! "他说。

Why chasing highs will do more harm than good for most people!

Bitcoin has a great run lately and as I'm writing, it is breaking the $34,000 level and may continue to go higher with new highs. It seems there is nothing that can stop it from going up and all the sudden nearly everyone is talking about it with recommendations to buy it. This is the time I, as a contrarian, start to get the feeling that a near term top is likely forming. If history can rhyme, even though not exactly repeat, itself, we may see some significant correction coming, and SOON! When I raise this caution in my group, immediately I see some feedback stating how one can be sure Bitcoin will not just go up to $100K before correction. Sure, this is a fair argument as indeed no one has a crystal ball to know what will come in the future. But does that mean we don't need to be cautious when something is clearly frothy and bubbly and should continue to chase highs like Bitcoin now? I doubt this will be a good ending for most people if they do so. 

I got the same feeling back in 2017 when Bitcoin was approaching $20K. I clearly remembered to see daily coverage with enthusiastic bullish discussions on CNBC and even had seen a report that one guy sold his house to buy Bitcoin at that time. That's the time when I called for caution, advising not to chase. Granted, I tend to be early in general and I'm not saying Bitcoin must correct immediately. All I'm saying is that chasing highs from here is very risky, especially if serious money is involved. 

The best time to buy Bitcoin, or anything for that matter, is when no one is interested and talking about it. My very first buy for Bitcoin was 2015 as I posted here when Bitcoin was cut by 80% and it was facing the existential question whether it could continue to be around for long. Looking back, this was the safest time to buy Bitcoin actually. I bought my second home also that time and in hindsight, I wish I could have the courage to just put all this money into Bitcoin which would have easily turned to be tens of millions by now. But everyone can easily be a billionaire if they can invest by looking back and following what has already happened, right? Even if I had put in hundreds of thousands into Bitcoin back then, could I really calmly go through its tumulant waves of ups and downs with several 50-80% drawdowns in between?  Rarely normal people can do that, which is just due to human nature for safety! This is especially true when one buys at a topping area by chasing highs. It is nearly a certainty that you will be among the first to be panicky and dumping when any sign of selling is coming! When no one knows what is the ultimate top for Bitcoin and for how long it will get there if there is one, how can rational people risk their life saving money that may easily be decimated by half or even 80-90% at a heartbeat?

That's why I always advise not to chase highs with the money that you cannot lose! If you have the tendency to FOMO and are determined to get on to the boat immediately when most other people have already done so, just put in some money that won't make you jump at night if something goes wrong😏 This way, you are still having your skin in it but you won't be killed if you get on the boat at a wrong time😎