Monkey’s Market Minute w/c November 28th, 2022

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November 28th, 2022

On a positive note, if you’re in a city and looking to convert a van, the RV boom is over and dealerships are flush with campers and RVs, so it might be a good idea to scoop one up if you’ve been waiting for the prices to come down. […]

November 29th, 2022

Regarding the Chinese protests, this is bullish if you think about it, but markets don’t like “uncertainty”. However, there are only two outcomes, neither of which is bearish. Either China shuts down the protests and the lockdowns continue, which was already priced in, or the protests affect change and Zero COVID goes away, which is extremely bullish. There is no bearish case for China other than general “uncertainly” and skittishness. […]

November 30th, 2022

Cyber Monday and online Black Friday sales were a huge hit this year. I’ve seen a lot of YouTubers saying how Black Friday was a bust and that this proves that consumers are tapped out and that a crash is coming. However, from my personal experience, the retail stores were sold out but I was able to buy everything I wanted online, including items with “doorbuster” discounts with no problem. The retail stores didn’t appear to be THAT busy either, so I’m guessing that it has a lot to do with the labor shortage. It’s easier to move sales online rather than ship products to retail stores when you’re short-handed. […]

December 1st, 2022

What REALLY happened: Jerome Powell confirmed what was already announced, that the FED would continue to raise rates (i.e. not a pivot) but would go with lower rate hikes but for a longer sustained period (lower and longer) as opposed to trying to “tame” inflation quickly. The December rate hike will be 0.50% as expected, which isn’t a pivot.  […]

December 2nd, 2022

There is some talk of OPEC cutting production again on Sunday during their meeting, but that depends on China. If China is going back to lockdowns, I can see OPEC cutting. If China is scaling back its zero COVID policies, I can see them keeping them as is. I know that OPEC and China talk, so I would take what OPEC does on Sunday as a strong indication regarding which way China ultimately goes. […]

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