Weekly Paid Newsletter 10/03/2021

Optimism first dies slowly and then all at once. Asymmetric Portfolio +23.03% YTD.

It seems that the collapse in the markets is imminent: the US is about to approach the first 'default' in its history, people taking a notion of looming inflation, senior Fed officials close to being tried for influence peddling and for finally, Yellen warns that the US runs the risk of running out of funds on October 18th ...

This new monetary theory has reached a point of no return, to a point where it seems easier to reset by means of a CRASH than to try to redirect it, but until this happens, liquidity will continue to be injected into the market. This can make the drop even greater if these injections continue.

This week the weakness of the markets has already been seen, and the market's feeling is that this is something typical of seasonality and that the months of October are historically weaker and that once that happens they will register highs again, and It may be true, but both in 2000 and 2018, considerable falls were recorded as a result of weak October months and as we sho…