Tom Luongo: Bonds Yields Held Higher For Longer Leads to Rotation to Hard Assets



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Tom and I discuss yields and the situation the world is in and how assets could rotate from financial assets to hard assets over time.

Tom Luongo
Twitter: @TFL1728
https://tomluongo.me/

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https://www.youtube.com/watch?v=gVRtTlBCLrE&list=PLMVsvVKziS0NKQ7ictSViFFveJ5iXgXpm
Thesis 2.0
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20 thoughts on “Tom Luongo: Bonds Yields Held Higher For Longer Leads to Rotation to Hard Assets”

  1. All signs point to 2023 being a year of significant economic hardship for the entire nation. Put your cash to use straight away to increase its value. I was aware that I needed to invest. I had no idea how quickly a few thousand dollars a month would go up. Though it is. Since 2020, I've made about $600,000.

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  2. I absolutely loved this interview. You gotta have him back, but next time go longer. I could listen to that for 3 hrs. So much to unpack.
    I’ve always believed shit was manipulated and controlled at a level far beyond what we could conceive. I believe he’s right about Old World Money. Go back 300 hrs and it wasn’t the kings and queens whom ran the land. It was the Lords and Banks. Without the banks the king had nothing, without the people whom lived and worked the Lords land the king had no army. The king was just the fall guy if things went wrong. Someone the people could rally behind in good times while someone to blame during the bad times.
    When the world accepted “democracy”, do people honestly think the Lords and Banks gave up their power?? No way! They just made “government” the fall guy. With government supposedly run by the people that makes us the fall guy for the Banks and Lords. Old World Money!!

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  3. Love to see more of my favorite investors/analysts coming together and speaking sense into a world of speculation. Appreciate you both! (Tom, Andy, Martin Armstrong, Marc Faber, Hugh Hendry, and Francis from Market Sniper are the best!)

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  4. In regards to some of the Soverenty Tom was illuding to, Ohio Representative James Trafficant Jr. gave a speech to the House in Congressional Record of March 17, 1993, Vol. 33, page H-1303 regarding The Bankruptcy of the United States. Within his speech he mentions a lot of damning history and describes our current for of gov as de facto.
    I highly recommend giving his work a read.

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