Equedia Letter

Reality Exposed: Will You Take the Blue or Red Pill?37 min read

Comments (31)
  1. Ilona Goanos says:

    You have not discussed the oil tycoons who are supporting Trump to advance their libertarian agendas. There is big money on both sides. The US government is bought and paid for by the wealthiest who don’t give a hoot about the masses. The common people don’t stand a chance with either party.

  2. Pierre Richard says:

    Fact one: you are a Trump supporter, proof being that you twist all arguments his way.
    Fact two: Trumps has widened the deficit in astronomical figures while economy being in huge expansion (contrary to Obama)
    Fact three: Obama’s presidency had to deal with worst economic outlook in decades to start with.
    Fact four: Obama is by a few miles the president that had to face the most systematic blockade in all his policies by the Republican Congress (racist Congress I would add)
    Facts five and six: Trump is racist, and ignorant.
    Fact seven: Obama wasn’t perfect as president. But economics is not the only way to measure success.

    I am seriously thinking to unsubscribe from your letter. You are more biased in my view than you tag on “the media”.

    1. Equedia says:

      Pierre, we’re sorry you feel that way but it was not my intention. Please let me clarify a few things.

      Hopefully you will see things from our perspective without having to automatically think you will unsubscribe simply based on what you believe to our political view. It’s precisely what I tried to get across: don’t stick with only news and opinions from sources you agree with. If you don’t see the other side, your world will always be small.

      My response in CAPS.

      Fact one: you are a Trump supporter, proof being that you twist all arguments his way.

      I AM CANADIAN. I COULDN’T BE MORE UNBIASED WITH MY VIEWS ON US POLITICS. WHAT I WROTE HAS NOT ONCE BEEN IN SUPPORT OF TRUMP – MERELY, WHAT IS ACTUALLY HAPPENING. PLEASE READ AGAIN. THERE HAS NOT BEEN ONE INSTANCE WHERE I SAID TRUMP IS A GREAT PRESIDENT NOR ONCE WHERE I PRAISED HIM. THE STOCK MARKET HAS CONTINUED ITS CLIMB UNDER TRUMP: FACT. THE ECONOMY HAS BEEN DOING BETTER UNDER TRUMP PRIOR TO COVID – ALSO FACT. TO LOOK THE OTHER WAY WOULD NOT MAKE SENSE.

      Fact two: Trumps has widened the deficit in astronomical figures while economy being in huge expansion (contrary to Obama)

      NOT FACT. OBAMA’S FIRST FOUR YEARS HAD WIDER DEFICITS THAN EVERY YEAR TRUMP HAS BEEN IN OFFICE. THIS YEAR MAY BE DIFFERENT AS A RESULT OF COVID, BUT EVEN THE 2008 CRASH DIDN’T HAVE THE SAME TRUE ECONOMIC IMPACT AS COVID.

      THERE ARE JUST TOO MANY ARGUMENTS HERE. OBAMA TOOK OFFICE AT THE BOTTOM OF A BEAR MARKET. THE FED UNLEASHED RECORD QE UNDER OBAMA. ONE COULD ARGUE THE HUGE ECONOMIC EXPANSION UNDER TRUMP – AS YOU POINTED OUT – WAS A RESULT OF TRUMP’S DEFICIT SPENDING; THAT HE SPENT THE MONEY TO STIMULATE THE US ECONOMY, RATHER THAN JUST SEND IT OVERSEAS.

      Fact three: Obama’s presidency had to deal with worst economic outlook in decades to start with.

      ANOTHER ARGUMENT CAN BE HAD HERE. FED UNLEASHED RECORD MONEY. OBAMA TOOK OFFICE AT THE BOTTOM OF THE MARKET. COVID SHOULD HAVE HAD A MORE NEGATIVE IMPACT ON US ECONOMY – BUT AS JOB NUMBERS HAVE RECENTLY REVEALED, TRUMP HAS DONE GREAT THROUGH WHAT IS THE BIGGEST BLACK SWAN EVENT IN OUR MODERN HISTORY. NOT BASED ON MY OPINION, BUT BASED ON THE FACT THAT THE JOB NUMBERS RELEASED WAS THE BIGGEST SURPRISE IN HISTORY – NO ONE THOUGHT IT WOULD BE THAT STRONG.

      https://www.marketwatch.com/story/the-biggest-payroll-surprise-in-history-economists-react-to-may-jobs-report-2020-06-05

      WILL IT CONTINUE? WE SHALL SEE – BUT WE CAN ONLY LOOK AT NUMBERS THAT HAVE BEEN RELEASED.

      Fact four: Obama is by a few miles the president that had to face the most systematic blockade in all his policies by the Republican Congress (racist Congress I would add)

      ANOTHER ARGUMENT. YES, OBAMA CERTAINLY FACED A LOT OF SYSTEMATIC BLOCKADES. BUT TO SAY THE MOST IS NOT FACT. TRUMP IS FACING THAT NOW.

      Facts five and six: Trump is racist, and ignorant.

      THIS IS OPINION – NOT FACT.

      Fact seven: Obama wasn’t perfect as president. But economics is not the only way to measure success.

      THIS I CERTAINLY AGREE WITH.

      I hope you understand the point I am trying to get at here: there are always many sides to every story – I look at them all and invest accordingly. For example, I believed Trump was going to do whatever it takes – be it wrong or right – to stimulate the US economy; whether for his arrogance or for Americans. As such, I have been heavily invested in the market and it has paid off.

  3. Tom Woods says:

    Ivan,
    Please check out cytodyn.com and their drug Leronlimab, and what will happen when the FDA allows it to go to market.
    Leronlimab initially was developed to treat HIV, but also controls the cytokine storm, and prevents lung, liver, kidney failure, and issues involving thrombosis.
    Leronlimab potentially is the “silver bullet” to prevent metastasis in breast, colon, pancreatic and a host of other cancers.
    Cytodyn is going to trial leronimab for several cancers in the near future, and it could be a game changer, but the mainstream media is ignoring them.
    Please let us know your thoughts.

  4. Margaret says:

    We are all currently living in the matrix for sure

  5. Tony Simon says:

    Best commentary existing!

    1. Equedia says:

      Thanks for your support Tony!

  6. fred says:

    Have gold, gun, and a getaway plan it is going to be rough!

  7. I was never so disappointed , reading this letter and do not agree with many of your statements . First the economy of USA was appx. at it’s best when Mr Clinton was President , really depreciated with Mr. G W Bush who recently even said he disapprove many of Mr.Trump’s decisions . I also think Trump decision to cut the income tax rate , is precisely to help the rich peoples !!!!!

    1. Equedia says:

      Maurice, it’s unfortunate you feel this way. Especially considering your comments. I never said the economy is at its best under Trump – just said it was doing well, which it was. Cutting income tax rate is a matter of opinion. I strongly feel higher taxes stifles economic growth and causes the rich to move their money and businesses elsewhere. But that is a discussion for another time. It would seem, Maurice, that you’re making it about politics by talking about Bush and Clinton etc. This Letter is not a political one. Please read again.

  8. John Bryer says:

    I am a 70 year registered Republican. When I realized our party was nominating a malignant megalomaniac, a classless buffoon, a crook who beat many out of money he owed, could not borrow money from any major US bank, a philanderer’ a whore monger, a congenital liar, was an international joke and a person without any redeeming qualities I thought the whole thing was a bad dream. I am old enough to have heard the crowds response to speeches by Mussolini, Hitler and Huey Long and to compare them to Trump I was scared for our beloved country. One common trait of all four of these despots is laughter. Not one time did I ever see Trump actually laugh. Smirk, yes, make fun of people, call people disparaging names, yes. I am ashamed of him and so should any Veteran. We have had some great presidents in the GOP and he doesn`t deserve to measure up to the worst ones.

    1. Equedia says:

      Thanks John for expressing your feelings, rather than stating I am wrong.

      While many of the media outlets compare Trump to Hitler etc., I do believe it’s because its in their best interest. For example, Hitler took away guns – Trump isn’t trying to. Hitler had state-run media; Trump does not. In Canada, Trudeau is taking guns away from the people and funding millions into CBC, Canada’s national news network. It’s a crazy world.

      Again, thanks for stating your honest opinion – especially considering that you are a Republican.

  9. Dilip says:

    “There is nothing to fear but fear itself. ”

    Someone said that long time back. So following a disciplined approach to life and investment is best way forward.

  10. Mitch says:

    Although a “reset” of the US national debt is in the offing, it will not occur so long as the US dollar retains its role as the world’s reserve currency. A likely scenario is that deficit spending continues for the foreseeable future. The Fed continues to suppress interest rates while monetizing US debt by purchasing treasury bonds. Congress will amend the Social Security Act to allow some funding from the general account. Essentially the Fed will print money to prop up Social Security as the boomers fully age into retirement. China will grow its technological capabilities to achieve parity, if not superiority, over the western liberal democracies. At some point, the US dollar will lose its reserve currency status. This will likely occur rapidly, within a two or three year span, although economists will have been warning of its demise for many years prior. The US will suffer a currency crisis that will force a significant currency revaluation (the “reset”) that will impact the living standards in the US for at least a decade if not two.

  11. Loy says:

    Lots ‘n lots of words, much of it nonsense. Trump is the establishment, militarizing domestic police, a thinly veiled version of Hitler’s Wehrmacht. Hitler was also the establishment & had the support of Germans, just as Trump has support from forgotten Americans.
    Neither of them cared about the people, both masters of manipulation to secure personal, national dominance. The National Socialist Party was Deutcshland first just as Trump is America first. MAGA is a thinly veiled version of the Third Reich. MAGA will end where the Third Reich is today, for the same reasons. Germany could not be made great by a supportive population for a mad dictator. Ditto for the USA today. Trump’s supporters learned nothing from Germany over running 13 European countries. They learned nothing from Hitler’s Wehrmacht frozen in the Russian winter, then stuck in the muck of the spring thaw. The U. S. has its military in far more than 13 offshore countries today. Many trillion$ of debt went to pay for permanent offshore political & oil wars. The debt will never be paid off, not even by future generations. Any capital generated between now & a collapse, will be spent on permanent wars & interest on the growing debt. Dictators don’t give a fig about budgets. They have their hands in the people’s deep pockets. Trump is happy to steal from other appropriations to build his wall, a monument to himself. Trump’s supporters learned nothing from the Berlin Wall & the Iron Curtain. The border wall will go the way of the Berlin Wall, for the same reasons.
    The one thing I agree on with you is, Democrats are no better than Republicans. I figured out back in 1992 when BC was governor of Arkansas, running for the White House, elections mean nothing. The names & faces change on Election Day. The next day, it’s business as usual, no matter which party or candidate wins. It’s a charade. I’ve abstained for 30 years.

  12. Drake says:

    Congratulations Ivan for your interesting and factological letter! Unfortunately for us Canadians, in absence of real opposition, we will have our current government for another full mandate … and our grandchildren will have to pay for our stupidity … Let us see what the Americans will do this fall.

    1. Equedia says:

      Thanks Drake. Unfortunately, you may be right about Canada. I know of many wealthy Canadians who are or have already moved away from Canada as a result of what’s happened to our beautiful country.

  13. Jock Begg says:

    Would appreciate ( love ) your thoughts on silver miners just as you’ve provided so many profitable suggestions regarding gold miners. We just need another Few New Market Gold suggestions.

    1. Equedia says:

      Thanks Jock! I am looking at a number of silver miners – but have focused only on the producers over the past 6 months. I believe the speculative juniors will eventually catch up, but looking at a few right now!

  14. william barbour says:

    The economic realities of Trump’s Presidency are undeniable, but at what cost? No one who studies the mans record the past 3 1/2 years can deny the man is a vengeful, narcissistic egomaniac who has driven away all the great advisors and experts who worked with him because the had the nerve to disagree with him when he was wrong. He has told lies or misinformation over 10, 000 times in press conferences and other statements like his excessive tweets. He has surrounded himself with people who have little expertise for their jobs but always agree with him. His business history in New York is filed with corrupt and deceitful transactions as is his son and son in law. There is a crime family in the White House as corrupt as the Mafia.
    Too many businessmen like yourself look at one side of Trump and ignore his dark side. The Mafia ran a lot of very successful businesses but I would not want them running the country.

    1. Equedia says:

      Thanks for your comment, but please do refrain from too many businessmen “like yourself” phrase. The dark side exists for both Republicans and Democrats. Obama was the single largest global arms dealer in American history – that is pretty dark to me. Furthermore, I have never once said Trump is a good person – just that the economic realities of Trump’s Presidency are undeniable – as you also stated. From there, I made the predictions on investments based on Trump’s presidency and actions; I did the same under Obama, based on his. Hope this clarifies things a bit.

  15. Robert says:

    Not sure why you are predicting a huge market rally as well as a rally in gold. This will be the first time that happens to any significant extent. Gold is supposed to be a hedge against inflation and recession. It is notsomethng to own during deflationary times.

    1. Equedia says:

      Sorry Robert, not sure what you mean here. We made the prediction fro gold and stocks on March 17, 2020. S&P 500 is up 35% since that time and gold is up over 10%. We don’t believe this will continue indefinitely.

  16. Kerry Reinsel says:

    BULLSHIT…..telling the TRUTH?….the next time TRUMPY tells the truth will be the first time.
    I now will leave your misinformation propaganda forever.

    1. Equedia says:

      Sorry, but this is precisely what we are talking about. Too many people jumping to conclusions without fact-based responses. What part of our message is propaganda? What part of it is misinformation? Please, do tell.

  17. Esther says:

    Thanks for this thoughtful and well-researched analysis. I sure hope people get the message and start thinking for themselves, rather than parroting the sound bites from mainstream media.

    Do you think the easy money now is enough to salvage the many small businesses that may never return due to the prolonged shut-ins? Since the US economy relies heavily on consumer spending, I wonder how the small business losses and the widening wealth gap will impact spending and economic recovery over the next few years. Also, where are Canadians emigrating to?

  18. Vicky McNeill says:

    Omg thanks you so much for this facts based article.
    I am Canadian originally from the UK England .
    The writing has been on the wall for years. But the media who lie every second they breath have convinced the SHEEP that’s it’s true. You are correct on every single point.
    Keep up the good work . I don’t know how you do it. I would have thrown my hands up in disgust a long time ago. People just don’t get it.
    Divide and conquer
    Y hands up

  19. paul bertan says:

    You should point out that since Nixon dropped the gold backing of the dollar, people are not paid what their
    work is worth and this causes economic hardship and anger.
    I and others have proposed that our farm commodities (greatest production in the world) should back our
    dollar along with mine production.
    It will be necessary to curtail the FED and raise the dollar value of gold to forestall China and Russia from saying “Their Money is better than Ours”.

  20. Lady Di says:

    Thank you for another excellent bare facts newsletter, it’s unfortunate many readers are blinded by their hate for Trump so much that they cannot remain open-minded enough to appreciate the intended message. I don’t like him but he isn’t what he’s portrayed to be. I couldn’t wrap my head around the ‘why’ behind Trump’s successful election until reading your explanation. Absolutely it has the ring of truth to it, Americans want change just like Canadians, and the Establishment is Trump’s intended target. But the real scary question will be what will he do if he succeeds in his goal? Which of the two evils will be worse? I have heard elderly German people say Hitler was a good man because initially he did such good things for the country it was easy to follow such a great leader. Hitler went crazy after he gained the trust of the German people and it was too late to fight back once he had absolute power. Now with Trudeau taking our hunting rifles away without even allowing anything remotely democratic in the process it really makes one wonder doesn’t it?

  21. K. C. SUMMER says:

    I applaud your advice for everyone to start reading news from all sources. CNN may not be “Fake News” as President Trump charges, however American news today is noticeably out of balance. According to Media Bias/ Fact Check, NBC, CBS, and ABC, the traditional dominant news networks, all lean LEFT-CENTER. 2 or the 3 primary Cable networks, CNN and MSNBC lean LEFT, while FOX leans RIGHT. 5 OUT OF 6 OF THE PRIMARY TV NEWS OUTLETS LEAN LEFT TO ONE DEGREE OR ANOTHER. I have many friends that “hate Trump” and “don’t watch FOX News,” but they should. Equally uninformed are those that injest a huge dosage of FOX News and supplement it with lesser followed RIGHT leaning news outlets such as THE BLAZE and NEWSMAX. Thank you for your thoughtful article.

    1. Equedia says:

      Thanks KC. Thank you so much for sharing your views. By the sounds of it, you’re not a Trump supporter and lean your political views to the left. It is a breath of fresh air to hear someone speak with wisdom and common sense – rather than just name-calling – to express your view. Please, do continue to comment in future posts – regardless if you agree with our views. As always, we need to hear every side in order to form a sound opinion. Thanks for your contribution!

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.