Peter Navarro is one of only three senior White House officials to serve at the right hand of Donald Trump all the way from the 2016 campaign to the end of his first term in 2021. At the Trump White House, Peter was the President’s Chief China Hawk and helped craft many of the tough tariffs and sanctions Donald Trump would impose upon Chinese Communist regime. As the Director of the Office of Trade and Manufacturing Policy, Peter Navarro helped President Trump create hundreds of thousands of manufacturing jobs through tough trade policies, by drafting numerous buy American, Hire American executive orders on behalf of the president, and through targeted interventions at key defense facilities like the Philadelphia shipyard and Ohio’s Lima Army Tank Plant. At one point, Peter also played a pivotal role securing our Southern border by helping to bring about the so-called safe third country agreements with both Mexico and the Northern Triangle countries of Guatemala, Honduras, and El Salvador. During the pandemic, Peter Navarro was also the first to call out Dr. Anthony Fauci for his Never-Trump duplicity and for Fauci’s role in helping the Chinese Communist Party create a deadly viral bioweapon in a Wuhan lab funded by Fauci’s NIH. This COVID-19 virus has already killed millions of people worldwide. Peter Navarro started this podcast as an extension of his book Taking Back Trump’s America. This best-selling book -- please buy it on Amazon! -- has become both the blueprint and battle cry for the modern MAGA movement and Peter’s mission is to return Donald Trump to the White House in the 2024 presidential election and restore peace and prosperity to this great land.
Episodes
Sunday Oct 29, 2023
Sunday Oct 29, 2023
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Hi. Peter Navarro here with this week’s market rap for the week ending October 27, 2023, and recall now that since mid-July, I’ve been warning that cash is king in a stock market in which I clearly feared a bearish trend might develop.
I made this call at the time despite abundant evidence to the contrary as the market was exerting bullish tendencies. Yet, I saw a long list of problems piling up that I believed would soon turn any bullish sentiment into a bear market rout.
For example, here’s a quote from my July 14th, 2023, substack which maintained a recommendation of cash over equities despite what was a very bullish week. Here’s what I wrote:
“It was indeed a very good week for the bulls. From a purely technical trading perspective, the market trend is clearly up; and on this technical signal alone, US markets, along with markets around the world, are likely to see more green than red days, at least for a while. That said, I remain wary and see lower risk generating income in short term treasuries than rolling the stock dice.”
Then, on August 12, 2023, I wrote as the market trend was indeed beginning to turn:
My bottom line is that cash remains king – with “cash” now earning a nice 5% in, for example, six-month T-bills. If, however, you want to walk a little bit on the wild side – not offering advice here – a good speculation (not bet) might be SPXU, a 3X leveraged exchange trade fund that shorts the S&P 500. The Biden bear is coming; it’s only a matter of time.
In the category of “I hate it sometimes when I’m right as I don’t want good American citizens to lose their shirts in the stock market, it would turn out July 31 would mark the abrupt end of the short-term Biden bull. As this 12-month chart below indicates, the S&P 500 peaked on July 31, 2023 at almost 4,600.
Tuesday Oct 24, 2023
Tuesday Oct 24, 2023
ABSOLUTE CRITICAL LISTENING FOR EVERY AMERICA WORRIED ABOUT WAR IN THE MIDDLE EAST.
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If there is any one single lesson from America’s first lost war – the Vietnam War – it is that tunnels can play a pivotal role. That lesson informs today’s war between Israel and Hamas in the Gaza Strip and explains why there can be no security in Israel without the total destruction of Hamas’ Gaza “terror tunnels.”
Friday Oct 20, 2023
Friday Oct 20, 2023
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Hi. Peter Navarro here with this week’s economy and market rap for the week ending October 20, 2023. Recall that after a bullish reversal two weeks ago of the S&P500, I warned off any short sale warriors and indicated instead that a cash position earning 5% in short term instruments may well be the optimal position. Recall further that Hamas stuck a thousand missiles in that infant bull and now the risk is clearly once again to the bearish downside in U.S. markets – the S&P indeed had a bad week this week.
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Friday Oct 20, 2023
Friday Oct 20, 2023
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READ DONALD TRUMP'S RETRUTH AT TRUTH SOCIAL
In just 1,000 days, Green New Dealer in Chief Joe Biden has turned America’s strategic energy dominance into a strategic energy subservience that now gravely threatens our economic and national security. We now run the very real risks of a prolonged stagflation and being drawn into hot wars from Ukraine, Israel, and Iran to the Taiwan Strait.
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Friday Oct 13, 2023
Friday Oct 13, 2023
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Hi. Peter Navarro here with the economy and market rap for the week ending October 13, 2023; and this was one of the strangest weeks I’ve seen in the stock and bond markets in a very long time.
Recall from last week’s missive, I noted a strong bullish reversal in the S&P 500 at the end of the week. After eight weeks of (correctly) calling a bearish downward trend, this reversal warned me off of any notion of shorting the market and reinforced a pure cash call.
Absent further news, I fully expected this week to be in the green for the bulls anticipating a continued downward trend in inflation, no Fed rate hike in November, a continued strong jobs market, and an above trend 3rd quarter GDP growth rate that would augur well for corporate earnings.
Over the weekend, however, the Hamas hit the fan in Israel with the most brutal forms of atrocities. This has triggered all-out war in the Gaza Strip, the specter of another Arab oil embargo, a further drain on both the US arsenal and budget because of anticipated aid, and yet another refugee crisis.
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