SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : John Pitera's Market Laboratory
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Yorikke who wrote (6319)6/26/2002 7:09:28 AM
From: John Pitera  Read Replies (1) of 33421
 
Mike, A Truly Brilliant Post Probably the very best one I've ever read on SI. You've so articulately and Eloquently summed up our thinking that I want to thank you.

Many of us on SI have know about the bubble, the excesses, the huge investment losses sustained by the 50-70 demographic, but the good news is that This too shall Pass

We're lucky as can be that we've got the FED standing buy to monetize collapsing assets. We have the means to deal with sinking asset traps and deflation.

Now obviously when The Central Banks pull out the really heavy liquidity generating and lifting techniques the expansion of net free reserves and injections of permanent liquidity are not going to go back to busted Internet and tech stocks.

No my friends and colleagues, In my humble opinion we are seeing a potential huge shift in the Asset classes of choice for the preservation of wealth and Capital. In my grand unified theory of the MacroEconomic cycle we see the shift out of Financial assets, especially those denominated in USD during 2002 and we see a macro rotation to the asset classes that will most benefit from a coordinated Global Reflation over the next several years.

This viewpoint of mine is not new to those who've been following along here in the Market Lab. And no I did not dream this up last night while sleeping.... -g-



It looks like I'm buying the rounds and the Scooby-Snacks for the Gang this weekend... you've already done your bit -vbg-

many thanks,

John

PS... that reference to my Grand Unified Theory was intended as tongue in Cheek.... you know we need a little levity on days like today!!!..

JP
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News