Hello Snowshoe, and I sincerely miss you folks as well.
I have recently been simply too wrapped up in 3D matters and anti-matters to post on SI, although I have lurked on these threads regularly and at varying levels of detail once every 24 hours, (along with brushing up on news, prices, analysis, and e-mails):
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I am happy with my current allocation and order of battle achamchen.com and see no benefit to flip and flop with the crowds.
I am comfortable with my view that DUEED Message 19903883 will be for about 3-4 months, and then either the cliff from the high side or the low side achamchen.com.
All is in line with my beginning of the year suspicions achamchen.com
<<I thought, after mulling over what I heard, 'oops, stocks will crash, bonds will tumble, but the USD will bounce up, even though the gold bull may have a long healthy future yet'.
So, is there a scenario where stocks, bonds, real estate and non-USD currencies gets trashed, and the USD cash and gold goes up? This is the play indicated by the 'contrary Xmas party'.
In fact, the answer to my question is yes. The trigger would be stagflation, accompanied by a rising USD interest rate AND a rising gold price!>>
So, I now wait for DUEED to turn into GUDDEED, and see if the calling leads to destiny.
Why GUDDEED? because economic recover is not and employment gain is a poisonous mirage. Housing, debt, deficits, tax-taking, genuine and well paid employment ... will determine the trend, and the trend will likely be GUDDEED.
Frankly, I am enthusiastic on ACF Mike's scenario of demography-driven consumption, even as the financial markets fall apart way before hand per my script, because my new venture will thrive on the former and allow the buying of the latter later, after the storm.
The pieces of my primary new venture are all on the table, and the teams are in Canada, China and the USA. The pilot stage is in progress in Canada and China, and the structuring is proceeding in America. The construct is win-win-win.
My second but somewhat opportunitic venture, also long term in nature, is making good progress, and if/when realized, will also affect the big picture.
My China corporate services venture is in final negotiations with a European bank, and their proposal is very close to acceptable.
Also, perhaps cryptically, a royal coconut in the great valley is in sight for my fourth project.
All in good time, when the time is right :0)
I intend to actively return to the thread whenever able and as soon as possible (a few days? or maybe tomorrow :0)
Later, Chugs, Jay |
