i specified Message 24488479 positive carry in juridiction where law works, and besides, the way i invest in real estate, i got a while before cash is exhausted and leverage is called for.
in accordance with fed will hk short interest rate and therefore mortgage will likely keep dropping
in any case, keeping buying, then buy more, then, based on contracted cashflow, keep buying much more, cost average, go go go
as to energy and ag, specifically spec-ed as hedges, as opposed to wagers, besides, i doubt the prices will drop on trend, because 3 billion diligent folks wants the american dream, namely suv, and super jumbo size everything
we are still way early days on energy and ag cost push pricing - now that team usa is tapped out just about, per your script, which i agree with, 3 billion credit cards will have to be issued elsewhere - printing press is neither secret nor a weapon
on shorts, got quite a bit ... financial, real estate, china, oil & gas (hedge on hedge), and whatnot, even some gold double short
but, in the main, must gravitate towards positive carry real estate in secure and free jurisdiction with working legal system and tiny govt that is afraid of the population (write off usa) and let below factors do the hard lifting (i) positive carry, (ii) compounding, (iii) sensible leverage, (iv) govt/private enterprise neighborhood improvement, (v) 1.3 billion rapidly wealthier neighbors with 1.68 trillion of investible cash plus 600 years of pentup demand for everything and quarter century long credit card issuance mania to look forward to, and (vi) potential/destined currency upgrade
deflationary scare?
get serious; if deflation, for how many weeks? will it allow me time to implement a 7x wager for harvest within 18 months - ala sars? if so, what's the fuss, as opposed to the hope? |
