my suspicion? china will help to bail, mainly by spending on self, but the spend will inevitably leak, and be appreciated
my wager? get only that which i can see and touch, call my own, essentially leverage free at the mo, until the officialdoms show true conviction, then leverage up, and get more, again only that which i can see and touch
my fear? we are in the beginning of the end game of last man standing, the casualty will drastically mount, and for the few, for keeps, the many, game over
fear is a survival trait, panic is rational, and best to panic first, while still rational
just in in-tray, just summing up where we might be right now
I am ultra bearish on the world and that we shall have a complete collapse of the capitalistic system, wars, etc. But with Dow at 100,000 (money printing) or Dow at 3000, tomorrow, in five or ten years I do not know.
Correction is underway and Fed will print more should S&P decline below 850. |
