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 : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 374.22-0.2%Nov 21 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
Maurice Winn
To: GPS Info who wrote (138130)1/14/2018 8:40:25 PM
From: THE ANT1 Recommendation  Read Replies (1) of 217931
 
Market not overvalued given current rates. Fed might over tighten and send stocks down so always have dry powder as govt bonds will go to record low yields soon after and stocks will go back up.As long as inflation stays below 2% stocks will continue up. Rates should be low for years as GDP will go down if credit stops rising unless deficit spending fills the gap. If inflation rears it ugly head a rate rise or two will solve the problem and we will be at world capacity with wages rising--good (this is end game for assets but nirvana for wage earners). Deflation is always temporary as long as the politicians print. If there is deflation the government need not borrow just print-no long term debt increase needed. Printed money is free up until inflation starts. Outside a crises in confidence board song of Be Happy applies

SRPT could go to $300 in 5 years but country funds better bet. India OK but at 19X earning with 6% growth keep some dry powder. If rates stay low India could go to 25X earning. Brazil will go to the moon soon I have BRZU but at 3X leverage one must be willing to sell some if it drops but always be ready to buy more on take off. ARGT and Argentine stocks good buys but I want a 3X Argentina fund and none out there. Airlines especially SAVE still good deal 12/2010 I posted airlines were going to blast off when DAL and ALL were at $10. I was in them at half that price. Rather than reregulate them the government allowed them to form an Oligopoly (82 year old German Economics professor in 1981 explained why deregulation would fail and said the government would reregulate). Fiat was a no brainer but that play is likely over. A little GDXJ for a rainy day but never fall in love with this one. If you don't want 3X Brasil I bought at half current price 4 months ago and am still in so I have a good cushion) then the banks are OK BBD ITUB All the above assumes no crash in US stocks but even with a crash they will be up moderate term. I only invest in what I feel I know more about than 99% of investors, unless I occasionally follow the lead of a guru(Fiat). I invest in stocks that can fall 50% in the next year or two or go up 100%-500%.I am up over 30X since 2004 but that includes stepping in 200% SEP contributions over 17 years on the original capital I had in 2004 (over 17 years added 200% of the original amount so I had to triple my money)

It pays to be an ANT
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