US Inflation and What To Do About It Message Board

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Strategies & Market Trends : US Inflation and What To Do About It

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To: RetiredNow who wrote (788)	5/1/2018 9:53:02 PM
From: John Vosilla	Read Replies (1) of 1504

Seeing high dividend income producing like SNH, GNL or MCC seem stable business models backed by real assets down much more than 20%. Watching the yield spread from 5 to 30 year treasury down to 30 basis points from 100 a year ago. At this point curve flattening by Fall? China curve was flat last fall and now notice has steepened a bit mostly shorter end dropping.. Are you expecting some corporate, tech, consumer debt buildup and( or) China lead downturn taking us into recession soon? I am not sure either way BUT if we have nice GDP growth next 2-3 years expecting the big one much worse than 2008 in duration to hit probably early next decade around 2022-23. Not a coincidence that is end of 17 year RE cycle at which point mortgage debt/GDP levels will be at peak again all IMHO financial shenanigans just beginning to get Millenials creatively leveraged all into housing with flattening curve forcing banks to finally get aggressive again like 2004-07..

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