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Strategies & Market Trends : US Inflation and What To Do About It
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To: Rarebird who wrote (1058)7/28/2019 6:42:15 PM
From: RetiredNow  Read Replies (1) of 1504
 
Well, you could be right. Maybe my Austrian inspired ideas on economics are old fashioned. This era of unconstrained financialization of every aspect of the economy, no debt ceiling as you mentioned, and endless money printing QE by the reserve currency nation and all other Western countries, as well as China, is throwing massive and endless liquidity into the markets. You can see the sloshing flows of cash lifting all boats. It's really an unprecedented thing to watch. It's like the Weimarization of the entire world. So in the long run, this will be like the crash of Rome when the whole world was thrown into the Dark Ages. But in the short run, you could be very right that we will see an amazing melt up.

I just have no idea how to play it. The risks of going in like you are doing at the top are enormous. Right now, I'm still about 95% in short dated bonds. I also recently bought a 5% position in IEZ because it is so beaten down. That could turn out to be a stupid move, but I was looking for bargains and it was the only one I could find. Miners and mining companies look good too, but I'm too chicken to go into those. I've been watching IYM, though.

The next 6 months will be fun to watch. Let's see if the Fed goes full retard like you think they will. I think the Fed is the cancer in this country, but few realize it and Trump is most certainly taking advantage of that to prop up the markets to get elected. We'll see if they can play this kiting game through Nov'20. That's still a long way away to delay the coming crash.
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