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.
Non-Tech : Kirk's Market Thoughts
COHR 171.51-2.0%1:58 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kirk © who wrote (16714)9/11/2023 11:37:32 AM
From: robert b furman1 Recommendation

Recommended By
toccodolce

  Read Replies (2) of 26782
 
Good Morning Kirk,

IF we have a UAW strike of over 2 weeks, The OEM's will drop all rebates, and the used market will get scoured for hot product. That one two punch of no rebates and no used inventory from trade-ins, will once again boost used vehicle prices.

Higher used vehicles and higher gas prices will give Mr. Biden and Fed Chair Powell major sticky higher inflation.

That could be the trigger for locking in more duration on treasuries (5.5% to 6% for 3 to 5 years).

It could be a great time to earn some yield for the savers of us.

Collect dividends and Treasury interest payments while buying the dip in equities.

A sure fired way to grow the portfolio, with a long term perspective.

A UAW strike and a government shut down (both in September) which will only get resolved after the Dems have to sign off on equal and across the board government expenditure cuts (3 to 5 percent?). I heard they've already agreed to 1% cuts immediately id we have another shut down.

Sooner or later the Dems will learn to hate shutdowns. They might even find it their duty to do their job and write a budget, prioritize needs and cut the pork and political favorites i.e The New green Deal 2.0 called the Inflation Reduction Act.

Gonna be interesting to see this evolve and it will be sooner than later.

Bob
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