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Strategies & Market Trends : CFZ E-Wiggle Workspace
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To: skinowski who wrote (40165)4/10/2024 9:56:51 AM
From: robert b furman1 Recommendation

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Good Morning Ski,

The other dirty little secret no MSM wants to discuss is that rental inflation is a big piece of the CPI calculation.

As interest rates go up new multifamily housing increases in cost. Boosting up the rental rates required for a return on the investment.

Add in the fact that Biden's open border has allowed 10 to 15 million illegal immigrants to come in, and you have a swollen rental class demand in the demographics.

I suspect not too many of the illegal immigrants are home buyers, DUH.

Buy the time we get a commodity super cycle going from a synchronized global recovery with built in more expensive energy (read that to be everything produced) and a deserving middle class clamoring for deserved wage increases, we'll be looking at a Federal Reserve 2024 dot plot that travels from the lower left to the upper right.

Fiscal overspending coupled with energy inflation and a commodity super cycle sure sounds like the 1980 recipe for stagflation in my recollection.

When Oil hits $150 a barrel, then that will be the time to increase Treasury duration to 5,7,and 10 years. As Jamie Dimon says, the 30 year can reach 7 to 8 percent ya know.

For a short time window, that will be available - right before duration risk is choking off the banking system, and we go into a serious recessionary contraction. Then our Treasuries will become capital gains material.

That's when we BOOMERS will lock in a comfortable retirement for the duration of our lives.

JMHO

Bob
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