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Gold/Mining/Energy : Tax Loss Selling Season - Best Buys? -- Ignore unavailable to you. Want to Upgrade?

To: John Vosilla who wrote (59)	2/11/2014 7:09:56 PM
From: LLCF	Read Replies (1) \| Respond to of 128

Agree with past direction if not magnitude, but... China labour and US labour costs have probably bottomed and their "cap" in inflation may fly off and hit the wall. The country wide whining about wages, minimum wage, and conditions of the hamburger flippers doesn't bode well for more extraction of output value from workers in favor of capital. Capital's proportion of GDP has seen a blow off top, and investment IN capital is blowing off as we speak... as evidenced by Jabillions of private equity deals in anything with 1/2 a business plan and two lips flapping to a colorful presentation. So no lid on cost push inflation either nominally (see above) or in real terms... as we can expect increased costs in dollar terms of all things other than perhaps the "puffy" assets everyone is chasing... due to dollar decline resumption shortly in terms of actual inputs to goods and services. Forget about borrowing... this is the LAST CHANCE TO GET THAT 30 YEAR MORTGAGE!! LOL, this little borrowing window is gonna crush many fingers shortly when it crashes back to the sill. We can expect another round of home puking when flex rates double or triple over the next couple years. "Real GDP growth"? The last time we had that was a decade ago or more... LOL It's one of those things you'll be able to read about in history books one day. Worthless term now. "Inflationary monster"... Government debt + Personal debt + soaring rates = monster. No new borrowing needed, apply elsewhere. The federal reserve having traded in all it's long term debt for short term has pretty much sealed the envelope to be tucked into future ECON books in the Chapter entitled: "Greatest Moronic Economic Blunder of all Time." Yea, sold another 1/4 of my NG today... just to be consistent. I have many shares in penny stocks in case of 1000 point rally in gold tomorrow -gggg- DAK