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Strategies & Market Trends : US Inflation and What To Do About It -- Ignore unavailable to you. Want to Upgrade?

To: John Vosilla who wrote (1339)	1/24/2020 3:56:03 PM
From: RetiredNow	Read Replies (1) \| Respond to of 1504

True, but this time we have manufacturing down hard, retail down hard even though many people are saying the consumer is strong but it's not true, and yet we have real estate up and stocks up. What gives? My guess is that low rates and money printing push real estate and stock prices up, but do nothing for the rest of the economy, which is more related to supply, demand, and the ability of consumers and businesses to spend and invest. It's just that real estate and stocks are so much more visible to everyone that it makes the press feel like the good times are still rolling. I just don't believe it. They say tech is doing great, but I saw last quarter that Cisco surprised markets with a downside forecast for the next quarter, which we're about to see how they did and whether its good or bad. Keep in mind that Cisco is the big gorilla of networking and they are a tech bellwether. So if they forecast down like they did last quarter, then that means the underbelly of tech is soft. It's still possible to have a recession, even when stocks and real estate are flying high.