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 -- Ignore unavailable to you. Want to Upgrade?


To: Sun Tzu who wrote (9391)4/22/2020 10:13:11 AM
From: Kirk ©  Read Replies (1) | Respond to of 26780
 
Take a look at what happened after the Spanish Flu pandemic.
Why do you think there may not be a sell off? I'm interested to hear alternative views.
It was given a name, "The Roaring Twenties." We may see a similar boom 100 years later. We could make Gretta Thunberg happy and RECYCLE the name too! Roaring Twenty Twenties!

I need to figure out just how much the fixed income part of my portfolio has been diluted by all these programs. Something like M2... when it visibly goes up with electronic printing, it visibly lowers the value of all our fixed income holdings just as issuing more shares of stock.

fred.stlouisfed.org

My guess is it will bump much higher when the current programs and all accounted for.

If some states open quickly, then businesses will have to compete with the government paying an extra $600 a week for workers on unemployment. I'd not be in a big hurry to return to work for lower pay unless it was a job that included health insurance. Higher pay plus months of getting those fat unemployment checks with nothing to spend it on... will release a big spending boom.