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.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (169386)3/11/2021 4:58:21 PM
From: sense  Read Replies (1) | Respond to of 217699
 
Part of the narrative shift today... oddly... included "Remember that whole commodities super-cycle thing ? Yeah ? Well, nevermind... just forget that." And the industrial commodities did under-perform today.

So, now we're going to get an economic boom... that consumes nothing ? Hmmm. Plan for that, then ?

Otherwise, yes, there is another "input from reality" that the stimulus they're doing... means checks will get written... money will get spent... and it has to go somewhere.

So, the anticipation is that the stimulus will "save the market" for now... if not "save the economy"... given there's no reason at all to believe that it can or should ? If the Covid issue is abating... the economy will bounce back in proportion on its own without any need to goose the artificial debt /money accelerator to make it happen... unless the patient really is mostly dead and on life support already... ?

I don't see much rational connection between the policy and the expected economic outcomes...

But, I do expect a flood of free money to have an impact and an outcome... in the market...

Up... for a bit... then down... just more of the same in bubble blowing exercises...

Mostly making the right questions in the short term ones about the TIMING... the fade...

How long before checks are in the mail ? And then, how long before the influence on the market does what it will... and fades... leaving us in the same place as now... only from a higher level in over-valuation ? The cycles should be getting shorter... as by now... round ? FIVE... we know it doesn't work... exactly as the Peter Schiff video pointed out... but that doesn't mean it has no market impact.

I don't know which way the market will run with that... how hard and high or how long... before realizing that element in the timing is predictable enough... that all it enables is pinning down a new plan for going short... at that point ? The market is supposed to look ahead far enough in anticipating those things... that you might expect it to mute the effects more this time ?

Oil back to $66... gold and silver shares mostly up, but not big... another "everything up" day... except for the commodities other than oil being told they're not invited...