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 (175484)7/28/2021 5:46:32 PM
From: sense  Respond to of 219782
 
Probably "a bit of both" on the issue of "priced in" based on the Delta variant...

The numbers in the U.K. show "meh"... probably the right answer... as case counts and mortality diverge...

So, the extreme in the "doom and gloom" based on the Delta variant is clearly greatly over-bought... leaving lots of room for a solid relief rally... if they're willing and wanting to allow it...

If only a matter of a few weeks before we're back to the "Roaring 20's"... it won't make much difference.

But, the rest of it, then, becomes more of an issue...

As activity picks up again, as the fear porn wears off, inflation will suddenly stop purring and start to growl ?

That's why many are predicting good times just ahead for gold, silver, miners ?

And, then... the bigger issues... in how screwed up they've been in "managing" all of this...

Hard to sustain confidence when everything they do is wrong... and everything they touch turns to shit... ?

And, more and more people are waking up to it, every day... dissolving the barriers between instances...

It's looking now like mid to late September into early October before we should expect to begin seeing growing demands for accountability... as narratives continue falling apart... and then we're ramping back into a new season of fear porn anyway... as politics heats up... and budgets have to be passed...