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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (2014)	8/9/2021 5:45:17 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 10513

Another straw in the air... This has received very little play, but the money boom just ran out of gas. M2 stagnated in June for the first time in 3 years and real M2 contracted 0.8% — the history books suggest this could be a recessionary signal. This has received very little play, but the money boom just ran out of gas. M2 stagnated in June for the first time in 3 years and real M2 contracted 0.8% — the history books suggest this could be a recessionary signal. — David Rosenberg (@EconguyRosie) August 9, 2021

To: Sun Tzu who wrote (2014)	8/9/2021 9:46:40 PM
From: Rarebird	Read Replies (2) \| Respond to of 10513

Companies that can't raise their prices are already getting squeezed and their stocks are tanking. As far as shortages go, that is to be expected when you turn off the economy for a few months then turn it back on. The US infrastructure bill is going to create a lot of work and economic stimulus. I don't see the inventory build up as a problem. Powell is in the process of getting his wish in terms of inflation cooling off a bit. Rising rents are a big problem, though. I see bond yields rising and another shift to value and small caps. Market is due for a correction, but companies are now in buyback mode.

To: Sun Tzu who wrote (2014)	8/30/2021 12:48:40 PM
From: Sun Tzu	Respond to of 10513

As I was saying... Dallas Fed Manufacturing down sharply in August to 9 vs. 23 est. & 27.3 in prior month; new orders, shipments, production, outlook, and wages all down (but still expanding); employment down slightly but still firmly in expansionary territory Dallas Fed Manufacturing down sharply in August to 9 vs. 23 est. & 27.3 in prior month; new orders, shipments, production, outlook, and wages all down (but still expanding); employment down slightly but still firmly in expansionary territory pic.twitter.com/x1ZvV0PMCY — Liz Ann Sonders (@LizAnnSonders) August 30, 2021 Feel free to correlate this info with its parallel in 2010 and (to a lesser degree) 2018.