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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Real Man who wrote (58469)	5/1/2022 9:34:18 AM
From: Sun Tzu	1 Recommendation Recommended By kimberley Read Replies (4) \| Respond to of 97052

The counter argument to your market scenario is that the US bond market is now the most attractive in world. Why would anyone buy the European, Chinese, or Japanese bonds instead of the Americans'? How much of an impact this will have is anyone's guess. Those who know don't say and those who say don't know. As to Biden and Russia, Biden is playing a very dangerous game. He doesn't have an end game. His plan is to fight the Russia to the last Ukrainian in order to remove Russia as a global player. The problem is that while Russia may not be able to win, they certainly are able to make sure that everyone else does not fare well either. That everyone includes the US. And I am not just talking about nuclear war, which is a possibility. There are lots of other things that they can do. For reference, consider that after 40 years of sever sanctions and fierce global opposition plus 10 years of proxy war with the US, Iran is still standing. Russia is orders of magnitude stronger than Iran. The blowback from Russia (and China) will be a lot worse than the middle eastern one.

To: Real Man who wrote (58469)	5/1/2022 10:28:40 AM
From: ajtj99	2 Recommendations Recommended By Lou Weed Sun Tzu Read Replies (2) \| Respond to of 97052

The negative GDP growth was a function of the dysfunction in the supply chains. The massive trade deficit in the 1st Qtr is what caused the negative GDP, and that's a one-off deal because of all the delayed shipments from the 4th Qtr that spilled over into the 1st Qtr. Furthermore, the over-ordering that was a function of the delayed shipments is not going to be repeated as there is a goods consumption slowdown.