Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: Lee Lichterman III who wrote (73167)	10/30/2022 7:37:15 PM
From: bull_dozer	2 Recommendations Recommended By Kahlua Lee Lichterman III Read Replies (3) \| Respond to of 98020

Buy Gold and miners... <G> Extreme interest rate suppression down to 0% by the central banks has deformed pricing, resulting in excessive malinvestment & creating the “Everything Bubble”. Now that rates are starting to normalize (i.e. rise), they’re throwing the system into distress. Rates in the US and much of the developed world have been rising faster than at any point in living history. That is creating shockwaves that are de-stabilizing the system and will keep arriving for some time. So Jim predicts most of the damage that will be done still lies ahead of us. Jim sees Private Equity as a space ripe for reckoning. Lots of debt has been used to make acquisitions in this space, making the margin for error narrrower and narrower. Now with rates this high (and going higher), it wouldn’t surprise him to see a lot of bankruptcies. If Jim were in charge, no one would even know the Fed Chairman’s name. He wants the Fed out of the game of trying to influence/guide markets and public perception of the economy’s trajectory. The Fed would stop intervening, except as a very short-term lender of last resort in true periods of crisis. But it would get out of the bailout game. He would back the currency by gold. As for interest rates, the Fed should stop trying to influence any yields beyond the short-term borrowing floor it sets. Jim thinks stagflation is the likely trajectory from here. History shows that inflation takes a lot longer to peak than our authorities tell us it will. The last great inflation era here in the US, too the better part of 20 years to fully get tamed (despite assurances all along the way is was ‘almost under control’). Jim compares inflation to an underground coal seam fire — it often looks like its out, but is really smoldering below ground, to erupt again. Jim doesn’t see inflation going back to under 2% anytime soon and that bond yields will remain elevated. Despite this, Jim thinks good values will start emerging along the way for those investors paying attention. wealthion.com

To: Lee Lichterman III who wrote (73167)	10/31/2022 9:04:34 AM
From: Bocor	1 Recommendation Recommended By Lee Lichterman III Respond to of 98020

not really. It is about an hour's worth of brilliance. Jim Grant has been a bond guy forever----20-30 years. He is tremendous.

To: Lee Lichterman III who wrote (73167)	10/31/2022 12:00:57 PM
From: Lee Lichterman III	2 Recommendations Recommended By rimshot towerdog Respond to of 98020

I stole this off of skywatcher's thread. It's supposed to be bullish but notice the years in the running. They're mostly great depression and 70s stagflation period. How is this bullish? We all know the sharpest rallies are in bear markets. This almost seems to solidify the fact.