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


To: bull_dozer who wrote (73168)10/30/2022 10:42:53 PM
From: bull_dozer  Read Replies (1) | Respond to of 98026
 



To: bull_dozer who wrote (73168)10/30/2022 11:05:54 PM
From: Lee Lichterman III1 Recommendation

Recommended By
Bocor

  Read Replies (1) | Respond to of 98026
 
I read a good feed kind of along those lines.
Stagflation ahead due to government debt limiting inflation fight yet low productivity, aging demographics, onshoring, deglobalization driving up costs.
People point to 40s and 70s but we had young eager work force, opposite of now. Real STEM abundant vs useless degrees now. Low debt vs now (not counting post war debt that was erased as we rebuilt the world).
Basically we are in a bad place with little wiggle room to get out. We're juggling running chainsaws. The only surplus nations are our enemies that could pull the rug on us any time they want to.



To: bull_dozer who wrote (73168)10/31/2022 12:13:25 AM
From: edward miller1 Recommendation

Recommended By
skier31

  Respond to of 98026
 
My take was he was more interested in bonds, at least soon. Buy I-Bonds (noting the limitation to buys), plus more comment on treasuries.

Lots of qualifiers regarding gold, although Jim and the interviewer both agreed the miners have value here.