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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Pogeu Mahone who wrote (201083)8/31/2023 2:55:37 PM
From: fred woodall  Read Replies (2) | Respond to of 217774
 
Groman interview 2 of 2. His take short-term treasuries ride up till $150 oil or 7% feds fund rate then buy stocks. No clarification beyond that. Watching many Dowd, Groman, Pomboy, etc., they’re all nervous with good reason. Notice no talk of “V” recovery. Even Buffet voicing recession. Imagine many will wager big on the way down.
The best of them can only guess, how long the fuse? Here in the U.S. I agree with Dowd 1st Q 24’ with $38T debt. We’re sitting ducks by our own making and duck season approaching.

Hard assets, PM’s including brass and lead. Xom wdfc & kmi. S&P 2800 fairly valued will add.



To: Pogeu Mahone who wrote (201083)8/31/2023 7:04:09 PM
From: fred woodall1 Recommendation

Recommended By
Pogeu Mahone

  Read Replies (1) | Respond to of 217774
 
Dowd excellent in its entirety. Assets start at 20:00.
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