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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (18959)	5/21/2024 12:23:40 PM
From: robert b furman	2 Recommendations Recommended By Cogito Ergo Sum sixty2nds Respond to of 27123

Hi Kirk, My bet is with a cut in rates, the doors of growth will be unleashed by a flood of money. Crude will be tight and again be the reason behind a recession by getting expensive. A global reflation will take place after a lot of wealth destruction rewards those who got out early, or better yet balanced their portfolios into fixed income and equities. I think we are late cycle and have yet to see a true money draining inflationary cycle top. Quite a ways to go yet. My best prosperity view is Trump does a "drill baby drill" and energy gets out of tight supply and gas/electricity helps us get to a nuclear revitalization as we pursue a truly beneficial direction that helps more than crooked politicians keep their control. We need a time of prosperity and BIG INNOVATIONS in the GRID! Bob