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[ATTACH=full]184431[/ATTACH][ATTACH=full]184430[/ATTACH][ATTACH=full]184429[/ATTACH][ATTACH=full]184428[/ATTACH][ATTACH=full]184427[/ATTACH][ATTACH=full]184426[/ATTACH][ATTACH=full]184425[/ATTACH][ATTACH=full]184424[/ATTACH][ATTACH=full]184423[/ATTACH][ATTACH=full]184432[/ATTACH]

Chop continues.

Powell will obviously cut because the fiscal debt situation is so dire. Deficits are blowing out. It's one thing to have small businesses default, even if it is in droves, it is quite another to have the US government default.

You can default fast or slow. Powell, Yellen et al. will pick slow. That means inflation and lots of it. They will try to hide it of course.

Lots of inflation means that nominally stocks will rise. Plenty of examples of this. In real terms they go nowhere. In the 1970's that created really significant chop. The market was rangebound for 10yrs+. Could well be what we are headed for.

That being said: the 2 examples: medical insurance and auto insurance, if you can find an industry that can raise prices due to government largesse or similar, that is an inflation play.

Another past example of this was military spending.

The one that will dominate going forward is infrastructure spending as the US reshores its manufacturing base.

[ATTACH=full]184433[/ATTACH][ATTACH=full]184434[/ATTACH]

Also XLI (but I have run out of chart attachments). XLI has more military type stocks in its holdings.

Of course gold. Gold is now entering its investment/speculative period. As an investment, rather than just preserving purchasing power, gold is just starting its bull run.

What you want to avoid like the plague: any form of debt instrument. In fact, you want to take on debt as its value will simply inflate away. Rates will come down and stay down for at least 10yrs. This is essentially what Mr Saylor has done floating $2B+ and buying BTC. His company, MSTR is now simply a highly leveraged play on BTC. I'm looking at this as a position, comparing it to COIN, which is also a leveraged play on BTC.

I'll miss the fireworks if there are any, NVDA earnings was a nothingburger, so may the Fed. Hopefully the market goes bat-**** crazy, it has been so boring for the last couple of days.

jog on
duc

<blockquote data-quote="ducati916" data-source="post: 1297599" data-attributes="member: 2975">[ATTACH=full]184431[/ATTACH][ATTACH=full]184430[/ATTACH][ATTACH=full]184429[/ATTACH][ATTACH=full]184428[/ATTACH][ATTACH=full]184427[/ATTACH][ATTACH=full]184426[/ATTACH][ATTACH=full]184425[/ATTACH][ATTACH=full]184424[/ATTACH][ATTACH=full]184423[/ATTACH][ATTACH=full]184432[/ATTACH]Chop continues.Powell will obviously cut because the fiscal debt situation is so dire. Deficits are blowing out. It&#039;s one thing to have small businesses default, even if it is in droves, it is quite another to have the US government default.You can default fast or slow. Powell, Yellen et al. will pick slow. That means inflation and lots of it. They will try to hide it of course.Lots of inflation means that nominally stocks will rise. Plenty of examples of this. In real terms they go nowhere. In the 1970&#039;s that created really significant chop. The market was rangebound for 10yrs+. Could well be what we are headed for.That being said: the 2 examples: medical insurance and auto insurance, if you can find an industry that can raise prices due to government largesse or similar, that is an inflation play.Another past example of this was military spending.The one that will dominate going forward is infrastructure spending as the US reshores its manufacturing base.[ATTACH=full]184433[/ATTACH][ATTACH=full]184434[/ATTACH]Also XLI (but I have run out of chart attachments). XLI has more military type stocks in its holdings.Of course gold. Gold is now entering its investment/speculative period. As an investment, rather than just preserving purchasing power, gold is just starting its bull run.What you want to avoid like the plague: any form of debt instrument. In fact, you want to take on debt as its value will simply inflate away. Rates will come down and stay down for at least 10yrs. This is essentially what Mr Saylor has done floating $2B+ and buying BTC. His company, MSTR is now simply a highly leveraged play on BTC. I&#039;m looking at this as a position, comparing it to COIN, which is also a leveraged play on BTC.I&#039;ll miss the fireworks if there are any, NVDA earnings was a nothingburger, so may the Fed. Hopefully the market goes bat-**** crazy, it has been so boring for the last couple of days.jog onduc</blockquote>

[QUOTE="ducati916, post: 1297599, member: 2975"] [ATTACH type="full"]184431[/ATTACH][ATTACH type="full"]184430[/ATTACH][ATTACH type="full"]184429[/ATTACH][ATTACH type="full"]184428[/ATTACH][ATTACH type="full"]184427[/ATTACH][ATTACH type="full"]184426[/ATTACH][ATTACH type="full"]184425[/ATTACH][ATTACH type="full"]184424[/ATTACH][ATTACH type="full"]184423[/ATTACH][ATTACH type="full"]184432[/ATTACH] Chop continues. Powell will obviously cut because the fiscal debt situation is so dire. Deficits are blowing out. It's one thing to have small businesses default, even if it is in droves, it is quite another to have the US government default. You can default fast or slow. Powell, Yellen et al. will pick slow. That means inflation and lots of it. They will try to hide it of course. Lots of inflation means that nominally stocks will rise. Plenty of examples of this. In real terms they go nowhere. In the 1970's that created really significant chop. The market was rangebound for 10yrs+. Could well be what we are headed for. That being said: the 2 examples: medical insurance and auto insurance, if you can find an industry that can raise prices due to government largesse or similar, that is an inflation play. Another past example of this was military spending. The one that will dominate going forward is infrastructure spending as the US reshores its manufacturing base. [ATTACH type="full"]184433[/ATTACH][ATTACH type="full"]184434[/ATTACH] Also XLI (but I have run out of chart attachments). XLI has more military type stocks in its holdings. Of course gold. Gold is now entering its investment/speculative period. As an investment, rather than just preserving purchasing power, gold is just starting its bull run. What you want to avoid like the plague: any form of debt instrument. In fact, you want to take on debt as its value will simply inflate away. Rates will come down and stay down for at least 10yrs. This is essentially what Mr Saylor has done floating $2B+ and buying BTC. His company, MSTR is now simply a highly leveraged play on BTC. I'm looking at this as a position, comparing it to COIN, which is also a leveraged play on BTC. I'll miss the fireworks if there are any, NVDA earnings was a nothingburger, so may the Fed. Hopefully the market goes bat-**** crazy, it has been so boring for the last couple of days. jog on duc [/QUOTE]

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