Strategies & Market Trends
US Inflation and What To Do About It
An SI Board Since April 2010
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Emcee:  mindmeld Type:  Moderated
It's 4/25/2010. The hottest financial book out right now is Michael Lewis' "The Big Short". The sub-prime bond market collapsed in 2007 and 2008, taking out the rest of the economy. The aftermath is 10% unemployment and unprecedented US Government spending and risk guarantees to prop up Wall Street firms that would have others ceased to exist. All the perpetrators of this disaster walked away multi-millionaires and billionaires, leaving the rest of us holding the bag. No criminal suits are in sight. The SEC suit of Goldman Sachs is a sham puppet's court and the financial reform currently under discussion doesn't come close to addressing the underlying problems. It's all window dressing for an American public that isn't sophisticated enough to even begin to understand the nature or scope of the greatest public Treasury heist in US history that is still underway. Lastly, the same Wall Street firms and banks who collapsed our economy are now borrowing money from the Fed at 0.5% and buying US Treasuries yielding 2.5%. The spread is funded by the US taxpayers. With the profits they "earned", they continue to pay out billions in bonuses.

The bottom line is that the US debt is soaring, the end of deficits is nowhere in sight, the government is printing money, and INFLATION is a virtual certainty. The only questions left to ask are as follows:
* When will we start to see inflation?
* How far will it go?
* Who will benefit and how will they benefit? Who will lose and how?
* How can we position our portfolios for this eventuality?
* What publicly traded companies, sectors, or instruments will benefit and which will lose in a rapid inflationary environment?
* When will the Fed raise rates?
* What will be the immediate consequences in the market and how can we get ahead of that trade?

The only rule on this thread is that we're not interested in politics, except insofar as it relates to our topic of making money or preserving wealth off of the coming inflationary period. If the talk turns to out of bounds political chatter, I'll give one warning and then ban the instigator.
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774Very interesting. I don't have the confidence to do that kind of trading, bumindmeldlast Saturday
773I'm going to be 65 in May and I'm not looking for any big drawdowns eithRarebirdlast Saturday
772Hi Rarebird, no, I'm still at 22% stocks. The correction didn't hit 15%.mindmeldFebruary 15
771So, now you are 30% invested in stocks?RarebirdFebruary 15
770I don't think so. I think rates are going to continue to go up, not just becmindmeldJanuary 27
769John - I've had you bookmarked for years. I haven't always agreed with yRarebirdJanuary 27
768Do we have a past conflict here on SI cause I don't remember? I see you canJohn VosillaJanuary 26
767I can see balance sheet unwinding, stock market run for the ages in so many counJohn VosillaJanuary 24
766Your post is very much how I feel about millennial and the coming socialist takemindmeldJanuary 2
765<<Basically anything liberals touch the costs go sky high from what I see Rarebird12/23/2017
764I don't envy people living in the big blue cities in the NE and west coast..John Vosilla12/23/2017
763Very nice and humane post.Rarebird12/19/2017
762It’s called a nightmare -g- FWIW I hope you are right.Real Man12/18/2017
761One can dream about crashes too and that is how many permabears operate. Now I rRarebird12/18/2017
760Crash calls are opposite of a dreamer (eternal optimist). I think universal careReal Man12/18/2017
759I do think a strong backlash is coming (after the devastation) and the country iRarebird12/17/2017
758You are a dreamer -g-Real Man12/17/2017
757Considering that this tax cut bill was completely partisan in nature without theRarebird12/17/2017
756Sure stock market due for some 1987 or 1997 type crash especially as yield curveJohn Vosilla12/15/2017
755Shoot. You think this can go on for far longer. I think we'll see a downturnmindmeld12/2/2017
754We are only at 24% on fed balance sheet. Lots of room to grow to catch up to ChJohn Vosilla12/2/2017
753John, Beware. I just posted this on the another thread.... it's happening. mindmeld11/22/2017
752I am five chapters in and can't wait to finish it. Seems she read a lot of John Vosilla3/26/2017
751I'll check that out. Sounds like a good book.mindmeld3/23/2017
750Not sure but probably safe until the yield curve flattens out then watch out 12-John Vosilla3/23/2017
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