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  • The Twin I-Beams of Investment Success [View article]
    Why is it the only time people believe "it's different this time" is on the upside moves? :-) This is going to be a gutwrenching next 5-10 years as we work out these outrageous excesses globally. However, we are going to get inflation as we print our way out of things so metals, real estate(eventually) some commodities, energy (batteries), and a slow build of infrastructure (how are governments going to PAY for this infrastructure when the tax base erodes and there is no way to issue debt?) may make sense. Best to all.
    Aug 21 07:37 am |Rating: 0 0
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