PatientInvestor

Let's Give Inflation a Chance

I appreciate the fine analysis. My concern is that when the pendulum turns we may see a meteoric rise in the price of oil and will be way behind on the supply side. That will have serious long-term price consequences

Should we consider investing in some oil related stocks in the next 6 months?

Chinese Consumers Loosen Their Fists

If we wait for the children of the rural peasants to emerge with their liberal spending habits, it will another 3 to 5 years until Personal consumption begins to increase measureably beyond the current rate of 35%. But when that does, look out!