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?

The Perfect Storm: Semi-Annual Economic Review

Your analysis of longer recession timeframes when originating from the banking sector is excellent. We can only hope that your projected 3 year recession timeframe does not occur or there will be many jobs lost and home foreclosures.