patio

Alcoa's View of the Economy

Yeah, the reporting of the economic conditions is the problem, not the economic conditions themselves.
No one is wishing anything, as if wishing had some effect. I want to understand as much as I can, in this rapidly changing world, to be (hopefully) armed with some idea how to respond. There is a lot of reporting, and opinionating here and other sites, read it or don't.


On Jan 08 07:28 AM apppro wrote:

> Yeah, let's all just padlock the borders and put up, "Out of Business"
> signs, too! Be very careful of what you wish for here. The negativity
> in everyone's reporting has become reality way too easily & quickly.

Three Investment Themes: Retail, Energy and Materials

Jep,

I think you missed my point- i'm not talking about any specific market, equities or otherwise, just some non-dollar vehicles once the inflection point of deflation passes. Now, having said that, some of those vehicles may well be stocks, may be yen, may be physical gold ( if any can be had ).
Unlike picking a market bottom, a fools errand, I think it may be possible to see the deflation/inflation turn, at least to some degree. At least I'm hopeful, and looking for trends to follow.
Any ideas?

Three Investment Themes: Retail, Energy and Materials

Oh, also, can you recommend a basket of investment ideas when the inflection point comes? i'm thinking commodity companies, oil and oil service, some of the really beaten down chip stocks ( there is no inventory overhang this time, but still wonder about demand going forward ).
Ideas?

Three Investment Themes: Retail, Energy and Materials

Exactly my sentiments. I have been 100% cash since Nov. last year, and am reading everything I can daily to try and uncover trends that will point to the inflection point, when cash becomes trash. Andy, your articles on my watchlist- what will be the indicators that deflation-to-inflation inflection point has been reached?
Thanks.