Survival of the Fittest: Save Haven Investments [View article]
I agree with you and Warren about the danger of USTB, but SWC PE: 42.80 !! "when you see a commodity traded far below its production cost, it is the best investment you can buy"? it means nobody wants the commodity, and it can be this way for many years. Hopes are that low oil prices can revive the China US manufacture/debt carry trade and more energy be burned. But you must realize that the toxic AAA CDO waste has polluted credit trust worldwide and there will be no credit for any dream for a while. Sorry for that, but is not my fault, I trust you will be right and recover your money thanks to the magic of inflation, some day but not very soon. Also the central banks can quickly recover the liquidity via interest rates or repos if trust returns, good luck!
Survival of the Fittest: Save Haven Investments [View article]
I agree with you and Warren
about the danger of USTB,
but SWC PE: 42.80 !!
"when you see a commodity traded far
below its production cost, it is the
best investment you can buy"?
it means nobody wants the commodity,
and it can be this way for many years.
Hopes are that low oil prices can revive the
China US manufacture/debt carry trade
and more energy be burned. But you
must realize that the toxic AAA CDO waste
has polluted credit trust worldwide and
there will be no credit for any dream for a while.
Sorry for that, but is not my fault, I trust
you will be right and recover your money
thanks to the magic of inflation, some day
but not very soon. Also the central banks
can quickly recover the liquidity via interest
rates or repos if trust returns, good luck!
Survival of the Fittest: Save Haven Investments [View article]
how many catalitic converters and fuel cells
do we need with the oil barrel @ $50?
have a nice evening