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checkinguy

checkinguy
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  • The Attack Of The Fed Will Continue - Where To Invest? [View article]
    Hi Diver Dave,
    I think he is meaning that the Fed would then continue it's policies - not start tightening at the supposed 2014 q4 or early 2015. (Like you supposed).

    I think this essay brings up a point though. Sector rotation. If money is going to continue to come into equities, I think smart money will avoid overbought stocks - this is a boon for mid and small caps that don't always see lots of action. I think this is where to position over the next while.
    May 20 02:32 PM | 1 Like Like |Link to Comment
  • Why Aren't We Seeing Inflation? [View article]
    China has an artificially set the Rinminbi and has quickly taken much of the worlds manufacturing. This has been good for the folks in China, but has decreased the manufacturing elsewhere around the world. Europe is vulnerable as it has been socializing the longest and has been loosing competitiveness.
    The rest of the world have their collective foot on the gas pedal, (low interest rate) to increase industry. This has only allowed moderate growth in GDP. No overheated economy - no overheated inflation, except in the economies with higher gdp. No overheated economy, no big call for commodities.
    Now everybody is devaluing, basically doing what China has done by not floating their currency.
    May 19 06:08 AM | Likes Like |Link to Comment
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