Great exchange, there are some really good thinkers in here nowadays. Stocktrader, those are great returns, congrats on the good work. I am a little concerned that you are over leveraging there, so be careful.
When I went to type my full array of thoughts for a post, it got too long and annoying so I deleted it.
Net net, I think we are in an extended delationary period that just began and has a ways to go. As a result I don’t think any asset that requires inflation to rise will be a good investment until this situation changes. The COT report continues to show massive liquidations going on, so I don’t expect this to change any time soon.
I expect the dollar to rise for quite awhile due to the 16 yr cycle low it just made earlier this year right on schedule. It will have wiggles but the net direction should be up for several years. I am currently looking for a pullback to get aggressively long in the dollar. Just technical analysis, I do not use my opinions on world economics to determine my views on things.
