The next tipping point

[carlsbadworker]

[quote=Hobie]
Question: What are you going to do with your money once you exit?
[/quote]

Well. That’s exactly the reason that I am still almost fully invested right now. I think cash itself is an investment vehicle and I don’t want to hold too much in that basket either.
I think it really depends what will be the dominant risk that will make equity market less attractive at that time. If it is deflationary, then cash is not a bad choice. If it is inflationary, then maybe some commodity bets. As for government bond, I actually started a small position to short long-term treasury last week. 4% for 20-30 years bond? I do think those investors are having too much hope in America.

[paramount]

Let’s see, the Chinese gov’t is telling their citizens to stock up on gold and silver, and in America were being told to borrow and spend.

The S&P is currently averaging @ 140x earnings.

Yah, NOR-LA-SD I think your right on track.

The consumer is toast folks, get a clue!

[paramount]

Let’s see, the Chinese gov’t is telling their citizens to stock up on gold and silver, and in America were being told to borrow and spend.

The S&P is currently averaging @ 140x earnings.

Yah, NOR-LA-SD I think your right on track.

The consumer is toast folks, get a clue!

[paramount]

Let’s see, the Chinese gov’t is telling their citizens to stock up on gold and silver, and in America were being told to borrow and spend.

The S&P is currently averaging @ 140x earnings.

Yah, NOR-LA-SD I think your right on track.

The consumer is toast folks, get a clue!

[paramount]

Let’s see, the Chinese gov’t is telling their citizens to stock up on gold and silver, and in America were being told to borrow and spend.

The S&P is currently averaging @ 140x earnings.

Yah, NOR-LA-SD I think your right on track.

The consumer is toast folks, get a clue!

[paramount]

Let’s see, the Chinese gov’t is telling their citizens to stock up on gold and silver, and in America were being told to borrow and spend.

The S&P is currently averaging @ 140x earnings.

Yah, NOR-LA-SD I think your right on track.

The consumer is toast folks, get a clue!

[Arraya]

Late october-early Nov. equites crash followed by a new surge in unemployment i.e another round of deflation. Followed by additional money needed by the banks and probably nationalization. They coming back to big government with hat in hand should garner enough support for government takeover.

The big question is: will the world still allow the dollar as reserve currency or will the US empire be broken up.

Dow 6500 December…

You can’t stop what’s comin. It ain’t watin on you. That’s vanity…

[Arraya]

Late october-early Nov. equites crash followed by a new surge in unemployment i.e another round of deflation. Followed by additional money needed by the banks and probably nationalization. They coming back to big government with hat in hand should garner enough support for government takeover.

The big question is: will the world still allow the dollar as reserve currency or will the US empire be broken up.

Dow 6500 December…

You can’t stop what’s comin. It ain’t watin on you. That’s vanity…

[Arraya]

Late october-early Nov. equites crash followed by a new surge in unemployment i.e another round of deflation. Followed by additional money needed by the banks and probably nationalization. They coming back to big government with hat in hand should garner enough support for government takeover.

The big question is: will the world still allow the dollar as reserve currency or will the US empire be broken up.

Dow 6500 December…

You can’t stop what’s comin. It ain’t watin on you. That’s vanity…

[Arraya]

Late october-early Nov. equites crash followed by a new surge in unemployment i.e another round of deflation. Followed by additional money needed by the banks and probably nationalization. They coming back to big government with hat in hand should garner enough support for government takeover.

The big question is: will the world still allow the dollar as reserve currency or will the US empire be broken up.

Dow 6500 December…

You can’t stop what’s comin. It ain’t watin on you. That’s vanity…

[Arraya]

Late october-early Nov. equites crash followed by a new surge in unemployment i.e another round of deflation. Followed by additional money needed by the banks and probably nationalization. They coming back to big government with hat in hand should garner enough support for government takeover.

The big question is: will the world still allow the dollar as reserve currency or will the US empire be broken up.

Dow 6500 December…

You can’t stop what’s comin. It ain’t watin on you. That’s vanity…

[Hobie]

Gulp.. Arraya, I hope this scenario doesn’t play out.

But if it does, sure would play hell with the Christmas spending while at the same time make America very weak in the world’s eyes.

We still need to keep an eye on the Israel/Iran situation. If Iran lights off an nuke or any aggression to Israel we’ll be in another war.

[Hobie]

Gulp.. Arraya, I hope this scenario doesn’t play out.

But if it does, sure would play hell with the Christmas spending while at the same time make America very weak in the world’s eyes.

We still need to keep an eye on the Israel/Iran situation. If Iran lights off an nuke or any aggression to Israel we’ll be in another war.

[Hobie]

Gulp.. Arraya, I hope this scenario doesn’t play out.

But if it does, sure would play hell with the Christmas spending while at the same time make America very weak in the world’s eyes.

We still need to keep an eye on the Israel/Iran situation. If Iran lights off an nuke or any aggression to Israel we’ll be in another war.

[Hobie]

Gulp.. Arraya, I hope this scenario doesn’t play out.

But if it does, sure would play hell with the Christmas spending while at the same time make America very weak in the world’s eyes.

We still need to keep an eye on the Israel/Iran situation. If Iran lights off an nuke or any aggression to Israel we’ll be in another war.

[Author]

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