[The-Shoveler]

One more coincidence or similarity to current times is the boomers were just hitting their 30’s. but come 89-early 90’s in LA at least when the cold war was winding down things went south fairly quickly. Took almost to 97-99 before the next bubble got really going and housing (in LA) to really recover.

[The-Shoveler]

I remember my friend paying extra points to get an 11% fixed rate in the 80’s.

Housing was still going nuts in LA at that time, but there was a crazy amount of defense spending the cold war was on full steam.

[The-Shoveler]

EIA is suggesting energy emergency.

https://www.msn.com/en-us/money/markets/iea-urges-emergency-measures-to-cut-oil-use-over-supply-fears/ar-AAVe6zs?ocid=entnewsntp&pc=U531

[The-Shoveler]

Covid-19 cases, hospitalizations and deaths are approaching or surpassing record highs across Europe just weeks after countries lifted pandemic restrictions and outlined plans to live with the virus, which could be a warning sign for the U.S.

[The-Shoveler]

Covid lock-downs in China and the EU, makes me wonder if companies will delay again back to office.

So far no real big push at my company to get workers back in the office (yet LOL).

[The-Shoveler]

LOL been quite a while (when I was much younger and not on a work day).
(at night a few times too LOL)

[The-Shoveler]

Gets to the point of real Gas shortages (station closing etc…),

I think we will get some type of no/don’t commute order.

Actually not a bad Idea to get ahead of it and do it now IMHO.

[The-Shoveler]

Seriously I think I would have a very hard time giving up coffee in the morning and beer at night.

Oh well I guess there is always decaf and non-Alcoholic Beer.

[The-Shoveler]

Re-shoring/On-shoring Assuming we get lucky (which is likely) and we just end up in a low grade cold war.

Some serious (probably dirtier then most would like to see) mining will need to be Re-shored as well.

EV’s have environmental costs too.

[The-Shoveler]

An investment research firm is warning that while there is a 1-in-10 chance Russia’s invasion of Ukraine will end in nuclear catastrophe, investors should still be ready to pad their portfolios.

https://gazette.com/news/investment-firm-puts-chance-of-civilization-ending-nuclear-war-at-10-but-says-to-buy/article_798c95d1-8747-57f6-b767-e9349b122247.html

OK so maybe not the ultimate authority but everyday this goes on is not improving our odds that something stupid does not occur INO.

[The-Shoveler]

Just watched a simulation map,

Seems you want to be somewhere in the middle of South America.

No one is targeting them.

[The-Shoveler]

Not crazy about valuations yet IMO.
But then again Fed and congress are the real wild cards here, they may come riding to the rescue in spite of inflation.

[The-Shoveler]

1 in 10 chance.

Wow that’s kind of unsettling

[The-Shoveler]

Assuming we get lucky and this somehow gets resolved without millions dying.

And we just end up in a low grade Cold war, it could be a boon for the defense industry in and around SD.

Also companies will think twice IMO about off-shoring their tech work.

Food for thought, during the Berlin airlift Russia did not yet have Nuclear weapons but the USA did.

[The-Shoveler]

Dilbert had a good one today matching this thread.

“Can’t work remotely”

https://dilbert.com/strip/2022-03-06

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