Great read about the upcoming BONDPOCALYPSE.
Get ready for inflation. Been talking about this all year last year.
Game. Over.
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Joined Aug 2, 2009
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Do you think divergent monetary policy might dampen the selling? Since the rest of the world is basically still easing in one form or another, wont some yield seekers flock to treasuries as rates rise?
Or is it your view that this trade is just too crowded with longs for that to have a meaningful impact?
Got a preference for any of these shippers around here?
http://finviz.com/screener.ashx?v=211&f=ind_shipping&t=DRYS,GNK,DCIX,EGLE,GSL,RLOG,TOPS
I see you looking at very small stocks (DRYS has 4 mil market cap now!), with terrible looking charts.
Try this approach (I kept scan settings so you can see my logic):
http://finviz.com/screener.ashx?v=111&f=fa_div_pos,fa_eps5years_pos,fa_pe_profitable,fa_ps_u5,fa_sales5years_pos,ind_shipping&ft=4&o=-sma200
I dont disagree, but curious to hear opinions on this:
What if the Inflation that we are seeing pop up isnt the traditional ‘Demand-Pull” inflation, but rather the more nefariois “Cost-Push”? Not sure Cost-Push would benefit stocks as clearly……only companies with pricing power would survive that in theory. Interested in thoughts.
I JUST CAME HERE TO SAY THAT BONDS ARE GAY.
Do you really believe we’ll get some inflation this year?
If so – what do you believe that does to the dollar…. textbooks say lower
If we get inflation & lower dollar – that’s unequivocally bullish for gold prices right, but then there’s the FED? 3 hikes this year could really only happen with some decent inflation.
I’m rambling. What r your thoughts on DXY GLD and Fed hikes?
PS: I need to pay better attention to my earnings calendar. $LN
Trying to get long euros here. Not a dollar bull. I blogged about that not long ago. Worth a read.
RE: GLD…I think 1980’s.
The Gold rush has trickled down to like college kids N shit. Goes nowhere for a year minimum.