Friday, April 22, 2005

Next 36 Months - an Overview

We're going to see some really rough times over the next couple of years.

Interest rates will go up until a "neutral" rate is reached (4 - 4.5%).

This WILL cause a global slowdown.

The Fed will cut rates when it looks like we're going to have a financial asset meltdown.

Inflation will be the order of the day - the more we print the more prosperous we are.

Be in short cash for now - buy in about 18 months - buy cheap things.

Oil, Steel, Mortgage REITs.

And remember to collect those dividends.

Sunday, April 17, 2005

Okay - Here's The Thing

We're down, we're down hard, and we're down fast.

Deflation is the scare - the reality is inflation.

Negative return on bonds - hold real crap, not fake crap.

I'm glad I'm holding onto cash generators - they'll never go negative. The Fed wont allow the banks to go bust like that. I hope.

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