Hi sir, I am curious to know what you think of the ClearValue Tax channel’s take on what is happening and his thoughts, mostly regarding his term “the great melt up” where we might see hyper inflation rather than a recession.
Actually cash on the sideline is a misnomer. Example: If I sold my stocks and put money in MM funds, it also means that someone has take up cash to buy my stocks.
I love the videos and charts and all the highlights to death. However, what I am missing are the actual facts, rather than the reported facts.
https://www.shadowstats.com/
Which already covers several issues (e.g. false reported Inflation rate (hedonics, substitution))
Debt crisis
US spending is out of control and the FED is about to inflate the US Dollar into nothingness
Just listen to Peter Schiff’s podcast or clearvalue tax youtube channel to get a sense of where the US is headed. This will not be inflation or recession, but stagflation. Holding cash can be an issue, if the value of the cash itself is collapsing (US Dollar). Then where to?
Care on using shadow stats as a source as it has been debunked by economists in the past. I think the risk of stagflation is a real concern. Which is why the fed and markets have been so tough on inflation numbers recently. (Stock dips due to high ppi, rising interest rate risk if inflation decupples again) helps keep the risk of stagflation to a minimum. Worst case scenario we follow the Paul Volker hand book and kill inflation by causing a recession…
I appreciate you high level view of the current market cycle we are in. Helps confirm some biases i have on the market of stacking cash and limiting longterm debt burdens. Interested in how much due diligence you do when deciding to buy one company in a sector vs another. Do you do only technical analysis based on price movements or do you also mix some fundamental analysis to ensure the lemon you are betting on isint rotten.
Hi sir, I am curious to know what you think of the ClearValue Tax channel’s take on what is happening and his thoughts, mostly regarding his term “the great melt up” where we might see hyper inflation rather than a recession.
Actually cash on the sideline is a misnomer. Example: If I sold my stocks and put money in MM funds, it also means that someone has take up cash to buy my stocks.
I love the videos and charts and all the highlights to death. However, what I am missing are the actual facts, rather than the reported facts.
https://www.shadowstats.com/
Which already covers several issues (e.g. false reported Inflation rate (hedonics, substitution))
Debt crisis
US spending is out of control and the FED is about to inflate the US Dollar into nothingness
Just listen to Peter Schiff’s podcast or clearvalue tax youtube channel to get a sense of where the US is headed. This will not be inflation or recession, but stagflation. Holding cash can be an issue, if the value of the cash itself is collapsing (US Dollar). Then where to?
Care on using shadow stats as a source as it has been debunked by economists in the past. I think the risk of stagflation is a real concern. Which is why the fed and markets have been so tough on inflation numbers recently. (Stock dips due to high ppi, rising interest rate risk if inflation decupples again) helps keep the risk of stagflation to a minimum. Worst case scenario we follow the Paul Volker hand book and kill inflation by causing a recession…
I appreciate you high level view of the current market cycle we are in. Helps confirm some biases i have on the market of stacking cash and limiting longterm debt burdens. Interested in how much due diligence you do when deciding to buy one company in a sector vs another. Do you do only technical analysis based on price movements or do you also mix some fundamental analysis to ensure the lemon you are betting on isint rotten.