09-13-21 A very quiet year for long term investments from KDelta Investor trades. Dollar deflation is fighting Fiscal & Monetary inflation. We feel inflation worries for raw commodities are overblown still. Precious metals and Ags are weak, while industrial commodities like Copper & Oil are holding on to some strength….
{select comments} 09-13-21 China is slowing, US GDP forecasts are coming down & the Dollar has been firm for several months, which hints inflation worries are overdone, depite Fiscal & Monetyary efforts to create more inflation. The inflation picture near term is neutral to deflationary until the Dollar breaks into…
They say Bull Markets climb a wall of worry. Of course concerns will always be present,but all worries to date have been papered over by the super charged atmosphere of $4.1 Trillion in Central Bank money creation (asset purchases) and Government handouts totalling $5.3 Trillion (with several Trillion more pending)….
{Readers are encouraged to log in for updates) 09-13-21 Seasonal weakness & a variety of Sell indications should continue to be a risk over the next month. While the correction last week was due for a pause & small rally this week, the risk remains lower with the next key…
August’s moribund Jobs report revealing a half a million hiring shortfall compared to consensus, brought out the cat calls of Stagflation. The unflappable Fed Chair Powell is blamed for an expected stagnating economy with high inflation that is nowhere in sight. High inflation and high jobless rates with a contracting…
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