Tuesday, September 8, 2020

Commodities Are Cheap, Bonds Are In A Bubble!

I'm looking at all asset classes in all countries and commodities seem to be the cheapest
asset class in the world right now. Certainly not government bonds. Government bonds are a bubble.


I look at assets and I see government bonds are the most overpriced in the world and agriculture is probably the cheapest in the world right now.

Tuesday, September 1, 2020

Marc Faber: Peak Activity Will Not Come Back For Years

 


Dr. Faber says that the economy will not recover for years. 

Marc shares his thoughts about the economic recovery and how long will it take for economies to get back to peak activity. 

Other topics:

- the effectiveness of MMT. 

- Keynesian economics.



How Will The U.S. Pay This Enormous Debt?

In previous economic hard times companies that people never thought could go bankrupt collapsed don't think it cannot happen it has happened and it will happen again. 

Six months ago the United States was the largest debtor nation in the history of the world. We never had any other country been so deep into debt. Since then the U.S. has increased its debt by trillions with a T, trillions more. 

If you give me a few trillion dollars I will show you a very, very good time. We will all have a wonderful time with a few trillion dollars but somebody eventually has to pay the price because somebody has to worry about paying it back.

Friday, August 28, 2020

I Bought More Gold Last Week


"I own gold as as you probably know. I bought more gold last week. I suspect gold and silver both will go much higher before this is over because currencies everywhere are being debased."

Gold Will Go A Lot Higher

If I’m right, gold is going to go much, much, much higher before this is over. Gold may well turn into a bubble. I hope it doesn’t, because if it turns into a bubble, I’ll have to sell it and I never want to sell it. I want my children to have my gold and silver someday.

Finding The Right Trading Style For You


I know I'm a terrible short-term trader. I don't even try it anymore. I didn't know it then but i found out...
Whether the style picks you or you picked the style. For me it was trial and error.

Nobody likes to hear it, everybody wants a hot tip. Everybody wants to be rich this month. Well the second advice is don't listen to hot tips.

Wednesday, August 26, 2020

Howard Marks: Life Will Go On

 


The question every investor is confronted with right now is how do you put capital at risk with any degree of confidence when the outlook is more uncertain that at any time in modern history?

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