OK. I have the distinct feeling that yesterday may be remembered as a red letter date. The question nagging the VP part of my brain is whether it will be recalled as the day we finally broke the depression and began a serious economic recovery, or will be it seen as the day we became Argentina?
So the Fed says they are going to print money until... employment improves. Looking at things from the perspective of four possible economic conditions, and conceding that the future cannot be predicted with certainty, I think yesterday's actions render two of those conditions unlikely in the near term at least. Those being deflation and a tight money recession. That leaves prosperity and inflation or possibly some combination of the two.
My VP thinking suggests that this is a time when one would want own things and not promises (i.e. bonds). Maybe going heavy in equities? Foreign stocks? Adding gold or silver? Real estate? Essential commodities such food and or fuel?
Any thoughts on this and or how to play the printing press? Or maybe you think I am wrong in my premise and we could still see deflation?
Ideas for speculative plays on unlimited QE?
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Ad Orientem
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Ideas for speculative plays on unlimited QE?
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MachineGhost
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Re: Ideas for speculative plays on unlimited QE?
Fannie/Freddie Mortgage REIT's.Ad Orientem wrote: Any thoughts on this and or how to play the printing press? Or maybe you think I am wrong in my premise and we could still see deflation?
"All generous minds have a horror of what are commonly called 'Facts'. They are the brute beasts of the intellectual domain." -- Thomas Hobbes
Disclaimer: I am not a broker, dealer, investment advisor, physician, theologian or prophet. I should not be considered as legally permitted to render such advice!
Disclaimer: I am not a broker, dealer, investment advisor, physician, theologian or prophet. I should not be considered as legally permitted to render such advice!
Re: Ideas for speculative plays on unlimited QE?
It will be the day we turned Japanese.Ad Orientem wrote: OK. I have the distinct feeling that yesterday may be remembered as a red letter date. The question nagging the VP part of my brain is whether it will be recalled as the day we finally broke the depression and began a serious economic recovery, or will it be seen as the day we became Argentina?
Q: “Do you have funny shaped balloons?”
A: “Not unless round is funny.”
A: “Not unless round is funny.”
Re: Ideas for speculative plays on unlimited QE?
http://www.youtube.com/watch?v=BvMgnH7sGI0MediumTex wrote:
It will be the day we turned Japanese.
-Government 2020+ - a BANANA REPUBLIC - if you can keep it
-Belief is the death of intelligence. As soon as one believes a doctrine of any sort, or assumes certitude, one stops thinking about that aspect of existence
-Belief is the death of intelligence. As soon as one believes a doctrine of any sort, or assumes certitude, one stops thinking about that aspect of existence
Re: Ideas for speculative plays on unlimited QE?
Imagine Bernanke lip syncing this:l82start wrote:http://www.youtube.com/watch?v=BvMgnH7sGI0MediumTex wrote:
It will be the day we turned Japanese.
I've got your picture of me and you
You wrote "I love you" I wrote "me too"
I sit there staring and there's nothing else to do
Oh it's in color Your hair is brown
Your eyes are hazel And soft as clouds
I often kiss you when there's no one else around
I've got your picture, I've got your picture
I'd like a million of you all round my cell
I want a doctor to take your picture
So I can look at you from inside as well
You've got me turning up and turning down
And turning in and turning 'round
I'm turning Japanese
I think I'm turning Japanese
I really think so
Turning Japanese
I think I'm turning Japanese
I really think so
I'm turning Japanese
I think I'm turning Japanese
I really think so
Turning Japanese
I think I'm turning Japanese
I really think so
I've got your picture, I've got your picture
I'd like a million of them all round my cell
I want the doctor to take a picture
So I can look at you from inside as well
You've got me turning up and turning down and turning in and turning 'round
I'm turning Japanese
I think I'm turning Japanese
I really think so
Turning Japanese
I think I'm turning Japanese
I really think so
I'm turning Japanese
I think I'm turning Japanese
I really think so
Turning Japanese
I think I'm turning Japanese
I really think so
No sex, no drugs, no wine, no women
No fun, no sin, no you, no wonder it's dark
Everyone around me is a total stranger
Everyone avoids me like a cyclone ranger
That's why I'm turning Japanese
I think I'm turning Japanese
I really think so
Turning Japanese
I think I'm turning Japanese
I really think so
I'm turning Japanese
I think I'm turning Japanese
I really think so
Turning Japanese
I think I'm turning Japanese
I really think so
Turning Japanese
I think I'm turning Japanese
I really think so
Turning Japanese
I think I'm turning Japanese
I really think so
Turning Japanese
I think I'm turning Japanese
I really think so
(think so think so think so)
Turning Japanese
I think I'm turning Japanese
I really think so
Q: “Do you have funny shaped balloons?”
A: “Not unless round is funny.”
A: “Not unless round is funny.”
Re: Ideas for speculative plays on unlimited QE?
funny!!
somehow when i imagine him lip syncing it, i see him looking at and singing about the picture on a dollar bill...
"a cyclone ranger"
somehow when i imagine him lip syncing it, i see him looking at and singing about the picture on a dollar bill...
"a cyclone ranger"
Last edited by l82start on Fri Sep 14, 2012 10:36 pm, edited 1 time in total.
-Government 2020+ - a BANANA REPUBLIC - if you can keep it
-Belief is the death of intelligence. As soon as one believes a doctrine of any sort, or assumes certitude, one stops thinking about that aspect of existence
-Belief is the death of intelligence. As soon as one believes a doctrine of any sort, or assumes certitude, one stops thinking about that aspect of existence
Re: Ideas for speculative plays on unlimited QE?
My guess is a brief commodity price spike which will cause costs to increase for companies and households, a consequent further slump in real economic activity and then a sharp reversal in commodity and stock prices. So a rinse and repeat of the commodities up, then LTT up, then stocks up, then commodities up, then LTT up, then stocks up etc.
I guess buying silver when Reub suggested it a month ago would have been the way to catch this part of the cycle but that chance has now been missed
. So perhaps an intrepid speculator would wait until the oil price rises to the point where the economy is hurting and then buy LTT in anticipation of the coming reversal in commodity and stock prices. I'm not believing my hunch enough to do anything based on it but that is my hunch.
I guess buying silver when Reub suggested it a month ago would have been the way to catch this part of the cycle but that chance has now been missed
. So perhaps an intrepid speculator would wait until the oil price rises to the point where the economy is hurting and then buy LTT in anticipation of the coming reversal in commodity and stock prices. I'm not believing my hunch enough to do anything based on it but that is my hunch.
Last edited by stone on Sat Sep 15, 2012 3:52 am, edited 1 time in total.
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dualstow
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Re: Ideas for speculative plays on unlimited QE?
Turning Japanese may be more apt, but around this time last year we learned what music Ben really likes. ;)
http://www.theonion.com/articles/drunke ... hoo,21059/
http://www.theonion.com/articles/drunke ... hoo,21059/
I WOULD NEVER DELETE GARRETT
RIP GENERAL ZOD
RIP GENERAL ZOD