thibodeaux wrote: I'll leave aside the obvious Top Gun references. This is worrisome, yet given that we know it's coming, how do we profit from it? Or at least, not lose our shirts? Short the S&P?
The signal is distorted, so I'd be hesitant to read too much in to it this time around, at least as in regards to as a historical indicator. The main issue this time would be fear from a massive trade war, but the trade war is the signal, the yield would just be reacting.
thibodeaux wrote: ↑Mon Jun 25, 2018 8:49 pm
"This time is different?" Hm. Ok.
I'm going to say I was right since that was June 2018. Mar 2020 recession was purely pandemic related.
thibodeaux wrote: I'll leave aside the obvious Top Gun references. This is worrisome, yet given that we know it's coming, how do we profit from it? Or at least, not lose our shirts? Short the S&P?
The signal is distorted, so I'd be hesitant to read too much in to it this time around, at least as in regards to as a historical indicator. The main issue this time would be fear from a massive trade war, but the trade war is the signal, the yield would just be reacting.
thibodeaux wrote: ↑Mon Jun 25, 2018 8:49 pm
"This time is different?" Hm. Ok.
I'm going to say I was right since that was June 2018. Mar 2020 recession was purely pandemic related.
"Happy slaves are the worst enemies of freedom." - Marie Von Ebner
"It was always the women, and above all the young ones, who were the most bigoted adherents of the Party, the swallowers of slogans, the amateur spies..." - Orwell
Seriously though, this is going to have a small negative impact as businesses and countries are trying to reopen.
"Happy slaves are the worst enemies of freedom." - Marie Von Ebner
"It was always the women, and above all the young ones, who were the most bigoted adherents of the Party, the swallowers of slogans, the amateur spies..." - Orwell
The truck driver shortage is real. My company has felt negative effects from it.
"The world needs ditch diggers too." - Judge Smails
Turns out, not everyone can be a lawyer or doctor.
"Happy slaves are the worst enemies of freedom." - Marie Von Ebner
"It was always the women, and above all the young ones, who were the most bigoted adherents of the Party, the swallowers of slogans, the amateur spies..." - Orwell
"Happy slaves are the worst enemies of freedom." - Marie Von Ebner
"It was always the women, and above all the young ones, who were the most bigoted adherents of the Party, the swallowers of slogans, the amateur spies..." - Orwell
"Happy slaves are the worst enemies of freedom." - Marie Von Ebner
"It was always the women, and above all the young ones, who were the most bigoted adherents of the Party, the swallowers of slogans, the amateur spies..." - Orwell
GORDON wrote: ↑Tue May 04, 2021 4:03 pm
I think it's DeBeers pulling them all out of ground, and stockpiling them to keep prices artificially high.
IIRC, lab grown diamonds are currently more pure, and less expensive that dirt diamonds.
I just wonder if we can still call them "precious gems" if they're easily made in a lab.
"Happy slaves are the worst enemies of freedom." - Marie Von Ebner
"It was always the women, and above all the young ones, who were the most bigoted adherents of the Party, the swallowers of slogans, the amateur spies..." - Orwell
