VECKA 17
Torsdag
25
April
BT-annons
2020-08-27
photo


The one and only
Vem tjänar på inflation?

GURU CORNER, de är ganska roliga att läsa gurusarna, framförallt Bill Bonner ”The one and only.”

Think beyond “days” and “weeks” and focus on “months” and “years.

"Wherever there is change, and wherever there is uncertainty, there is opportunity."

Central banks are driving asset price inflation in stocks and real estate. That means people holding those assets get richer. But everyone else just gets higher prices.

One place I know they’ll go is into gold, silver, and mining stocks.
So watch out. This is the moment the bull market in gold moves from “simmering” to “boiling vigorously.”

Most "free trade" agreements are really just ways to expand the regulatory state and rob the consumers of the benefits they might have gotten from actual free trade.

Trump clearly views trade in a zero-sum, mercantilist manner, with the country possessing a deficit “losing” and “down.” But continuing the trade war only makes recession more likely for both sides. Luckily China is stalling on committing to a trade agreement.

While fake money (whether in the form of quantitative easing – QE, Repo Madness, or ultra-low rates) may or may not lure investors to buy the dip, it will always make real money (gold) more valuable – at least in terms of the fake money.

 
Göran Högberg

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