william the wie
Gold Member
- Nov 18, 2009
- 16,667
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A lot of columns and threads about this "threat" in regards to the US stock market exist including posts on this board so I thought I would create a thread on the subject.
My take:
Given that the US is the best of the worst we experience net capital flight arrivals and money coming in is the main driver of capital markets. Therefore I don't see this as a big threat to the US market. But the contention that this is bad news for many consumers and momentum investors is probably correct .
If you contact the financial ads at the bottom of the page and use gimmick investing techniques you better be wearing a scuba suit because the sewerage out-flow is dead ahead.
As to me I prefer REITs, utilities and transport companies with options so I get paid to sell in May but instead of walking away I prefer to be paid to get back in in November. That combined with index hedges in case my 98.6% protection ain't good enough.makes me happy.
So, what do you think of deflation?
My take:
Given that the US is the best of the worst we experience net capital flight arrivals and money coming in is the main driver of capital markets. Therefore I don't see this as a big threat to the US market. But the contention that this is bad news for many consumers and momentum investors is probably correct .
If you contact the financial ads at the bottom of the page and use gimmick investing techniques you better be wearing a scuba suit because the sewerage out-flow is dead ahead.
As to me I prefer REITs, utilities and transport companies with options so I get paid to sell in May but instead of walking away I prefer to be paid to get back in in November. That combined with index hedges in case my 98.6% protection ain't good enough.makes me happy.
So, what do you think of deflation?