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.
“Activism is a way for useless people to feel important, even if the consequences of their activism are counterproductive for those they claim to be helping and damaging to the fabric of society as a whole.” - Dr Thomas Sowell
Seriously though, this is going to have a small negative impact as businesses and countries are trying to reopen.
“Activism is a way for useless people to feel important, even if the consequences of their activism are counterproductive for those they claim to be helping and damaging to the fabric of society as a whole.” - Dr Thomas Sowell
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.
“Activism is a way for useless people to feel important, even if the consequences of their activism are counterproductive for those they claim to be helping and damaging to the fabric of society as a whole.” - Dr Thomas Sowell
“Activism is a way for useless people to feel important, even if the consequences of their activism are counterproductive for those they claim to be helping and damaging to the fabric of society as a whole.” - Dr Thomas Sowell
“Activism is a way for useless people to feel important, even if the consequences of their activism are counterproductive for those they claim to be helping and damaging to the fabric of society as a whole.” - Dr Thomas Sowell
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.
“Activism is a way for useless people to feel important, even if the consequences of their activism are counterproductive for those they claim to be helping and damaging to the fabric of society as a whole.” - Dr Thomas Sowell
