..think about it, great jobs report, which would say, hey, economy is headed up as people are hiring.\u00a0 This should spur on economic development as people are hiring, more capital investment, more jobs will come from this…nope.<\/p>\n
That means interest rates will go up and the whole US market will crumble.\u00a0 If the market will crumble with an additional 50 bps in the Fed Funds rate, how phucked are we as a nation?\u00a0 I mean, what’s the logic.\u00a0 We have so much debt that it will crush us to take on another 50 bps across the yield curve?\u00a0 Once again, if that’s the case, so screwed.\u00a0 If hiring is headed up and things are rosy, why don’t commodities go up as a growing economy will drive demand in building and commodities, nope, smashed across the board.<\/p>\n
Will be buying more stocks I like on Monday in the commodity spaces.\u00a0 8 billion people are not going to stop consuming because their is the potential that interest rates will go up by 50 bps in the next 6 months…..le monde est fou!<\/p>\n","protected":false},"excerpt":{"rendered":"
..think about it, great jobs report, which would say, hey, economy is headed up as people are hiring.\u00a0 This should spur on economic development as people are hiring, more capital investment, more jobs will come from this…nope. That means interest … Continue reading