How bad is this economy going to get?

Discussion in 'West Mall' started by AustinHorn24, Apr 1, 2020.

  1. AC

    AC 1,000+ Posts

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  2. AC

    AC 1,000+ Posts

    :arrow-up:Watch this clip of Judy Shelton from CNN. She's got my vote!
     
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  3. Joe Fan

    Joe Fan 10,000+ Posts

    It's a sexy idea but I dont know if its actually possible
     
  4. Monahorns

    Monahorns 2,500+ Posts

    It's possible. The regime we are under now is the exception not the rule.
     
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    • Agree Agree x 1
  5. Dionysus

    Dionysus Cocky + Relaxed Admin

    Judy Shelton quote from this video:

    “We need another Bretton Woods, or at least we need to be thinking in terms of a neutral reference point, a global unit of account. Something like a gold standard, updated to reflect a digital world and fast moving financial flows.”

    Baby steps.
     
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  6. AC

    AC 1,000+ Posts

  7. Joe Fan

    Joe Fan 10,000+ Posts

  8. mchammer

    mchammer 5,000+ Posts

    Bad, really bad (answering the OP’s question).
     
  9. Joe Fan

    Joe Fan 10,000+ Posts

    Job gains over the last five months have exceeded almost all expectations

    Biden wants to shut it all down again

    [​IMG]
     
  10. Monahorns

    Monahorns 2,500+ Posts

    More lockdowns would kill the economy and lead to even more deaths than corona was responsible for.
     
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    • Funny Funny x 1
  11. AC

    AC 1,000+ Posts

    I don’t mean any disrespect but these Gov statistics are a steaming pile of *********.
    Chapwood Index
    real inflation index
    Alternate Unemployment Charts
    real unemployment rate
    DYOR. Don’t let the Government statistics lie to you. They ARE NOT telling the real truth. Just prodding to dig deeper. Of course they don’t want you to know actual unemployment and inflation rates. They’re voted in. Referring to Politicians.
     
  12. AC

    AC 1,000+ Posts

  13. Joe Fan

    Joe Fan 10,000+ Posts

    Danaher dont care

    [​IMG]
     
  14. Joe Fan

    Joe Fan 10,000+ Posts

    This homebuilder ETF fell over half, but up 130% since

    [​IMG]
     
  15. mchammer

    mchammer 5,000+ Posts

    My REIT fund has started moving up. Recall I predicted that once therapeutics and vaccines are available, real estate will recover
     
  16. Joe Fan

    Joe Fan 10,000+ Posts

    I dunno. Commercial RE looks iffy to me.
     
  17. Sangre Naranjada

    Sangre Naranjada Winebibber

    I got out of my REIT for that reason. Got into transportation funds instead. It's the airlines, etc that will bounce back after pandemic fear porn subsides, if you ask me.
     
  18. AC

    AC 1,000+ Posts

    Lyn Alden the best or in the top 3 Macro Economic Analysts spoke at a Real Vision conference last week. I saw it on Real Vision later. She said Airlines, Oil Companies on the cheap are real value right now. Buy what nobody wants right now, cheap cheap. It will come back. Bitcoin was her top growth pick followed by Gold and Silver. She mentioned TIPS for people on a shorter time horizon. More conservative. I would add Fine Art to the list for high growth returns. All the great Macro Investors are very long Bitcoin.
     
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  19. Joe Fan

    Joe Fan 10,000+ Posts

    Retail sales are now basically back on their pre-covid trend
    Looks like a V


    [​IMG]
     
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  20. Joe Fan

    Joe Fan 10,000+ Posts

    [​IMG]
     
    • Winner Winner x 2
    • Like Like x 1
  21. AC

    AC 1,000+ Posts

  22. AC

    AC 1,000+ Posts

    Oh and Bitcoin is decoupling from stocks right now and saying Ciao!!
    upload_2020-10-20_11-39-46.png
     

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