Sofi Stock: in; forgiveness of US Student Debt is gone & Sofi is back in business of refinancing US student debt (1.74trillion). Stock triples
Tesla stock: in; Elon bought a president and enjoys eating McDonald’s while flying private. What could go wrong? Tesla is no longer a EV company but now AV company. New term.(pushing through legislation on autonomous in US) also learned about (Love Bombing recently)
M2 money supply up, dollar up, bitcoin up, stocks up.
(Lower interest rates)gas on the fire.
Are we in 1995 (internet dot.com bumble) i think 1997. We have a blow off top next 2years. Why wouldnt you want to be in US mag 7. (Warren Buffett is selling; big ships take a long time to turn away from the ice berg)
Inflation up. Then commodities up.
(Gold up, oil up, wheat, copper up, iron up) essentially everything up. (Could be a dividend play + i see value)
And where back at March 2020. (Sudden crash)
My calculations US stimulus will wear out in 2028. (Construction finished)
Rates up 8%. Stocks down, bitcoin down,
Im guessing where heading for a real recession this time. Something we havnt seen since the 1980s.
(Paul Volcker, the 12th chairman of the Federal Reserve, is credited with ending the high inflation of the 1970s and early 1980s: )
After 2030. The game will begin all over again.
Anyway Every dip is for buying. Staircase up elevator Down
I wouldnt worry about Tariffs; they just the gun at the negotiation table with china.
Bigger trend is Automation; A.I and robotics. Maybe the US doesnt need cheap labour.
Maybe onshoring over the next decade is part of a bigger manufacturing change in developing countries lead by robots. BMW had a story out today about robots working in its car production site getting a 500x boost in productivity.
Changing world order. We dont need cheap labour as much as we thought.