Anonymous ID: c346f9 June 5, 2018, 7:46 p.m. No.1645731   ๐Ÿ—„๏ธ.is ๐Ÿ”—kun   >>5772

>>1645671 lb

 

Any thought on timing?

 

I agree that it will go bust.. I just think we have more upside than downside during the summer and into the fall before the correction.

 

Also, not sure if bonds are your thing, they are not mine, but if they are.. what are your thoughts on them? I read a lot of different opinions and can't really get a good feel for who's bullshitting, who's telling the truth, who's real.

 

What are your thoughts?

Anonymous ID: c346f9 June 5, 2018, 8:06 p.m. No.1645941   ๐Ÿ—„๏ธ.is ๐Ÿ”—kun   >>6106

>>1645851

 

Well, given the climate and what I believe to be coming I purchased a "large" chunk of my portfolio 2.5 years ago consisting of 70% of diversified PM's stocks which I like to call a monetary insurance policy and about 10% commodities; oil, natural gas, ect.

 

I've bought the indexes when I can since then and I day trade when I'm not running my startup, 2 years going strong and growing. Thank God.

 

So I took a "backwards" approach. Typically you want to begin investing in indexes or commodities that have more consistent growth than PMs. I figured I'd buy some monetary insurance and if it grew than great if it didn't at least it would be a hedge against the coming period of increasing inflation.

 

Now, my question is.. increase PMs holdings, take profits on indexes at peaks, hold cash, or put money into other hedges.. i.e. land, other physical assets, or something else.

 

During the down times over the last 17 years what assets have done the best? I can ask search engines those questions but again idk what is bullshit and what is real. Ya know?

Anonymous ID: c346f9 June 5, 2018, 8:26 p.m. No.1646176   ๐Ÿ—„๏ธ.is ๐Ÿ”—kun   >>6248

>>1646106

 

Shit, TY.. I'd like to think so, sometimes when my brain is going the way it goes it can lead to rethinking and that can bread self-doubt.

 

"Yes, but I'm not a contract man on indices not commodities."

 

Did you mean you are a contract man on indices but not on commodities?

 

Consumer non-durableโ€ฆ milk, butter, eggs? Or broader than that?

 

Btw, I had to search Consumer non-durable.. lmao.. demonstrates the type of economy i've grown up in.. smh..

Anonymous ID: c346f9 June 5, 2018, 8:40 p.m. No.1646327   ๐Ÿ—„๏ธ.is ๐Ÿ”—kun   >>6365

>>1646248

 

I'm tracking.

 

Got my mind whirring right now.

 

Consumer Non-durable/perishable will be a focus on the long side research and "throw away society" goods will be the focus on the short side research.

 

Wisdom beats smarts until the smarts gains wisdom ;)

 

TY.