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The Real Trade of the Decade? - The Daily Reckoning

The Real Trade of the Decade? The market is abuzz about the next round of fiscal stimulus coming from Washington, D.C., and the “reflation trade” is dominating the discussion. This trade involves buying commodities, energy, basic materials, base metals like copper… and hybrid monetary/industrial metals like silver. Of all metals, silver has the highest electrical conductivity. That makes it ideal for solar cells and electric vehicles. So with solar use increasing, and with electric vehicl...
United States Janet Yellen Dan Amoss Steve Mnuchin Milton Friedman Jay Powell

Here's What Could Deflate the Bubble - The Daily Reckoning

Here’s What Could Deflate the Bubble Many investors think that nothing can stop today’s stock market bubble. Throughout history, tighter central bank policy or tighter private sector financing terms are typically what pop bubbles. Today’s bulls rest easy with the notion that central banks “have their back.” Central bankers have promised not to raise interest rates for years, so there’s no perceived threat of tighter financial conditions. Euphoria in last year’s market exceeded tha...
Dan Amoss What Could Deflate Baby Boomer டான் அமோஸ் குழந்தை ஏற்றம்

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