Investing Strategies. What is your move?

Not counting the bread filler.

Mix your favorite plant based ground meat substitute 50/50 with lean ground beef.

Season bread etc as you like. Killer. Even better smoked.


Maybe someday, without the bread. I’m carb restricted. I stay away from the fake meat so there is that as well.

When I was young my mom made meatloaf. It wasn’t very good. Later on I enjoyed of all thing the meatloaf from Boston Market. I think mom used more bread than usual since things were tight back then
 
Maybe someday, without the bread. I’m carb restricted. I stay away from the fake meat so there is that as well.

When I was young my mom made meatloaf. It wasn’t very good. Later on I enjoyed of all thing the meatloaf from Boston Market. I think mom used more bread than usual since things were tight back then
I get it.

I use like 2-3 saltines. Or some millet flour. Or almond flour.
 
Since the original investor thread got 🔒ed , let’s try the second edition.

2022. Inflation. Rising taxes. The shifting into a new economy. How are you adapting your investments and portfolios?
Very few changes. I am heavy in real estate (15 rentals, some leveraged, some paid-off) and have about 15% of my net worth in the market split between IRA's, 401k's, and a general Vanguard brokerage account. I'm actually buying more stocks right now. My plan is to sink about $50k in free cash into the brokerage account over the next few months. While I think a recession is possible - perhaps probable - I believe the economy is generally in good shape and the downturn will be relatively short.

Now, if the war in Ukraine spreads and NATO jumps in... All bets are off and the markets will free-fall, at least initially.
 
Not counting the bread filler.

Mix your favorite plant based ground meat substitute 50/50 with lean ground beef.

Season bread etc as you like. Killer. Even better smoked.
You are not their target customers. Why would someone pay a premium for something when you just mix in a bunch of stuff? They are not a TV dinner company but they are more of a restricted diet company.

Do you sell half caffeinated coffee in the store? or do you sell decafe and regular on separate bags?
 
Very few changes. I am heavy in real estate (15 rentals, some leveraged, some paid-off) and have about 15% of my net worth in the market split between IRA's, 401k's, and a general Vanguard brokerage account. I'm actually buying more stocks right now. My plan is to sink about $50k in free cash into the brokerage account over the next few months. While I think a recession is possible - perhaps probable - I believe the economy is generally in good shape and the downturn will be relatively short.

Now, if the war in Ukraine spreads and NATO jumps in... All bets are off and the markets will free-fall, at least initially.

One thing I learn over the year is that energy price and exchange rate (vs other nation's currency or gold) can easily be short term manipulated due to geopolitical reasons (short term being 5 years). There are lots of incentive to keep USD strong at least at the beginning of a war and interest rate low, and with hyper inflation already kicks in and rest of the world already on shortage, I would not think there will be any way to calculate asset price, or commodities, or inflation, or what non market economy manipulations may happen.
 
Meatloaf usually has a filler. Bread crumbs, rice sometimes.

Though, would fake meat from vegetables add water?
Assuming they are soy based with their patented meat flavoring, you need to make soy milk and then thicken it with "something", so yes you need to add water in the process.
 
You are not their target customers. Why would someone pay a premium for something when you just mix in a bunch of stuff? They are not a TV dinner company but they are more of a restricted diet company.

Do you sell half caffeinated coffee in the store? or do you sell decafe and regular on separate bags?
Well half caf is sold but you sorta made my point..... I do get what you are saying though. Hating one or the other might be best.
 
Well half caf is sold but you sorta made my point..... I do get what you are saying though. Hating one or the other might be best.
I know it is sold and I am sure you know what I'm trying to say: decafe is not selling as well as regular but better than half caf, so the solution isn't to mix them but it is what it is. IMO the future of these companies is when meat is expensive they can sell for cheaper and be good enough. They won't be selling too well until the whole dollar menu on McD is imitation meat.
 
Look what happened to "synthetic oil" base stocks. Courts changed the definition, now we are using blends being called syn.....

Is this the bottom of the bear? Inflation still too high 6+ inflation. markets looking positive.
 
Look what happened to "synthetic oil" base stocks. Courts changed the definition, now we are using blends being called syn.....

Is this the bottom of the bear? Inflation still too high 6+ inflation. markets looking positive.
Without going political, IMO the perfect storm is brewing that they have to raise interest rate soon after pandemic in China is under control and the war is over. Hyperinflation with super high PE on stop is not a great time to jump in. I'll probably start hoarding cash under the mattress for a while and see, maybe some dollar cost averaging so I can sleep better, that's about it.
 
I have to disagree with the worsening bear market and doom economy comments.
Why? Because I never think in a short term basis.
Our economy is extremely resilient and the market has shown how it can rebound and grow.
Go back 2 years ago for a real world example.

Get a balanced portfolio and stay the course.
Does this work? In my case it has.

Going forward, I wish you the best.
 
Without going political, IMO the perfect storm is brewing that they have to raise interest rate soon after pandemic in China is under control and the war is over. Hyperinflation with super high PE on stop is not a great time to jump in. I'll probably start hoarding cash under the mattress for a while and see, maybe some dollar cost averaging so I can sleep better, that's about it.

Panda,

I agree with you that storm clouds are on the horizon and a big storm is brewing.

Tech layoffs have begun and cutting advertising is a sign that even very profitable companies are tightening their belts.

If the millions of foreclosures are allowed to happen in the near future, things will get bad. No way the bubble can keep growing without a downturn. Maybe we will see rescue programs ramp up again…. ?

https://www.courthousenews.com/foreclosure-wave-sweeping-us-crests-in-chicago/
 
Last edited:
I have to disagree with the worsening bear market and doom economy comments.
Why? Because I never think in a short term basis.
Our economy is extremely resilient and the market has shown how it can rebound and grow.
Go back 2 years ago for a real world example.
Resilient ? The economy didn't just bounce back on it's own. The Fed printed Trillions of $$$$ to prevent a collapse.
 
Back
Top Bottom