*Investors Blog*

Fighting STEX now....
Was up a good bit on 5000 shares but riding the roller-coaster. It will force you out by doing nothing and blow up in seconds another 50 to 60 cents a share....so I’m trying to catch that.
 
Checked my portfolios in the morning, was up 0.5%, went away for a few hours and now they are down 1.5%

Good opportunity to pick up a few good companies soon.
 
I timed SQQQ correctly for once. I am almost never good at this sort of thing. Overall I'm down a little bit for the day though.

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We need a BIG rate cut this month.

Minimum 150 bps cut. ✂️

200 bps point next rate cut.

$2T dedicated for Gov buying 10% of companies from various industries (technology, pharmaceutical, military defense contractors, retail, American automakers, airlines, casinos, etc….).

$2T of stimulus cash since consumers are cash poor and living on credit cards / Buy Now Pay Later.

The 222 Plan.
 
200 bps point next rate cut.

$2T dedicated for Gov buying 10% of companies from various industries (technology, pharmaceutical, military defense contractors, retail, American automakers, airlines, casinos, etc….).

$2T of stimulus cash since consumers are cash poor and living on credit cards / Buy Now Pay Later.

The 222 Plan.
What are you invested in?
 
That part is working well. I mean revenue is up.

Frankly for people in decent position what has changed?

Cannot we agree that we - as in USA and most of the world - need to shed ourselves of China?
True - true, but at some point the transition is going to push many prices up.
People in this country will not work for the same salary as in China.
There are other countries that can help in that respect, but we're in so many trade conflicts right now.
So when will it start to actually affect consumers' personal budget?
Or will it all smooth out before that kicks in?
 
Unfortunately the USA is BEHOLDEN to very cheap manufacturing in China.

They knew it and we know it.
China is no longer cheap labor on a global scale. There more expensive than Mexico even. Problem is they have the monopoly on many goods because they drove everyone out of business. Like rare earths and cheap pharmaceutical.

The current narrative won’t last long. No one has the stomach for it.
 
China is no longer cheap labor on a global scale. There more expensive than Mexico even. Problem is they have the monopoly on many goods because they drove everyone out of business. Like rare earths and cheap pharmaceutical.

The current narrative won’t last long. No one has the stomach for it.
Yup and nearly 30 years ago I had the misfortune of dealing with their arrogance in business with machine tools and found Taiwan to be a breath of fresh air and high quality with far better shipping prices and the young ladies adorable 😍
 
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