[dennisw]

ping

[staytrue]

We are close to the end.

The bond market is going south along with the dollar.

This should be good for stocks except stocks already look toppy.

Crude oil is near 100 dollars in the dead of winter when crude should be near a minimum.

Bottom line, inflation is dead ahead (falling bonds, weak dollar, high crude, stocks holding ok only because they are somewhat of an inflation hedge.)

The fed will then be in a pickle. Can’t raise rates or the economy dies and federal debt explodes. Can’t do QE5 because that is just throwing gasoline on a fire.

That is when the end comes. I think it comes before August. Plus gas at 3.50 in January puts gas at 5.00 or more in June. That will not make for happy times.

[NonLinear]

Please add me to the ping list!

Thanks!

[abb]

I may give my equity position a small trim in the next week or two. There will be an opportunity to buy equities at a cheaper price than today’s, I suspect. At least there always has been.

[wally_bert]

Please add me as well.

[Scotswife]

I like it. Please add me

[bert]

please add me to the list

[dennisw]

Here is a guy who likes Sandstorm Gold which is like SLW - Silver Wheaton (streaming) except in gold. The 30-something CEO used to work at SLW and picked up some tricks

http://stockgumshoe.com/reviews/big-gold/canadas-golden-tollbooths-from-caseys-big-gold/