Stock and Commodity Twins

While stock indices are pushing to new highs so are commodities. Brent crude is trading at $98 a barrel. Either commodities and stocks will need to decouple or I believe we will see inflation and higher rates. We live in an economy dependent on low rates. What would the effect of higher rates be on real estate prices, corporate borrowing, sovereign and municipal borrowing etc.?

I don't know who originally said it but it bears repeating "Give me a trillion dollars and I will throw one hell of a party as well". There are side effects to printing money and trillion dollar deficits. With everybody so bullish few are prepared for anything to go wrong.

9 comments:

Applesaucer said...

""Give me a trillion dollars and I will throw one hell of a party as well".

I saw Jim Rogers say that ~5 years ago, give or take a year or so.

Applesaucer

Anonymous said...

Sold ZLC @ 4.80

long from 3.75, +28%

cash money $$$ Y'ALLZ

OL DAWG

Anonymous said...

Short ZLC @ 5.57

Anonymous said...

Ol DAWG

Anonymous said...

Sold TZA @ 14.70

Ol DAWGo

Anonymous said...

Long GNI @ 93.50

Ol DAWG

Anonymous said...

Long WWAYU @ 7.09

Anonymous said...

ol dawg

Anonymous said...

dawg looks like you left 33% on the table for zlc.