Admit there is a problem interest rates and jobs

[biglentil]

What needs to be watched for is the "contagion" where traders sell everything in the portfolio, including the good trades as it's simply risk on. Then like vultures they hunt for the next rung to let go and pound the ever living **** out of it till it kicks back or they have their pound of flesh.... no one absolutely no one will be a buyer of anything except Dollars when they exit their positions. Because each sell order needs a buy you get the vacuum to the next level. It's not the short sellers it's the lack of buyers, confidence is dead.

Yes that happens 1st, then the wheels come off shortages happen. Venezuela coming to a living room near you. Papers only value is perceived.

[shtferbrains]

"Papers only value is perceived" ?

So who's money is at risk?

Not these guys!

The long scary read:

https://www.theguardian.com/news/2018/sep/07/the-real-goldfinger-the-london-banker-who-broke-the-world

[macdon02]

"Papers only value is perceived" ?

So who's money is at risk?

Not these guys!

The long scary read:

https://www.theguardian.com/news/2018/sep/07/the-real-goldfinger-the-london-banker-who-broke-the-world

Never ever buy gold when USD is appreciating. Till we get a month end closing over 1362 or possibly as low as 852, not positive on 852 imo but i think it's still there. Its just like a combine in the shed in winter costing you money.... cheaper not to own it and it's not gonna do anything for you. Still fun to turn the lights on and look at it. I'm not so sure gold isn't totally done. There's an entire generation that's climatized to paying with plastic. Priorities are changing and gold won't make it through airport security without being seized. Xrays driving across. To be honest if gold is actually preferred over paper.... guns and ammo are needed to defend it and there's a very good chance govt is coming for it. Roosevelt took it so precedent is set. Better off owning the miners, they'll turn first and run the whole time.

[Klause]

Never ever buy gold when USD is appreciating. Till we get a month end closing over 1362 or possibly as low as 852, not positive on 852 imo but i think it's still there. Its just like a combine in the shed in winter costing you money.... cheaper not to own it and it's not gonna do anything for you. Still fun to turn the lights on and look at it. I'm not so sure gold isn't totally done. There's an entire generation that's climatized to paying with plastic. Priorities are changing and gold won't make it through airport security without being seized. Xrays driving across. To be honest if gold is actually preferred over paper.... guns and ammo are needed to defend it and there's a very good chance govt is coming for it. Roosevelt took it so precedent is set. Better off owning the miners, they'll turn first and run the whole time.

While fools play with paper that will end up being worthless....


https://tradingeconomics.com/russia/gold-reserves https://tradingeconomics.com/russia/gold-reserves

[furrowtickler]

Buy dirt ....

[farmaholic]

Buy dirt ....

How much more appreciation could there possibly be left in farmland?
I will not rent land from someone who wants a safe place to park money and expect a decent rate of return on his investment if it means a rental rate that doesn't make one iota of sense to the guy farming it. Farm it yourself Mr. "Investor".

Is farmland a tool to make a living with or an investment or both. Can it serve both the farmer AND investor at the same time? Over what time frame? I know the farmer's time frame is yearly... I'm not spinning my wheels for someone else's benefit.

[macdon02]

How much more appreciation could there possibly be left in farmland?
I will not rent land from someone who wants a safe place to park money and expect a decent rate of return on his investment if it means a rental rate that doesn't make one iota of sense to the guy farming it. Farm it yourself Mr. "Investor".

Is farmland a tool to make a living with or an investment or both. Can it serve both the farmer AND investor at the same time? Over what time frame? I know the farmer's time frame is yearly... I'm not spinning my wheels for someone else's benefit.

There's 3 types of inflation, demand, currency, and asset. The benefit of farmland is it can rally on all 3 at different points in time. The downside is the property tax as it's skimming your return. Taxes exceed what we pay in rent in some corn belt states. Just depends how many times we hear "the 1% must pay their share" as to how high they can go. The "investors" should start shifting back to equities rather soon i suspect. They been waiting to buy the dip and it ain't happening....DJ is up 30% since Nov 16. Can't touch that with land unless your owner operator.

[bucket]

The Baltic Dry ocean freight index his now in-decline since mid-August. Global supply chains are beginning to seize-up. Dr. Copper has taken a turn-for-the-worse.

Global growth is now turning down, including the U.S. U.S. manufacturing declined in August.

In my opinion, a market quake has already begun. The question is now; where will it fit on the Richter scale . . . .

And yet CN has ordered 200 plus new locomotive because of freight increases in North America....

Railways don't spend like that unless there is long term opportunity...