"Ye shall know the truth, and the truth shall make you mad"
Aldous Huxley
Quick Q&A with myself...
Trigger-happy Fed to cut 50BP more in March? Heh? I guess why act surprised... Nothing new here- Ben has lost his rational senses long time ago...
source: clevelandfed.org
I wonder if they are looking at the same numbers everyone else is?
Inflation expectations are spinning out control???
source: clevelandfed.org
Now on the real investing front- are agricultural stocks a bubble? I personally think that we are very close to the AG peak... Look for POT, MOS, ADM etc to repeat the course of DRYS and Co in the next several months... I refer to a double digit swift haircut...( I wouldn't quite go all shortthough- bubbles can feed on the themselves for a long time...)
source: http://investmenttools.com/futures/bdi_baltic_dry_index.htm
That would be all for now, stay safe
skepticalcapitalist@gmail.com
