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Re: north40000 post# 211973

Friday, 08/30/2019 4:26:16 PM

Friday, August 30, 2019 4:26:16 PM

Post# of 448100
I have never considered to get to that level of granularity as my main mantra is strategic.

BTW NO Wall St professional ever would parse that!

There are clearly so many more important issues for aMoney Mgr to deal with such as what Ray Dalio interviewed today: World is embarking into a replay of late 1930’s! that surprisingly I share as well!

Another example that speaks to entering a STAGFLATION WW economic environment:

Nickel used in stainless steel and even in lithium ion batteries.... nickel prices up YTD +68%!!
Indonesia a large nickel producer announced TODAY
a ban on nickel exports starting in Dec!

Larry Summers w/in last week had an Op-Ed highlightingthat the world’s central bankers ARE at their limit and do not have sufficient reserve to deal with a downturn!

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