General Stock Ideas

[gfp927z]

$6 trillion and counting. There are plans for a 2nd round -


>>> Together with Federal Reserve actions, the legislation will amount to a $6 trillion economic stimulus, according to White House economic adviser Larry Kudlow, or about 30% of annual gross domestic product.

Yet it may not be enough to prevent a big short-term hit to the economy and a dramatic rise in unemployment. Economists and lawmakers say they expect more stimulus will be needed. Congress is already discussing the next round. <<<


https://www.bloomberg.com/news/articles/2020-03-26/senate-passes-2-trillion-virus-rescue-plan-sends-bill-to-house?srnd=premium


Talk about a budget buster and Federal Reserve buster, but if the alternative is a Great Depression #2, what choice is there? Unfortunately we've taken a quantum leap toward the eventual dollar crisis and SDR solution. They've bought a few more years, but made the SDR inevitable.

For investors, one strategy would be to 1) get on board for the stock market rebound, and then 2) gradually increase one's gold allocation in anticipation of the SDR event down the road.

For #1, the question is whether we've seen the bottom in stocks yet? The worst might be over, and we get an extended period of consolidation. Or perhaps a retest of the previous bottom, or even deeper lows. Or - ?