Follow Me on:
Andrew Brewer
  • HOME
  • ENDORSEMENTS
  • CONTACT

thoughts on the economy jan 13

1/13/2016

0 Comments

 
so, let's say you have large financial assets and you worry about exposure to potential ups and downs in the markets -- both housing markets and stocks

commodity prices are down -- even oil, which is (to me) one of the greater ironies of the past 15 years

as so much of our problems were driven by behind the scene wheelin' + dealin' orchestrated by "Big Oil"

and rather than take constructive measures to gradually shift to a more eco-friendly sustainable energy policy

they led initiatives that were total disasters . . . and after breaking it for everyone else, they now see that their wagon gets smacked with a stick, too

‪#‎ironyindeed‬

a few years back, most people were bullish on Gold; I was just the opposite and I was right . . . my timing was right, my logic was right

those people who took my broad hint that I felt Gold prices would drop, significantly, saw an almost 40 % return very quickly

those who ignored it, LOST about 40 % of their equity pretty quickly

Commodities are flat . . . but Gold and Silver (my opinion only, because remember I cannot give financial "advice"; I can only entertain you with my words)

I think are set to take off

but that is my opinion and so I guess we will see

my expectation is that housing prices -- I said in 2007 they were going to drop off the cliff (which few believed), I said in 2012 they would rebound dramatically (which few believed)

I am saying now I think they will do a hokey pokey rinse and repeat of 2007/2008 (which I am guessing more people will now find "believable")

there are several factors at work here -- many of which I have outlined over the past week or two

but perhaps the biggest factor (again, my "opinion only") is potential fall out from China's financial infrastructure being a house built of twigs (they bet on the wrong pig)

which would then lead to less liquidity for Chinese investors (translation: fewer dollars to drive up housing costs in the United States)

plus the added stick in the ass that companies whose core business is oriented (no pun intended) towards serving Asian markets

are likely to see their business get rocked hard

don't get me started on what happens if there are more major hurricanes, oil spills, tsunamis, floods, etc etc etc
and what that will do not only to the people immediately impacted

but think, too, of the finanical impact it will have on the world at large . . . most obviously for Insurance companies
and those who make supplies for insurance companies -- everything from desks to laptops to customized software, etc

but lumber and copper and construction materials don't pop up out of thin air, either

long story only sort of long

this is likely to be a nerve-wracking time

but like all financial disasters, some will prosper, some will stay exactly the same

and, eventually, within a few years (max) things will roll back into some form of "balance"

the irony is that there IS balance in the economy -- but it can only be seen through taking a wide angled lens

investors have ruined business, as everything is now geared towards casino returns rather than solid best practice fundamentals

their "ideas" (to me) are financially unsound (long-term)

twisted to wring every bit of "free money" possible, more like organized crime on many levels (in terms of strategy) than mom and pop business principles

but . . . the inmates now have the keys to the asylum

and they will soon be off their meds
​
. . . and acting CRAZEE
0 Comments



Leave a Reply.

     Updates are Published on Facebook

    most of my
    work can be found there

    real time

    the blog page
    is but a small sample
    ​of prior posts

    I also did not copy over any FB posts from February until August but all my predictions
    are there

    if you would like to compare them to what happened

    Please Follow Me @www.facebook.com/andrew.brewer

    Categories

    All

    Archives

    May 2021
    January 2021
    October 2020
    September 2020
    August 2020
    June 2020
    February 2020
    January 2020
    December 2019
    November 2019
    October 2019
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    February 2019
    January 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    February 2018
    January 2018
    December 2017
    November 2017
    October 2017
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017
    December 2016
    November 2016
    October 2016
    September 2016
    August 2016
    July 2016
    June 2016
    May 2016
    April 2016
    March 2016
    February 2016
    January 2016
    December 2015
    November 2015
    October 2015
    September 2015
    August 2015
    July 2015
    June 2015
    May 2015
    April 2015
    March 2015
    February 2015
    January 2015
    December 2014
    November 2014
    October 2014
    September 2014
    August 2014
    July 2014
    June 2014
    May 2014
    April 2014
    March 2014
    February 2014
    December 2013
    November 2013
    October 2013
    July 2013
    March 2013
    February 2013
    December 2012
    November 2012
    October 2012
    August 2012
    July 2012
    June 2012
    May 2012

    RSS Feed