Predicting that in 2023 the #Fed will be forced to abandon hiking and actual cut rates before the year is over
This will result in an #inflation #supernova
This will result in an #inflation #supernova
The fed will reverse its policy not because it’s beaten resource/energy related inflation but instead because they need to stop the financial system from collapsing, along with severe housing sector and employment pain.
China will be reopened and hungry for commodities and competition for various metals will be greatly intensified. The world is going to wake up to the reality that the resource sector has been underinvested in for over a decade and…
The feds inflation fighting efforts have actually greatly discouraged and reduced the greatly needed investment /capex spending we must have to actually deal with commodity inflation
Commodity prices will never stay down long due to monetary policies designed to kill consumption
Commodity prices will never stay down long due to monetary policies designed to kill consumption
Only way to bring down commodity prices is to invest heavily in capex for new production. And if you really want low prices you encourage over investment in resource production.
That only happens when prices spike such that the investment sector comes to believe prices…
That only happens when prices spike such that the investment sector comes to believe prices…
Will be very high for a long time and the consuming industries are willing to sign long term high margin priced off take agreements
The government could help by offering low interest loans or tax breaks but instead they are doing the opposite. Raising the cost of capital…
The government could help by offering low interest loans or tax breaks but instead they are doing the opposite. Raising the cost of capital…
And threatening (some enacting) higher taxation.
Our leaders are complete idiots when comes understanding the resource sectors.
The short term oriented election cycle politicking as leads to attacking and vilifying the industries we absolutely rely.
Our leaders are complete idiots when comes understanding the resource sectors.
The short term oriented election cycle politicking as leads to attacking and vilifying the industries we absolutely rely.
The decision markets are overpaid and out of touch.
We’ve seen how high labour costs have spiked in some industries.
This cycle will see huge wealth gains for workers and investors in resources. It’s the best way to protect yourself from policy makers.
We’ve seen how high labour costs have spiked in some industries.
This cycle will see huge wealth gains for workers and investors in resources. It’s the best way to protect yourself from policy makers.
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