andyoz
pfm Member
Bloodbath
Lots of red.
have been watching JMG and FEET that you mentioned..looking an entry point as I agree about them as long term bets...it was too hot when I looked earlier in the year. I'm slowly moving to funds
Bloodbath
Lots of red.
have been watching JMG and FEET that you mentioned..looking an entry point as I agree about them as long term bets...it was too hot when I looked earlier in the year. I'm slowly moving to funds
LOL!!
My company is a manufacturer, we buy plastics, aluminium and steel, and some PCBs and electric motors etc. We are seeing rapidly increasing supply issues (delays and late deliveries) in most areas, and it looks like raw material prices are going off the scale (e.g plastics 30+ % year on year)....I'm sure it's not just us..
Get ready..
Input costs are going through the roof. We now have inflation fears (IR rises) putting downward pressure on stock prices. How do you keep up with this inflation?! Cash might not yet be trash…
LOL!!
My company is a manufacturer, we buy plastics, aluminium and steel, and some PCBs and electric motors etc. We are seeing rapidly increasing supply issues (delays and late deliveries) in most areas, and it looks like raw material prices are going off the scale (e.g plastics 30+ % year on year)....I'm sure it's not just us..
Get ready..
I'm still glad about 75% of my pension is in property bought around the 2011/12 dump!!
Surely the Gold/Silver play has some merit? The tie between inflation and Gold isn't all that predictable though. It's why I'm in silver too.
**** knows about the rest of the stuff I hold (i.e. stocks). They are about 15% of my pension so not too worried ...
I'm intigued how Governments are going to try and fudge the inflation numbers when every dog in the street can see it's through the roof in real terms.
There's mileage for the idea that this inflation trend is going to be temporary spike due to pent-up demand. Once that has been satisfied then the potential reality of businesses decimated by Covid could come to the fore. But no-one truly knows yet.
It’s a car crash. Take housing, it’s soon going to reach the point where it’s economically unviable to build / develop in much of the UK!
Surely it can't be temporary - the amount of extra cash slopping around now means it will be a serious long term issue.
Short term there may be an even bigger overshoot due to pent up demand, which in turn may see similar overshoots in interest rates etc.
Looks like a hurricane inbound to me..
Bullion it is then...
Surely it can't be temporary - the amount of extra cash slopping around now means it will be a serious long term issue.
Short term there may be an even bigger overshoot due to pent up demand, which in turn may see similar overshoots in interest rates etc.
Looks like a hurricane inbound to me..
Bullion it is then...
When IR’s increase, all asset prices will fall, property included. That’s when a vulture fund will be useful!