Yenagedin, JGB 4%, Ect.

Another Sunday at Micky Ds.

Most investors probably know the USDJPY plunged.

The JGBs got above 4% yields I believe. So many think its the end of the world for shares. I dont know. I will go with the trend and wait and see if this is the beginning of a trend change.

Id say we are at the point where most investors believe the Fed and its competitors overseas will inflate out of the current mess we are in and higher interest rates are here to stay at least for awhile. 

I believe we will see higher gold prices and maybe silver prices despite a slowdown in the economy. 

Its possible share prices will fall especially chip companies and AI companies but I think we maybe seeing the beginning of a bull market in value shares with dividend yields.

Even bond proxies like reits and infrastructure projects will rally and probably keep going up despite higher interest rates 

I think it maybe the same with BDCs.

Only time will tell.

With what I see in the culture at least in the United States, I believe inflation maybe backed in the cake. 

Theres a lot of fraud now and it seems many people are giving up.

In that kind of environment inflation is the option many policy makers will choose. 

I dont like this but it seems this is what voters choose.

Well tonight we will see if Mr. Trup Tacos or not.

Either way we are closer to WW3 and people cant deny it much more and something will get priced into the market. Higher gold prices?

I dont know.

Thanks for reading.