Inflation numbers up.

Inflation numbers up today. People now expect the Fed may raise interest rates at there next meeting. I think we may have one more Inflation report thats unexpectedly high then we will see expectations for lower rates and a slower economy.

Right now we are in a quad 2 environment (@hedgeeye)

Soon maybe sooner than I realize it will be quad 4 and a much slower economy and a bond market rally which many dont expect. 

As of now you can short bonds and bond proxies and make money. Soon maybe in the next few months bonds will rally. 

We live in interesting times as the Chinese like to say.

Today you could have shorted various things and covered for a nice profit. 

Thanks for reading.

Another down day in share prices, EU, Asia, North America.

( Clear Lake, Iowa)

Another quad 2 day today. @Hedgeeye

Markets were down, all over the world,  my shorts did well, covered some and opened a few new ones in Industrials and retail, and closed some. XLI is one I closed some out.

Software shares were down some were up and generally speaking they are up quite a lot.

Same with healthcare, Japan appears to be trending. 

Anyway, I was down more thanI wanted but overtime going up.

Cant add much. It appears inflation overtime will come down but not today.

The economy maybe slowing, and the wars drag on.

I think there is to much complacency in markets right now and we will soon have an deflation scare, or disinflation scare in a few months and then it maybe time to buy bonds and bond proxies. 

Anyhow, im in Iowa and will enjoy the sunset here.

Thanks for reading. 

P.S. i still miss Alaska!

Quad2, buy growth ETFs

Quad two environment now, slowing inflation and growth. 

In that scenario id buy healthcare, growth, software, and large cap growth.

XLF, XLE, XOP, XLV, ect IBB IGV, or things already trending in those ETFs.

This post is coming from Clear Lake, Iowa. 

Normally im in Alamogordo, NM.

Anyhow its drizzle here in Iowa and starting to cool down.

The wars continue in Europe and the Middle East. Speaking of Middle East, buy UAE..  I'm shorting, Germany, Suiza and India ect against it.

Anyhow jobs in the Midwest are less now, so the economy is slowing. 

The world is changing fast. I keep thinking about the Fourth Turning and how we are living through it.

I read about it as a kid and now its happening, I remember Doug Casey being a fan but Gary North not so much.

Now we are living through wars, record corruption around the world and technology changing faster than people can adjust.

If you can make it through it, I believe you will see mass wealth creation and prosperity for all, but the volatility will kill many. Like the loniness and addictive nature of legal drugs, gambling and lack of meaning in life.

We are seeing the first clues of where this is going with more private colleges closing. With people not even studying anymore. 

Anyhow its creating many opportunities to enjoy yourself and prosper if you stay offline.

Thanks for reading.