Wednesday, September 24, 2008

Alternative Thesis

I am struggling to maintain. My head and gut keep telling me that you cannot stop market forces with 1) government bailout 2) inflation 3) phoney accounting

These are the three solutions that I keep hearing. I am not saying that the government should do nothing, I just have a very sick feeling in my whole body, that it really does not matter what anyone does.

Given the political will power and the current way to "fix" everything, the only short term trades are in this order:

1) Long Silver
2) Long Gold
3) Do not buy Treasury Bonds, maybe go short
4) Short every corporate market

Gold and Silver should have moved more than this. We have basically set the market back about 100 years.

3 Comments:

Blogger Odoacer said...

So I loaned $100 to my deadbeat cousin. Can I get a bailout too? Also, if Detroit gets bailed out, I want a bailout for the repairs I paid for the last time I bought one of their shitty cars.

I cant even watch the news right now without getting sick to my stomach. All I know is, for the time being, I have a stable job. Knock on wood...

7:41 PM  
Blogger Odoacer said...

By the way, 100 years ago there was no Fed or SEC. We're not setting the market back 100 years, we're pushing it into the future 100 years - into a future no one is going to like...

11:48 PM  
Blogger MattKelly54 said...

Ben was right. Short Goldman Sachs.

11:15 AM  

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