@stockmanjohn

History favors the HODLers of assets- stocks, real estate, gold, bitcoin, etc. Key is to know your gut and limit exposure to what you can stomach in decline...

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@saltydocEM I’m

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@realTrumpNewsX Yes

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Yes

[@stockmanjohn @johncox58058887]

Yes

[@stockmanjohn @johncox58058887]

In my experience you need both. The box blade can help level and fill in low spots. But the harrow is handy to clean things up on the drive (+ other areas on your property where you disturb the soil). I usually use a box blade first and then I'll hit the drive a few times with the delta tooth harrow. If you have livestock the harrow is handy to break up animal waste and let it work for you as fertilizer.

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@PauloMacro Cost of U.S. debt surges... Isn't it possible that in an environment where the guarantor behind risk free treasuries has a rapidly deteriorating balance sheet that money would gravitate to the largest quality stocks in order to preserve purchasing power?

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@shortseller Certainty? I don’t think anything is certain- especially short term. But longer term? If lower for longer justified higher valuations then higher for longer suggest lower valuations. TIAA vs TINA

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@CordovaTrades

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@dmoses34 And it's not bullish if J Powell turns out to be more like Arthur Burns than Paul Volcker. Disappointing.

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@TicTocTick Thanks for what you do Tic. I have a longer term focus but your short term levels are very helpful. Another bubble burst. Another lost decade?

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@Mr_Derivatives Probably breaks. Then it takes time to unwind. Maybe it's different this time but sure feels like a repeat.

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@RevShark There's more than one way they could be wrong.

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@JulianMI2 And it took years to play out. It's easy to get caught up in the noise and forget. It takes time. I keep a few similar charts.

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@TaviCosta Looks like EM broadly offered a good long term opportunity following the last 'disrupter bubble' peak. I like the idea of EM markets that are in closer proximity to USA. EWZ, EWW or ILF all look interesting. Another anti-bubble. But my time frame is years, not days.

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@charliebilello Anything is possible.

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@CordovaTrades I'm longer term oriented but appreciate these short term calls to help in managing my positions. Thank you. Silver also looks interesting.

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@Convertbond Remembering back to that period (2000-2002) it seemed to sink in very slowly that the rolling over in the 'disruptors' had implications for a lot of companies. Not just tech. But the rotation that resulted created opportunities too.

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@albertedwards99 Thanks for the longer term perspective. FWIW-

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@mallik70 @eliant_capital When a long only investor/manager rotates money to staples for stability during a bear market... do they even look at or worry about P/E?

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@LawrenceLepard @TaviCosta Gold. The anti-bubble?