Absolutely, I guess I didn't make my point very well and that's this: if the PPI and CPI spook the Fed and their tone ebbs hawkish, or even worse, a surprise .25 bump, this will have a significant effect on market psychology as it pertains to companies sporting a high debt load. I mean I agree with you from a trading standpoint, ride the wave, but the market looks forward, and the writing on the wall is getting clearer and clearer. The Fed is going to have to tighten up soon. But maybe not, like I said, I'm far from being an economist. There's folks here about a 1000 levels above me that's for sure. So who knows. I still like Ford as a short though. But EV's are all the buzz and F's CEO made it clear they aren't playing second fiddle to anyone so... I could be wrong. It's just all that debt. Don't get me wrong, I think they're a good company, my favorite of the big three, especially product-wise for quality, but they are a cyclical with substantial legacy costs. On a lighter note, I laughed out loud at your comment about Subaru. Quite astute, I've shared that sentiment for quite awhile now. They do a good job in the marketing department that's for sure. They have their niche, and you can see it everyday when you look at who's driving what. I've always enjoyed that, correlating personalities to vehicle brands. And colors. Subaru is the "woke" brand. I bet they kick-ass in parts of Colorado, CA, and the Northwest.
Take on maximum debt at low interest to buy -- whatever. Fractionalized art, farmland shares, low P/E commodity producers (leaps DITM), a 10% share of crypto (ETH/BTC/ADA), Real estate, silver.
You're a little late on this theme there have numerous great ways to play it since March. In particular, the Canadian energy sector was so beat up in March the stock prices were ridiculous. Most have had huge rallies in two distinct phases ( the recovery trade starting in late March, then the rally since Oil bottomed at $37 a few months ago ). You have to play sectors that are unloved for irrational reasons. Gold miners were tremendous from March-August, have been extremely poor performers since. Current valuations are not rational at current Gold prices ( earnings have been good for most of them so far ). That's the best lower risk play if you want huge returns, if you can be patient, and no guarantees but the downside is limited. I will bail on this temporarily if there is no positive momentum this week, but will be ready to pounce if that changes at any point this year. In terms of short term, Copper is at 7 year highs and threatened to break out Friday much higher. Copper miners are a great play on the Asian recovery. Emerging markets have badly lagged US markets as well. My guess is Silver will follow Copper's lead very soon, but I say that with no certainty at all. IT is anyone's guess, are we early 1999 with another huge leg up coming or are we basically done. My guess is the former but I have no money on that at this time ( huge downside risk in a correction ).
Inflation concerns - BUY SILVER & OIL only purchase physical silver and for oil - XOM & BP look attractive
Saltynuts (your name) will not cause her to drop her panties. Try this instead .... floral organic honey with a tinge of ginger, cinnamon, nutmeg & Cardamom.