20 Comments
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Jun 10, 2022Liked by David Hay

Charles Gave comments are the key to the next few years unless the Fed reverses course soon.

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You are Correct… hey JP - squirrel! 👀

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Jun 11, 2022Liked by David Hay

Good write up. Love Charles Gave comments especially the bankers comment.... "never lend money to someone who needs it"

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Jun 11, 2022Liked by David Hay

I echo the previous comment wholeheartedly.

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Never lend money to someone who needs it! Great comment. I just had breakfast with an elderly friend of mine, and he gave me some extra wisdom: " I can't always remember where I parked my car, but I remember everyone who owes me money!"

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A stunning read. Many thanks and not only because I agree, it was simply very well written.

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author

Thank you very much for the kind words, Bryan!

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David,

You are right to repeat this chapter with the words of Charles Gave. Very few "investors" today have his (or your) perspective on how hideous conditions in markets today are. We are in for a an experience that few will imagine, many will come to regret, and those who caused it will again skate free from their responsibilities.

Here's a touchstone I developed approximately thirteen years ago that seems more fitting each day: "Never in the history of our country has so much been taken from so many by so few."

Keep up the good work,

Kevin

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author

Thank you, Kevin!

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Love the narrative ... factual and engaging

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author

Thanks for reading, Karthik!

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I had never heard of the ratio. I do remember the 70's when my 3 boys were all born. I remember getting raises at work 2x a year due to inflation and not being able to make ends meet unless I picked up an extra shift each pay period. I'm really confused as to what to do with my investments today. My advisor says to hold on to my 50/50 mix.

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Change your advisor.......

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Hard to see Gold going up too far in the face of Fed interest rate hikes and a rising Dollar. I think Oil stocks are the best bet in this market as long as they stay north of $100/bbl

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The question you should be asking is why has gold held up so well in the current climate, especially a stronger dollar coupled with rising rates? I suspect its because the real money knows what is coming. Thats what my Swiss Advisors tells me.

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It has held up BUT not gone up so far. USD has been rising all year and with the Fed raising interesr rates the odds favor the rise to continue. Gold may rise later but my money is with USD in a rate rising environment until this changes.

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Curious. What is the S+P/Gold ratio today??

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about 60 in terms of S&P 500 to grams of gold

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bravo and many thanks for excellent work

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author

Thank you, Jim!

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