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2022 inflation report thread

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  • derrybderryb Posts: 36,816 ✭✭✭✭✭
    edited March 9, 2022 5:06PM

    There is no "net " inflation to the average consumer. Higher prices on certain items only cause him to spend less on other items. In the end he can only spend what he has. Necessary items dictate where he spends first.

    The inflation blame game is in full swing but make no mistake, the Federal Reserve is 100% responsible thanks to their money creation and their zero rate incentive to borrow. One must be stupid to have believed that money creation and further debt would not lead to price inflation. As predicted by many (and some here) the QE chickens have come home to roost. The excess liquidity created by QE needs to be vacuumed from the economy while imports need to freely flood the country to increase supply/reduce prices. Unfortunately the answer is/will be more money printing and increased restrictions on imports. Get Frugal, Get Gold.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • cohodkcohodk Posts: 19,118 ✭✭✭✭✭

    @derryb said:
    The inflation blame game is in full swing but make no mistake, CONGRESS is 100% responsible

    Fixed it for ya.

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • jmski52jmski52 Posts: 22,845 ✭✭✭✭✭

    The inflation blame game is in full swing but make no mistake, CONGRESS is 100% responsible

    Especially the ones owned by the banking cartel, plandemic industry and MIC. Oops, that's almost all of them.

    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • derrybderryb Posts: 36,816 ✭✭✭✭✭
    edited March 9, 2022 5:09PM

    @cohodk said:

    @derryb said:
    The inflation blame game is in full swing but make no mistake, CONGRESS is 100% responsible

    Fixed it for ya.

    Civics 101 (some schools offer a discount if you also sign up for Econ 101, check the local area): The other three branches of government leave it up to the "experts" at the FED to keep the wheels dollars of the economy greased. Their reward is unlimited funds and plausible deniability. Show me the vote to keep rates low and to print unlimited money. Sure, Congress gets to spend some of it, call it hush money.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • ShadyDaveShadyDave Posts: 2,196 ✭✭✭✭✭
    edited March 10, 2022 1:22PM
  • derrybderryb Posts: 36,816 ✭✭✭✭✭

    Economic sanction blowback..

    "The main point for investors to understand is the damage will not be confined to Russia. Investors should prepare now with larger allocations to cash and gold and by reducing stock market exposure. It’s a good idea to build up your own liquidity before the wave of defaults and margin calls hits home."

    "We all see what’s happening on the surface. Here’s what you don’t see: Someone is on the wrong side of every one of those trades. Hedge funds and banks are losing billions and are sinking. It takes about a week for bodies to float to the surface."

    "The latest dumb idea out of Washington is to freeze Russian gold. But the gold is physical and it’s inside Russia. The only way to freeze it is to leave it outside in the winter. You can freeze dollar-sale proceeds, but Russia’s a buyer not a seller."

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • cohodkcohodk Posts: 19,118 ✭✭✭✭✭

    @derryb said:
    Economic sanction blowback..

    "The main point for investors to understand is the damage will not be confined to Russia. Investors should prepare now with larger allocations to cash and gold and by reducing stock market exposure. It’s a good idea to build up your own liquidity before the wave of defaults and margin calls hits home."

    _"We all see what’s happening on the surface. Here’s what you don’t see: Someone is on the wrong side of every one of those trades. Hedge funds and banks are losing billions and are sinking.

    So then someone else is on the right side of every one of those trades? Probably you, right?

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 36,816 ✭✭✭✭✭

    I'm satisfied with my trades, how 'bout you?

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • cohodkcohodk Posts: 19,118 ✭✭✭✭✭

    @derryb said:
    I'm satisfied with my trades, how 'bout you?

    More than satisfied. ;)

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • JimTylerJimTyler Posts: 3,392 ✭✭✭✭✭

    @derryb said:
    I'm satisfied with my trades, how 'bout you?

    @cohodk said:

    @derryb said:
    I'm satisfied with my trades, how 'bout you?

    More than satisfied. ;)

    Is this you two kissing and making up 👄 ?

  • MsMorrisineMsMorrisine Posts: 33,069 ✭✭✭✭✭

    They will not stop

    Current maintainer of Stone's Master List of Favorite Websites // My BST transactions
  • derrybderryb Posts: 36,816 ✭✭✭✭✭

    I enjoy confrontation with a narcissist.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • cohodkcohodk Posts: 19,118 ✭✭✭✭✭

    @derryb said:
    I enjoy confrontation with a narcissist.

    Talk to yourself in the mirror?

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 36,816 ✭✭✭✭✭

    @cohodk said:

    @derryb said:
    I enjoy confrontation with a narcissist.

    Talk to yourself in the mirror?

    thanks for supporting my observation.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • derrybderryb Posts: 36,816 ✭✭✭✭✭
    edited March 15, 2022 9:45AM

    Sanctions are not free, they have a serious cost.

    They wanted a showdown with the "enemy," and now they have it. Unfortunately, their foolishness is going to cost all of us dearly.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • derrybderryb Posts: 36,816 ✭✭✭✭✭

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • JimTylerJimTyler Posts: 3,392 ✭✭✭✭✭

    we’re screwed. I’m going to corner the toilet paper market.

  • jmski52jmski52 Posts: 22,845 ✭✭✭✭✭

    Please don't. Any paper gains would eventually be flushed down the toilet. You'd be wiped out in no time.

    +1 :D

    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • JimTylerJimTyler Posts: 3,392 ✭✭✭✭✭

    @RobM said:

    @JimTyler said:
    we’re screwed. I’m going to corner the toilet paper market.

    Please don't. Any paper gains would eventually be flushed down the toilet. You'd be wiped out in no time.

    Very funny. I expected a crack about “corner” since they already have corners someone would say something like I’m too late. I lobbed in a slow pitch, it was hit out of the park.

  • derrybderryb Posts: 36,816 ✭✭✭✭✭
    edited March 17, 2022 4:50PM

    Shrinkflation (how to avoid inflation):

    And bottled water prices have also not gone up.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • derrybderryb Posts: 36,816 ✭✭✭✭✭

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • derrybderryb Posts: 36,816 ✭✭✭✭✭
    edited March 24, 2022 7:46AM

    Prepare for another round of chip shortages and the resulting higher prices.

    Turns out Ukraine produces 50% of the neon gas used in lasers that are needed to make chips.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • RobMRobM Posts: 552 ✭✭✭

    Russian dressing is nearly the same as McD's special sauce, and both the country and the corporation are represented by clowns.

  • tincuptincup Posts: 5,135 ✭✭✭✭✭

    Where have the several posters, who a few months ago, were chiding us tin foil hatters that inflation was not a problem at all? Seems kind of quiet from their end...

    ----- kj
  • derrybderryb Posts: 36,816 ✭✭✭✭✭
    edited March 25, 2022 10:31AM

    .

    @tincup said:
    Where have the several posters, who a few months ago, were chiding us tin foil hatters that inflation was not a problem at all? Seems kind of quiet from their end...

    name them, it gives your accurate statement credibility. If you can provide links to their post (include the date and time of the post).

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • cohodkcohodk Posts: 19,118 ✭✭✭✭✭

    Getting some inflation in mortgage rates now.

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • blitzdudeblitzdude Posts: 5,891 ✭✭✭✭✭

    @cohodk said:
    Getting some inflation in mortgage rates now.

    Inflation in the ole bank, stock and retirement accounts a well. Good times. RGDS!

    The whole worlds off its rocker, buy Gold™.

  • blitzdudeblitzdude Posts: 5,891 ✭✭✭✭✭

    @blitzdude said:

    @cohodk said:
    Getting some inflation in mortgage rates now.

    Inflation in the ole bank, stock and retirement accounts a well. Good times. RGDS!

    PS: The old physical gold account isn't doing too bad either. Maybe time for the good Kush tonite. RGDS!

    The whole worlds off its rocker, buy Gold™.

  • derrybderryb Posts: 36,816 ✭✭✭✭✭

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • tincuptincup Posts: 5,135 ✭✭✭✭✭

    Inflation?? what inflation??

    ....I think we are still in the beginning....

    ----- kj
  • tincuptincup Posts: 5,135 ✭✭✭✭✭

    I can't wait for my monthly gas check from the government....

    ----- kj
  • derrybderryb Posts: 36,816 ✭✭✭✭✭
    edited March 28, 2022 6:43AM

    It always amazes me that the expense of sending hundreds of million stimmy checks is not avoided by just giving a one-year tax break. Oops, forgot - the non taxpayers deserve taxpayer money as well.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • HigashiyamaHigashiyama Posts: 2,192 ✭✭✭✭✭

    Although this is likely (partially) temporary, has anyone noticed how expensive domestic flights have become? I think this is due in part to the rapid increase in demand as things open back up, without a normalization of supply.

    Higashiyama
  • derrybderryb Posts: 36,816 ✭✭✭✭✭

    @tincup said:
    I can't wait for my monthly gas check from the government....

    @Higashiyama said:
    Although this is likely (partially) temporary, has anyone noticed how expensive domestic flights have become? I think this is due in part to the rapid increase in demand as things open back up, without a normalization of supply.

    fuel costs?

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • streeterstreeter Posts: 4,312 ✭✭✭✭✭

    @derryb said:
    .

    @tincup said:
    Where have the several posters, who a few months ago, were chiding us tin foil hatters that inflation was not a problem at all? Seems kind of quiet from their end...

    name them, it gives your accurate statement credibility. If you can provide links to their post (include the date and time of the post).

    Well the error guy was crowing about no inflation. Same guy whose buddy went out and bought a 'boat' with his stimulus money. I guess economic sense travels in pairs.
    If any of you haven't seen Ray Dalio and his economic video on empires in world history, it's worth a look.

    Have a nice day
  • HigashiyamaHigashiyama Posts: 2,192 ✭✭✭✭✭

    @derryb said "fuel costs"

    Yes, fuel costs are no doubt a significant factor, but I think it's also a pent up demand issue. I haven't really looked systematically, but it sure feels like flights that I could get with only a little effort for roughly $ 500 pre-COVID are now double that.

    Higashiyama
  • derrybderryb Posts: 36,816 ✭✭✭✭✭

    at least rental car prices seem to have come down

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • ShadyDaveShadyDave Posts: 2,196 ✭✭✭✭✭

    @cohodk said:
    Getting some inflation in mortgage rates now.

    Yeah, saw that the average 30-year fix rate is 4.9% right now. Rates went up 25bps last week. Saw this chart on nerdwallet today, 3.28.22.

  • derrybderryb Posts: 36,816 ✭✭✭✭✭
    edited March 29, 2022 7:49AM

    Hopefully the TreasuryDirect I bonds will continue up. Currently over 7%. Too bad there's a $10K purchase limit per person per year.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • cohodkcohodk Posts: 19,118 ✭✭✭✭✭

    @streeter said:
    If any of you haven't seen Ray Dalio and his economic video on empires in world history, it's worth a look.

    I like Dalio.

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • cohodkcohodk Posts: 19,118 ✭✭✭✭✭

    @Higashiyama said:
    Although this is likely (partially) temporary, has anyone noticed how expensive domestic flights have become? I think this is due in part to the rapid increase in demand as things open back up, without a normalization of supply.

    My sources tell me the airlines dont think they are raising prices if they do away with the $200 fares.

    Like at derrys Publix, the BOGOs are the true price. But if they do away with the BOGO they can claim they havent raised prices.

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 36,816 ✭✭✭✭✭

    More shrinkflation. Note the amount of creme filling pictured on the package.

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • JimTylerJimTyler Posts: 3,392 ✭✭✭✭✭

    @derryb said:
    More shrinkflation. Note the amount of creme filling pictured on the package.

    Try the double stuffed. They may have enough for ya.

  • cohodkcohodk Posts: 19,118 ✭✭✭✭✭

    @derryb said:
    More shrinkflation. Note the amount of creme filling pictured on the package.

    Tell me about it. This is what they look like in my hand....

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 36,816 ✭✭✭✭✭

    "Interest rates, the price of money, are the most important market. And, perversely, they’re the market that’s most manipulated by the Fed." - Doug Casey

  • streeterstreeter Posts: 4,312 ✭✭✭✭✭

    Friend of mine farms 320 acres in Yuma. I was down there this weekend. He described what his cost headwinds are currently. He gets 7 crop yields per year.

    Everyone who isn't paying close attention to food is going to be in for the shock of their life shortly. It would pay to buy ahead.

    Have a nice day
  • blitzdudeblitzdude Posts: 5,891 ✭✭✭✭✭

    @streeter said:
    Friend of mine farms 320 acres in Yuma. I was down there this weekend. He described what his cost headwinds are currently. He gets 7 crop yields per year.

    Everyone who isn't paying close attention to food is going to be in for the shock of their life shortly. It would pay to buy ahead.

    Or perhaps just grow your own. Stay organic. Butter and beans! RGDS!!

    The whole worlds off its rocker, buy Gold™.

  • cohodkcohodk Posts: 19,118 ✭✭✭✭✭

    @blitzdude said:
    Or perhaps just grow your own. Stay organic. Butter and beans! RGDS!!

    Or pumpkins.

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • blitzdudeblitzdude Posts: 5,891 ✭✭✭✭✭

    @cohodk said:

    @blitzdude said:
    Or perhaps just grow your own. Stay organic. Butter and beans! RGDS!!

    Or pumpkins.

    That's what I'm talking about right there! Nice one!! CNGRTS!!!!

    The whole worlds off its rocker, buy Gold™.

This discussion has been closed.