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re: Opinions on market direction considering economy, margin debt, & valuation
Posted on 1/15/15 at 6:03 am to Ole War Skule
Posted on 1/15/15 at 6:03 am to Ole War Skule
They're concerned about lack of demand for energy.
We can debate inflation and deflation and their impact on precious metals, or rather what the latest stories define inflation or deflation as, but to me the more interesting conversation is base metals and energy.
I'm not saying inflation or deflation doesn't have predictable (mostly) impact on pm's and base metals, but in the case of base metals, there has been a lack of industrial demand.
What I'm suggesting as a possible scenario for energy is it is possible there is a lack of demand here also.
Again, we'll find out after the fact.
We can debate inflation and deflation and their impact on precious metals, or rather what the latest stories define inflation or deflation as, but to me the more interesting conversation is base metals and energy.
I'm not saying inflation or deflation doesn't have predictable (mostly) impact on pm's and base metals, but in the case of base metals, there has been a lack of industrial demand.
What I'm suggesting as a possible scenario for energy is it is possible there is a lack of demand here also.
Again, we'll find out after the fact.
Posted on 1/15/15 at 6:38 am to Iowa Golfer
quote:
They're concerned about lack of demand for energy.
true, but I think lower demand is from more efficient use, stagnant Europe, and reduced increases in demand from China. I think U.S. economy is in very good shape and will profit.
I also think the price drop is more due to over supply due to shale, weakened OPEC, and Russia/Venezuela pumping like mad to save their economies.
as you note, we'll know for sure once it's too late
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