FM3 firstmac mortgage funding trust no. 4 series 1-2020

Ann: General Security Agreement, page-478

  1. 2,367 Posts.
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    @ASXO@Noobtrader1

    With inflation running hot and assuming the Fed Cannot control the rising yields, the last time we both 10 yr treasury yields & inflation surge was in the late 70's - 82. There was a multi year gold bull market as everyone sought assets and Gold as an inflation huge, whilst the value of the dollar was destroyed. Gold surged from circa $100usd/oz to $800+usd/oz.

    Currently, how the US measure inflation, they are undercooking it, if measured the same way they did in the 80's, it current is around 9%, they have just f*ed around with what they include and substituted items they used to include in the measure out. The current CPI rates is 1.7% and rising. Imagine when that rises to 3-4%, it'd be the equivalent of 25%+ when measured properly. The fed cannot let the treasury yields rise, otherwise, they won't be able to repay the interest on the debts and will default on them. Their best bet is to inflate the debt away.

    I don't think the fed will let the yields spike that high, so they'll buy all the bonds, which will drive down the USD. It won't stop inflation, it will run even higher possibly out of control.

    No matter how you look at in, regardless of the recent spastic downtrend, we are still in a secular bull market. The fundamentals will never be better for anyone involved in the sector the matter what unfolds over the next few years.

    Play it right and you could easily increase your net worth to over $3-5mil + by the end of this secular bull market.



    https://hotcopper.com.au/data/attachments/3006/3006989-56a58bba281fbd04f88d7aaea5412128.jpg

    https://hotcopper.com.au/data/attachments/3006/3006994-1278dba58230981b2d590e9369c176be.jpg


    https://hotcopper.com.au/data/attachments/3007/3007001-573ad611db4d96dadd90c182aa4b891b.jpg
    Last edited by Corgi: 16/03/21
 
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