-QE going to the Banks, who are not lending - going into equities perhaps? anyway it is not creating massive inflation as it is not hitting the streets, so to speak.
-Until this money goes towards creating growth and jobs, it is not having the effect of massive inflation or stimulation either for that matter
-Defaults and recessions aren't allowed in election years - 40 elections this year globally
-Some of the Data out of the States is looking better, Company profits are good and many are cashed up.
-Smart boys got set in Blue Div paying stocks when they were cheap. If that debt storms blows in, they will not be safe, though they may be the first to creep out of the wreckage and start acquisitions.
-I really dont have a clue, but looks to me like - tension is building around Oil, Gold, Silver and Uranium while Coal, Fertilizer, REE and Base and Specialty Metals are unloved.
-Common Sense tells me, the best place to be is in under-loved PM plays with a damn good shot at production and a lot in Cash,(thats the hard part) - you only need Gold to stay above 1,500 for these guys to become great little growth stocks.
-I actually prefer Base and Specialty Metals Energy and Fertilizers but the only thing I am reasonably sure about is - no one is paying down the debt this year.
