It's difficult to separate the wood from the trees:
Money supply stimulus here for some time yet
Parts of the market defying Covid & making good returns
Looks like some Bricks & Mortar businesses need to heavily transform or join the dinosaurs
Therefore economic rebalancing underway!
Then there's the growing Govt. debt., how concerning is this?, going from an aim to have balanced budgets, now to join the average Tom, Dick n Harry (Annie, Jane & Jill) who spend a lifetime paying off debt ( ie.ideally some principal and interest ).
Perhaps Govt. can live like most of us, carry some debt while maintaining repayments - in the meantime, it appears Gold is the safe haven insurance & has some time yet before Cash becomes King?
Am I reading things correctly?
E O D volume?, page-6
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