Why ONLY A CRIMINAL, IDIOT OR LIAR Would Give Investment Advice In This Environment
...and why Alstry doesn't give INVESTMENT advice anymore.
When analyzing an "investment", you are discounting future cash flow to present value.
In order to do that, you must have some reasonable basis to project future cash flow.
Right now, a huge percentage of cash flow to America, its businesses and its citizens comes from an UNSUSTAINABLE Federal Deficit( a predatory loan against our children's future that we know or should know they can never pay back).
It was not always like this...up until the last three years, the Federal Deficit was about 1% of GDP...more recently it has mushroomed to over 10% of GDP and remained that way for three years.
Every assumption in current cash flow estimates accounts for an UNSUSTAINABLE Federal Deficit....thus every projection leads one to a illusory conclusion.
Just like everyone wanted to believe Dot.Coms were going to keep going to to the moon, or houses would never crash in value....now everyone wants to believe that we can continue to borrow off our kids future that THEY CAN NEVER PAY BACK.
Soon the party will end, since the money we are borrowing from our kids is not really benefitting them (can't find jobs with massive student loans) and primarily concentrating in very few hands......
The people are finally figuring it out and soon will realize it is an Udder World....and maybe then we can return to a world where "investment" actually means something.