We read a ton of info this weekend and its safe to say the summation of the topics centered around the inflation/devaluation theme for the US Dollar. The election which if mail in voting is allowed, will most likely not be decided for months, which would be a disaster in the making and rest assure the Blue cities will have to batten down the hatches. Chicago has even resorted to putting up the bridges to cut off access to the Magnificient Mile area. What the heck has our nation turned into? We don’t feel the dollar is losing out and we don’t think that the massive off shore dollar market is properly quantified, meaning how much money (i.e. dollars) exists outside of the Feds control? We would bet the figure is massive and that this will continue to increase the demand for Dollars in the future.
With so many uncertainties, the equities are truly showing resilience and there is no doubt the Trillions in stimulus are the reason, but we eventually think if Main Street is not supported, th…
