Locator: 49157INVESTING.
Not ready for prime time but don't want to lose the thought.
Comment: the Fed won't say it out loud, but the governors are all thinking it -- the target may be "2%" but considering where we were and considering all the talk from the White House, they (the Fed governors) are more than happy with "3%." They also know that "inflation" is very segmented in this country, and that some things are due to "supply and demand" clearly out of the control of the government, much less the Fed. Housing and used automobiles are the best examples, and the blame is 1000% is all Biden's. Twelve million new residents overnight need a place to live and modes of transportation.
See disclaimer.
No recommendations.
Simply things I think about while swimming when thinking about investing.
Thoughts:
- magnificent seven;
- Amazon -- tier 2
- Oracle -- tier 1
- Broadcom -- tier 1
- the others -- tier 3
- American Manufacturing Program;
- GLW -- tier 1
- the others -- tier 3
- one bank
- BK -- tier 2
- two railroads
- CSX -- tier 3
- one heavy industry
- CAT -- tier 3
- one energy
- VNOM -- tier 3
