I feel like everyone is expecting inflation and are long st…

I agree that stocks are a crowded trade, and even more crowded in a handful of names. Given the plandemic, election and subsequent censorship, I think the direction from TPTB are deflation and position the middle class into a debt overhang. Gonna be ugly.

I feel the same. I feel like there could be a massive shakeout. My only question would be, how does deflation benefit TPTB? Is it because debt is more expensive, but traditionally... don't central banks hate deflation?

I was thinking about that even as replying, but the crap momentum seems to be toward closing all windows for the middle class. No worse of a position than owing the same but having money worth 1/4 of what it was when the debt was created.

Re benefits to the powers that be. They are out of touch and make mistakes of hubris. They may perceive making more peasant as some sort of relative position net benefit. For them it could be about control.

True... they could just rekt everyone and be a net gain for them. Also I feel like the vaccine and stimulus is too priced in. Too much optimism priced in for 2021... it's gonna be rocky. COVID-21 coming and new vaccine will be necessary

I am a little bit cautious re vaccine, I believe there are out patient therapies that would address the virus without asking people to alter their dna. I do think there will be an adjustment to classifying active infections, ct of 25 or lower w/ 2 symptoms

What we really have is a situation where there's too much money and not enough companies to invest in.

Maybe we'll see volatility level off once more companies go public over the few years but don't expect a rug pull on stonks.

Expecting stonks to crash is a good way to stay poor.