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No. of Recommendations: 3
I have no idea of Macro stuff, so I don't plan my investments on them. While the classic economic theory may suggest inflation, I don't see that on the horizon, what I see is deflation. Imagine, if Fed didn't do this massive printing and Congress didn't take up all this debt to write checks to 10's of millions, labor would be absurdly cheap and demand would fall like a rock. While the Fed has vowed keep printing the money, when they reverse it, it is going to be equally ugly.

I look at individual companies and buy them. If thesis changes, I sell and take my loss.
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