Deflation or Inflation? Which one is it?

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As much as you folks like my writing I sometimes make these blogs for myself. Shocker right? It's not all about you! - I kid

Then again like a note pad I watch the pundits and try to figure out what is going on in these crazy markets.

BTC stuck in a range
Gold and Silver stuck in a range
10-Year yield not spiking

Inflation in things we need just going up!

Deflation in things we do not need! See my last blog on the bullwhip effect.

So where does this leave us to invest?

Unfortunately back to ENERGY. Commodity super cycle?

I bought OIL stocks even though the chart is ridiculous.

Can it go higher?

If spending is going into commodities people need where else can you invest? This means non-discretionary spending will not go into luxuries including dining and even CRYPTO!

There's no blood in the streets although the housing sector is still being eyed upon with a big draw-down. Money is more on the sides and only energy commodities seem to be making way.