Bet on Higher Rates

" You know go go I've actually read a lot of them they'll. -- placing their the government the federal government's going to start actually making payments to states if they it will not cap the if they will not have the -- The take -- I didn't like every night they're actually not just with a grain whole white people pay you not to put it there. -- guys don't I guess is what I've been thinking about today yeah. And that's all this tragedy you know -- shot up all the soldiers thanks for your sacrifices. Number one guys the money -- through the roof in this country go to Cody Willard dot com. Look at it on my blog at a much bigger and better picture that this is -- the money supply in this country has done since about nineteen. Eighty. Used to be just about flat lighting and then under Alan Greenspan and whatnot pumped up and kept increasing it deflating. Did devaluing your earnings in your savings but look what happened when they did that bail out of marijuana is the freak out about the -- and an up close that -- there. Everyone has to freak out about the bailout that was going right there guys money supply has gone through the because of these policies. So what let's actually think that drew little bit and other than the fact that it's destroying the body of your savings and their salaries out there what's the best player on that. That's what the -- was about -- guys got to ID is number one -- I think everybody knows that. Careful what that gold I do think that will have some depreciation. In gold not deflation that's also an article. Figure out of the diversion depreciation and deflation is it's very important. Finally guys actually on that note though that make the money back strain might be buying long long term calls on the ten year. -- which reflects the ten year yield. If rate spike that those calls will increase in value then two or three years down the road and that's probably pretty good high beta trade. To make some money on interest rate by guys and finally taught different topic entirely. Up. PG. And -- Canadian pension benefit company or something. Eyes of private equity -- going to take IMF help brighten it -- guy. IMS health of a lot of collection of data and stuff very tight and -- barriers to entry of that business. Tell -- that hugely profitable company with very high gross margins and lots of growth. Continuous it's -- right steady growth. But the -- but on the other hand puppets betting on railroads said it was a cyclical but he's betting on the American economy coming back. Guys that this thing will take the -- A third of the shareholders are going to let the grade to that takeover that would still might be abide. Then gets higher prices on."