Originally Posted by Nantonaku

Hit me up in 2 years, just because airlines furlough doesn't mean they collapse. Have you been around more than 5 years in this industry? It has always been hire until you furlough, furlough until you hire. Oil prices aren't going back down, inflation isn't going away, the Feds will throw in the towel in just a matter of months. Their game right now is all talk. There is no way out of the mess we are in, the government spent like money was limitless for the past two decades. When the government raises taxes 10%, cuts spending by 20% and their debt bill goes up by 20% what do you think is going to happen to our economy? You think people are going to have money to fly? You don't think corporations are going to cut back on flying? What we were doing was unsustainable before Covid, now it is just off the charts (literally).

I'm currently investing 90% in commodities - putting my money where my mouth is. How do you see this mess ending? Just a "soft landing" to 1% growth and 2% inflation? Not happening. Do you think the government is going to cut entitlements? Cut military spending? It won't happen until the market forces it and everyday they wait it makes the end game more ugly.