Suncor Energy Inc T.SU

Lessons From the Movie The Matrix

[Experienced]

When I look around what is happening around the world and especially in the United States and periodically watch the US cable networks, it all reminds me of the 1999 movie The Matrix.

Just like the movie, it is very difficult to determine what is reality and what isn't.

It reminds me of the scene where Neo is offered a red pill or a blue pill by Morpheus.  It seems to me that most left wing politicians have taken the blue pill.

The problem that I am facing in terms of making investment decisions is that while I believe I have taken a red pill it may not be doing me any good as long as most people are living in the fantasy world provided by their blue pills.

In this fantasy world, traditional signals to determine appropriate action such as the level of government debt, inflation, supply chain issues, productivity, growth in the money supply etc go out the window and are for intents and purposes meaningless.  Without these yardsticks it is very difficult to make intelligent decisions.

One can only hope that more people wake up and realize that they need to take a red pill.  

One thing that history has proven since the dawn of time is that the longer it takes for sanity to return the greater and stronger the adjustment will be once things get back to reality.  How long it takes for this to happen is anybody's guess and for my part I don't have a clue but just in case I have hedged my bets by carrying above average levels of cash in my portfolio.

[Co2Harvest]

I don't know if my view is red or blue pill, but my sense is that cash is continuing to decrease in value, while resources are reflecting a lot of what's happening in the world with lots of chop at the moment. We have near parabolic moves in some resource areas while others grind sideways. That does make it hard for us in some ways. I'm carrying about 30% cash in my portfolio (that'

[Quintessential1]

Oddly enough for the people on the left it seems to them that the right supporters are the ones taking the blue pill as they do not want to face the reality of man made climate change. A good economy will mean nothing when half of the world is on fire and the other half is under water. The real reality is there is no red pill or blue pill and all of these considerations are important. We can

[Experienced]

The thing is that the proposals in the US for the 1.5 trillion and the 3.5 trillion plus the 5 trillion already spent  have very little if anything to do with climate change.  I have actually done somethin I doubt most people haven't done - I actually read the bill for the 3.5 trillion to see what was in it. Basically the bill provides for a fundamental shift in the US to a

[Oldnagger]

It took more than a Michael Moore documentary to expose the eco-fraud that the same Democrats perpetrated under Obama, so I guess another documentary to expose the upcoming socio-fraud won't be enough either. The middle class is doomed and will probably need all the pills they can get !!

[jx7000]

You got that right. And boy did the lefties ever turn on Moore when that video came out. If anybody here still believes in this "green tyranny", read up on 50 Years of Failed Eco Predictions.  

[Chad123]

Excellent find. Posted this with a thanks to you on another board. Wish I could give you half a dozen thumbs up!

[Chad123]

and then you have Biden shouting that the Republicans need to get out of the way and let the demoncrats do the right thing and raise the debt limit. Hehehe These people really don't give a rats a$$ about anyone and will stop at nothing to get their agenda done. Do they really think they will stay in power forever by trying to buy votes? Do they not understand that Socialism depends on

[Experienced]

The funny thing is that the debt ceiling talk is just a bunch of B-S. The Federal Reserve has said that it will continue to buy the US budgetary deficit.  The Fed collects the interest payments from the US Government for the debt purchased and under the Federal Reserve Act, the Fed is obligated to return any excess income over it's operating expenses and dividend payment to its member

[autofocus111]

I took the red pill and the blue pill and still can't determine which world BTC exists in... maybe both?

[Experienced]

Yep just the movie..hard to figure out what world you are actually in For me..based on my long experience in the market...as I said in my original post...most of the politicians in the US are in the alternate reality...ie blue pill world but the question is how long that world exists just like the movie and is open to question and hence the problem to decide what the appropriate investment