/biz/ - Business & Finance

my sources have informed me it is likely not time to slurp quite yet

>>50935117
helo? yes this is margin calling

>>50771358

Rubbish. There is always a bull market in something even if it's just cash or short etfs. It simply shifts from one asset class to another depending on the macro environment. The coming decade will be inflationary for many reasons so good for: energy, commodities, gold, and select companies with pricing power selling vital necessities.

As a time for structurally rising rates it will not really be a time for real estate, but if you have a bunch of mortage debt locked in at fixed rates you can still do just fine as a landlord. As well, farmland or a small homestead will become increasingly valuable as western govs trend authoritarian.

>>50599803

Basically all the Top Wall St Jews like Summers, Ackman etc are pro austerity and strong dollar so they want Powell to crash this shit with rate hikes, and then they're gonna throw money at a red sweep in DC in 2024 to take another shot at nominally defaulting on US entitlements. This is a currency war, and the US is an Empire whose power comes largely from its currency. These guys like the Empire, and don't give a fuck about the little people.

Ultimately I don't think it's a politically realistic plan, and the US is gonna need to default via inflation like most countries do, and cede the dollar system, and lose a lot of ground to BRICS. But, that's the pro-dollar faction in a nutshell.

>>49953348

Some of it stayed in reserves but A) reserves can bid up assets (bank-to-bank) B) even in QE1&2 some flowed into deposits. Again I'll link to twitter on it:

https://twitter.com/CRutherglen/status/1334909466056118272