/biz/ - Business & Finance

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>>53912631
You're finnished.

>>53912631
Yes, kys now.

>>53913375
why are you being rude?

>>53912631
Is this AI?

>>53913404
no, that's my hot wife

>>53912631
Who's this dude?

>>53912631
Their mistake was investing in so-called sophisticated and soulful European real estate when they could've just gone to South East Asia and got a 10x on their investment

>>53913456
>>53913404
THATS A BOY!

>>53912631
why this ai girl got no nipples or areola??

>>53913501
Asia isnt cucked and doesnt allow foreigners to own land based real estate, and condo occupancy for foreigners is capped at a certain percent minority of available units per buildings. Anyways, keep these piece of shit banks away from my Southeast Asia retirement goals. Fuck off.

>>53913790
She has both. They’re also pierced.

>>53912631
i want to suck his boobies.

>>53913833
i must be blind. can you show me? I clearly do not see shit all

or link it to another thread or something. i seriously can't see shit and i'm freaking out that i might have an underlying condition or something

>>53913393
You're subhuman trash. Do you think you deserve an explanation? Get fucked.

>>53912631
I don't see why should be worried.
If you're asking about the consequences: BlackStone buys real estate and rents it out, and sells shares in a fund based on that. If people want to redeem those shares, BlackStone needs to sell real estate, but obviously, there are not enough buyers, thus it suspended redemptions. If 50% of shares need to get redeemed, you can't just sell 50% of the homes on a weekend. That they've defaulted on a bond is another sign, namely of a cashflow issue. That means they can't pay money out because they have no money coming in, which points to missed/late rent payments, partly due to delinquencies, partly due to unwillingness to cooperate, enabled in part by the COVID laws.
Once you have a default like this, the value of similar bonds quickly drops to 0. Nobody wants to buy them, like the CDOs in 2008, everyone is afraid they'll default and can't be resold. Depending on who bought those bonds and how quickly he needs money, or whether he's using them as collateral, bondholders, and then people doing business with them, might soon be in trouble. If this gets a panic rolling, then it develops into a systemic crisis like 2008. If only one company holds the bonds, the risk is concentrated, so you could get 0 or 1 defaults. If the risk is very spread out, nobody has to take too much of a hit (keeping in mind that market panic, if it sets in, makes the other real estate bonds into additional risk).
Lowering long-end bond yields are evidence in support of a looming market panic. If enough buyers forecast something like this happening, which you can do by calculating from labor force participation, inflation, and incomes, they would have bought bonds at the long end of the curve during the past few months up until now, to lock in the at least somewhat likely maximum return on investment that they'll get in the coming years.

>>53914754
based explanation.
Is my bank cash safu?

>>53914754
> That means they can't pay money out because they have no money coming in
they made more money in Q4 than property which defaulted was worth. I think it was basically jews outjewing other jews on technicallities.

>>53914810
If you're in the US, I wouldn't bet on it in the next 24 months. If you're in the EU, I definitely wouldn't bet on it. Everywhere else: no.

>>53914954
I tried to soften the blow, but it just is what it is.

>>53914954
whats in your opinion the best wat to hold onto value rn guy? gold? bitcoin? just holding fuckloads of $100 bills in a safe?

>>53915169
There's two problems here:
>how do guard a portfolio?
>how to make sure you can enjoy a portfolio?
One could write a novel about the geopolitical instability, but we all have a rough sense how safe our area is. If you live in a town in Ohio, the Somalia-style civil war likely won't break out there. Though it will in Somalia. You can imagine roughly your current conditions, just worse, in some cases a little, in some cases a lot.
In terms of portfolio, the two opposing dangers are the credit flows finally giving up the ghost and snapping, at which point everyone inside and outside of the US will have to be kept on Fed life-support (that's what those swap lines are for, though whether they're enough is an additional question). This would lead to an severe dollar-shortage and a deflation in USD terms. How far the EUR, GBP, JPY then devalue depends on the degree of life support the Fed gives - less so with JPY, to which a lot is tied, making it somewhat of black box for me. The countries without swap lines will try to attack the dollar-system via commodities: selling oil/PGMs in gold/silver/BTC/the gold-backed yuan if that's ever coming. If they really want to be rough, fertilizer and NG-derivatives (among them nitrogen, an input into fertilizers). They'll try to get their own vassals too, esp. via threatening to plummet their yields and blaming the US for it. If the Fed isn't made to relent by the politicans, this can cause a prolonged depression wherein you are best off holding cash. If they are made to relent, and especially if the depression is bad, they'll start printing, partly via tricks, not necessarily just normal interest rates. This would make inflation run wild, and here, the risk is the loss of confidence in the currency. As we saw in 2021, a doom loop can quickly start developing in both directions in levered systems. That then starts leading to hyperinflation, though you can always default at least partially with a good story.

>>53915294
You don't have to believe what I say, you just asked for my opinion, and I just wrote it as it came to mind.

>>53912631
>that detail on the tits/nips from the white blouse becoming transparent from sweat
AI's getting really fucking good at porn. It's over for OF ho's

>>53912631
No, they are still buying.

>>53915294
The US aren't likely to capitulate so I guess I'm going with Cash is King. There's also the chance of us going through a 1973-style Stagflation

>>53912631
>>53913456
>>53913854
this looks like a child yikes

>>53913057