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/biz/ - Business & Finance

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16572800 No.16572800 [Reply] [Original]

Ask a macro hedge fund analyst anything

>> No.16572808

>>16572800
You guys ever read zerohedge for the lulz?

>> No.16572816

>>16572808

It’s fascinating Russian propaganda

>> No.16572834

>>16572816
>Russian propaganda
oh shit, this ones retarded

did you vote democrat in 2016?

>> No.16572848

>>16572816
Is China a house of cards or the next superpower? I keep hearing either or. Is their private debt scenario really the worse case of an over-leveraged country in history?

t. Murican

>> No.16572853
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16572853

>It’s fascinating Russian propaganda

>> No.16572865
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16572865

>NOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO WHAT DO YOU MEAN YOU DON'T LIKE THE FEDERAL RESERVE?? THAT'S UNAMERICAN YOU GOY
>NOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO YOU MUST BE A RUSSIAN BOT IF YOU BELIEVE THE AMERICAN ECONOMY IS UNHEALTHY, WHAT DO YOU MEAN $23 TRILLION IN DEBT ISN'T A GOOD THING?

>> No.16572867

>>16572834

No, I think multiculturalism and the left is killing America, I just disagree on the timing and how much advantage America still has. I think it will take another 2-3 decades for America to fall off its throne while during that same time, Russia will Balkanize, China will experience the stagflation of the 70s and Europe will turn to shit. All that capital flight into America will create another roaring 20s

>> No.16572877
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16572877

>>16572867
>All that capital flight into America will create another roaring 20s

imagine being this deluded. these are the people managing funds in America

>> No.16572887

>>16572800
Hiw Jeeish are you?

>> No.16572888

>>16572867
>All that capital flight into America will create another roaring 20s
Buy US then?

>> No.16572889

>>16572848

Both, they will falter heavily while the war in the Middle East goes hot and Russia attempts one final push into CIS/CEE before they run out of young people to be soldiers. China will bounce back around 2040-2050 when America deteriorates into Brazil and natural resources become less and less important due to technology and china’s neighbors fall apart, such as Russia which would give China fast tracts of the Russian Far East

>> No.16572900
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16572900

>>16572867
>Russia will Balkanize
>never heard of the USSR
>never heard of the chechen wars
state of mutt education. if russia was going to balkanize, it would've done so 20 years ago under shock therapy.

>> No.16572917

>>16572888

Yes, America during 2020-2040 will be another roaring 20s dynamic. Just like how dot com was aided by capital flight out of japan and then emerging markets and the roaring 20s was capital flight out of Europe from WWI

>> No.16572939

>>16572889
>China will bounce back around 2040-2050 when America deteriorates into Brazil
Why would America deteriorate into Brazil? Too many young people? Is a demographic thing or what

>> No.16572944

>>16572800
What will be the most important emerging technologies of the next 30 years? obligatory: what are your thoughts on blockchain?

>> No.16572950

>>16572900

I am sure a kleptocratic state with the demography of Japan, a GDP lower than Italy, a human capital base worse than Saudi Arabia, a large landmass surrounded by ethnicities that hate you and the only economically competitive industry being made Irrelevant by shale has a long future ahead of it.

>> No.16572959

>>16572816
Oh fuck off

>> No.16572970

>>16572939

Demographics, Hispanics are 35% of newborns

>> No.16572983

>>16572950
The poster you replied to is right, the country has already gone through any possible balkanization strife. If anything the russian people themselves want certain parts of the country to voluntarily split off. Living in Russia is suffering but you really are an idiot who has no understanding of geopolitics.

>> No.16573001

>>16572970
>>16572970
Top kek. Now which countries are better looking demographically past 2040? You say China has an edge over Russia's far east because of Russia's lack of young soldiers to defend... What about China's own demography? And how does India play into all of this considering the China-Pakistan Economic Corridor? Does India have an edge there?

Also do you own LINK lol.

>> No.16573011

>>16572983

What does Russia have once natgas hits 4/btu due to us shale exports? A bunch of dying soviet era scientists and men that want to kill themselves and women that whore themselves out to foreigners???

>> No.16573026

>>16572944

Not block chain, unironically china’s Social credit systems

>> No.16573035

>>16572800
Does your dad know you have the login info to his brokerage accounts?

>> No.16573046

>>16572800
>>16573035
Also your screenshots are two years old, retard

>> No.16573051

>>16572800
Why arent you all in btc?

>> No.16573063

>>16573001

In the short to intermediate run (10-20 years), America, parts of Latin America will boom. France will be ok, maybe Turkey too. Everyone else will suck. Long run China recovers and you are in a bipolar world between us and China. American decline will 80-100 years due to so much natural advantage and it will probably come back by the end of the century. It took the USSR about 80 years to collapse and that was a far greater house of cards.

>> No.16573172
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16573172

>>16572800

>> No.16573409

>france surviving.
>any european country surviving.
Fuck off amerimutt you know nothing.

>> No.16573413

>>16572800
What are your thoughts on LINK and BTC?

>> No.16573451

>>16572917
In a world without bitcoin, you’d be correct, but now this world has something better than USD.

>> No.16573610

>>16573451

Bitcoin is useless. It’s not a currency as it is not used as a medium of exchange or a unit of account only as a store of value, so it is an asset. But it is a non cashflow generating asset, farmland generate crops, stocks issue dividend or share buybacks and bonds pay a coupon. Nor is it a commodity driven by supply and demand, Crypto is abit like a speculative asset like art, used to launder money but without the unique ness. But even there it fails as even beanie babies and art have scarcity value.

>> No.16573686

>>16572939
>>16572970
This and also if south america is successfully collapsed into itself domino style to flood into the united states. Goal would be to create enough flood to justify the creation of a north american union instead of each country being its own.

>> No.16574465

>>16572867
Based
>Russia will Balkanize
Nah it will just lose Siberia and acquire part of Ukraine and Belarus

>> No.16574479

>>16573063
Also redpill me on Brazil nad Chile plz

>> No.16574497

>>16572800
What have been you're annualized returns like since the fund started? What's the worst year you had (and what did you learn from it?)
Which kind of securities do you specialize in?
And over the next 2 years what do you think is the greatest source of uncertainty or volatility concerning your strategy?

>> No.16574536

>>16572917
oh sick never thought of it that way. how will fiscal policy tie into all of this? i thought universal basic income is a good reason to pump and restructure the american economy

>> No.16574542

Lol my face when people hit on china. You know China is more advanced than the us right now? They have 5G internet, powerful cell phones, facial recognition used for payments, no crime. And a billion people. And look at that work ethic. Watch american factory on netflix and see how pathetic american workers are. sorry you had a good run during the 50s and 60s but working 35 hours and asking for 29 dollars an hour ain't gonna cut it.

>> No.16574544

>>16573610
beanie babies do not have scarcity value. beanie baby inc. can make a new run of any design at any time they want. there will only ever be 21 million btc and it is hardcoded in to the design and cannot be changed.

>> No.16574546

>>16573610
thats where you're wrong. you can earn yield on providing liquidity with your bitcoins

>> No.16574563
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16574563

>>16572800
Do you believe in keynesian and monetarist economics or do you think that its a big scam designed to enslave the goyim? My opinion is that it's the latter.

>> No.16574565

>>16574544
>21 million btc and it is hardcoded in to the design and cannot be changed

How tech illiterate are you lol btc coolaid guy lol?

>> No.16574583

>>16573610
In fact, don't bother responding, just read your bitcoin answer and deduced that you are sub 100 IQ.

>>16574563

>> No.16574603

>>16574542
Oldfag here. What you just said was almost exactly what was said to us about Japan, in the late 1980s.

China is an incredibly fragile country where people will not say "no" to authority. Can it make shit smaller? Yes. Can it extend Western ideas not worrying about ethics? Yes. Can they invent? No.

>> No.16574618
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16574618

>WHAT DO YOU MEAN YOU DON'T READ ZEROHEDGE AND TAKE IT AS GOSPEL? HOW AM I GOING TO FEEL GOOD ABOUT BEING POOR IF I CAN'T COPE BY TELLING MYSELF THE S&P 500 WILL CRASH TOMORROW

>> No.16574638

>>16572800
What was your annualized return with your position?

What is your current account/position? These options expired almost 2 years ago.

>> No.16575617

>>16574565
Lol

>> No.16575634

>>16572800
Would you buy UPT right now, consdering its future use cases?

>> No.16575662

>>16572834
>>16572959

>thinking ZH doesn't repost some of the most hilarious Russian and Chinese

That's about a third of ZH articles these days. Another third is doom porn, and the final third are a mix of good articles and reposted good articles.

>> No.16575674

>>16575662
*Russian and Chinese agitprop

>> No.16575750
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16575750

>>16574544
>there will only ever be 21 million btc and it is hardcoded in to the design and cannot be changed


Dumbest person alive kek

>> No.16575770

>>16572800
What’s your favorite way to cook an egg

>> No.16575778

Thoughts on Japan? Demographics just make it uninvestable but the widowmaker seems to persist

>> No.16575797

>>16572900
russia's demos are going to get way worse, ethnic Russians aren't having kids, the turk tribesmen in the hinterlands are, their O&G money can't pay for the military and security apparatus to keep it all together.

>> No.16575878
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16575878

>>16572800
how can I contact you and stop being a poorfag cuck? I don't need help that much already have an amazing crypto algo trading method but It'll take a year or two to get rich

>> No.16575883

>>16572867
I thought you were larping, but this made me think you are legit, I'm surprised to see biz isn't populated only by indian shills and brainlets. I don't think Russia will balkanize though, their whole game plan is to centralize and consolidate in the hopes that the world burns around them and they profit off of Europe burning. What's your perspective on Germany reinventing itself after the collapse of the EU?

>> No.16575962
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16575962

>>16575883
>>16572867
Wait wtf. Yeah The economy is the same as the roaring 20's I thought this before. You might know a low about macroecon. They're delaying the debt cycles retardedly far off. Its just going to burn harder the more they let it go. All richfags know this and are getting as much money as possible before they exit and buy gold or something and stay rich kings compared to the devastated general populace.

>> No.16575983
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16575983

>>16575962
Won't btc go to a fucking Mili too if we get a huge depression?
All this shit is falling together beautifully

>> No.16575986
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16575986

>>16572867
based
do you read armstrong?

>> No.16576270

>>16575962
US debt isn't that much of an issue, as long as the growth rate is higher. The issue is with capital since our generation is mostly made up by consumers who don't invest this can be balanced by foreign capital. Gold can get you so far as it doesn't pay dividents. The only people who can ruin the us are the americans themselves

>> No.16576347

and then there come alongs a thread like this that makes it worthwhile visiting biz.

>> No.16576352

>>16576270
>any analysis on americas demographics without mentioning the jewish lobby
Worthless

>> No.16576454

>>16573610
It's ok, Mark Cuban, we need people like you to take bitcoin from 100k to 1 million.

Looking forward to the next 3 years where the legacy finance "experts" start having an epiphany about bitcoin and act like they suddenly have a unique insight.

>> No.16576535

>>16572800
What financial news/analysis do you read?

Is it a good time to buy a house? Don’t like renting and throw money away

>> No.16576644

>>16572800
>>16572816
>>16572867
>>16572889
>>16572917
>>16573610
I like you
Post more in the future

>> No.16576700

>>16573610

>muh beanie babies

ok boomer

>> No.16577043

>>16572800
ITT: fags who don't even see it's a larp

>> No.16577054

>>16572800
at least try to find a December 2019 screenshot to make it more believable

>> No.16577711
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16577711

>>16572865
DEBT IS MONEY
DEBT IS MONEY
DEBT IS MONEY
DEBT IS MONEY
DEBT IS MONEY
DEBT IS MONEY
DEBT IS MONEY
DEBT IS MONEY
DEBT IS MONEY
DEBT IS MONEY
DEBT IS MONEY
BUY MY FUCKING BAGS GOY

>> No.16577774
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16577774

>>16576454
>1 million

>> No.16577794

What's your favorite CDX to leverage up with?