SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: elmatador who wrote (110444)2/6/2015 6:02:58 AM
From: THE ANT2 Recommendations

Recommended By
3bar
dvdw©

  Respond to of 219583
 
It is just borrowed money has gone so high that it can not be paid by future revenue stream. Borrowed money rose faster than GDP from 1981-2009 and the world had the wind at its back or at least asset prices did. We now have the wind in our face as borrowed money grows slower than GDP. Interesting after we adjust to life in the slow lane real GDP may end up a little higher than expected as the boom bust cycle of the last 30 years caused a lot of capital misallocation. I tell my physician colleagues (most who have little capital left after the boom busts of the last 30 years) hang on you are going to see what it felt like to be a physician in the 1960's--life will be good (same for pilots). I told the realtor in the Keys in 2010 that his future sales would be mostly to physicians. He called me at a later point to ask how I knew. Those who produce real goods and services will do well over the next 20 years. Those who live off finance or off their capital not so well. The politicians will soon be in bed with those that produce real GDP. Finance will spend 2 generations-50 years- in the dessert and when all is forgotten the cycle will repeat