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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: THE ANT who wrote (145404)	1/13/2019 9:46:25 PM
From: TobagoJack	Respond to of 217616

(1) believe the aggregate usa pension fund asset allocation is something like - equity ~25% (~18 domestic, 6 international) - bonds ~59% - private equity ~8% - real estate @ ~8% (2) if so, a wobble in bond due too rate rise would crater shares as well as equity, and if not wobble in bonds, then equity wobble-ed probably simply delayed as opposed to cancelled (3) in the mean time yields are too low to maintain payout even as shortfalls papered over by legislative / accounting moves (4) I am figuring the pensions (several trillion, >10 trillion) / student loans (1 trillion) shall either be bailed out and aggregated to federal level (nationalised), or be left in place to discombobulate then kaboom; either way, not good. (5) w/r to productive capacity, depends on global trade and supply chain minutia, and that aspect is both confusing and dire, and we shall only know when we know either the fed tries to save the pensions, or tries to save the equity market. the math is I believe practically dire, but per 2026 / 2032 equation.