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Pastimes : The Philosophical Porch -- Ignore unavailable to you. Want to Upgrade?

To: Rarebird who wrote (19296)	11/2/2023 11:41:39 AM
From: Real Man	Read Replies (1) \| Respond to of 26251

Only the bulls are allowed to say “ this time is different” when talking liar loans in real estate (they are back!) and tech bubble. I was trying to find out when Elon’s x.ai ipo is, gonna rocket 10-20x to the upside like the rest of them -ggg- the bears are not allowed to say the generational bubble meets its end because of the inflationary chicken coming home to roost and bond market generational bull reversal to a generational bear. I don’t expect a 2008 style crash. Get Long Brazil etf, it peaked in 2007. Or Nikkei which peaked in1989. -g- the list goes on and on and on. EWM? 1996. A beautiful chart.

To: Rarebird who wrote (19296)	11/2/2023 12:03:43 PM
From: Real Man	1 Recommendation Recommended By bjzimmy Read Replies (2) \| Respond to of 26251

The best thing about US capital surplus reversal is that the manufacturing jobs will come back. It won’t be pretty in the stock or bond markets though since all this extra foreign demand for our assets will go away. The dollar need not go to zero, and it’s a good thing. You can invest in emerging markets and foreign equities. Wall Street will be once again reduced to playing a supporting role in the economy, not a major role it plays now, all because higher rates will make it difficult for them to rip people off, these games are played on revaluing 30 year debt, selling it, underwriting it. Do I think USA will be wiped out in hyperinflation? No. I think it can be like Australia, which ran current account deficits for the longest time then just reversed to running surpluses. US becoming the new Germany will benefit the labor market here and reduce income inequality. It will, however, put downward pressure on equity and bond markets. The problem? Wall Street definitely does not want this, and they bought the policy makers and the politicians.