so are we just in a general asset bubble now have any assets gotten cheaper lately real estate, equity, bonds, crypto even. all super expensive whats going on
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maybe the prices are correct and everything is just going to be good forever hahahahahahahahahahahahahahahahahshshshshshshahahahahahaha
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woooow dat velocity goshhttps://twitter.com/Corvaier/status/1387357392455696393?s=19 …
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dumb question is there an easy way to track flows of dollars from overseas to US asset markets i know very little about international finance but I could see a sustained flight to US assets from abroad
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Surprise inflation that every crank on here won’t shut up about, including Larry Summers
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I'm ignorant on these matters, but I believe hyperinflation of the US dollar isn't a realistic scenario rn since it is the world's reserve currency. If hyperinflation strikes the US, then every fiat currency will become worthless, and it'll be either Bitcoin time or communism.
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I mean, bonds have enjoyed a 40 year bull market. There will be blood.
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I think that's bogus. Weimar Germany did not control the global reserve currency, and their debts were overwhelmingly to hostile foreign powers so it had a motive to inflate those debts away. U.S. debts are overwhelmingly to own citizens and foreign allies/trade partners.
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That....doesn't sound true at all....
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Well,,, supply chains are still borked as fuck, which is being mentioned, at least it feels like it, every other conference call right now. So many disruptions, there’s never been quite like this except for like wars and stuff
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But seriously tho, Japanese capital investment has reached the highest level since 1990, German capital investment is up, the FAANGs have been investing as if there were no tonmorow for a while… Semicaps are on fire, I think transitory inflation is a good bet, but nothing
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