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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Good distinction, TY
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its weird because you'd usually expect some correlation between assets and non-assets, and certain asset groups moving in opposite directions (eg stocks vs bonds) so just unsettling all over
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and lumber, and CPUs, and... (some argument this is just due to supply chain crunch and will resolve over time, tho')
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Imo supply shortages are just another form of inflation. If you can't acquire something at a certain price, then you're paying the wrong price. Sometimes supply shortages are temporary, but if it lasts a year or more..?
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