This Ray Dalio thing is above my financial literacy level, but it tracks with my anecdata. I hear people complaining about struggling to make rent, and people struggling to find a place to put hundreds of millions.https://www.linkedin.com/pulse/world-has-gone-mad-system-broken-ray-dalio/?fbclid=IwAR0kRor9Dt94pHKZxjvy9Ze_Kaki1nE8Bwytdj9Kd5_6EIwLln81EvlmuWk …
-
-
They partially sit on it, but also it starts to chase ever riskier returns. Over-capitalized startups, share buybacks instead of R&D, etc are all partially downstream of this
-
Explain “share buybacks instead of R&D?” Is that common? And why is a share buyback higher risk than R&D?
- 3 more replies
New conversation -
-
-
I haven’t checked stats for myself so I don’t know if this is our current state, but it seems intuitive that it is a thing that *could* happen.
-
I don’t think you can tell the full story w/o considering the safe asset shortage. Unconventional monetary policy supports market for Treasuries (safe assets) which is also supports government deficits spending. Big question is how much work fiscal stimulus should be doing now
- 3 more replies
New conversation -
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.