Posted by DigiNomad on 15th of Apr 2024 at 02:19 pm
Agree. But what do you do if you're already in max stimulus, buy
the election at all costs mode and the market doesn't respond? I
mean, Gov spending has kept the market levitated despite leading
econ indicators being down for a record number of months in a row.
It seems we've backed ourselves into a corner. The big
mistake was bailing out everyone when SVB failed - we needed to
take the medicine.
When SVB failed and everyone there got made whole, it basically
sent the message to everyone that FDIC insurance is now
unlimited ... lol ... at least for the politically connected
institutions that is ...
yes that's the problem, we're all F'd LOL. I'm simply saying if
things get really really really bad, it will probably be even worse
in China, but still bad here too, it's not like it will be good
here LOL
Posted by DigiNomad on 15th of Apr 2024 at 02:29 pm
These macro econ types from a pod I watched this weekend have
some good insight about where we're at and where we might be
heading (not just about Gold..that's just a clickbait headline).
One insight I thought was particularly interesting is how our
current predicament is very familiar to EM market
participants...just not so much to us DM types. Also, they
contradicted my thoughts that the Gov can't spend even more. Said
that they will very likely start sending out checks again....and
the explanation seemed plausible.
Agree. But what do you
Middle East is the excuse ju jour. Meanwhile, Chinese deflation ...
Posted by DigiNomad on 15th of Apr 2024 at 02:19 pm
Agree. But what do you do if you're already in max stimulus, buy the election at all costs mode and the market doesn't respond? I mean, Gov spending has kept the market levitated despite leading econ indicators being down for a record number of months in a row. It seems we've backed ourselves into a corner. The big mistake was bailing out everyone when SVB failed - we needed to take the medicine.
When SVB failed and everyone
Posted by mla127 on 15th of Apr 2024 at 02:38 pm
When SVB failed and everyone there got made whole, it basically sent the message to everyone that FDIC insurance is now unlimited ... lol ... at least for the politically connected institutions that is ...
yes that's the problem, we're
Posted by matt on 15th of Apr 2024 at 02:21 pm
yes that's the problem, we're all F'd LOL. I'm simply saying if things get really really really bad, it will probably be even worse in China, but still bad here too, it's not like it will be good here LOL
These macro econ types from
Posted by DigiNomad on 15th of Apr 2024 at 02:29 pm
These macro econ types from a pod I watched this weekend have some good insight about where we're at and where we might be heading (not just about Gold..that's just a clickbait headline). One insight I thought was particularly interesting is how our current predicament is very familiar to EM market participants...just not so much to us DM types. Also, they contradicted my thoughts that the Gov can't spend even more. Said that they will very likely start sending out checks again....and the explanation seemed plausible.
https://www.youtube.com/watch?v=RcNLaVmfxzE&t=15s
My chart says US is
Posted by laouuu on 15th of Apr 2024 at 02:26 pm
My chart says US is going to underperform China for a period of time...