My investment thesis for the next 3-6 months: go to cash as it will deflate again. Them buy assets on the cheap (shares, gold). Then new round of forever QE will finally fuck the US dollar/Dixie. The assets that I then bought will inflate with the crash in currency.

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My investment thesis for the next 3-6 months: go to cash as it will deflate again. Them buy assets on the cheap (shares, gold). Then new round of forever QE will finally fuck the US dollar/Dixie. The assets that I then bought will inflate with the crash in currency.

I mean this is just another rehash of 2008 and March 2020 when everyone liquidates to meet their margin calls.

Only difference being I don't see the US dollar being a safe haven after the fallout.

Chinese will liquidate as the contagion from Evergrande will extend to their whole economy.

US investors will liquidate as the end of Corona stimulus and handouts will reveal who's naked from the receding tide.

Debunk my thesis?

I mean this is just another rehash of 2008 and March 2020 when everyone liquidates to meet their margin calls. Only difference being I don't see the US dollar being a safe haven after the fallout. Chinese will liquidate as the contagion from Evergrande will extend to their whole economy. US investors will liquidate as the end of Corona stimulus and handouts will reveal who's naked from the receding tide. Debunk my thesis?

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[–] • 0 pt

You got that NPC badge son, for a reason...

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