Comments by "Tasty Pymp" (@tastypymp1287) on "PensionCraft" channel.

  1. Ramin: 'No one loves bonds quite as much as me'. Also Ramin: 'I'm going 100% equity'.
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  2. Ramin is a touch naive here. If it thinks the US government won't resort to fiscal stimulus, I believe he is wrong. When you observe activity and behaviour, developed countries like the US are resorting to behaviours akin to developing and emerging markets. Albeit in a more reduced and protracted manner. For now. But the US, and others, have HUGE debt liabilities. The old school methods are either outright default (developed economies don't do that anymore) or inflate it away. What's worse, the US is in a unique position where the domestic currency is also the world's reserve currency. The ability, temptation and even motivation to continue to print fiat currency to debase it and inflate away the debt is likely too strong. And it seems the rest of the world might be also beginning to acknowledge that.
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  3. I don't think the markets are 'rallying'. I think this is an inflation push. Inflation is a net positive to equities and I posit that it's ultimately why the markets always increase in price over the long run. Because so does the money supply and therefore so does the inflation.
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  4. It's not that your property is worth more money. It's that you increasingly need more money to buy it....
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  5. 'near the low' Meaningless.
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  6. Why should he? His location has absolutely no bearing whatsoever on what geographical market he wants to focus on. That's an absurd assertion.
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  7. Not an argument.
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  8. It's always time to invest according to Ramin and the Investment Industrial Complex he represents.
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  9. The new Italian PM is not 'far-right' Ramin and neither is her party.
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  10. What's more, that 2% is 2% of a now greater inflated base. So in real monetary terms its a real greater cost. If we index the beginning of inflation at 100, and we subsequently get inflation of 10%. The eventual 2% inflation is 2% of 110, not 100.... This is of course completely disregarded by the media and Investment Industrial Complex when they talk about inflation 'coming down'. They conveniently forget about compound interest....
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  11. 'Market cycles'....
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  12.  @BigHenFor  PARAGRAPHS!! FKING PARAGRAPHS!!
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  13. Go back, listen caaaaareeefully and all will be revealed....
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  14. But did visit anywhere else apart from Southend-on-Sea?
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  15. Turn your phone up.
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  16. The UK didn't buy cheap gas from Russia.
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  17. Ramin gets it wrong yet again.... This is the problem with YoY inflation analysis. Yes, inflation in gasoline CPI increased in 2021 but that's YoY compared to 2020. And we know that demand was utterly destroyed in 2020. So the 2021 'inflation' was simply a return to normal consumption and normal prices. Therefore to assert that energy prices are responsible (implying exclusively) for excess inflation is a fallacy. The real energy spike was in 2022 due to sanctions imposed on energy by US hegemony. It is interesting that Ramin has used inflation percentages rather than observe real oil barrel prices. If you observe the real data, real inflation was increasing long before the Russia/Ukraine conflict and you cannot dismiss the effect of huge monetary and fiscal stimulus. This is classic Investment Industrial Complex gaslighting.
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  18. Ramin gets it wrong yet again.... This is the problem with YoY inflation analysis. Yes, inflation in gasoline CPI increased in 2021 but that's YoY compared to 2020. And we know that demand was utterly destroyed in 2020. So the 2021 'inflation' was simply a return to normal consumption and normal prices. Therefore to assert that energy prices are responsible (implying exclusively) for excess inflation is a fallacy. The real energy spike was in 2022 due to sanctions imposed on energy by US hegemony. It is interesting that Ramin has used inflation percentages rather than observe real oil barrel prices. If you observe the real data, real inflation was increasing long before the Russia/Ukraine conflict and you cannot dismiss the effect of huge monetary and fiscal stimulus. This is classic Investment Industrial Complex gaslighting.
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  19. Why? People won't watch it (even if they should). You can lead a horse to water....
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  20. The ol 'Burry Buying' story. The financial investment industrial complex must be getting desperate....
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  21. The asset return graph is critical. It shows every asset outpacing inflation. How can this be? Think of double entry accounting, whereby every liability is matched to every asset. One cannot exceed the other. So all global assets must match all money supply. This is because currency is the measure of all value and instrument of all transactions. Ultimately, currency represents a promise to pay. It is the liability against the asset. Do they match? Have we equilibrium? Because the actual valuations suggest assets often exceed money base and supply, which exposes a liquidity issue in any scenario where investors rapidly and collectively attempt to realise the value of their assets into currency. There simply isn't enough to cover all the liabilities and transfer assets into cash. There isn't enough to keep the promise. This is the precipitation of a financial crisis. It seems possible that assets, collectively, are mostly overvalued compared to the money supply they are valued in. This phenomena is caused by speculation. The reality is exposed once fear enters the mind of investors, then the lenders of last resort have to plug the gap.
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  22. Ramin. Why don't you show the last forecasts for this year? I tell you what, I'll do it for you. Estimates by top firms for the S&P500 for close of 2022 ranged from 5330 to 4400. Even the lowest estimate is likely to be more than 10% off the reality. Estimates are meaningless.
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  23. @Jonathan Howson  Playing it safe? How is investing, blindly, in an asset than can loose 50% of its value in a year 'playing it safe'? An asset class that has repeatedly required massive bailouts and underwriting by the taxpayer to keep it from going completely bankrupt? The Investment Industrial Complex cannot and will not save you when it all goes wrong and you are heading into huge trouble as we speak.
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  24. No. The main source is irresponsible fiscal and monetary policy.
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  25.  @XORTION  Hearsay. Citation needed:
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  26. I've thought that the US, and other advanced economies, is behaving like an emerging market. We'll see if they default by proxy.
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  27. Er, Giraffe? Sorry, I'm not familiar with this game.
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  28.  @christerdehlin8866  How's that?
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  29.  @immers2410  Yeah, but them homeowners are going to really resent giving up two of those three holidays a year and cancelling the new Porsche.
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  30. ETF capitulation claims by Eric Balchunas need to be compared to Yardenis fund flows, which suggest ETFs are still net positive. Inversed ETFs might be a mere hedging strategy. These guys are part of the investment industrial complex and it's their JOB to keep you buying.
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  31. Well put it this way, it isn't going to help reduce inflation....
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  32. What's wrong with getting richer?
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  33.  @fredatlas4396  👈Typical lefty fanatic.
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  34. Inflation did not start out as an energy surge. Inflation was increasing before the energy crisis. We all know this Inflation is ultimately caused by money supply. It always is.
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  35.  @dubsdolby9437  Why not set up your own channel or look elsewhere?
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  36. @dubs dolby  So basically you're projecting your irrationality onto me. I'd suggest this game is not for you.
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  37. We haven't seen inflation 'turn south'. Look at the data Ramin. Inflation in volatile prices such as energy have declined but hard inflation in more sticky prices is continuing to rise, especially in Europe.
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  38. 'Love Arkk' You shouldn't be emotionally invested.
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  39. Years indeed. And don't forget, any infrastructure change needs energy and resources....
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  40. Because IT IS the fault of irresponsible fiscal and monetary policy and blaming corporations is merely a deliberate diversion from that.
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  41. @JC S  Nothing is overpriced. Everything is priced exactly at the point people are willing and able to pay according to the demand and supply. 'Over/under valued/priced' is investment industrial complex speak. Sales patter. "Hey, these assets are cheap right now, great value!!". Yeah, they need you to believe that. Valuations are based on opportunity and risk. Prices are based on supply and demand. At no point are valuations or prices 'incorrect' unless an administrative mistake has occurred. Which is virtually never. A 'bubble' is when demand significantly outstrips supply. But if it was 'overpriced' then demand would falter. Nobody 'needs' financial assets, they are not in the lower categories of the hierarchy of needs. Whether they are foolish or not is another matter.
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  42. Federal Government debt calculations ignore: •State and municipal debt (both domestic and foreign) •QE debt held on Fed Bank balance sheets •Liabilities such as debt default insurance (depositor protection). The US government debt problem is far, far bigger than 110%.
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  43. Why?
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  44. Yes I concur. He did indeed state that. I'm worried that Ramin is showing signs of being a drip fed talking head.
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  45. Interesting, but what are the consequences if they do honour the debt?
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  46. But it's not. You saw how markets were affected in 2011.
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  47. 'As an American' What does that even mean?
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  48. @**sunshine gary**  The UK is still a G7 powerhouse. Argentina was never as wealthy in comparison. Infact there is no comparison.
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  49.  @GavinLawrence747  That's more like it. The UK has to compete in a market with a significantly smaller supply. This is true. The major problem though is monetary inflation (through currency deflation) being the biggest cause of this inflation starting and continuing. This is something Ramin doesn't address. Commodities are volatile due to supply and demand but typically correct as quickly as they spike. The supply and demand of currency also changes value but it seldom dramatically corrects. This is why inflation always decreases but seldom to deflation. Every price goes up systemically because you need more currency to purchase. Not because the value of all goods and services has increased, but because the value of the currency has decreased. So the prices seldom retract.
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  50. Congrats! Here's your prize! 👇 🖕
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  51. @Retrovirus  Not wrong. Increase in money supply = inflation. Everytime, economics 101. Post GFC QE saw major inflation in real and financial assets. CPI inflation was avoided because it was transferred out to China etc and materialised as their growth. The increased growth was met with increased supply. This time, the QE was very heavy, both in volume and velocity. It's leaked out everywhere. Sure, supply chain issues exaggerated it. But it wasn't the exclusive cause of the issue.
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  52. ​ @toddsmith4280  Source?
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  53. What positions?
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  54. Ramin keeps talking about how 'successful' the Turkish stock index has been. This is of course a complete fallacy. Turkey's prices have changed in reflection of the dramatic devaluation of the currency. Nothing more. The fact Ramin doesn't understand this basic macro economic mechanism is a concerning reflection of his competence.
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  55. @Chris F  Chris. In 2021 it was less than 3 Lira to the dollar. It's now nearly 19. You're talking complete tripe.
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  56. The Investment industrial complex always insists it's a great time to invest....
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  57. 60% over how many years?
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  58. As it's digital, it weighs literally nothing....
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  59. Increased profitability assumes that not only is it keeping up with market demands, it's exceeding it. The opposite to what you suggest seems true.
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  60. That benefits the investment industrial complex more than you.
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  61. Oxymoron.
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  62. First, the pandemic didn't cause inflation. Government policy and the subsequent reaction to it by central banks did. And yes, it will take a long time to sort this. What most investors either can't or won't believe is that the pivot has already happened!! Hence the hawkish stance of the central banks. They can't believe the good ol bull run and cheap money is over. But it is.
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  63. Equities aren't 'inflation busting'. They are inflation!! Financial alchemy, the science of turning actual inflation in prices due to money supply, into growth in an asset class.
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  64. I agree, that 10 year average of the S&P 500 seems distorted by the huge QE fuelled pump.
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  65. Not necessarily.
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  66. Don't care.
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  67. Why?
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  68. It is 100% responsible for the everything 'bubble' or more importantly the everything revaluation. Bubbles burst. Inflation seldom reverses. For an extreme example, look at the Turkish and Argentinian stock indexes and other asset classes to observe what dramatic currency devaluation results in.
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  69. Is it that prices are 'too high'? Is there such a thing in economics? Surely if people are prepared to pay, the price is correct. If they are 'too high' then they will reduce accordingly as demand drops. Economics 101.
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  70.  @michaelfelli7661  I am not mistaken. Don't repeat like a parrot and try again.
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  71. @marakima Source?
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  72.  @michaelfelli7661  Who are 'your people' and what endows them with the authority to label and condemn anyone?
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  73. @Michael Felli  Are you implying that I cannot be smarter than this Lacy Hunt character you speak of? How would you know?
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  74. Isn't that what every growth company aspires to?
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  75. Turkey is a giant short squeeze.
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  76. I wonder if Ramin understands the difference between price and value? The main reason for the market of equities to increase more in price than not is inflation. The main reason for inflation is currency devaluation.
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  77. What's ridiculous about them?
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  78. Weird thing to say.
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  79. ​ @xtc2v  Explain Germany.
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  80.  @xtc2v  But you were asserting that taxes were too high in the UK for economic manufacturing. Now, again, explain Germany.
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  81.  @xtc2v  No, you haven't. Do you lack the maturity to concede when you're wrong? Explain Germany.
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  82. @xtc2v  No no sir, it is you that made the assertion that the UK imposes high taxes on businesses and it is specifically these taxes that prohibit profitable investment in industry. Now. Explain Germany.
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  83. @xtc2v  So you agree that your assertion that 'high' taxes prohibits profitable industrial investment is incorrect.
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  84.  @DrScopey2  I wouldn't live in Chicago if it was all expenses paid for life.
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  85. @xtc2v  Ireland is no comparison to the economic weight of the UK or Germany. Now. Again. Concede you are wrong.
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  86.  @fern8580  Bot.
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  87.  @Solairethedarksoul  'Cheap'.... When you understand that you are not investing in assets, you're investing in risk, you will learn that terms such as 'cheap', 'low' 'oversold' etc are meaningless.
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  88.  @slayerrocks2  Wrong point.
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  89.  @8G00SE8  'Cheaper'.... Investment Industrial Complex speak.
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  90. @Chris F  That's not the same thing Chris. Come on, don't take me for a fool.
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  91. @danguee1  So according to you, anyone who expresses a different opinion to you or those you follow are to be labelled 'trolls'? Still here son.
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  92. @its1me1cal  Why would you want something that yields 4% against inflation of 10%? Yield to maturity should really be adjusted for inflation to see the real return. Imagine purchasing bonds with yield of 0.25%.... I'd be lobbying the central bank for compensation.
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  93.  @curryattack8985  If.
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  94. @Fred Atlas  Sure, but at least with the main street bank you can withdraw your deposit whole at any time. You're not a creditor. With a bond, you're trapped until maturity or risk cashing out at a loss. You may make a capital gain of course. The reason the main street doesn't offer that rate is because they also don't offer the risk.
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  95.  @LXADDO  And they will oblige. By raising and holding rates. I can purchase new bonds with higher yields to compensate for the losses. This is why there will be no pivot any time soon.
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  96. What mild winter?!
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  97. Why do you need to be told what to do or think?
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  98. Yes! But also, no.
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  99. Is that you Xi?
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  100. ELLO POLLY!!!!! Testing! Testing! Testing! Testing! This is your nine o'clock alarm call!
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  101. Because markets never crash?
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  102. 'Wage growth hasn't responded to monetary policy tightening'. Because such policy doesn't directly affect it.
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  103. Funny how this line is now being pushed out by the investment community right now.... David Girouxs been running his mouth the same way. It's almost like these talking heads are all fed the narrative to repeat!! Of course, this is exactly the line spun before the great depression....
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  104. I wonder if it noticed subprime mortgages.
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  105. Always?
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  106. Hmmmm..... Takes two to tango.....
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  107. Why?
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  108.  @dumbcat  This is true.
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  109. Marks and Ramin: Investors facing an environment with a greater default rate. Also Marks and Ramin: So that means it's a great time to be investing in high yield (risk) debt....
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  110.  @Borat_Kazakh  Why can you expect the 6% average return? Why not expect an average 10% loss per year, every year, for the next 10 years? What's your case? And you better not return to me with 'historic performance'.
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  111.  @Borat_Kazakh  Now now, I didn't say that, or even imply it. Answer the question.
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  112. It is sustainable. They will only be able to have two holidays a year now.
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  113.  @chrisf1600  They pay an 'excess' return because of inflation and speculation. The return figures the investment industrial complex quote are never adjusted for inflation.
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  114. @Chris F  Absolute twaddle. That's pure textbook regurgitation. There is no 'risk premium' that you describe. Apart from dividends, stocks bear no yield at all. Any 'premium' is theoretically deducted from the intrinsic value, which itself is essentially an assumption. It is IMPOSSIBLE for equity, or any asset, to indefinitely outperform inflation if you understand the maths. Think about it, the aggregate value of all things cannot be above total money supply. That's impossible. Even double entry accounting methods demonstrate that. So if equities are always providing an excess return, at what expense elsewhere? It is the increase in debt that ultimately increases the values in a debt based economy. When does that turn from investment into speculation and eventually into a ponzi result?
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  115. @Chris F  It's straight forward. Look at an index over time, look at the supply of money in the currency it is denominated in and look at inflation. You will see a positive correlation between all three. Which one is driving the others? And to add to that, look at the levels of debt. Also a positive correlation.
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  116. Jibberish.
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  117. @Alex Mason  Nah. It's QE. Increased money supply ALWAYS leads to inflation, that's an iron law of economics. If not in CPI, than assets instead. But inflation comes none the less.
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  118.  @djayjp  No. It ALWAYS leads to inflation, somewhere. Always, without fail. It's an axiom of economics 101.
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  119. Until they don't.
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  120. You sound like a gambler.
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  121. Should definitely solve inflation then.
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  122.  @immers2410  Not at all. Why would I be jealous of those that don't live within their means and are now going to get royally squeezed? A fool and their money are soon split. I'm very well placed to receive.
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  123. It's not the asset being traded. It's the risk attached. Once you get this, you realise nothing is cheap. It's priced exactly what it is worth.
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  124.  @TheCompoundingInvestor  Nope, wrong. You're merely repeating the tired ol clichéd hackneyed rhetoric and talking points. You're being too general. Buffet doesn't randomly buy undervalued stocks (no such thing as oversold, that's trade talk BS). The firm puts ALOT of work into the analysis (something your average mom n pop homebody cannot hope to do) behind their decision making. We're talking millions and millions spent in the research. And even then they sometimes get it wrong or get unexpected negative outcomes. It's undervalued for a reason....
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  125.  @djayjp  Yes, they viewed it as negative.
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  126.  @ohkee  Parroting investment industrial complex clichés....
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  127. @djayjp  Oh it is.
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  128.  @djayjp  But you don't know WHY it went up. It wasn't out of optimism. It was out of fear.
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  129.  @djayjp  What's funny?
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  130. Wtf does that even mean?!
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  131. I see Ramin joined the other talking heads in talking up Germany in his newsletter. Boy o boy, are they DESPERATE for you to believe that it's all fine in Deutschland. Germany. Is. DONE. Investing anything in that highly risky economy right noe is akin to literally burning your money. Maybe one day in the mid to distant future it will be fine. But obviously the good ol days of cheap abundant energy and money are gone. That's a profoooooouuunnnnd difference. Don't believe the investment industrial complex gaslighting. Get out if you can. Don't look back.
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  132. No it doesn't.
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  133.  @cooper8t  You're literally a cliché. Parroting what the Financial Asset Industrial Complex has groomed you to believe.
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  134. The Financial Investment Industrial Complex will never stop trying to make you buy their products and services. Never.
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  135. This is exactly what the financial industrial complex needs you to think. But where's the bottom?
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  136. Flat? Optimistic. At best.
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  137. Are retail sales strong? Are they adjusted for inflation?
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  138. No, it's petrol. Can you say the word petrol?
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  139. They might? But what decade?
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  140. The UK has the lowest corporation tax rates of all major economies.
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  141.  @GavinLawrence747  Wouldn't it be nice if we didn't keep feeling we needed to look to governments.
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  142. Is it 'incredibly' eloquent? What's incredible?
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  143. Always? Hmmm....
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  144. What if there isn't.
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  145. Quite frankly this is marxist drivel. Corporations think forward. Yes, they are holding prices up, but why? Greed you say? They currently get higher revenue but also higher operating costs including wages. If and when revenue declines they will be left holding the bag with those higher operating costs. Margins collapse. This seems like propaganda to deflect responsibility onto corporations and away from the true cause of this volatility which is irresponsible fiscal and monetary policy by governments and central banks.
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  146. You also neglect the fact that while energy companies have had great profits, they barely if at all make up for the covid losses.
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  147. Why should central banks ease policyv rates down?
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  148.  @thomasmeredith9124  Beep.
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  149. Mesmerising? How so?
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  150. The government are not manipulating prices. There's no such thing as a price cap.
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  151. 1: Will there be a gov/fed intervention? 2: If so, will it work?
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  152.  @dubsdolby9437  What if I am?
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  153.  @dubsdolby9437  Luck? Luck is for gamblers.
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  154. Explain here:
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  155. Much like your understanding of grammar.
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  156. I don't think Warren is saying he wants to pay more tax. I think he's diplomatically signalling that you can expect to pay more tax. This makes sense if you believe that the primary purpose of tax is not to provide an income to government but to withdraw money from circulation in order to help maintain inflation. The world is inverted. The governments income is printing money. Tax removes the excess.
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  157. ?
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  158.  @muffemod  Valuation? Of what? Compared to who? I'm not taking a leap of faith on that.
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  159.  @muffemod  Please be charitable. What was his valuation? Who were the experts? What were their valuations? Again, I'm not taking a leap of faith on that.
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  160. Who's paying for that relief? Yet ANOTHER bail out??
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  161. ?
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  162. Have US stock market performance and earnings been adjusted for inflation over the same period?
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  163. Lucky buggers.... those were the days!
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  164. Keep hoping.
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  165.  @johnristheanswer  Yes, we should humour him.
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  166. What made you think it was an English channel?
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  167.  @MAXERNEST  What gives you the confidence to speak for the OP? What do you know? I didn't suggest he implied anything about ethnicity.
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  168.  @artkrueger8312  There is no population decline. The population numbers were fake to begin with.... it was only a matter of time before that became evident.
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  169. ?
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  170. And inflation. You forgot inflation.
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  171. @MartinJG100  While I agree in general, it's not quite as straight forward as that because of the creditors. They are savvy to this and demand compensation. If they don't receive, they stop buying government debt. This is already being observed with some major countries becoming net sellers of US treasuries. Imagine buying treasuries with a 0.25% yield. Who would buy them? Well, at the time the narrative was the world was about to collapse. It was about safety, the safest prospect of getting your capital back whole or at all. Other concerns like yield were dismissed. But then imagine then holding these bonds and the world didn't collapse. What's more, inflation jumps to circa 10% against your 0.25% yield. And the reason that inflation is so high is that the same country that sold you the debt is the same country that caused the inflation due to their irresponsible and irrational monetary and geopolitical policies. You'd probably want compensation. And thus you might be offered the opportunity to buy more debt, but at much more attractive yields....
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  172. Rubbish.
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  173. False. Nothing is overpriced. Learn economics.
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  174. I don't get it.
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  175. 'Undervalued'....
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  176. How will they stop it Rex? Sounds like hopium to me.
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  177. Ramin, you need to check the inaccuracies of information you put out. I refer you to your weekly market roundup where you stated that the EU reached an agreement to set a temporary price cap on natural gas. They did no such thing. They agreed to the next stage of work to design what a price corridor might look like and how it will work. However, if any members disagree with the design then there will be no cap. Don't be a repeater. They are spinning propaganda. CNBC stated that the market seemed to have welcomed the move when prices DROPPED!!! We are not out of the woods yet on this.
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  178. Looks fine to me.
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  179. Let's talk about how HM Treasury authorised a £100bn extension to the BoE APF on 28 September and how that QE has been used as a short squeeze on the DAX40 and other indices?
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  180.  @ttrjw  That hasn't answered the question.
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  181. That's not guaranteed at all.
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  182.  @Jeffybonbon  Cliché.
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  183. Pretty hard to assert that as fact.
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  184. Was that facility available then?
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  185. Books will only tell you what they want you to know and think....
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  186. @Ed Wyatt  It's all misleading. Real returns are important, because essentially investors are looking to beat inflation and then the risk free rate (if it's higher than inflation). It doesn't matter about gold from 1970. Value is merely a comparison against other items of value. How gold performed against inflation and other asset classes from 1970 is the important metric.
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  187.  @annacomnena217  How are they a constant?
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  188. Nope.
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  189. What's the difference?
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  190. That's very bugman thinking, always seeking a guru, always looking to be told what to do. Nothing more convenient than tyranny. Freedom is slavery afterall....
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  191. Ramin is ex-industry. The industry always needs investors to keep investing, it's a business and it depends on consumers. So they will always tell you to keep on investing.
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  192. False. The UK has NEVER defaulted.
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  193. Learn what?
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  194. So how will that contradiction be handled? Growth doesn't aid tackling inflation which is the top priority right now so it's likely the central banks will have to counter loose government fiscal policy with even tighter monetary policy. Because the government doesn't control money supply or the cost of money.
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  195. Are you sure about energy being the big saviour of the US market Ramin? It's not the big cog in the US machine. Tech is the big money earner. You know that.
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  196. @David Kelly  Quantitative Easing. Not going to happen this time....
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  197. @Mark Starr  Nope. Investors won't have it. They demonstrated that when they effectively fired Truss and Kwartang by proxy. Lots of debt issued at ultra low yields. Now high inflation which is kryptonite to debt. That debt is now worth considerably less than before, and likely now at a loss. Creditors wants compensation. That means higher rates, for longer. People don't get it. They talk of the Fed pivot. It's already happened....
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  198. High taxation compared to where?
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  199. What great economy does that have?
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  200.  @toneloc-cz2xi  Corporation tax UK = 19% Corporation tax US = 21%
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  201. @Tone Loc  That's not an 'oops'. The OP very clearly stated terms in the past and present tense. Not to mention the US has very recently flirted with the idea of raising the rate to 28%. Currently, I am correct and you are wrong.
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  202.  @toneloc-cz2xi  What problem?
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  203.  @toneloc-cz2xi  Everyday.
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  204. @Tone Loc  They certainly do! I wouldn't know of course. But don't let that stop your ageist bigotry.
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  205. Are they competitive compared to inflation?
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  206.  @stuartb3502  Not an argument. Try again ol sport?
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  207. So?
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  208. Did they? I'm not sure you're correct.
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  209.  @alwayslearning4964  Why do you believe that?
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  210.  @alwayslearning4964  Well, they don't have to drop. Not anytime soon anyway. Inflation is always no.1 priority.
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  211.  @obnoxiaaeristokles3872  Prissy.
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  212. @Kvurenukri Daehd Moroz  All Japan did was use financial alchemy and turn potential CPI into government and central bank debt. Inflation ALWAYS appears somewhere in some form. Whether it be CPI, asset valuations or debt. Always.
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  213. Based.
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  214. @2k10clarky  Maybe they don't want to be like you. Ever considered that?
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  215. Or to be more honest, the west's weaponisation of Russian energy.
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  216. Yeah, cheers mate....
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  217. It is NOT reassuring that Europe is using less energy. Less energy = less production = less growth = less earnings. Fact. LNG will nowhere near be enough to make up the massive shortfall in cheap abundant energy it once benefited from. Try as you might to propagate the Investment Industrial Complex PR spin that Europe (specifically Germany) is fine. But it ain't. It's the exact opposite.
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  218. False.
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  219. 'Compulsory viewing' Soft authoritarianism.
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  220. Not anymore....
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  221.  @Awitsaduck  'pencilled in'....
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  222. Why will they?
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  223.  @Frankenstein911  Not an argument. Why do You think they will drop?
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  224. Ramin is ex industry. And the industry always wants you to buy....
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  225. Good point.
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  226. It should be weighted.
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  227. Good
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  228. Will they? When and how? Will it improve by the time you need it to? Ramin is ex investment industry and that industry is no different to any other. It needs consumers to keep on investing.
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  229. Yep. And often the model is wrong because it can't account for every variable and unknown.
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  230. Point being?
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  231. Assuming the former can't occur.
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  232. Don't worry, Bill Gates as another solution to the ageing population issue....
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  233. This message was brought to you by the Investment Industrial Complex.
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  234.  @infour44  Incoherent.
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  235. Of course you were.
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  236. False.
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  237.  @squibys2262  That's commie talk. Why do we need a race to the bottom, which is the only true equity?
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  238. ​ @vigilantexx They don't. They use it as a proxy for anticipated inflation. The 'risk free' rate is merely a deflator. Wise investors don't want to pay for increases in cash flow merely achieved from secular inflation.
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  239.  @MagicNash89  As long as there is strong demand for the currency.
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  240.  @FamilyFinancialCoach  You can if you can conjure up financial alchemy and make the inflation manifest into something else somewhere else.
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  241. ​ @mellowmarkable  But we're not talking about EEA migrants....
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  242. Matters why?
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  243. I don't believe they claim to know.
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  244. @Alex Mason  Are you trying to gaslight them? Why are interest rates increasing Alex?
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  245. Drivel. The UK has enjoyed near zero rates for along time. Where were the start ups then?
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  246.  @mrspoon6742  Well said. Cheap money had been the problem, not the solution.
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  247. Why would there be redemptions of stable coins (whatever they are....)?
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  248. Who does?
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  249. Fluffy kitten videos this way 👉
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  250. How will these banks pay these Fed loans back? If they can't meet existing obligations now, it's hard to see how they're going to meet these additional obligations in a years time. I've not seen their plan.
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  251. ​ @johnristheanswer  Thank you saying it.
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  252. 'Too much, too fast' Compared to what? What's the correct rate of decline?
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  253. Why do you believe this?
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  254.  @piotrstypka4489  Is wage growth matching inflation?
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  255.  @Aron3911  That's not why....
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  256. How are you going to out-maneuver Hunts fiscal policy? Seems clear they're determined to prevent early retirement...
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  257.  @jonathanhowson6420  What's a reasonable rate and over what period of time?
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