Comments by "Doncarlo" (@doujinflip) on "Things I (Do) Worry About: Deflation || Peter Zeihan" video.

  1. Those who already have a lot of liquid cash on hand love it too. It lets them buy the dip on houses while everyone else can't get a mortgage as the banks stop lending.
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  2. In a deflation scenario, the only ones buying property are those who already can afford FULL CASH payments. Banks are going to stop lending, especially for middle class mortgages. So basically just further corporate buyouts of housing.
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  3. Deflation isn't a correction a much as a downward spiral. Inflation also occurs when there's few competitors to pull down on prices, which enables a price-profit spiral. The real booms and busts come from basing an economy on limited-quantity media like gold, which has the inherent problem of getting spent/hoarded at exactly the wrong points of the economic cycle. Every money issuer converged on fiat because it allows for countercycling the money supply as necessary.
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  4. Right, a lot of social media economists don’t realize that efficiency and resilience are actually competing interests. The “inflation” that the CHIPS and Inflation Reduction Acts target is the long term one that’s bound to happen if America’s businesses continue pursuing its profits through shortsighted cost-cutting rather than sustained continuity.
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  5. It would have to continue at likewise inflating rates to keep that upward spiral. Like he said, it's naturally self-correcting.
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  6. There's also the lack of private sector competition enabling a profit-price spiral. If anything the concentration of corporate wealth and influence is getting as severe as we experienced a century ago.
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  7. Until you realize nobody wants to spend because they expect lower prices and revenues ahead. Deflation isn't necessarily correction.
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  8. That's just conservative politics inflating if not inventing threats they say you can 100% mitigate with a gun, in accordance with the interests of their gun lobby donors.
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  9. I wonder if its parent company PDD kinda wants China's deflation to continue, since apparently they're hemorrhaging money at something like USD 10 per item
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