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Re:Arm China Has Gone Rogue by pphysch on Friday August 27, 2021 @05:56PM (#28333391)
Ray Dalio is actually part of the minority of the Western FIRE sector that is not "fucked", precisely because Bridgewater has a strong position in China.

This is what "fucked" looks like: https://fred.stlouisfed.org/graph/?g=GoIg

Re:Arm China Has Gone Rogue by woofie11 on Friday August 27, 2021 @07:45PM (#28334221)
Can you interpret this graph for those of us who don't understand the point?

Serious question.

Re:Arm China Has Gone Rogue by ayngg on Friday August 27, 2021 @09:39PM (#28334831)
It implies that there is a relationship between the fed balance sheet and performance of the s&p500, suggesting that a large part of the economic growth in America since the 08 economic crisis has been because of things like quantitative easing and not actual growth.
Re:Arm China Has Gone Rogue by pphysch on Friday August 27, 2021 @11:26PM (#28335381)
The interest rate is officially ~zero and effectively negative due to consistent QE (over $120,000,000,000 printed and given to banks every month). The Fed is practically paying the global financial system (in USD) to keep using USD.

There will be a massive reckoning as the global economy refuses to get ripped off by the Fed's relentless money printing. Yet the Fed is extremely hesitant to taper its QE policy, because that will detonate the domestic stock market.

It is not an exaggeration to suggest we are literally in the final years/months of the neoliberal economic order.

Re:Arm China Has Gone Rogue by Randomoneh on Sunday August 29, 2021 @09:49AM (#28346664)
How to make some money on it from Europe?
Re:Arm China Has Gone Rogue by pphysch on Sunday August 29, 2021 @12:00PM (#28347782)
Trick question. What we are dealing with is a redefinition of economics with a substantially reduced emphasis on "money". Minimize how much of your wealth is exposed to the financial system.