@brucefenton If all parties are able to compete on even footing we should allow anyone to invest. Institutions have significantly cheaper borrowing costs than individuals giving them a leg up
I think most believe this is all a debasement trade and I think many are missing the importance in semi conductors and industrial. I believe this is a combo of both and we will see some correction in the future as the AI trade will eventually struggle to produce the returns need for the capex required
This just won’t happen for an extended period of time. The way this cascades through the economy sends us into a death spiral.
We already saw what happens when shit hits the fan. Ctrl P. They will buy MBS like they did before. Instead letting “wealth” being destroyed they will saddle us with 40% hole price appreciate and 10-15% inflation. To save the “system”