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Earlier quoted context omitted.
Gold isn't a productive asset either, but people all around the world use gold as, essentially, a short against fiat currencies. Crypto could take over that role; I'm not sure that it will.
I prefer bitcoin over gold only because gold is not in my hands, and if it were, it's subject to theft.
Earlier quoted context omitted.
> Crypto will undergo a major crash in 2022. It follows predictable, cyclical patterns, and we are nearing the end of the classic boom/bust cycle. It is unclear whether this will cause the Tether situation to blow up. Crypto and stocks seem to be correlated at this point. Both are considered risk on assets by institutional buyers. I don't anticipate crypto to crash unless stocks start to crash. If the Fed keeps inter…
we have the possibilities: 1 crypto crash, stocks rise 2 crypto rise, stocks rise 3 crypto crash, stocks fall 4 crypto rise, stocks fall I think #4 is least likely
Inflation rate would be worse than expected, between 7-10% Fed will raise rates after mid-term only. Stock market will not crash until after Fed raises rates Supply chain bottlenecks will continue into 2023 FAANG will continue to grow bigger. Regulation will not be finalized. SaaS book will falter as FAANG make SaaS business models a feature. M&A of SaaS companies being absorbed into FAANGs will happen Cloud will mov…
SaaS book will falter as FAANG make SaaS business models a feature Can you expand on this? It seems as if even DTC businesses are being consolidated as well
- COVID will continue to be a thing. Some new variant will come along and force everyone to lock down again. - The fed will have no choice but to keep interest rates low. This means we will have another year of rapidly rising asset prices. - Supply chain issues will get worse throughout 2022, massively fueled by US-China tensions and COVID related shifts in demand. Major inflation like we haven't seen since the 1970s…
The Chinese economy is deeply dependent on real estate for GDP and tax revenue growth and appetite and liquidity is at an all time low.
- Thus, Rasberry Pi's based MUD's/clients and light text games over web/telnet/ssh get a reissanance.
- COVID get worse in North-Pyrenees Europe, Spain will be used as the "Gold standard" on how to do the things well.
- Vaccines will be mandatory in German speaking countries as the magufos/alt-medicine hipppies headed the then-current events really wrong.
- Network support will be flakey because of device/chips' shortage, so "offline first" will be the motto then.
- Said that, Usenet/Mail and similar asynchronous comms will come back soon.
My prediction: most of the predictions will be wrong.
- COVID will continue to be a thing. Some new variant will come along and force everyone to lock down again. - The fed will have no choice but to keep interest rates low. This means we will have another year of rapidly rising asset prices. - Supply chain issues will get worse throughout 2022, massively fueled by US-China tensions and COVID related shifts in demand. Major inflation like we haven't seen since the 1970s…
I think your last prediction is right, but targeting the wrong generation. The oldest Gen Z's are 25 which isn't old enough to be differentiated from the normal spending habits of broke young adults. It's the younger half of Millennials that are the ones to worry about because this would be the time where it's expected they would start having kids and buying houses and such but culturally they've got way more in comm…
There's bunch of foreclosures slated for 2022 that were put on hold due to covid. Something is going to pop, and it will pop hard.
I think the fake 'inflation' we are seeing (which is really supply-side shock) will vanish, and reveal that we are in a huge deflationary environment. Remote work is here to stay. Rents go up as over-leveraged landlords will have to pay back rising interest rates (QE is tapering already now). Climate issues, real and not so real, will be used to achieve the control agenda of established power in the same way the pand…
There is going to be an excess supply shock in first quarter of q4. Most of the suppliers are over stocked up to such an extent and most 3PLs are over capacity and unable to take up any new clients.
And not sure how "fake" the inflation is. The cost of container from china was $1k before pandemic. Now its $10k-$20k. Though rates are falling back its not enough https://www.statista.com/statistics/1250636/global-container...