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amit
@amitisinvesting
breaking down tech, business, & stocks $PLTR
가입 December 2021
972 팔로잉 중    672.4K 팬
DALIO: WE ARE 36 MONTHS AWAY FROM A US DEBT CRISIS I feel like he's been legitimately saying this for years at this point, now to his credit, yields are the highest they have been in 20 years so the probability of debt crisis *feels* more likely given bonds are losing their value globally. However, I also think that AI is going to be the biggest DEFLATIONARY force we have ever seen in human history over the next decade which should bring inflation down, the cost of capital down, GDP up, and gives the global economy a way to work through our debt. Just feels like this technology revolution could be the solution to some of our problems even if in the short term, it creates many headwinds for global debt based on the rising cost of capital with corporate bonds competing with treasuries.
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