RealMcafee

Asset Markets: paper vs gold vs real estate

教学
RealMcafee 已更新   
Comparison of three asset markets post-1980 deregulation -> development of bubble cycle structure in 1980s with money flowing first into stocks (candles) then housing then gold then back into stocks () then housing (orange) ... still watching the gold (green) rise at the moment... personally I'm not convinced because none of this is genuine. It's just money cycling round and round. Professional trading. Art for art's sake if you like. We have metropolitan housing markets that are as big their country's entire GDP... and isn't gold supposed to be a hedge against inflation? Well we haven't has any since 1980! None of this is real in any sense. Stocks, real estate, gold. These are all massive bubbles and as you can see they look to be converging. The only question is when.

And the best real investment in this period? Stocks, without a doubt. Here is a percentage chart


In the pane below is US interest rate (purple) and US inflation (turquoise). As you can see inflation is dead meaning economic growth is dead. However are interest rates actually rising since 2014? Maybe Trump got a point after all. Look at the rate: the first two bubble kill-offs are preceded by a rate hike....
评论:
With Bitcoin indices (red), housing (green), gold (yellow), bitcoin (blue)

免责声明

这些信息和出版物并不意味着也不构成TradingView提供或认可的金融、投资、交易或其它类型的建议或背书。请在使用条款阅读更多信息。