Microchips and Memory Prices keep falling since 3 months ago. Biz cycle is dead. #deflation is the only thing will remain. $SOX and overcrowded semiconductors stocks will crater soon. I'm not used to net short, but I'm gonna open an $NVDA short position today. 471TO
The funds proposed are off by a factor 1000, as in they do not know what they are doing; just PR/BS. The gov cannot bail out RE sector in any country. It is basic economics/math.
Massive deflation in China will continue for decades.
Fed will trigger the biggest train wreck for households, corporations, banks in a century (both US & global) and then Congress will cancel the Fed. That is part of the 4th Turning ahead; end of Wall Street's exorbitant privilege.
Sustained creeping drop in demand & prices: it is called deflation.
There is nothing monetary the gov can do to several for decades, or a few generations, unless they go to war economy & then wage war & actually win new land, resources, peoples. Reset by war is the only solution
