Macro

With the rise of the amount of money that these tech giants are making, and the international nature that they are now able to operate at, the one risk that i’ve only seen myself talk about is the rise of corporate sovereignty.

This hasn’t really been a major issue really since the East India trading company. However with how big and how much power... See more

Even though they will be devaluing the value of cash via money printing, during this process, it will be worth holding, in order to acquire assets, particularly illiquid ones that produce real goods and real cash flows.

In the short term they will have to do some form of yield control, but they need rates to be high enough not to have the currency slide too far relative to the rest of the world. They are then going to have to print the difference.

Which means we’re going to have high interest rates, but higher inflation, negative real yields, but higher nominal yields and will print the difference.

While the tech, tech adjacent, oil and gas, commodities, food (real / hard assets and real production) etc kind of industries and surrounding industries plus the govt will continue to boom, the tech infrastructure will continue to reign supreme worldwide.

So as long as the govt is running deficits that it has to monetize in order to pay for, inflation will continue at much higher rates.

While deficits of $1T+ per year, with debt repayments of nearly $1T themselves, people think this is unsustainable short term and will combust. I disagree, there is atleast a 5-10 year runway without the existential crisis, however as I said in TechDollar 1, it will get worse every year, the money printing will exacerbate all the issues internally ... See more

Gold historically was the underlying monetary system until recently. Modern tech is by far, more important than gold now, and isn’t essential currently for a reserve system, as tech is much more important to underpin an economic system. Institutions and govts will take tech over gold now .

My opinion is that should the US dollar fail, or lose in a global conflict, there is a possible competitor to the dollar, but that this isn’t enough to supplant the dollar as the global reserve currency. At least not within the next decade, which is what matters to most reading this. The BRICS system doesn’t have the unique economic requirement, no... See more

The last 40 years have been us trying to convert the world to liberalism(our new incumbent system), to attempt to ensure global peace. The reverse of this will now begin to occur, and many will be very surprised, (especially China and Mid-east) at just how ruthless the west will be in regards to the countries aligned against the America/western sys... See more