The issue is Dalio has been managing money for decades. He’s made tons of calls. He’s obviously been right more than wrong given his historical performance. You’re picking a sample size of a few incorrect calls and implying he’s always wrong. You need to look at all of them and what’s his percent correct.
Read the article I linked. Dalio himself said the trading at his firm is done by algo. The few time he overrode the computers he’s most often wrong.
Depends on the crime. Everything has been criminalized. When the US was founded there were fewer than 100 crimes in the entire penal code. Now there are hundreds of thousands.
Lumber prices have never went up so fast and import dependence has never been so greater.
components shortage is shutting down Auto factories. Ford is further moving out to Mexico.
There will be food price increase coming if inputs not managed well.
Think about how much Covid has accelerated e-commerce next time someone tells you hyperinflation is coming.
Why would e-commerce have any effect on inflation one way or the other?
This is interesting though.
More stores are opening than closing.
Happening in shopping mall that I visited often.
I think vacancy rate is a more meaningful measure. Anyway need to compare 2021 with 2019, not 2020. The base for 2020 is too low. But to glad to see so many shops opening.
1 Like
The old pastime of window shopping may be making a comeback. People are sick and tired of being sequestered in their homes and want to get out.
and if this year was a guide, everyone was home all the time and giving away all their stuff to reduce the clutter. So now they have space AND money to buy things. 
1 Like
[sarcasm on] Dont you realize that software engineering, data center and all the associated connectivity infrastructure free from Fed.
where are those who were laughing at huawei running out of chips.i think we may have to go back building cars befoe 1990.
https://www.cnn.com/2021/03/25/business/rental-car-shortage-price-spike/index.html
1 Like
Geez, for that kind of money I could do without one of my vehicles for a week or two.
Instead of just AirBnB we’ll be doing it with cars.
Only four FOMC members expect a rate hike (liftoff) next year.
However, the market continues to assign close to an 80% probability of liftoff in 2022. It’s important to note that the Fed will not raise rates while conducting QE. It means that the central bank will need to announce tapering as soon as late this year to gradually reduce securities purchases. Given the Fed officials’ statements, that seems unlikely. There is a clear disconnect between the markets and the Fed’s communications.
This 10YR tantrum is dumb. When people finally woke up to the fact that the Fed ain’t gonna raise next year the market will 
2 Likes
Look at the how the market has been predicting rate hikes that didn’t materialize. It’s always wrong.
1 Like
it has long term damage. by printing so much dollar. it gives Chinese and other confidence to overspent more than they could have spent otherwise (alternative routes, supply chains, training). and it will have impact ultimately on reserve currency.
its mainstream now.
@manch is desperately finding “facts” and views that support his thesis. My advice, don’t look for data to fit what you expect. Look at the data with an open mind, without prejudice.
Is your YouTube boy still preaching hyperinflation?
I don’t follow him that closely. I think he is turning commercial in that his recent YouTube smells of being paid to do them.