inflation coming our way from Asia.
Whatever happened to the inflation alarmists? People who insist Fed will raise rates despite repeated denials from … err… the Fed?
I think you didn’t read those articles carefully.
BTW for the inflation alarmists out there, the best way to beat inflation is taking on massive fixed-rate mortgage debt. If your mortgage rate is fixed at 3% but inflation is running at 4%, you are paid 1% each year for taking on that debt.
Go YOLO on your PA mansion!
So far, only two admitted to staying in the status symbol PA, @wuqijun and @Boolean. I didn’t have any houses in PA.
Sound good. You should add in the caveat that only if you are very sure of not be out of a W2 job or your passive income won’t decline… You won’t be a good financial advisor if you keep forgetting the caveats 
Btw, from what I understand, those predicting high inflation (presumably more than 3%) are saying the Fed would eventually screw up… they didn’t say is now or in the immediate future.
I don’t live in PA. Just have a rental there. I’m not sure if I ever will be living there.
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inflation is now eliminating the lower price choices. everything will be for higher end.
Other installers aren’t doing this. Yet. My solar panels at the desert property go on a week from tomorrow.
Steel pipe fencing to protect my water hole from a bunch of cows released out there (AZ is an open range state) was another matter. I got the job done but with old pipe scrounged from hoarders. All that was available was galvanized which is hard to weld. The welds are strong but look ugly. No matter. I’ll be painting it and I’m just thrilled I got the job done. New, 4" steel pipe is unobtainium right now.
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By inflation, he meant 3-4%, not hyperinflation.
By growth stocks, he meant tech stocks with pricing power such as AAPL 
, MSFT and Google.
Never understood the attraction of TIPS. The entity issuing the bonds is the same as the entity charged with calculating the inflation rate on which the yield is based. Anyone see the problem here?
Desert is more expensive than Island. TSMC bankruptcy assured once EU moves away.
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It will be interesting to see what all this new money will do if Arizona passes just half the voter integrity laws Georgia did; we have about two dozen pending.
My guess is TSMC doesn’t care to embroil itself in the politics of countries in which it invests. Don’t know about Intel.
If these Fabs are built in Arizona. Arizona will become the richest state in US. and prepare to pay $10K for Iphone and laptops. They will become like vehicles with 15 years life. people will be selling used to each other.
A lot of cars are selling well over sticker prices. My used Toyota’s have gone up in value. My 2006 4Runner has doubled in value. My old ski boat I sold 2 years ago for $6k is now worth $12k. The Fed is destroying the value of the dollar. Very hard to find anyone to work for less than $35/hr. Shortages of just about everything. Reminds me of the early 70s when inflation hit 10%
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Inflation is not gonna hit 10%. If people are worried I said it before: load up tons and tons of fixed-rate mortgage debt. Go YOLO on those 5M houses in Los Altos Hills or Hillsborough with 4M 30-year mortgage fixed at 3% rate. If inflation indeed hits 10% you are paid 7% every year for the trouble of living in that mansion.
Can you actually get a 20%-down $4M 30-yr fixed loan for primary residence? Even jumbo loans have upper limits, right?
A $4M loan requires 70%LTV = $5.7M purchase at SVB. For them the cutoff for 80%LTV is $3M. However, if you have verifiable assets well in excess you could likely get special underwriting somewhere.
inflation is already 10%. just need to look at right places. lumber prices?. labor costs?. All the inflation is backed into asset prices.
. without international students. most higher education will become super expensive.
we havent seen the full cost of de-globalization.
stock market has recovered University Endowments to keep payouts. but how long stock market will rescue everyone?
Only in education can you keep providing the same service over and over - with no change or upgrades - and maintain those kinds of price increases. You sit and someone lectures to you, either in person or maybe remotely. Hasn’t changed much since Socrates. But somehow it still justifies annual price increases far in excess of most other things which are expected to improve and become more efficient or provide greater value as time goes by. This is one industry that is ripe for disruption. Wonder if it will ever happen.
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