philostam's latest activity

I didn't see any Kamala voter who told anyone Trump would be bad for the markets. It was all about abortion, that he's a rapist, new...

Tariffs don't open the markets, they create more friction across the board. Yes in theory it does incentivize domestic production and...

I think this is a very complex topic. In the short term stocks will go down and I think that money will start to move into emerging...

The "you voted for this" part is not really fair. Tariffs was not something that most voters cared so much and it was much bigger part...

I kinda think Trump is cooked already. I don't think even he has the minerals to deal with the consequences of what he started. He'll...

Trade war is one thing, and I believe US has the upper hand. But the flip side is capital war, where rest of the world has the...

We'll see about this. Investors have a Pavlovian "buy the dip" reaction that they learned over the last 40, and especially last 10...

If multi millionaires get extra 200k, this will generally not lead to inflation of goods and services because their propensity to...

There's a difference between asset prices inflation and inflation of goods and services. Between 2010-2020 the inflation of goods and...

In general, inflation is related to the number of dollars in circulation. The more dollars available to spend the less value each dollar...

Yes, I am leaning more on this side. TBH I have been all over the place. The best analogy I heard was someone saying that Trump is using...

This is the part very much in question. Companies do not invest in uncertain and/or chaotic situations. But also, further decimation of...

I do think there is a point when hyperinflation can trigger deflation that can’t be stopped with printing. If the currency is fiat then...