General Discussion

is one that says, roughly .... in 2000, the tech bubble burst, and your investments crashed. They cut interest rates to about 3%.

In 2008, the debt bubble crashed, and your physical assets (house, car, hard assets) lost money too. They reduced insolvency with QE.

In 2020, the economy crashed and they propped it up with more QE money printing.

In 2026 the economy runs on red ink leaving the Fed to defend the dollar. Liquidity is everywhere. There is the idea that all assets - physical, investments, stocks, gold - will be repriced by inflows of money. Meaning prices could skyrocket - due to inflation. Holding dollars will be a losing game. Even bonds will be a losing game if the Treasury rates don't get higher yields.

So in the short term money could bid up the stock market. But at some point the game will be blown - there's no inflation adjusted earnings in the future when investing at these prices.

Personally I think we're almost there. Average stocks have been trending down for months even as AI and Tech soars. The lemon has no juice left in it.