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RE: Will The Fed Ever Tighten Again?

in Threespeak4 years ago

As I see it (minimizing the problem) it is as if during a game of monopoly the bank would hand out money every time one of the players is close to losing.

Although it may seem like a good solution, the truth is that inevitably the money will continue going to the pockets of the "best player". This will eventually increase the gap between players.

The real problem rises when the big players have so much "money" that they can afford to turn it down and ask for assets as a form of payment.

Once that point has been reached the "easy solution of printing money" becomes ineffective.

This type of devaluation will never be healthy for the financial environment, beacuse savers will begin to look for other ways to hold their richness, maybe real assets, maybe other currencies or even cryptos Who knows?

I am not sure what policies could be implemented, but certainly money printing should be stopped.

I hope I have understood the problem properly, if I have misunderstood anything I apologize in advance.

Thanks to share your thoughts

Pp.

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It is a dual situation. Those closest to the Fed benefit the most. Who is that?

We start with the banking system, both institutional and commercial. Then we get hedge funds as well as other investment accounts (pensions, etc...). This benefits the money managers to a great degree.

Next up is the corporations who money at low rates. This helps the shareholders. Then there are the C-level employees along with other upper management. They have stock options and other "equity" compensation plans.

Then we get to middle management and then finally we get down to the worker plebes.

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It's completely obvious that this has benefited crypto in an enormous way. The money printed is going directly to the financial markets. Low interest rates are keeping equities attractive. Cryptocurrencies as an asset class are closer to equities than anything else. To be more exact, they behave like risk-on equities like the speculative extreme of the tech sector. The appetite for risk that an increasing number of institutional investors currently have is a direct consequence of central bank policies. Institutions are interested in the massive upside of crypto as a new asset class vs. equities.

I've been amused by reading about how many investment gurus whose experience is telling them that equities are overpriced at the moment are choosing to sit on cash. So long as central banks are forced to keep easing, risk-on assets will be fine and those sitting on cash will lose.

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