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cy23

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  1. They don't to burst their precious property bubble, that's all. They are pursuing stupid things like buying green bonds for climate change. God give me strength!
  2. Great detective work. First off your number of posts don't really say how often you visit the site. That's a weird accusation. All I was pointing out is you are on a site call housepricecrash so guess what the bias is going to be. Also I am not censoring anyone. You do realise that a crash can happen in real or nominal terms right? That's what I am here to understand.
  3. Quick tell the Carlyle private equity group as they seem to be making a big blunder. Thinking of buying a bank with negative interest looming is like setting money on fire! https://www.bloomberg.com/news/articles/2021-11-04/u-k-s-metro-bank-is-said-to-draw-takeover-interest-from-carlyle
  4. I will just remind you again that you are on a website called housepricecrash it obviously going to be an echo chamber. Anyway that's a funny hobby you have going here.
  5. I have better things to do than to go through his search history. Anyway may I remind you that you are on housepricecrash, what else do you expect to read?
  6. Jesus you went through a decade of his posting history? I hope you get paid for this work!
  7. Assuming that interest rate hikes do cause some deleveraging. Is it possible that the banksforeclose them but keep the properties as assets and rent them out?
  8. They intend to spend $150 Trillion for the next 50 years over this. It has nothing to do with climate change and would most probably result in more environment damage. Its just a way to do more deficit spending that all.
  9. I thought I would put some questions forward on this forum to get others opinions on things. Eager to hear what @gruffydd has to say, since he mentioned he works in finances. 1) With regard to the BoE base rate, I think it will lag the rate of inflation which is basically financial repression done deliberately by them. Can the bond market actually force the BoE to set the rates properly? 2) What sort of inflation are we look at? Is it demand pull inflation, cost push inflation or wage inflation? Personally I don't think the economy has recovered to pre-covid levels so is this inflation purely due to supply issues? 3) Would inflation persist if there is credit contraction in China? 4) What would be best the investment strategy for this environment? I would think fixing the rate for any loan or clearing off any large variable rate loans would be a good idea. Equities which have pricing power might do well but we seem to have skipped a credit default cycle as of now so I am a bit weary on those. Bonds with todays low rates also don't make much sense to me as the values would drop if the rates do go up (I have personally never looked at inflation linked Gilts). Gold might be a good hedge if we get into prolonged stagflation. 5) Can rising inflation result in a deflationary bust driven by highly leveraged consumers? If so sitting in cash might not be that bad, but I am not sure how GBP would fair in this situation. I have been trying to figure out the answers for these questions but practically everyone I know is in "house prices will go up because there aren't enough" camp and its the safest investment, so I would be grateful for other people's thoughts on this.
  10. Large corporations just tap the bond market, they can also get cheap loans from banks as you say. Ultimately the debt becomes too large to pay off if it's sunk in non productive investments and you get a debt default. Look at the Chinese property market currently worth $50-60 Trillion. That's not the making of the PBOC.
  11. "With FIAT, Central bsnks create money" Money is actually created when loans are given out by commercial or central banks. Debt is money.
  12. Well the consumer is in debt to their eyeballs so can they push prices without demand drop? A debt default cycle due to Covid should have cleaned the system but that was papered over. I personally think there would be some repercussion from the bubble popping in the S&P or China property market. Just my thoughts, happy to agree to disagree.
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