This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the rising fear of extreme inflation that is sweeping some parts of the market based on the buildup of income and savings in the US. Could this see a surge of demand that drives prices higher and how permanent could this be? Is copper a legitimate hedge to this outcome? Fiscal policy is extreme by historical standards but most of the inflationary pressure has resulted from supply chain bottlenecks. Until wages start to pick up, inflationary pressures should remain a short-term phenomenon.
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Hey RV Exchange!
I put together a piece on why inflation isn’t all that it is made out to be and potential monetary system changes. Hopefully people find it interesting and if they have any feedback I always appreciate it.
Thanks for the inspiration @Raoul Pal
Have a great week!
LlplHere is a report and some slides to add to the collaborative piece on copper posted by @Olivier Asset a couple of months back:
Some interesting things from the attached report:
and from RV guest Warren Pies
And some China Related Slides:
Supply / Demand:
From a report from the international energy association (iea)
Full iea report;
Dear Exchange users, I need of your insight to plan ahead of the very unlikely but (popular amongst doomsayers) hypothesis of Hyperinflation.
Today this scenario did not let me sleep...
What would be the portfolio of assets protecting us from Hyperinflation and in this scenario I want that you assume that governments issue a decree by which all gold and crypto will need to be delivered to governments. I want also that you assume the scenario that there has been a wave of bankruptcies.
If you can also present intermediate scenarios I would very grateful, but in any of those scenarios there must a component of regulatory control of both precious metals and crypto.
My opinion (let me know if it makes sense)
I have talked to a friend from Argentina and he told me that the first sign of Hyperinflation would be in assets such as stocks and currencies. At that time the price of gold, crypto etc should have increased. Question: Would you sell part ahead of a possible regulatory backlash in such scenario? And If so, what would you buy? Land and properties?
Afterwards, once the governments try to have the system back in control they decide to implement regulations of confiscation in precious metals and bitcoin. What is then the hedge against this scenario? I have heard that stocks could be a hedge. However, what about Silver. Can we buy slyer anonymously at this point in time? And how much? In Germany until 2019 one could... (More)