/biz/ - Business & Finance

>>49601059
Your cute little stock market and babby crypto "market" are just playthings in comparison

>>29147855
bond market MOGS the stock market. BONDCADS RISE UP

>>24117300

>>22667503
Because the bond market is the real market. Equitylets can't compare.

What's really going on is that banks are NOT lending to anyone despite the near-zero rates. Just like last September (before covid was even a thing) when the whole system almost blew up again, big banks are risk averse right now because they are the smart money and they know what's really coming.

They want to spark up lending again, because our whole system is nothing but a debt-based ponzi scheme, and you cannot taper a ponzi scheme (as late-2018 showed). You have to keep feeding it more and more debt (new loans) every single year otherwise the whole thing comes crashing down.

>>20616798
Collateralized Loan Obligations. Same as the CDOs that aggravated the GFC, but with corporate loans. And corporate debt right now is the biggest bubble in human history.

Commercial real estate companies across the nation will blow up, the associated loans will become worthless, which will blow up the big banks who hold those loans as assets. That's why you see all the banks building massive Loan Loss Provisions because they know it's coming. The biggest fish like JPM will probably make it out the other side. But lots of others won't.

Govt will probably end up bailing them out again, and that will pour gasoline on the already building fire of inflation.

>>20471732
>>20471780
Look, I agree that tech itself isn't the bubble. The bubble is global debt. It's the corporate bond market, which is MUCH larger than the market cap of all public equities combined.

When that bursts it will affect everything. However I'm sort of on your side too. Because the tried and true tech companies like MSFT/AMZN/GOOG will weather the storm well I think.

Right now is deflationary, but inflation is coming within a few years. And that's not even just me saying it, the Fed is literally targeting above 2% now and is changing policies to keep rates low. Yield curve control is coming. If there's another correction in the markets, negative rates are coming. The Treasury General Account is coming. Fed can NOT let rates rise and will never default, so only way forward is inflation which will be a much worse slow death.

>>19802773
That spike isn't an infrastructure bill dummy. Its trillions of dollars being typed into existence in order to buy up every radioactively toxic piece of shit stock, loan, and corporate bond the Fed can get its hands on via BlackRock and Vanguard. We are spitting distance from the Federal Reserve buying individual stock shares at this point.

>>19802786
The industrial revolution and its consequences have been a disaster for mankind.

>>19763474
>The bond market is even greater than the stock market.
Much, much greater. This is a key point that most people just starting out in investing don't know

>>19674898
Bond market is over TWICE as large as all equities