The four quadrants are explained from my point of view. 2008-2021- Coming out of phase 4 disinflationary boom, Technology is the superior asset class. 2022-2023- Inflationary bust, phase 1. Fed hikes interest rates and starts QT which suppresses financial assets and forces the rotation of financial assets into the dollar. 2022-2023- Disinflationary bust, phase 2. Inflation peaks, demand destruction hits everything crumbling asset prices and the economy looks bleak or perhaps a ressesion. 2023-2027/2030- Inflationary boom, phase 3. Fed is forced to adjust monetary policy to kickstart the economy and pivot on rates. Inflation comes back but worse. The Dollar falls and rotates into hard and value assets. Commodities, energy and metals boom. 2027-2030- Metals, energy and commodities peak. A Reset bust is due to the Disinflationary boom phase 4. Build positions in innovative technology companies for the next decade.
The big question is are we going to go into a Disinflationary bust phase 2 before the inflationary boom phase 3? Or will the pivot be short and sharp to skip us straight into phase 3?
@scheplick, Yes i love the theory being explained with historical charts.
lifeonthewater
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Hyperinflation next. I mean everyone should really know this. If you don't you shouldn't be trading. I'm just wondering, is this more of an educational platform? I would hate to think someone is actually trading and not know this. I thought Trading View was people that have been trading for 10 plus years. What's the demographic on here please and thanks?
louistran_016
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@lifeonthewater, lol drama kings have been over using the word "hyper inflation". The west is experiencing the same level of inflation with Asia in the last 40 years, 6-8% annually, which is bad but can be offset with pricing power and increased productivity. Hyper inflation means buying food in December costs 50 times than buying in January, living cost fluctuates week by week. Oh by the way, inflation is the rate of change, not the price itself. We can have $5 gas in the next 2 years yet inflation is flat or dropping
lifeonthewater
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@louistran_016 🤣🤣🤣 You go with that theory. 303 trillion in global debt but yea we will get over it. 🤡
Atipapa
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@louistran_016@lifeonthewater who gives a fuck about debt irl. Fed will sue the usa or what will happen? China will come and collect?
bowtrix
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@Atipapa, the debt matters since it effectively ensures that the FED will be forced into lowering rates again eventually