Now tech iz starting to understand-he's no longer saying "except for intc" (or some other pick on bs fundiez)
"Which is complete hogwash. Almost all USD denominated assets (cash, stocks and bonds) will lose value in real terms. All of them. It is just that MOMO stocks where all of the BS value is in the tail in growth that isn't coming because of real world constraints will lost 70-80%+ of their value over the next 2-3 years. Amazon could very easily become insolvent (it really only grows working capital, not true discretionary FCF so any systemic shock that stopped sales growth for a few months would create severe cash flow problems... Add to that the cash held in European tax haves that may end up confiscated and the always looming possibility of oil shocks...).."
They will ALL get slaughtered . ALL paper will be slaughtered. Russia had all the oil, gas, and natural resources it needed, which still didnt prevent its collapse in '89.... Out of which came a better russia until now - - the putin era of government backed oligarchs.
Out of a us economic collapse will come a better US until the politicianz and money mongeez fvck it up again... But mind you that on our current tragetectory we will collapse down much farther then upside remainz.... That you can take to the bank.