Laptops/computers/technology generically are rapidly depreciating items and for a lot of very good, robust reasons (moores law, etc). Laptops have stayed at pretty much the exact same price and in some cases have somehow increased in price over the previous 2+ years for the exact same models. This is alarming for several reasons. Either inflation is that goofed or we have a situation where a large number of stocks have a bunch of assets sitting on their sheets at pretty much astronomically too high of value. Normally because these types of items practically go to zero in next to no time sitting on the shelf at the end of a cycle they will do their best to clear inventory knowing that there isnt any way this items about to appreciate and as soon as they can get it sold the better because the losses will only be worse. Instead apparently weve got a strategy where to avoid an immediate not that significant haircut because everybody already bakes that in pretty much we have a situation where stuff could literally just crater. Personally if im a large institution id just want folks to have a reasonably stable return stream rather than a random sudden mark to market. I would really hope they start selling some of those at reasonably good prices pretty much immediately especially with the next cycle of hardware coming to market.
What are your opinions on this?
Submitted September 15, 2018 at 03:43AM by Administrativeajdfks https://ift.tt/2OjUkii
