If I understand correctly, world has seen major slow down in growth, esp since 2008. There are massive deflationary forces, due to debt overhangs.
All asset prices have astronomical valuations (stocks, bond, house prices) since markets expects inflation.
What if this expected inflation is not generated in economy? In that case, course correction happens and asset prices will fall. It makes sense to be in "dollar"? Instead of any other asset? Thoughts?
Submitted September 07, 2017 at 11:56PM by hackingtruim http://ift.tt/2xSE148
