over9k
So I didn't tell my wife, but I...
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- 12 June 2020
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USD denominated assets or just cash USD?
USD denominated assets or just cash USD?So I've got a huge portfolio in $US and got that extra boost from weak $AUD.
My worry is Trump steps on the $US and weakens it.
Not sure on the timing though
We need to see what the money will be diverted into first. I'd like to think they'd divert the tariff money into energy subsidies but we need to wait & see.If the tariffs happen one would thonk it would drive up inflation in the U.S, how they combat that will be the interesting thing IMO, will it be interest rates or will it be starting the printing press again?
More chip export curbs coming in. It's happening!U.S now considering placing export restrictions on microchips to "some" countries.
Let's start the clock for when a full on chip embargo is announced shall we?
Yep. Just a trickle at this stage. I reckon wait for gushing from the carotid to be congealing in massive clumps on ground. Both price and GBP.starting to take much closer looks at london real estate as well but there's much more blood to get in the respective water there yet IMO
As the thread title is called "Infation", and inflation is really just all the numbers getting bigger, I am wondering what a "huge portfolio" is these days. You talking tens of thousands, hundreds of millions.So I've got a huge portfolio in $US and got that extra boost from weak $AUD.
My worry is Trump steps on the $US and weakens it.
Not sure on the timing though
He might also mean as a percentage of his net worth.As the thread title is called "Infation", and inflation is really just all the numbers getting bigger, I am wondering what a "huge portfolio" is these days. You talking tens of thousands, hundreds of millions.
to me , 'huge portfolio ' would be in billions ( Buffet is allegedly sitting on $300 billion in CASH and liquid investments , alone )As the thread title is called "Infation", and inflation is really just all the numbers getting bigger, I am wondering what a "huge portfolio" is these days. You talking tens of thousands, hundreds of millions.
$250 bucks and my collection of antique biscuits.As the thread title is called "Infation", and inflation is really just all the numbers getting bigger, I am wondering what a "huge portfolio" is these days. You talking tens of thousands, hundreds of millions.
Yeah it's basically this.He might also mean as a percentage of his net worth.
For anyone wondering, if you're talking percentages of what you have then the terminology to use is "weight". So you're overweight this, underweight that etc etc.
hopefully still in the original biscuit tins !!$250 bucks and my collection of antique biscuits.
Depends on your timeline obviously but when you consider the blowout jobs report the U.S just saw vs everyone else's, the americans have way way way more interest rate drops left in reserve should they need it.Yeah it's basically this.
The fact we have a change over of president and our own election happening is hard to see direction.Depends on your timeline obviously but when you consider the blowout jobs report the U.S just saw vs everyone else's, the americans have way way way more interest rate drops left in reserve should they need it.
Remember that interest rates are like a barometer of an economy - the lower they are, the worse the patient is doing.
Aside from the coal miners I can't think of an AUD denominated asset that I think has decent fundamentals. Even something as historically resilient as sydney real estate is not being driven by some kind of real economic strengths like you might have been able to say about perth real estate a few years back.
If you're really worried about being USD denominated, most of the ASX listed SPY, QQQ etc equivalent etf's are currency hedged
All my gains are from ridiculous amounts of luck mixed in with being a lazy bastard and forgetting trades. I don't want people knowing the size and then thinking I know what I'm doing.hopefully still in the original biscuit tins !!
You obviously earn too much money. LolAll my gains are from ridiculous amounts of luck mixed in with being a lazy bastard and forgetting trades. I don't want people knowing the size and then thinking I know what I'm doing.
I trend hop and make big bets. I mix it with delusional analysis that makes no sense to make it exciting.
Number of dependent is irrelevant, quality is ...as would say any gold diggerYou obviously earn too much money. Lol
Or don't have enough people relying on it. Lol
It would be the safest bet IMO, Trump is pushing re industrialising the U.S, if they don't they will become what China was 50 years ago.A lot of talk about US overvalued vs AUD lately, but then i look at us...hum...
I really hope i am wrong as i plan to do serious aud to usd soon
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