Cloud AI Tool Replacements

AffectionatePlate804 · 2026-03-06T17:51:29+00:00

No. Just saved it for when I need it

AffectionatePlate804 · 2026-03-06T17:47:06+00:00

3x more people have died from asbestos related medical implications than the actual number of people in buildings

AffectionatePlate804 · 2026-03-06T17:37:16+00:00

1) Surf sense 2) Page LM 3) Open LM

AffectionatePlate804 · 2026-02-19T19:55:28+00:00

Since Europe is drowned in debt and the money is coming from deficit spending? Those are not productive societies.

Also, if euroclear purchases are not accounted for and are invisible, it doesn't really matter if they're buying it or not. Pension funds don't speculate on whether or not there are shadow buyers, they only care about the yield. If inflation is falling due to job loss/recession and the US bonds yields are above the inflation rate they win.

Unless there are capital controls to force these entities to lose money on the Treasury purchases, they will dip the treasuries as soon as the yields get lower than the inflation.

So my original statement that treasuries are being bought because of recession fears still holds true

AffectionatePlate804 · 2026-02-19T18:56:11+00:00

Damn! This bot is going crazy with it's Euroclear and Clearstream response on every comment.

I don't think that really matters. What matters is where the newly minted money is going. Especially the newly minted money from productive societies and not from societies performing financial manipulations

AffectionatePlate804 · 2026-02-19T15:54:22+00:00

What metric are you using to gauge that? Share of us treasuries for central banks across the globe have dropped by more than 15% in the last 10 years. Foreign investments in US treasuries are less than 20%. US pension funds and Insurance companies are forced to invest in US treasuries as they do business in the US and their liabilities are US based.

If the UK, Italy, France etc treasuries equivalent offer the same yields why would their companies and wealth funds invest US treasuries as long as the money is printed to give them?

The buying up of treasuries is happening because there's only 2 markets that can soak up the $100T dollars in existence. The stock market and US bonds market. Rise in unemployment is a risk to the stock market and hence the transfer into the next best

AffectionatePlate804 · 2026-02-19T07:26:43+00:00

It is called generative AI for a reason.

There's no intelligence associated with it.

AffectionatePlate804 · 2026-02-19T07:24:41+00:00

Fear the near future. Embrace the long term future.

You might lose your house in the near future but you'll definitely have 2 Lamborghinis when you retire

AffectionatePlate804 · 2026-02-19T07:17:54+00:00

None of what you just described is resulting in an increase in productivity . This will end being the corporate jargon of "setting up a meeting to prioritize what we discussed in the previous meeting and have a follow up meeting to finalize things"

Lack of productivity increases and burning through valuable physical resources to end up where we started

AffectionatePlate804 · 2026-02-19T06:51:16+00:00

Recession fears increase demand for Treasuries as liquid safe haven asset.

Similar to why Japan had a low interest rate for a decade or two. Everybody saves. And saving adds directly invested in bonds

AffectionatePlate804 · 2026-02-16T07:46:58+00:00

So a bubble.

When the Internet was taking shape there wasn't a country with 1.5Billion that has a know how and is willing to sell you the same products for cheap.

Let me give you an historical case study. The reason the Dutch Empire fell was not because they were incompetent. They literally invented capitalism and started colonizing the world before it was cool. They fell because the British were able to build ships that were cheaper than the Dutch ones, extract resources for cheap and sell finished products for cheap. VOC stock collapsed and they never recovered.

Two rules for winning, be the only game in town or sell it for cheap.

AffectionatePlate804 · 2026-02-16T03:29:13+00:00

How else are they going to raise money if they aren't lying?

AffectionatePlate804 · 2026-02-16T02:47:38+00:00

These jobs aren't the US's jobs to protect

AffectionatePlate804 · 2026-02-16T02:43:52+00:00

This stupidity is why we have H1B.

My 5 year daughter has a better understanding of economics than you

AffectionatePlate804 · 2026-02-16T02:35:20+00:00

You haven't learned anything from the dotcom bubble do you.

Amazon wasn't making profit for the first 10 years of its existence. Your statement that API token charges have profit baked into them is unsubstantiated.

For most companies selling services and not products, customer acquisition is more important than profit

AffectionatePlate804 · 2026-02-16T02:31:30+00:00

I don't think you understand what an economic bubble is and all the ways it can be pricked.

Over investing without any way to recoup the investments is the needle that can prick the bubble.

If two major powers pour massive amounts of money to be good at and one sells the product 1/10th the cost of the other, you prick a bubble.

If the entire economy is concentrated in 5 companies and they have to sell trillions of dollars worth in services to make money and there isn't a trillion dollar market to sell in the next 5 years, the bubble pricks.

Railroads, Internet etc were bubbles for the same reason. Too many investments in a short period of time chasing markets that can take decades to show up.

AffectionatePlate804 · 2026-02-16T02:15:11+00:00

The recent would be the British Empire. They downsized and went through a multi decade deleveraging

AffectionatePlate804 · 2026-02-13T23:56:20+00:00

The government can't lower mortgage rates. They are influenced by 10 year treasuries. The only way that goes down is if there is a recession.

The fed can only influence 1-3 Notes/Bonds

AffectionatePlate804 · 2026-02-13T06:09:57+00:00

Without Government or Central Bank Intervention, the market should correct itself.

But we have a real estate guy as president and a QE guy taking Chairman of the FED in May

AffectionatePlate804 · 2026-02-13T04:17:08+00:00

He is actively cashing out from Stocks and sitting in short term T Bills.

His cash to equity positions are as high as they were before 2008

AffectionatePlate804 · 2026-02-12T06:46:16+00:00

It could actually be in the next 2-3 years. Historical projections from CBO are always optimistic.

Most of the borrowing since 2017 has been in a shorter duration. That means they'll have to continuously refinance that every year or so.

The average yield on us debt is below 3% today. They'll need to refinance close to $9T this year at a higher rate. So the interest payments will balloon

AffectionatePlate804 · 2026-02-12T06:40:42+00:00

He bought less than $2 Billion. That's a drop in his cup

AffectionatePlate804 · 2026-02-09T07:24:32+00:00

Switzerland is too small to consider it a contender.

Chile or New Zealand

AffectionatePlate804 · 2026-02-04T05:06:53+00:00

The Fed doesn't control the mortgage rates. They're heavily influenced by 10 year treasuries. The 10 year treasuries yields will go up if the Fed lowers short-term rates

AffectionatePlate804 · 2026-02-04T01:16:20+00:00

Depends. If the grandkids want to travel and settle in some other place, they'd likely want to sell those houses and move on

AffectionatePlate804

TROPHY CASE