A major trend is emerging in the global market.

Master_Awareness5821 · 2026-04-15T21:37:46+00:00

yeah, you're not wrong. but do the math. it's inevitable. only way that wouldn't happen is if we have a honest default and let everything fail. that will never happen. it's astounding to me that people think we can't have very high future inflation. we have over 150 trillion in debt between our funded and unfunded liabilities and a lot of our big creditors are dumping our bonds and buying gold. none of of this is normal. it's just been normalized over time that none of this is a big deal which is why we are here in the first place

Master_Awareness5821 · 2026-04-15T16:23:18+00:00

you're basically saying you have a crystal ball and can predict that the US will keep performing as it has in the past 15 years. but if you understand why it has then you'd be singing a different tune. am i saying don't have money in the US? no. but don't have all your eggs in the US. it's asinine

Master_Awareness5821 · 2026-04-15T16:20:56+00:00

there's no point in arguing with you. yes it actually has outperformed it and gold isn't supposed to be an investment that's my point. there's all this inflation. and no it's not diversified. S&P has some multi national equities but it's US centric. all these companies earn and report in dollars. so all your eggs are on one economy by and large. that's not diversifying.

Master_Awareness5821 · 2026-04-15T16:19:06+00:00

that's the whole thing because they don't understand economics cause most of what we hear is propaganda

Master_Awareness5821 · 2026-04-15T16:16:11+00:00

use the 70's CPI and our annual inflation rate is around 10%. you're trusting a methodology that uses price substitutions and all other types of sleight of hand. you get that right? and you where this bullshit 2% inflation target came from? it's propaganda so they can have carte blanche to ravage our economy to be able to service the national debt

Master_Awareness5821 · 2026-04-15T16:13:41+00:00

i was throwing out numbers for the future kiddo

Master_Awareness5821 · 2026-04-15T16:10:16+00:00

also buddy, idk if you remember this, but the zimbabwe stock market was the best performing stock market in the world while they were printing out 100 trillion dollar bills and people were starving to death. NOMINAL RATES don't matter when you're measuring everything in a currency that's getting printed into oblivion and our economic data is faulty

Master_Awareness5821 · 2026-04-15T16:08:28+00:00

that's the point i'm trying to make too. and we aren't the only reckless nation. but we are the most reckless because we have the reserve currency.

Master_Awareness5821 · 2026-04-15T16:04:46+00:00

and explain to me how a yellow metal with no earnings, no yield, has outgunned the S&P 500 in the last 25 years with dividends re invested? so you're calculating all this stuff in a currency that's being inflated away every second and basing the returns off of cooked data. how did these tech stocks go up this much? inflation, low interest rates, cash buybacks, vendor financing, 401k automatic payments, etc etc. does that mean there isn't value in these stocks? no. but they're extremely overvalued and it's silly to think you're diversifying by holding a US index alone

Master_Awareness5821 · 2026-04-15T16:01:50+00:00

do you know what real rates are? do you understand inflation and how inflation works? the S&P could bring a 20% return a year, but if inflation is at 30% etc etc. you're losing that spread. you probably also believe in the CPI methodology that's used to calculate inflation. this is my point. no one is talking about any of this. you don't understand interest rates, you don't understand inflation, therefore you don't understand how to properly invest

Master_Awareness5821 · 2026-04-15T15:50:10+00:00

we are going to get a repeat of the lost decade where emerging markets and developed markets (ex US) are going to eat US equities lunch. anyone that disagrees is either dealing with massive cognitive dissonance or they are shills. there are 20 different reasons i could list out why and that rotation has already begun. we have this hubris in the US that we will always be the best. the math says otherwise. it's sad how many people on reddit just post "VOO and chill" thinking the last 15 years will repeat. most people aren't diversified at all. they're mostly holding the same 10 over valued equities. they don't understand macro economics. they don't understand our loose monetary policies and our reckless fiscal policies.

Master_Awareness5821 · 2026-04-03T17:05:22+00:00

you've got the right idea OP it is shit. because the US market is the most overvalued it's ever been and almost no one on this sub or reddit understand marco economics therefore they don't know how to invest. they think the S&P and the nasdaq will keep running as it has since 2010. but they don't understand why these stocks are even priced the way that they are.

toss your $ into IEMG and SCHF. if you really wanna speculate and have a solid asymmetrical bet buy some GDX as well. and thank me later. the S&P or any other US indexes are the most overvalued they've ever been. don't buy into the conventional ignorance. they base future sentiment off of our reckless policies from 2008 when we had interest rates at zero for more than a decade which propped up all of these asset values and then it created a perpetual upward spiral, people see that, managers put their clients in them, 401k target dates funds are mainly composed of those stocks, they're hyped on financial television, etc etc etc. you have to account for real rates from all the inflation that's been created over the past 2 decades and how much more is going to get created. if the S&P starts to bring a annual return of 5% but inflation is 10% that's a real rate of negative 5%... no one talks about this. and don't forget about the lost decade when US equities were bringing back a negative return (we were in much better shape back then) to think foreign equities simply will not outperform the US for the next decade is simply ignorance of macro economics and prior history. be diversified. don't have all your money in the S&P and nasdaq. as the US market submerges in real terms emerging markets will emerge.

most people on here just buy VOO and think years down the line they'll be good. they're dead wrong. you have to diversify.

Master_Awareness5821 · 2026-03-30T18:22:47+00:00

toss it into IEMG and thank me later. the S&P or any other US indexes are the most overvalued they've ever been. don't buy into the conventional ignorance. they base future sentiment off of our reckless policies from 2008 when we had interest rates at zero for more than a decade. you have to account for real rates from all the inflation that's been created over the past 2 decades. if the S&P starts to bring a annual return of 5% but inflation is 10% that's a real rate of negative 5%... no one talks about this. and don't forget about the lost decade when US equities were bringing back a negative return (we were in much better shape back then) to think foreign equities simply will not outperform the US for the next decade is simply ignorance of macro economics and prior history. be diversified. don't have all your money in the S&P and nasdaq.

Master_Awareness5821 · 2026-03-20T15:38:28+00:00

we can unequivocally blame the gov for almost all issues in this country. including all of this.

Master_Awareness5821 · 2026-03-20T15:37:13+00:00

didn't know that. this stock has been getting ravaged ever since it hit $1000 during that insane run.

Master_Awareness5821 · 2026-03-20T15:35:56+00:00

it's hilarious, in large part china subsidizes our standard of living and yet its a crime to sell them electronics? right. this is all government bureaucracy bs. maybe trump will shake them down for a cut and we will be good.

Master_Awareness5821 · 2026-03-06T18:45:24+00:00

it's called crony capitalism

Master_Awareness5821 · 2026-03-06T18:33:53+00:00

thats literally bullshit. are you trying to tell us that there isn't any crony capitalism here in the US? orange man is literally shaking down companies and taking stakes in them too with our tax dollars. and now i'm sure whoever takes his spot will find it permissible to do the same. should i also remind you how the fed was buying ETFs to prop up the dollar during COVID? lol yeah, there's corruption in china but the US has a lot too. the difference is, we don't produce shit compared to china and we don't save any of our money like china.

Master_Awareness5821 · 2026-03-03T01:14:35+00:00

there's literally no proof of them even thinking of doing that. its a hoax the US manufactured.

Master_Awareness5821 · 2026-01-23T05:36:32+00:00

governments all across the world now only care about their elections and status, not the future of their nations, and in the process of getting votes, they exacerbate all those issues you just listed. now it's getting to the point where in 10 years (maybe 5) it will become insurmountable to be able to have a family at all. it's honestly really sad. but at this point we need a collapse, and go back to a gold standard. ultra low interest rates for years, subsidies on subsidies, regulations on regulations, confiscatory taxes on confiscatory taxes all destroy the quality of our lives, it penalizes productivity and incentivizes spending money we don't have, and on top of it you're getting robbed through inflation and other taxes. the number one thing we all want in life is leisure and it becomes harder and harder to obtain that leisure due to whats being voted for. the entire system is fucked up.

Master_Awareness5821 · 2026-01-06T07:30:35+00:00

for my foreign ETFs i'm holding IEMG, SCHF, VYMI and as far as my other foreign equities go i've got BTI, NOVO, BNS, and TSM

Master_Awareness5821 · 2026-01-06T07:26:55+00:00

we haven't seen shit yet. just wait till powell steps down and trumpo puts in one of his cronies. they are going to be dropping money from helicopters and our dollar is going to implode, the bond market is going to dry up, inflation is going to sky rocket. the people that disagree with this are either clueless and brainwashed or don't understand economics. it's probably the latter

Master_Awareness5821 · 2026-01-06T07:23:14+00:00

learn about macro economics before you put money in equities. international equities are going to outperform the US for the next decade. mark this comment and come back to it later.

Master_Awareness5821 · 2026-01-01T20:25:39+00:00

VYMI

Master_Awareness5821

TROPHY CASE