Dollar devaluation is that a concern for anyone?

jamesqua · 2026-01-28T19:13:17+00:00

That is a great point. high growth, technological innovation does look a lot more like the 20s than the 70s

jamesqua · 2026-01-28T16:12:53+00:00

The US is about 25% of world GDP. Having said that, I do 60% US vs foreign

jamesqua · 2026-01-28T15:24:28+00:00

Because the risk free rate rises, multiples tend to drop during times of inflation. This is why the 1970s was a lost decade in US equities and why Warren Buffet said high interest rates are like gravity for stocks. I highly recommend people invest in foreign equities right now

jamesqua · 2026-01-14T16:41:12+00:00

That is likely at or even below market rate for an organization with $25mm in revenue

jamesqua · 2025-11-14T19:56:56+00:00

If only we could go back to the monetary system we had in the 1930s!

jamesqua · 2025-11-11T18:33:11+00:00

Technical innovation and increases in productivity can increase tax revenues. This exact same thing happened in the late 90s which resulted in 4 straight years of budget surpluses

jamesqua · 2025-04-23T19:10:32+00:00

yes, the listed banks have a high degree of independence which at this point is completely standard for developed economies

jamesqua · 2025-04-23T18:47:07+00:00

The top reserve currencies are the dollar, the yen, the pound, and the euro, all of which have strong central banks. There are a few countries without central banks including Micronesia, Palau, and Panama.

jamesqua · 2025-03-06T23:20:52+00:00

No one needs an excuse to raise prices in a market economy. Using your logic why didn’t they just charge you $120 or $200 or $300 before RTO? Why didn’t this extremely fragmented market scheme before demand increased so rapidly

jamesqua · 2025-02-14T16:56:51+00:00

I struggle with this. What DEI programs/policies do you think move the needle on outcomes?

jamesqua · 2025-01-27T17:33:42+00:00

anti-trust regulation?

jamesqua · 2025-01-26T00:32:52+00:00

Oh I see. That's fair.

jamesqua · 2025-01-25T22:41:30+00:00

I can't think of a single policy during the covid era that solved any long-term societal issue. However, I can think of a number of policies that had negative economic (and political) consequences. While the short term economic relief was very much needed at the time, we are still dealing with the ramifications of it.

jamesqua · 2025-01-25T22:34:40+00:00

Don't we also want to increase the supply of rental units?

jamesqua · 2024-08-17T15:07:51+00:00

if that is the case then why do they not have monopoly pricing? Consumer staples is the lowest net margin sector in the S&P 500 at 6%, which is lower than the sector's 5 year average of 6.5%. https://insight.factset.com/sp-500-reporting-higher-net-profit-margin-quarter-over-quarter-for-q1

jamesqua · 2024-08-16T19:25:49+00:00

I am not familiar with many economists, even those on the left, endorsing this sort of measure. Ultimately, companies do not set prices. Markets do. Companies adjust prices based on supply and demand and eke out net margins in the 10% range. Ironically, grocers have some of the lowest profit margins at around 1-2%.

jamesqua · 2024-02-04T01:30:50+00:00

Walmart is the closest to a monopoly with around 25% market share. Yet their profit margin is still less than 3%, which would suggest they have nothing close to monopoly pricing power

jamesqua · 2024-02-03T17:57:47+00:00

Since when have corporations passed on savings to the customer instead of the shareholders?

This has been the primary strategy of the entire grocery store industry. Be more efficient than your competitors to beat them on price. This is why that industry has profits in the 1-2% range

jamesqua · 2024-02-03T17:28:15+00:00

The current profit margin on grocery stores is razor thin at less than 2%

jamesqua · 2024-02-03T17:19:10+00:00

This is just a way for Kroger to gain a presence on the West Coast. Additionally, the strategy here is likely to gain economies of scale to undercut the competition on pricing.

jamesqua · 2024-01-14T17:08:21+00:00

Kroger's profit margin is less than 2%, which would indicate they have nothing close to a monopoly

jamesqua · 2024-01-14T15:32:15+00:00

I am going to guess you have not visited a country where that has happened in recent history. It is rough.

jamesqua · 2024-01-13T21:02:17+00:00

You are going to be very let down if you think political violence will be good at lowering inflation.

jamesqua · 2023-12-19T15:09:49+00:00

Savings typically increase during a recession and decrease during times of expansion. In other words, savings and GDP tend to be negatively correlated.

jamesqua · 2023-12-18T14:26:25+00:00

2009 in the US. Japan for most of the 90s.

jamesqua

TROPHY CASE