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tldr: the amount of foreign capital allowed into US assets and of CCP companies on the US stock exchanges is problematic. I've placed my bet on the CCP. This i

tldr: the amount of foreign capital allowed into US assets and of CCP companies on the US stock exchanges is problematic. I've placed my bet on the CCP. This is a massive problem. SoftBank is CCP money. HR2513 Illicit Cash Act Equitable Act All 3 of these facilitate sketchy securities investments from offshore entities. My operating investment thesis: I bought and HODL'd TSLA at $362 with as much margin as was allowed with this thesis. Musk is an intellectually dishonest figure, but it doesn't matter, money matters. Every time the CCP pumps the US asset class, it forces other central banks to print more via pump and dump cycles. Each cycle is worth a lot in terms of transferring wealth to the CCP. This number can be trillions at some point. TSLA has onshore assets in China. I'll be closely monitoring digitization of RMB/Yuan as well as China's trade surplus, if the trade surplus drops by a lot, then the CCP's thirst for USD will go up. From a security standpoint, I've been told that the maritime industry is rife with gaping security holes. Still reading into it though.

im3w1l 6y ago
> Every time the CCP pumps the US asset class, it forces other central banks to print more via pump and dump cycles. > Each cycle is worth a lot in terms of transferring wealth to the CCP. I don't understand at all what you are saying. Which asset class is the CCP buying? Why are central banks forced to print more? How does this transfer wealth to CCP?
- thoughtstheseus 6y ago
  Last I checked foreigners owned ~40% of U.S. stocks. It’s a strength and a risk. Asset pricing going up magnifies both. In a similar vain, there’s a reason why the RMB is not a major contender to the dollar yet. It’s more strategic to gain an increasing percentage of world trade and influence, then “flip the switch” and request/require/demand RMB over dollars. Look at bond yields in China, they’re every fixed income managers dream. They have a positive, meaningful yield and are very safe.

im3w1l 6y ago

> Every time the CCP pumps the US asset class, it forces other central banks to print more via pump and dump cycles. > Each cycle is worth a lot in terms of transferring wealth to the CCP. I don't understand at all what you are saying. Which asset class is the CCP buying? Why are central banks forced to print more? How does this transfer wealth to CCP?

thoughtstheseus 6y ago
Last I checked foreigners owned ~40% of U.S. stocks. It’s a strength and a risk. Asset pricing going up magnifies both. In a similar vain, there’s a reason why the RMB is not a major contender to the dollar yet. It’s more strategic to gain an increasing percentage of world trade and influence, then “flip the switch” and request/require/demand RMB over dollars. Look at bond yields in China, they’re every fixed income managers dream. They have a positive, meaningful yield and are very safe.