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> it's probably even less likely we would've had just as much investment. I doubt it. Investors aren't going to just sit on money and let it lose value to inf
by jlarocco 1y ago
> it's probably even less likely we would've had just as much investment.
I doubt it. Investors aren't going to just sit on money and let it lose value to inflation.
On the other hand, you could claim non-AI companies wouldn't start a new bubble, so there'd be fewer returns to reinvest, and that might be true, but it's kind of circular.
- onlyrealcuzzo 1y agoCorrect - that's why you'd put it in Treasuries which have a positive real return for the first time in ~25 years - or, as I mentioned elsewhere - invest it somewhere else if you see a better option.
- monocasa 1y agoFrom a certain macro perspective, of no one is going to beat the Treasury, where is the Treasury going to get that money?
- bdangubic 1y agothey’ll print it of course :)
- johnnyanmac 1y agoSadly, this is exactly what the administration unironically desires. We're arguably in a recession and Trump wants to speed it up to a depression, ransacking the US and making off with the money.
- msgodel 1y agoFrom people who want to lend them money? Or do you mean where is the Treasury going to find production?
- BobbyJo 1y agoWhich is an even better argument when you look at how yields have been behaving. AI is sucking the air out of the room.