3 ms·

I'd be interested to hear how you're betting on the bubble. Are you shorting stocks? Buying puts? Some kind of real estate ETF? Are you actively betting or just

I'd be interested to hear how you're betting on the bubble. Are you shorting stocks? Buying puts? Some kind of real estate ETF? Are you actively betting or just sideline speculating? Not trying be passive aggressive - I've just been trying to come up with a good strategy myself to bet on an imminent bubble. Also, could you provide more detail on how QE money is ending up in VC pockets? I was under the impression that most of the large-scale-asset purchase money is simply sitting in bank reserves - check out the 2nd graph showing how much of QE has actually made it into circulation [0]. I'm not sure exactly how the "free money" of the Fed is ending up in Twitter's coffers. [0] http://www.frbsf.org/economic-research/publications/economic-letter/2012/july/monetary-policy-money-inflation/ http://www.frbsf.org/economic-research/publications/economic...

dredmorbius 12y ago
I'm taking a longer-term view and investing in personal capital on the basis of that. Money in bank reserves doesn't, of and by itself, provide revenue growth. Banks put the money someplace else. Some of that goes back into Government paper. Some into offshore tax havens (the avoided tax is an immediate gains). Some 10-20% of all finanicial wealth is there -- $21 - 30 trillion as of this past July: http://www.winnipegfreepress.com/opinion/editorials/close-down-offshore-tax-havens-267286871.html http://www.winnipegfreepress.com/opinion/editorials/close-do... Other funds end up in various investment operations -- some are HFT, some are speculating in commodities or other real assets (stories of Goldman's operations in this area are interesting), some ends up chasing tech opportunities -- it's one of the few economic sectors offering much promise. Though I suspect a lot of it's overrated. Most present "investment opportunities" strike me as quite ephemeral, though the volatility may allow for gains for the extremely astute. Or lucky.

dredmorbius 12y ago

I'm taking a longer-term view and investing in personal capital on the basis of that. Money in bank reserves doesn't, of and by itself, provide revenue growth. Banks put the money someplace else. Some of that goes back into Government paper. Some into offshore tax havens (the avoided tax is an immediate gains). Some 10-20% of all finanicial wealth is there -- $21 - 30 trillion as of this past July: http://www.winnipegfreepress.com/opinion/editorials/close-down-offshore-tax-havens-267286871.html http://www.winnipegfreepress.com/opinion/editorials/close-do... Other funds end up in various investment operations -- some are HFT, some are speculating in commodities or other real assets (stories of Goldman's operations in this area are interesting), some ends up chasing tech opportunities -- it's one of the few economic sectors offering much promise. Though I suspect a lot of it's overrated. Most present "investment opportunities" strike me as quite ephemeral, though the volatility may allow for gains for the extremely astute. Or lucky.