Ok what if like thousands of spiders just erupted from mangos body during a press meeting
How do you think that would affect the markets?
Let’s say Scenario A: thousands of spiders erupt and he dies from it
Scenario B: thousands of spiders erupt and he looks pretty unfazed by the whole thing
Other ways you can employ that capital. Lets say you have 3 projects:
Proj A generates an expected ROI of 15% and costs 20k
Proj B generates an exp ROI of 11% and costs $5k
Proj C generated and exp ROI of 20% and costs $10k
The opportunity cost calculation will basically look at the investment necessary, the cost of financing that, and the comparative ROI you can get investing in something else.
I’m oversimplifying things for the purposes of demonstration, but in simplest terms, if I did Proj B instead of C, I would be spending less, but missing out on 9% ROI so it might be worth financing (taking out debt) to finance the projects that you don’t already have enough capital to invest in.
I love how half the super bowl ads were for AI and they effectively just showed either:
a. AI doing things it outright can't do in the context they use it for.
b. AI not actually being directly invovled, other than the implication the people in the ad doing things at some point maybe opened ChatGPT.
Hmmm interesting.
I figure the tokenized products are for people exchanging goods outside of the US but still in US dollars.
A.) some crazy alternative to SWIFT,
B.) some grift to try and collect usage fees on transactions between buyers and sellers of goods where the US is an active broker escrow of an exchange.
C.) a way to charge (punish) foreign holders of debt (say a European pension fund holding US bonds, or a life insurance company in Taiwan holding bonds).
These surmises are largely drawn from the crayon shoved in brain Miran and Hassett, and the lunatic writings of project 2025.
I agree with your assessment on metals.
Edit- I will add that these seem aspirational and terrible ideas. They are going to make the dollar weaker, which the administration says they want, but that will make Europeans for example dump equities because of the currency conversion and repatriate their capital. US Bond yields will rise because nobody wants these things, and exports for US gets cheaper for the rest of the world but foreign goods go up in price.
On the bright side… Europeans and many others will finally have to finalize many of the back end financial instruments and stand on their own as an economic system within the euro. There will be structures, services, and tools to be built in outside the US economies to move away from restrictive fiscal controls and bullying. There’s money to be made in constructing things in a stable government with stable policy.