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by LatteLazy 2080 days ago
This story comes up at least every week, plus more often if there is a stock crash, a big or techy IPO, the fed sneezes, or basically anything happens.

The reasons are always the same:

* the fed is printing money

* you buy FUTURE cashflow/price not current ones

* "profit" is taxed, so no company makes it if it can avoid it. That doesn't make their revenue is less than a expenses though (see also using share buy backs to avoid multiple levels of taxation).

* its often better for companies to spend excess cash than to hand it over (and thus let the government take 20 to 60% of it)

* idiots like buying shiney things and that includes shares sometimes

* the market can remain wrong longer than you can afford to be right (see for instance the last 20 plus years)

* if something has dropped 50% then gone up 20%, you'll hear that it's up 20%! In a pandemic/financial crisis/recession/whatever. Not that it's actually down 40% (that's right, 40% not 30%, that's how percentages work).

1 comments

Wonder what the USG including the Fed do after the election. Could get very dark fast.
I have zero faith in my predictions but... I don't think the free money era will end before the demographics change and boomers stop deciding every election. Until then any government that let's asset prices fall (or even fail to rise fast enough) is toast...