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UE University
318 members • $20/month
16 contributions to UE University
9d •
The Cantillion Effect on China
Short thought here: I could see the growth of China leading to the Chinese diving into luxuries just as the US opens robotic factories that leverage 100% depreciation on Year 1 as Trump allowed. Whats cheaper than workers who compete by sleeping on the floor? Tax advantaged mechanics that take no breaks at all. I feel as though all those who fear monger about China taking over miss this entirely, wheras I see it as inevitable. Let me know your thoughts below
16d •
Buying the debt of a foreign nation
Bernankes speech seems to be playing out. I've always suspected Japan as the most likely candidate to have foreign debt that the US buys. Could this be beginning already? https://www.reuters.com/world/asia-pacific/us-treasury-informed-banks-that-it-may-intervene-yen-source-says-2026-07-31/
2 likes • 16d
2 questions: 1. In the speech he explains this as a way to "inject money into the economy". How does this happen when they buy foreign debt, where do the dollars go once the BOJ gets it? 2. Bernanke said this was allowed very explicitly, but when I looked online everything else kept saying this wasn't allowed. I get the feeling it is allowed. Where is the best place to confirm this?
Jul 13 •
CVP is and will continue to raise prices
Cost-volume-profit is an analysis tool managers use to manage a business. The paper David W shared shows how the tools within Neo-Fisherism lowers economic activity. We see this in housing transaction volumes crashing, but not prices. When it comes to everyday expenses, the wage earners trying to cut back there too. As they cut back, prices on the lower end will rise to match the lower activity (selling ten $100 items is the same as five $200 items). This will drive wedge further as asset holders are unaffected. Question then for folks: How is the rising prices affecting your area? Do you hear about and see people cutting back? Also it feels like it the avergae wage earners is a lot more disgruntled than they were at the beginning of the year. Does anyone else agree and/or feel that way? I'd love to hear why
1 like • Jul 16
That is so spot on about the boomers. That group used to always complain about prices, and blame younger generation's struggle on $5 coffees and avocado toast spending habits. But now that they're asset holders and their wealth keeps rising they spending so often, it's like they dont know what to do with the money! And the 401(k) is still a relatively new phenomenon (took hold in the early 1990s) so it makes sense that there's no precident for that. And when we replace defined benefit pension plans with payments from an account of assets we see the effects on steroids. The Cantillion Effect really rings true here.
Jul 10 •
Appreciation Post
Just wanted to leave a quick post thanking you all for the mindset of "this is the situation, what are you going to do about it". More than ever before the world is flooded with victim mentality. Even family members who I deem to be really smart, and younger folks who should be ambitious, keep using words like "End of an empire" or express disdainful sentiments about "the rich". I hope we keep on emphasizing the "what are you going to do about it" and "lets see how we can make this work" mentality. This community has been the only source of that for me other than my own internal voice, and it's helped keep me going. Much love any many thanks!
Jul 9 •
YouTube blocked terms and tags?
Out of curiosity, what were some of the terms and tags that YT was censoring?
0 likes • Jul 9
Figured it was better to ask here rather than on YT where there might be a consequence to mentioning it
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Active 19h ago
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