Yes. Yes it is. I’ll let Lacy Hunt break it down…

Deflation is good. Unless your economy and government are over-leveraged and your currency is backed by ever increasing loads of debt. Then you need inflation, and lots of it. That won't save you of course, but it will delay the reckoning.

Deflation will be the real concern soon.

Nobody will ever understand this, including the host of this program, who keeps saying "hmm hihimmm" 🤡. Xtards are as intelligent as dry wood in the garden. They do not even understand inflation after being 5 years in it.

investors are overleveraged and deflation would effectively destroy them. Anyone in real estate leverage loans, anyone in stocks or crypto that is overleveraged..... just like 1928. Deflation hit them like a fist of an angry god.

Its not a choice , deflation cannot happen or the entire financial system implode on itself .

I think Lacy's wrong and when talking trade I'd listen to Michael Pettis. If foreign savings fall domestic savings will rise (just math) For trade balance to correct domestic consumption must fall and savings rise.

Old man yelling at the sky again? How many times did he even mention AI? Irrelevant frame.

Lacy Hunt is a GEM.

@grok could you analyze the impact of Lacy Hunt’s statment on housing market and house prices?

Here is the analysis! ⬇️Show more