Quote:
Originally Posted by lamboguy
you know just to be in line with what i am seeing these days, the next generation will be so much different than us. scaleability is out, network effect is in. decentralization is the disruptive concept that tech provides. rental society-control trumps ownership for consumers now (cars becoming a service industry). as far as money goes, fiat currency replaced gold which made money a sovereign undemocratic thing. now Crypto threatens to remove borders for money.
my investments going forward will all be shorts. i plan to short the worldwide hotel industry because they are starting to look like retail centers these days and home owner incentives seem to be going away now with new tax laws. and my major play will be to bet against US Shale because it looks like the Saudi]s will do anything they can do to ice it, and some of the shale company's have very rotten looking balance sheets and will not be able to come close to servicing their debt.
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You make some valid points lambo.
Good luck in any trade you make... just tie on tight since the volatility will be tremendous, IMO.
