Ray Dalio, in Big debt crises.
‘Beautiful Delivering,’ which he always insists on
- Inflation will remain above a certain level without accelerating.
- Positive economic growth will be achieved.
- Economic growth will be strong enough to offset the negative impact on austerity.
It is good to look at the policies that Trump has put forward in this framework. What Elon said. It stops inflation from slowing down but tolerates a certain amount. Therefore, the Fed’s quantitative tightening is likely to continue, and the pace of rate cuts is also likely to be adjusted as Kashkari said.
The burden on companies is corporate tax reduction, and income is preserved by tax exemption for tips, social security pensions, overtime pay, and income deductions for automobile installment interest rates, state taxes, and local taxes for people who have been victimized by polarization.
What is important here is how much productivity and efficiency of the government and businesses can be increased. Raising tariffs means that we are not even thinking about the Clinton-Greenspan era of increasing globalization and increasing profits. In other words, the U.S. will do vertical integration seen in Elon’s business. Maybe they are trying to use AI. I wonder if Elon, an expert in efficiency, has thoughts on this part. It’s not a problem I can know.
Now, the world completely dominated by Omaba, Bernanke-Yellen is over. The world to come is likely to come with a world reconstructed by AI, and I think this change is likely to accelerate the Trump-Elon coalition.
You’ll have to respond well. Especially in our country. Individuals see buying Tesla as a hedge against this crisis as well. This is actually one of the investment logic I buy and hold Tesla.