Ray Dalio’s warning that’s not new anymore?

🚨 Ray Dalio’s warning that’s not new anymore?

Ray Dalio recounts the U.S. economy’s debt problem. This is a topic that Dalio has been consistently bringing up recently when it’s worth forgetting, which is just as serious as it is, but one that people are either unaware of or completely ignoring.

I summarized Ray Dalio’s recent remarks and published an article with 5 keywords (debt, dollar, gold, real estate, policy), and the most interesting of them was about real estate.

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🏠 But the funniest argument is that real estate is no longer a good asset, and there’s no real price benefit.

🤔 Huh? No way… As far as I know, real estate has always overwhelmed prices???

But actually, this was kind of an optical illusion that was created in the last 30 years. It was an illusion of the real estate bubble in the mid-2000s and again the zero-interest era and the real estate bubble caused by the pandemic.

In fact, the long-term average is around 0.5% excluding inflation. But historically, the housing market also eventually returns to long-term inflation levels, because the adjustment mechanism works.

⚠️ What if the current increase in supply meets the worst housing purchase capacity?

On top of that, Dalio believes the government is likely to further increase property taxes on properties that are fixed assets to cover huge debts.

🥇 Ray Dalio’s 80-Year Dollar System Change and 5 Keywords