The reason why Ray Dalio’s warning

🚨 The reason why Ray Dalio’s warning, which is not new anymore, touches my heart.

💰 Ray Dalio, who created Bridgewater, the world’s largest hedge fund, warned the U.S. would “have an economic heart attack” due to debt within three years.

📊 First of all, this is what the numbers tell us about the crisis, which is that the U.S. government is spending $7 trillion a year, but it’s only getting $5 trillion in tax revenue.

On top of that, the national debt has already exceeded $37 trillion, and the debt of over $2 trillion continues to increase, and interest alone is going out more than $1 trillion every year.

🏛️ Ray Dalio’s argument is simple: U.S. Treasuries are no longer a safe asset, explaining why the market is structurally turning from a weaker dollar to a stronger gold.

🏠 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.

🥇 What Ray Dalio calls an 80-year dollar system change ㅠㅠㅠ🚨🚨 Ray Dalio, founder of Bridgewater, the world’s largest hedge fund, sent a shocking warning.

Having predicted the 2008 financial crisis accurately, he is moving again. And this time, he warns that real estate is a dangerous asset. Ray Dalio’s warning about real estate, we analyzed Korea’s real estate market to Ray Dalio’s warning.

✅ Why South Korea is more dangerous than the U.S

• More than 70% of household assets are real estate (50% in the U.S. vs. 70% in Korea)
• World’s lowest birth rate of 0.7 people, rapid aging
• OECD’s highest ratio of household debt to income
• Fluctuating interest rates centered (US centered on 30-year fixed interest rates)
• Maximizing Policy Uncertainty (6.27 Measures in One Day)
• Oversupply in 2030s + pressure to sell baby boomers come at the same time