Quote (dro94 @ Mar 13 2023 10:32am)

What investors are scared about isn't just whether other banks go bankrupt, but the extent to which the bond market crash and rising interest rates have unintended consequences we still don't fully understand. What losses still need to be shaken out: bond losses in LDIs? Cashflow issues in commercial property REITs? And so on

Quote (Bazi @ Mar 13 2023 04:05pm)

Yeah there are risks definitely and contagion effect due to sheer fear and speculation isn’t something to be ignored

Don’t all in but I think after a couple seasons finally have a buying opportunity

Quote (JP99 @ Mar 13 2023 11:35am)

Emerging markets are very likely going to get better returns in the coming years compared to US. I think Europe will still continue to underperform imo since growth here is non-existent..

But with the debt ceiling in US, banks going busto, tech companies no longer getting free money to grow and the interest rate hikes, I think much slower growth in US market long term.

but yeah, I think emerging markets are likely the spots atm.

Having said that, there could be some interesting spots in US for companies doing silicon development because of the demand, but that's just one sector :(

Quote (JP99 @ Mar 13 2023 07:35pm)

Emerging markets are very likely going to get better returns in the coming years compared to US. I think Europe will still continue to underperform imo since growth here is non-existent..

But with the debt ceiling in US, banks going busto, tech companies no longer getting free money to grow and the interest rate hikes, I think much slower growth in US market long term.

but yeah, I think emerging markets are likely the spots atm.

Having said that, there could be some interesting spots in US for companies doing silicon development because of the demand, but that's just one sector :(

Quote (Melatonina @ Mar 13 2023 11:09am)

thanks for everyone making me richer through usdc lmao
keep panicking guys