NeoTech Commerce

💬 Bridgewater Fund Dario: Bonds are dead and heavy taxes are coming! Non-debt non-dollar assets are the solution
-

Dalio broke the question with "the current bond yields are ridiculously low, the lowest in history", saying that investing in bonds (and most financial assets) has become stupid. He compared bonds with the core concept of investment:

The purpose of investment is to deposit money in a wealth reserve so that it can be converted into purchasing power in the future. But let's see what bond investment looks like now: if I give $100 today, how long will I have to wait to get it back...

💬橋水基金達里歐：債券已死、重稅將至！非債務非美元資產是解方
-

達里歐以「現在的債券收益低得離譜，是史上最低」破題，表示投資債券 （和大多數金融資產） 已經變得愚蠢。他以投資的核心概念比喻債券：

投資的目的是將錢存入財富儲備中，以便日後可以轉化為購買力。但讓我們看看債券投資現在是什麼樣子：如果今天我給 100 美元、我必須要等上多久才能回收.....