15 Comments
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Investing Lawyer's avatar

I’m really fed up with over-regulation….

Nice summary!

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Conduit of Value's avatar

Do you think Basel III will get passed in the US given the political environment? Or will it just be waiting on the sidelines for the next liquidity crisis?

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The Contrarian Capitalist's avatar

I think that it will get passed in the US.

If it does NOT then this is just more bullish for gold as it will likely lead to more fiat currency printing, thus devalued the USD and sending gold in the other direction.

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Conduit of Value's avatar

Why gold and not other real productive assets classes?

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The Contrarian Capitalist's avatar

Good question. Gold has 3,000 years + of history and has shown time and time again that it can do its job just by being itself.

Gold standards are not 'perfect' yet ultimately pegging the currency to gold has shown that - managed properly - this sound money system can lead to relatively low levels of inflation as well as solid economic growth as prosperity.

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Conduit of Value's avatar

Isn’t USD effectively backed by trillions of dollars of loans and obligations?

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The Contrarian Capitalist's avatar

It is indeed! But is that sustainable moving forwards? I would suggest that the USA is on the ‘road to ruin’ with the USD at the moment

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Investing Lawyer's avatar

No idea. I am not familiar with those topics and how they effect Basel 3.

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Kev's avatar

I thot it was baseball regulations.

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