저자: MarcFaber · 외국인
요약 보기
Marc Faber는 미국 경제가 이미 경기침체에 진입했다고 주장하며, 거대한 자산 버블이 불가피하게 꺼질 것이라고 경고한다. 자산 버블: 1970년대 초 미국 주식시장 시가총액은 GDP의 25~30% 수준이었으나 현재는 주식만 GDP의 150%, 채권 포함 시 300%에 달한다고 주장. 중앙은행이 무엇을 하든 이 버블은 꺼지며 매우 고통스러울 것이라고 함. 경기침체 판단: 미국 경기침체는 작년 10~11월경 시작됐을 가능성이 높고, 세계적으로도 이미 침체 상태일 수 있다고 봄. 투자자들은 대체로 안이하며 아무도 침체가 시작됐다고 생각하지 않는다고 지적. 중앙은행: 중앙은행은 과거처럼 돈을 찍어내는 정책을 계속할 것이며, 결국 하이퍼인플레이션 역풍을 낳을 것이라고 비판. 2008~2009년에 시스템을 정리하지 않고 환자에게 마약성 진통제를 더 투여한 것과 같아 다음 위기는 훨씬 나빠질 것이라고 함. 인플레이션·실업: 소비자 물가 상승률이 9~10%, 실업률은 23~24%라고 주장(수치는 발언 그대로이며 검증되지 않음). 달러 가치가 실질적으로 2센트 수준으로 훼손됐다고 봄. 사회주의 우려: 미국의 사회주의 확산을 경고하며 밀레니얼 세대가 정부의 역할 확대를 원하는 것을 우려. 정부가 모든 것을 할 수 있게 되면 완전한 경제 재앙으로 이어진다고 주장. 정책 음모론 성격: 중앙은행이 공산주의·세계정부·현금 없는 금융 노예화를 위해 인류에 전쟁을 선포했다는 등 과장된 주장 포함. 연준은 미국인을 위해 일하지 않고 소유자를 부유하게 만드는 것이 목표라고 함. 출연자 전망 요약: 주식·채권 등 자산시장 버블 붕괴와 경기침체 심화를 전망하나, 구체적 자산별 가격 목표나 기간은 제시되지 않음.
다듬은 글
in a recent interview legendary contrarian investor dr. Marc Faber warned that the huge asset bubble will be deflated and we are already in a recession saying forget about the coming slowdown because the economy has already been backing up for months and were likely already in a recession dr. Marc Faber explained when I started to work in 1970 on Wall Street the stock market capitalization of the US as a percentage of GDP was between 25% and 30% now the stock market capitalization alone as 150 percent of GDP and when you add the bonds to it we are at 300% it's a huge asset bubble compared to the real economy I think no matter what they do this asset bubble will be deflated and it will be very painful the asset holders are the powerful ones here and they don't want it deflated the question is would it have been better economically to go into the hospital in 2008-2009 and clean up the system rather than to essentially inject the sick patient with more opioids to keep him alive it's going to get much worse the next time it happens economist and editor of the gloom gloom and doom report continues explaining investors are relatively complacent nobody thinks a recession has begun I think a recession in the u.s.
probably began in October November of last year if you define a recession as peak economic activity and subsequent declining growth rates that can turn over all negative in the process I think this is happening now in the world we are probably already in a recession the central banks in my view will continue to do more or less what they have done in the past namely print money it's a huge asset bubble compared to the real economy I think no matter what they do this asset bubble will be deflated and it will be very painful the asset holders are the powerful ones here and they don't want it deflated the question is would it have been better economically to go into the hospital in 2008-2009 and the system rather than to essentially inject the sick patient with more opioids to keep him alive it's going to get much worse the next time it happens he added Weber also expressed his concern about the rise of socialism in America I can assure you that people who lived under socialism and communism in China Russia and Eastern Europe that is the last thing they want to go back to the last thing the Westerners who have never experienced the devastating lifestyle under socialism and communism are amenable to the idea the Millennials think the government should do more they don't know what that means when the government can do more it can do everything they can have people build bridges in the desert where no bridges are needed to keep people busy and that leads to a complete economic calamity Faber is right on about the central bank's being the source of the problem true consumer inflation is running nine to ten percent already while unemployment as 23 to 24 percent the Fed killed the dollar and replaced it with the essentially worthless Federal Reserve note that is only functional because the Kahn is still on worth about two cents on the actual dollar I would say that's a rather severe debasement fully accomplished and QE eventually produces hyperinflationary headwinds that will blow us all down this is meant to terrorize the public into accepting communism world government and cashless enslavement to the banking system by land they will tax it until you can hold it I hate to say it but this is war the globalist central banks have openly declared war on humanity the Fed does not work for the American people its goal as to enrich those who own and control it period this was the Atlantis report please like share and subscribe thank you

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