“The asset bubble created by investors taking out bank debt and putting it immediately into equities would go away if rates get too high.”
I am not aware of that. I know the cash holdings is more than $12T and that has fed investment but investors have few places to put cash for investing.
Very true.
Many economists think the US dollar is going to weaken because of what's going on. Just like in 2008 - they're very wrong.
I plan on moving assets to treasuries when the time is right.
One hint for the investor - stop looking at what's going on in the US and look around the world. That will show you the proper economic signals before it hits the US.
One more hint...China real estate...