How the reshape of the world will influence our industry?

[boker]

Looks like there are some analysts that predict that the dollar will fall by 40% by 2024 and by 60% after that. Looks like there is a trend for the big companies to relocate and the governments to invest more in other currencies and gold than in dollar and it could be possible that the next financial crisis to result from the fall of the dollar and the big amounts lost by investors. Also, looks like this year China has for the first time the most companies in the Fortune Global 500 companies, with 129 companies, bypassing US, who has 121. Also the change is even more important if we count that China had only 10 companies in top 500 in 2000 and US had 179 during that time. The dollar has fallen by 9% in 2017 and china has 10 more companies in top 500, than in 2018...so at this speed of things changing, everything it's possible. Everybody knows that China will be the big player for the next decades, but I wonder how the fall of the dollar will affect us(nobody knows for sure if and when it will happen) but knowing that a specialist in hedging operations with 4 decades of experience is ready to bet big time against the dollar, it should make us ask some questions. So, if we buy mostly in dollars, we could hand reg for 9$ even if has half of the value? Also, we could buy an aftermarket domain for the same price it was a few years ago? How would our industry change knowing that in 4 years you could buy a $1000 aftermarket domain for 400 euros?

PS: these are the links that I found in english, but there is an extensive analysis, so if somebody will find it, please post the link

https://blackholezoo.com/us-dollar-to-plunge-40-against-euro-by-2024/

http://www.chinadaily.com.cn/a/201907/24/WS5d37650da310d8305640099c.html

 

[Keen]

Ridiculous statement.

The dollar is not going to play out like that.
As the World continues to decay from the Collapse of Debt and Socialism, the USA will be the Last man standing on the chess board.

There will be an ocean of capital migration that will flood into the USA. Its starting now with capital migration out of Europe as governments globally have become more Very aggressive with Taxation because they are increasingly Broke.

This is also causing dollar hoarding as there are more $100 bills in circulation now with 70% of the physical money supply being hoarded OUTSIDE the USA.

Then you have the impending Public debt market capital migration worldwide. The USA stock market and corporate debt markets will be the main beneficiaries, real estate to an extent but not as much as those assets are immobile.

So, you have a gigantic ocean of capital coming into the USA starting now in the form of Euro and Asian (mainly Japan) capital. Singapore and Thailand will benefit in terms of capital migration from China.

We live in a Global economy. There is no time to be Myopic. The dollar is going to Skyrocket in demand as the 4th turning comes to a close. Equities, tangibles and Physical US currency will be the big winners.

 

[boker]

Ridiculous statement.

The dollar is not going to play out like that.
As the World continues to decay from the Collapse of Debt and Socialism, the USA will be the Last man standing on the chess board.

There will be an ocean of capital migration that will flood into the USA. Its starting now with capital migration out of Europe as governments globally have become more Very aggressive with Taxation because they are increasingly Broke.

This is also causing dollar hoarding as there are more $100 bills in circulation now with 70% of the physical money supply being hoarded OUTSIDE the USA.

Then you have the impending Public debt market capital migration worldwide. The USA stock market and corporate debt markets will be the main beneficiaries, real estate to an extent but not as much as those assets are immobile.

So, you have a gigantic ocean of capital coming into the USA starting now in the form of Euro and Asian (mainly Japan) capital. Singapore and Thailand will benefit in terms of capital migration from China.

We live in a Global economy. There is no time to be Myopic. The dollar is going to Skyrocket in demand as the 4th turning comes to a close. Equities, tangibles and Physical US currency will be the big winners.

I can see the 'flood', probably that why the weight of the dollar in global currency reserves has gone done over the last year with over 1%,( that amounts to tens of billions down). If you think that 67% of the total global currency reserves are hold by the emerging economies( not the developed one's) and that they are looking for a replacement of the dollar( we are talking about 7 trillions dollars)...I can see the flood, the only issue is that the flood will come from the opposite side.