this post was submitted on 21 Sep 2023
2323 points (98.0% liked)

Comic Strips

12550 readers
4187 users here now

Comic Strips is a community for those who love comic stories.

The rules are simple:

Web of links

founded 1 year ago
MODERATORS
 
you are viewing a single comment's thread
view the rest of the comments
[โ€“] [email protected] 1 points 1 year ago (1 children)

Understood. Whether or not we are replicating economic conditions from 1929 is another story entirely. Other than AI, there really isn't too much of a stock market bubble. The S&P 500 P/E ratio is lower than pre-pandemic and the Buffett indicator(US stock market value divided by GDP) is still well within a safe range. 1929 was pre-globalization, pre-SEC and there were next to no banking regulations at the time. The Internet bubble of 2000 with its insane speculation more closely resembled the crash of 29 than does the current market conditions. The 2008 housing debacle was primarily too much leveraged mortgage debt.

I'm not a student of economics and haven't studied much of it but I have owned stocks for quite a few years and have a basic understanding of how money works.

[โ€“] [email protected] 1 points 1 year ago

Oh, a lot of banking regulation introduced after 29 was rolled back in the 90s and 00s and not restored after the 2009 Crash.

I was actually in Investment Banking before, during and after the 2008 Crash and unconditional rescues with no lessons learned were all the rage.

That said, my point comes more from the economic super-cycle which takes about an century and is mostly visible in terms of general indebtness. This stuff has to do with the nature of economic activity in general and risk aversion (or lack thereof) by economic actors, so it's way beyond mere stockmarkets and their crashes (which reflect it rather than drive it).

There's a lot going on with anemic growth and the "solution" for the persistent recession after the 2008 Crash - ultra-low interest rates - being rolled back due to an accumulation of bubbles all over the Economy leading to Inflation (which was already going up before the war in Ukraine), in turn causing rumbles in the realestate mortgage market and the more bubbly stockmarkets like the Nasdaq (and even more in the Tech Startup investment asset class).

I mean, we're even seeing the rise of populism in politics.

I suspect we might be living in interesting times.