5 trillion is coming! The real intention behind the US printing money to fight inflation has been revealed

time:2022-12-09 19:32:39source:chakarski.com author:Individual stock analysis
5 trillion is coming! The real intention behind the US printing money to fight inflation has been revealed

Two days ago, the United States officially passed the "Inflation Reduction Act", announcing that it would use a $750 billion stimulus plan to reduce inflation, about 5 trillion yuan! Letting water to fight inflation, I just want to say, "You motherfucker D is really a talent". During the 2020 epidemic, the United States released an unprecedented amount of water, causing the global CPI to skyrocket and inflation to hit a 40-year record level. This inflation is still at a historically high level, so this water will continue to be released. No matter which school of economics is, they will not deny the relationship between currency over-issue and inflation. It can be said that the US operation, it is estimated that the coffin board of Friedman, the founder of the Monetary School, cannot be suppressed. After all, his famous words That is: all inflation is a monetary phenomenon. In my opinion, the United States is actually just hanging on the sheep’s head and selling dog meat, and the name it takes is “reducing inflation”. The actual content has basically nothing to do with reducing inflation. Of the $750 billion, in addition to some medical insurance, most of it is invested in climate-related fields. To be more specific, it is the promotion of clean energy. Therefore, this is also considered by many to be targeting China. Indeed, recently, there has been a substantial change in US economic strategy. In the past, the United States seldom used industrial stimulus policies. Trump shouted "infrastructure" that year, which eventually proved to be loud and rainy. Now, the United States has launched the strongest subsidy program in history in two industries in a row. The first is the photovoltaic field, which is also part of the clean energy above. Now, we are the world's largest producer and seller of photovoltaics. From a technical perspective, photovoltaics and controllable nuclear fusion in the future are the energy revolutions that are most likely to change the world. Photovoltaic has shown signs, and the cost of power generation has been getting lower and lower, but the latter still does not see success, and the technical bottleneck has been unable to break through (in the past few decades, I believe you have heard countless times that controllable nuclear fusion technology needs to break through Prediction). The second direction of substantial subsidies in the United States is chips. Not long ago, the United States just passed the "Chip Act", which greatly subsidized its own chip manufacturers, and asked South Korea, Japan, and TW chip manufacturers to stand in line, join their own camp, and set up factories in the United States. The chip is currently our biggest shortcoming, and it is also the area that has been stuck the most in the past two years. It can be said that these two moves can be called chasing troops behind and blocking in front! Personally, I am not worried about photovoltaics. After all, we have to fight for the cost, and Americans will not be our opponents if they spend their lives on subsidies. In the price war, we call first, no one dares to call second. We are all afraid of the price war. And on the chip side, that ultimately takes time. First of all, we do not lack the market. If we invest in this direction, we can make money. The rest is to spend time to come up with chips below 25NM. Technological monopoly has never been a problem, it can be overcome as long as it takes time and enough cost. I am afraid that as soon as we have a breakthrough, the United States will let go of this part of the restrictions, so that the return on your R&D investment will be extremely low. In the future, in the field of economics, I believe that the debate on industrial policy can be completely ended, and major countries have already made their own choices.
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