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Denominate U.S. stocks in gold rather than dollars, and they've been in decline

https://twitter.com/elerianm/status/1976237139185574170
14•SilverElfin•6h ago

Comments

andsoitis•4h ago
Top response:

I like how after gold goes on a once in a 100 year rally everyone thinks it is the best investment ever. I can cherry pick dates too! gold vs S&P from 2012-2023. Also your chart is a 1 time investment in either gold or US stocks. What does it look like if instead someone is investing money each year? Stocks are slightly ahead even under your period of 2000-2025 stocks 22% cagr and gold

jqpabc123•3h ago
This says more about the gold market than it does about the stock market.
flave•3h ago
Right. So 2000 was an all-time-high for US equities and a 20y-time-low for Gold. You can get whatever number you want if you do it that way!

Not to mention that the index doesn’t account for dividends and your pet rock doesn’t pay you any rent for living in your house!

Sure - buy gold (actually buy silver rn). I have and will. But don’t kid yourself. It’s useful either as ballast or it’s a “bigger sucker” trade.

klustregrif•2h ago
> and your pet rock doesn’t pay you any rent for living in your house!

Neither does dollars. The argument isn’t that gold is better than stocks. The argument is that the stockmarket looks like it’s doing ok but only when denominated in dollars and only because the real value of dollars is plummeting.

Now I’m not saying that I support the argument, but that’s what people put forwards from the “denominate everything in gold instead of fiat” crowd.

flave•1h ago
Dollar do pay rent (just buy T bonds) and the comparison here is not with dollars - it’s with the MSCI which pays dividends.

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