Activity
Mon
Wed
Fri
Sun
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
What is this?
Less
More
UE University

316 members • $20/month

17 contributions to UE University
An open question + Lessons from the Inflationskönig
I've been taking in all the things we talk about in our chats, skool posts, YT livestreams, and it's gotten me thinking about the best way to use real money to acquire cash flowing assets. Invariably we see videos referring to Weimar Germany, so I decided to learn from first hand accounts and see who succeeded. Thats when I learned about this guy Hugo Stinnes a.k.a Inflationskönig a.k.a. The "Inflation King". https://en.wikipedia.org/wiki/Hugo_Stinnes Long story short he accumulated hard money like Gold in foreign vaults. But when the hyperinflation came, he didn't turn his gold over in exchange for assets. {See image attached} He borrowed against his gold, used the loans to buy factories and other productive cash flowing assets for cheap (priced in gold) and that cash flow paid off his loan. This came from me watching lots of folks prudently advising to build wealth in precious metals, but then I always wondered what happens when you sell it. Let's say you have a small amount of gold: you turn it over in hard times for food; but then youre left without the gold. The food you buy, or clothes, or housing payment you make eventually gets used up or depreciated. What I learned was that a huge advantage was to find a way to borrow against real money in times of debasement. So my open question is this: In the US most brokers require ~$100k-$500k min for SBLOC to borrow against. So youd need a lot of IAU to do this in the future. Other than this, do people know about what other platforms offer for services like this? Are there ones that are more flexible or do people like us in this community just have to knuckle down and get ourselves over that wealth hurdle to have access to security lending products like this? I'm trying to learn what options I have out there to take credit against assets like Common Stock or shares of funds that track real money prices like IAU, GLD, SLV, etc
1
0
An open question + Lessons from the Inflationskönig
The Cantillion Effect on China
Short thought here: I could see the growth of China leading to the Chinese diving into luxuries just as the US opens robotic factories that leverage 100% depreciation on Year 1 as Trump allowed. Whats cheaper than workers who compete by sleeping on the floor? Tax advantaged mechanics that take no breaks at all. I feel as though all those who fear monger about China taking over miss this entirely, wheras I see it as inevitable. Let me know your thoughts below
Buying the debt of a foreign nation
Bernankes speech seems to be playing out. I've always suspected Japan as the most likely candidate to have foreign debt that the US buys. Could this be beginning already? https://www.reuters.com/world/asia-pacific/us-treasury-informed-banks-that-it-may-intervene-yen-source-says-2026-07-31/
2 likes • Jul 31
2 questions: 1. In the speech he explains this as a way to "inject money into the economy". How does this happen when they buy foreign debt, where do the dollars go once the BOJ gets it? 2. Bernanke said this was allowed very explicitly, but when I looked online everything else kept saying this wasn't allowed. I get the feeling it is allowed. Where is the best place to confirm this?
CVP is and will continue to raise prices
Cost-volume-profit is an analysis tool managers use to manage a business. The paper David W shared shows how the tools within Neo-Fisherism lowers economic activity. We see this in housing transaction volumes crashing, but not prices. When it comes to everyday expenses, the wage earners trying to cut back there too. As they cut back, prices on the lower end will rise to match the lower activity (selling ten $100 items is the same as five $200 items). This will drive wedge further as asset holders are unaffected. Question then for folks: How is the rising prices affecting your area? Do you hear about and see people cutting back? Also it feels like it the avergae wage earners is a lot more disgruntled than they were at the beginning of the year. Does anyone else agree and/or feel that way? I'd love to hear why
1 like • Jul 16
That is so spot on about the boomers. That group used to always complain about prices, and blame younger generation's struggle on $5 coffees and avocado toast spending habits. But now that they're asset holders and their wealth keeps rising they spending so often, it's like they dont know what to do with the money! And the 401(k) is still a relatively new phenomenon (took hold in the early 1990s) so it makes sense that there's no precident for that. And when we replace defined benefit pension plans with payments from an account of assets we see the effects on steroids. The Cantillion Effect really rings true here.
Appreciation Post
Just wanted to leave a quick post thanking you all for the mindset of "this is the situation, what are you going to do about it". More than ever before the world is flooded with victim mentality. Even family members who I deem to be really smart, and younger folks who should be ambitious, keep using words like "End of an empire" or express disdainful sentiments about "the rich". I hope we keep on emphasizing the "what are you going to do about it" and "lets see how we can make this work" mentality. This community has been the only source of that for me other than my own internal voice, and it's helped keep me going. Much love any many thanks!
1-10 of 17
Mark JustAPositiveGuy
3
10 points to level up
@mark-justapositiveguy-6633
Property Owners + Capitalists Unite ✊

Active 9d ago
Joined Feb 24, 2026
Powered by