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See this massive list of countries where this has occurred: https://en.m.wikipedia.org/wiki/Land_reforms_by_country

This is not even to mention the prospect of “constructive” land reform, e.g. squeezing landowners (or certain disfavored types of landowners) with policy and then increasing property or income taxes to the point where they have no choice but to sell at a loss.



That doesn't answer my question:

> In what area of the world do you live in that these scenarios are actually keeping you up at night?

Canada is on that list. I live in Canada. This is not something anyone I know is losing sleep over.

They may be buying gold for other reasons, but it is not for the possibility of losing their land.

This HN thread is about Ray Dalio and bonds, and the sub-thread is about the S&P 500 versus gold returns, and gold returns in general. Bringing in farmland is quite the curve ball.


Well, Warren Buffett brought up the farmland.

I'm not invested in gold, and I mostly agree with Buffett here. I just want to point out that the argument ain't watertight.

(I try to be especially critical of arguments that support positions I agree with. Have to be careful not to bullshit yourself too much.)

I mostly agree with the conclusions of the Dalio piece, too. But I don't agree with all the arguments.

My main takeaway was to get inspired to look into how to short US bonds.




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