[HN Gopher] Economy is on the cusp of a major boom and economist...
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       Economy is on the cusp of a major boom and economists believe it
       could last
        
       Author : pseudolus
       Score  : 22 points
       Date   : 2021-04-11 11:09 UTC (11 hours ago)
        
 (HTM) web link (www.cnbc.com)
 (TXT) w3m dump (www.cnbc.com)
        
       | anm89 wrote:
       | This sounds pretty technical but I think I can follow. If you let
       | people out of their houses to buy stuff, after they couldn't for
       | a year, then the economy is going to show growth in the quarter
       | you let them out.
       | 
       | They've solved all of economics! Just suppress growth
       | intentionally for a while so then when you stop suppressing
       | you'll get a couple great quarters!
       | 
       | Its the economics equivalent of a perpetual motion machine
        
         | alpineidyll3 wrote:
         | Agreed. This is the type of low information popular press I
         | visit HN to avoid...
        
         | imtringued wrote:
         | What you described is just the broken window fallacy. The only
         | reason it works is because people stop arguing whether to fix
         | the window or not. They just fix it. It's purely a
         | psychological effect and that is why it will not work twice.
         | However, the second order effects are real and they do help the
         | economy over the long run even if the original reason is
         | flawed.
        
         | shostack wrote:
         | I'm personally curious to see how much investment goes to the
         | restaurant industry. Despite the sad circumstances that led to
         | lots of real estate becoming available, it will mean fresh
         | opportunity for a new wave of retail and dining.
         | 
         | I suspect the types of businesses opening will be ones that are
         | inherently better adapted to lockdowns and lack of indoor
         | dining in case things surge again.
        
       | pharmakom wrote:
       | Pick any view of the future and I'm sure you could find some
       | economist at some university who is convinced it will happen.
        
       | reducesuffering wrote:
       | "Be fearful when others are greedy. Be greedy when others are
       | fearful." -Buffett
        
       | ThinkBeat wrote:
       | This seems unintuitive to me, but I am far from being an
       | economist.
       | 
       | Airlines, hotels, restaurants, airplane makers, brick and mortar
       | stores, has had and will have a torrent of bankruptcies as will
       | industries connected to them.
       | 
       | I know several European airlines are bankrupt and being kept on
       | life support by governments pouring money in.
       | 
       | The number of travelers will not recover in the foreseeable
       | future to the pre pandemic numbers.
       | 
       | Let them fail.
       | 
       | The guy behind "Norwegian" (NAS) the airline, quit NAS a while
       | back and now he has started a new airline, buying up cheap deals
       | on airplanes and airport permits.
       | 
       | Probably a great idea as long as he has enough money to sit on
       | those assets for a while.
       | 
       | I dont see how Boeing can survive. If the military contracts are
       | large enough perhaps
        
         | tinus_hn wrote:
         | Boeing can easily survive if it's deemed too big to fail.
        
       | m0llusk wrote:
       | This is primarily based on growth and growth indicators. Since
       | the economy took a big hit from the pandemic some level of snap
       | back should be expected. This may not be enough for full
       | recovery, may not endure. Also, long term demographic and
       | interest rate trends are strongly deflationary and whole economic
       | sectors are still down to a fraction of previous scales.
       | 
       | Most troubling is the great divide between the wealthy profiting
       | from stock market growth while the working poor are lucky to have
       | an unsafe workplace to labor in. This is a formula for strife.
        
         | imtringued wrote:
         | If inflation picks up the fed will raise interest rates and the
         | stock market party will be over within 5 years. Bad companies
         | will go and be replaced by good companies.
        
         | nobodyandproud wrote:
         | The tech stocks will take a hit, but other industries will see
         | growth.
        
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       (page generated 2021-04-11 23:02 UTC)