Peter D Lee, CFA
2 min readApr 4, 2022

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During your 30 years, you haven’t seen such high inflation we have right now, you haven’t experienced such a serious global geopolitical risk, and what might happen after such a long period of unprecedented amount of money supply and zero rate environment suddenly comes to an end in the midst of such high inflation. Larry Fink talks of ‘the end of globalization’, which by the way was a huge market basis during the last 40+ years.

With so many first-time events going on right now after 10+ years of astonishing market boom, I don’t think my view is over exaggerated, especially since I’m merely speaking of a possibility. I’m not asserting it is definitely going to happen, but could, based on the current situations. It may well not be ‘worst ever’, but no one can be sure that it won’t be either.

Jamie Dimon also expressed a similar concern:
https://www.cnbc.com/2022/04/04/jamie-dimon-says-inflation-ukraine-war-may-dramatically-increase-risks-for-us.html

Good for you that you have been a successful investor up to now, and I am happy to hear differing views, but if you think my view is overly exaggerated, I would like to hear from you why you think it is overly exaggerated. If it’s merely because I said worst ever crisis may occur, I would like to hear from you why you think such a crisis cannot occur, if that is what you believe.

I feel your outright aggressiveness and bragging shows you’re an unhappy person despite all your investment success. I hope I’m wrong about this because what’s the point of being rich if you’re so unhappy?

I’m suggesting caution against blindly loading up on stocks at current market situations. I am in fact a long term investor.

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Peter D Lee, CFA
Peter D Lee, CFA

Written by Peter D Lee, CFA

Investor | Trader | Software Engineer | CEO, LDH Group Inc. (ldhgroup.com)

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