Sublime
An inspiration engine for ideas
There’s a reason the Chinese demanded that the IMF stop 🛑 publishing their ‘Reserve Adequacy’ calculation for China and for Hong Kong in 2019…China doesn’t have adequate USD reserves to operate their economy. Buckle up….CNY and HKD are about to get sporty. #China #CNY https://t.co/GD9debNZR1
BLOOMBERG ARTICLE ON SYSTEMIC RISK FROM PODS
Some interesting points in this Bloomberg article on multi-manager funds.
A couple points stood out to me, and there were a couple points I would add. What stood out:
1) PODS ARE BIG. 30% of HF GMV per GS report (does... See more
Jason, I'm glad you recognize the distinction between reporting on the Fed’s crisis and causing it!
While I have you…with zero personal animus, I’m going to need you to correct the record on something. And this is also addressed to @matt_levine and to a lesser extent @SchreckReports, both of which have published things ... See more
Balajix.com
1/ On America and crypto
There is no more natural home for crypto than the United States of America.
There is no more natural strategic weapon for the United States of America than crypto.
The USA has never gone wrong betting on freedom and things are no differen... See more
@Jkylebass Bitcoin is the currency of freedom , a hedge against inflation for middle class Americans,a remedy against the dollar’s downgrade from the world’s reserve currency, and the offramp from a ruinous national debt. Bitcoin will have no stronger advocate than Howard Lutnik.
Robert F. Kennedy Jrx.com
This is insane.
This is INSANE.
This is a blatantly obvious sign of the impending doom of the U.S. Dollar and all fiat currencies.
*This is as important as anything you will read this year*
The United States Treasury issues bonds and ... See more
Bessent was hired to strengthen the dollar by doing the opposite of all the warning signs he saw in the British Pound.
Inflated housing markets, treasury yields, etc. all pointed to the big short that the Soros fund pulled off.
Bessent's obsession with the prices of homes and the interest ... See more
Derek.x.com
