Sublime
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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
Visualizing the Coming Shift in Global Economic Power (2006-2036p)
Visual Capitalistvisualcapitalist.com
A User’s Guide to Restructuring the Global Trading System
The essay explores potential reforms to the global trading system, focusing on tariffs, currency policies, and their economic implications, particularly concerning American manufacturing, trade balances, and national security.
hudsonbaycapital.com
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.comTaylor was trying to make the case that the Argentine crisis was handled better than is commonly understood. This is the theory: Although IMF rescues failed to keep Argentina from defaulting and devaluing, they still had important benefits, and this applies to the second rescue in August 2001 as well as the blindaje in December 2000. Markets worldw
... See morePaul Blustein • And the Money Kept Rolling in (And Out): Wall Street, the Imf, And the Bankrupting of Argentina: Wall Street, the IMF and the Bankrupting of Argentina
This was the fiat standard protocol installation, and the whole world copied it: run unsustainable deficits, default by confiscating and restricting the movement of gold, suspend redemption, increase the supply of paper notes, and if you can, try to get other countries to hold your currency as reserve. The U.S. did it best.
Saifedean Ammous • The Fiat Standard: The Debt Slavery Alternative to Human Civilization
New results on tariff history do not favor protectionism - Marginal ...
marginalrevolution.com