Sublime
An inspiration engine for ideas
If you believe in deflation, U.S. Treasuries offer great value. Unsurprisingly, the biggest proponents of deflation are David Rosenberg and Lacy Hunt. Both work at firms that manage a lot of money in bond funds.
Jonathan Tepper • Endgame: The End of the Debt SuperCycle and How It Changes Everything
Shoutout to Oliver Keating, Physics Scientist, who has been running this #microcaps model live and public since 2013 with 23.6% CAGR. A steal at $25 per month. https://t.co/nqEhwZn3T6 https://t.co/MIFWSZ4o5b
This man has the most accurate crystal ball on Wall Street.
He forecasted the:
1. Dot-com bubble
2. 2008 financial crisis
3. US-China changing world order
But Ray Dalio's latest warning is his most profound... See more
Embrace tough love.
Ray Dalio • Principles: Life and Work
Rob Parrish
@robp
BlackRock's 2023 Prediction
Decade-long bull is dead
Fed will fail & inflation gone wild
"Housing market will crash, I get cheaper rent - intern"
I went thru 16 pages of alpha & almost 6,257 words so you don't have to
Here're 3... See more
web3roy.ethx.com
Peter Keefe's letters & interviews:
https://t.co/A1Y0MSd29N
He's outperformed the S&P by ~3% per year over 33 years
He talks relatively freely about his top holdings https://t.co/tAXWKHiyMV
