Sublime
An inspiration engine for ideas
JP Morgan asset manager Bill Eigen absolutely kills it on inflation.
He suggests maybe we are at the neutral rate on bonds right now?
He just nails it all period.
I guess that’s why he runs $20 billion.
Well worth watching👇... See more
QE Infinityx.comTobi Lütke - Building Islands of Innovation - [Invest Like the Best, EP.393] — Invest Like the Best with Patrick O'Shaughnessy
overcast.fmValue is subjective, which means uncertainty governs all economic phenomena.
Sacha Meyers • Bitcoin Is Venice: Essays on the Past and Future of Capitalism
A discussion of #Bitcoin Hodling, $MSTR, investment strategy, currency vs. property, $BTC growth dynamics, global capital flows, & why Chaos benefits Bitcoin, with @MMCrypto. https://t.co/CYr2Jo2L7y
Michael Saylorx.comSome highlights have been hidden or truncated due to export limits.
Tripp Lanier • This Book Will Make You Dangerous: The Irreverent Guide For Men Who Refuse to Settle
Pulling a full Bill Ackman here with my longest post on X. Trying to be a little more useful than just lobbing bad takes and garbage narratives. Not a high bar, I know…
This one’s for PMs, traders, asset allocators, and other market junkies. If you’re a retail stock investor, I’m probably not a useful follow -- unless... See more
dMacro/dBSx.comLecture: Dedollarization and the Path towards Multicurrency Mercantilism
By: @Kathleen_Tyson_
Ht @MEtirol
https://t.co/knCJifUw43
VBL’s Ghostx.comAmbassador of Insights