Sublime
An inspiration engine for ideas
Howard Marks just went on Bloomberg to share his views on Liberation Day.
Here are his insights on its economic impact and why he thinks US is still the best investment destination.
A thread 🧵 https://t.co/tqvDLGYwjJ
Felix Zulauf's big market calls for 2024 & beyond:
- S&P 500 makes minor new highs in Q1 2024 (4900) but this will be a "trap" that will suck in too much capital at the wrong price & cause a "big" decline. Oct 2022 lows (<3600) very much in play
- Bond rally likely to continue - for now. But... See more
Jack Farleyx.comBessent 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
Leopold Aschenbrenner's fund has outperformed basically every mainstream hedge fund YTD and he's running 1bn+ of capital btw
the gulf billionaires & pension funds are watching this
capital management will soon become an activity exclusively done by chronically online zoomers... See more
The most beautiful summary of the last 2 years of equity market activity by Howard Marks https://t.co/5Ma9Vcavwe
A trader @BuckMySalls (yes, his real name) is printing money betting that nothing will happen.
Nearly $1 million in profit… https://t.co/IbR2qOl6U1
Kanzlerin Angela Merkel und ihre große Koalition haben von 2015 bis 2021 nicht nur für den zweiten russisch-deutschen Gasstrang Nord Stream 2 gekämpft, sondern für ein deutsches Geschäftsmodell, das auf drei Säulen stand: auf billiger Energie der Russen, dem Absatzmarkt der Chinesen und der kostenlosen Sicherheitsgarantie der Amerikaner. Ein
... See more