Sublime
An inspiration engine for ideas
Jeffrey Sachs just told the European Parliament that Jake Sullivan privately admitted what he refused to acknowledge publiclyâa simple truth about NATO that could have averted the Ukraine war. Utterly damning. Everything Sullivan touches turns into chaos, destruction and misery. https://t.co/1UY05fs7s9
Hans Mahnckex.com
Jeff Booth just broke my brain on Simply Bitcoin.
The economist revealed:
⢠How much Bitcoin you truly need to retire
⢠Why all $900 trillion in assets are worthless
⢠The moment deflation becomes unstoppable
It took me hours to... See more
This man knows the market.
He predicted:
1) Dot-com Bubble (2000)
2) Great Recession (2008)
3) The COVID Bubble (2021)
Howard Marks just went on Bloomberg and said "tariffs are changing everything."
Here is his latest... See more
Listen to the head of the Port of Los Angeles.
No single person is getting more real time data about the economy than this guy.
He says we are fucked.
https://t.co/QNmJc8FKw4
Spencer Hakimianx.comI believe that long-term rates, e.g, 30-year rates, will rise further from here. As such, we remain short bonds through the ownership of swaptions.
The world is a structurally different place than it was. The peace dividend is no more. The long-term deflationary effects of outsourcing production to China are no more.... See more
Bill Ackmanx.com
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
Amazingly, many journalists & people in tech donât appear to know that the proximate cause of the âInternet Bubbleâ collapsing was Greenspan/The Fed raises interest rates.
Keith Raboisx.com