Sublime
An inspiration engine for ideas
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
Let me translate, if you don’t own assets you better find a way to get some and fast. https://t.co/jyLmrK7qA1
Amazingly, many journalists & people in tech don’t appear to know that the proximate cause of the “Internet Bubble” collapsing was Greenspan/The Fed raises interest rates.
Keith Raboisx.com
I sit on the House Financial Services Committee, which oversees the banking regulators.
I am aware of no real limitation on the ability of banking regulators to de-bank law-abiding citizens and businesses without due process of law. The federal government’s unfettered powers of de-banking represents an insidious... See more
9月FOMC---Don't fight the Fed
本次美联储以11票支持1票反对的比例通过降息50bp的政策决议，点阵图中表现出鹰派指引，对25年底利率预测的中位数为3.4%（市场预期在3%以下）
因为联储重回前瞻指引（或者说front the curve），所以有以下分析： https://t.co/Jl7kzp1hfX
I want to briefly talk about one of my favorite papers and how it relates to the U.S. election.
Short version: It's the predistribution, stupid https://t.co/NvPy3OGHAM
“We've never had a president as aggressive as Trump,” says @MarkHalperin. “We've never seen the Democratic Party be this far to the left … They've lost some fundamental strengths and asymmetrical advantages that they have had for years and years … In every previous cycle, I could tell you the names of people from the losing party who could run for... See more
2WAYx.com