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
a laugh: “Look at Bitcoin Jesus.” It was a nickname that would stick.
Nathaniel Popper • Digital Gold: Bitcoin and the Inside Story of the Misfits and Millionaires Trying to Reinvent Money
🚨FRIEDBERG: "60% of middle class household's net worth is in their home. Only 10% is in owning the S&P 500, index funds, whatever in their retirement accounts.
By creating this American dream around housing and allowing the Federal government to provide loans on housing, we've increased the cost of housing and created ... See more
Autism Capital 🧩x.com
houses—which, to be fair, would be
Byrne Hobart • Boom: Bubbles and the End of Stagnation
Stan Druckenmiller:
▫️ No material signs of US recession
▫️ Inflation may not have peaked: deregulation, tariffs
▫️ Never invest in the present: look out 18-24 months
▫️ Bullish Nvidia after grads went from crypto to AI
▫️ Wake up 5:30, drink coffee, read WSJ / FT / NYT https://t.co/4mKq90jnVh
Michael Fritzell (Asian Century Stocks)x.comLiquidity and interest rates...
Now that the 30 yr is pushing 5% it's time to ring alarm bells. With nearly $10 trillion awaiting refinancing the US can afford these interest rates even less than homebuyers can afford 9% mortgages.
The Fed has few tools left in the shed. The reverse repo fac... See more
Bill Barhydtx.com