A really nice summary of some of the issues I've highlighted with the "jobs" data. Excellent to know I'm being heard... are ewe listening?
Great article. I believe Alex will be correct and the response will be too little too late fearing inflation reignites, or they do CBDC and try and control exactly where the money goes. Hyperinflation isn’t happening at this point way too much debt
Excellent article - I am in calls on TLT as well. You must be pretty happy with your trade by now! Do you have an exit strategy? are you worried about dec cpi?
THIS exactly captures why I so often repeat that there is a ~9mo lag between the Fed making a rate hike & when that rate hike fully manifests in the economy
(h/t @TheUnhedged)
Great article. I think using a neutral asset is interesting. I think the volatility would be bitcoins biggest hurdle.
You want an asset you know can be redeemed for the loan amount. This is why 1m treasuries are the best. You can always hold to maturity and get set amount.
That was a good read, thanks for sharing. I'm finding numerous examples here on twitter and out in the real world that many refuse to believe AI will ever be good enough to replace jobs. This is going to be a fast and rude awakening.
good article, have subbed. Important concept to have spelt out.