#Overleveraged

housing price inflation relative to consumer credit and consumer wage inflation is literally at 06-07 levels. mortgages aren't the faulty underlying asset here - consumer credit is - most of

Cold Blooded Shiller

*Thread*GREED.It's been a while since a thread, so here we go.Hot topic for right now, money is flowing, you can't seem to put a foot wrong, the market is going

$amc #amc $gme #gme 1/ Thread on preparing for liquidation (from squeeze). TL:DR as mentioned previously by me & many others...the DTCC and OCC are preparing for a large liquidation

Real Estate Momentum

Real estate deal check: A short threads on the steps I take to evaluate a deal.This thread will specifically focus on risk and returns. The steps start after I have

Thankfully I landed a job right after uni. I've been working for 6 years now. Since then, I have developed a system on how to manage my personal finance. I

Lagi viral cerita karyawan gaji 80 juta kena layoff, trus mulai kesusahan membayar cicilan. Akhirnya merembet ke masalah rumah tangga.Apa yang bisa kita pelajari? Banyak yang bilang solusinya 'jangan kredit',

Bank of Jamaica

This is a highlighted graphical summary (zoom, zoom!) of the recently published 2019 BOJ Financial Stability Report. For the full, albeit slightly less sexy report itself, click here: https://bit.ly/3bTwQvp #BOJSpeaks

What does it take to become a great investor?Former hedge fund manager Mark Sellers gave this speech to a class of Harvard MBAs on why most people, including them, have

Personally and based on my read of historical downturns, I believe it will be some time (on the order of months/yr) until the US economy is back to anything remotely

FocusedCompound

1/ I really enjoyed @MohnishPabrai's Lecture to Boston College students -- below are some of my notesFull video:https://www.youtube.com/watch?v=ANn907GgLPs&t=5s 2/ On Investing Mistakes- He has had a few zeros because the

Stretching Spreads

1/x) As $SPX powers through 4K to new ATHs and $VIX cracks below 20, all is well and nature is healing. Yet the irrational ebullience masks over the unresolved and

1/ I’ve mostly refrained from commenting since there are too many people ax-grinding using CV-19 as an excuse. My personal position on this was that mass closures were a blunt

As VCs start to make predictions around the future of industries, here are my thoughts on trends: 1) B2B software will be a BIG winner. Remote work was already a

Have decided to upload my weekly PnL status.Reason: Currently, the single biggest fear/threat I pose is to drift away from my consistent #trading behavior which I am can see in

1/ Think that the #Bitcoin bull market is over? Think again! Let's take a look at the raw data A thread 2/ Market Cap to Thermocap ratio

ALRIGHT it's here! The definitive Thread about #COMEX #Silver #Shadowcontracts starting to appear in July. Picture first, explanation below. It's cobbled together from daily screenshots from their site https://www.cmegroup.com/tradi