#RealVision

EU ETS (EU Carbon emissions) continue to be one of the best non-crypto trades in the macro world, outperforming all commodities except lumber. I still think this can double from

A bit of Sunday morning stuff...The three things that profoundly changed my thinking or understanding of my world over the last 8 years: 1. Developing my Monsoon theory based around

Edward Harrison

David Rosenberg (aka @EconguyRosie) – In A Depression, Own What’s Scarce - Growth and Yieldhttps://www.realvision.com/shows/investment-ideas/videos/david-rosenberg-in-a-depression-own-whats-scarce?source_collection=8e80b18fdb074555bdd47

1/ Thank you @RaoulGMI for opening my eyes to the Digital Asset revolution that is happening! I've been in BTC for some years as a hedge against debasement, but this

Rudy Havenstein, Elysium ESG Diversity Officer

"My concern is...stimulus or the expansion of government deficits is just to transfer wealth from the public balance sheet to private balance sheets. And those who have the greatest access

Chris Masterjohn

ChrisMasterjohn

Super interesting interview between @RaoulGMI and Ben Melkman with three big insights I found worth noting (see thread; I think the video might have a $1 paywall)https://www.realvision.com/shows/the-interview/videos/the-highest-quality-macr

1/ In case that you missed it... and let's talk about TGAhttps://twitter.com/RealVision/status/1280199473902256129 2/ The official reason for TGA to go parabolic was that Treasury desired to encumber the debt ceiling

Edward Harrison

Interesting conversation with Nomura's Charlie McElligott Friday. He was telling me that he sees the risk of a pro-cyclical (“Value,” “Risk” and “Reversal” factors) move coming at the cost of

1/ Summarizing the interview with @JeffBooth on @realvision: The central bank's losing battle with deflation.- Technology is a deflationary force- Higher abundance at lower cost over time- This accelerates exponentially-

Edward Harrison

Thought bubble: when the Fed was raising rates in 2015, under the guise of inflation pre-emption, maybe it underestimated how much slack there was in the labor force. See this

Rudy Havenstein, Elysium ESG Diversity Officer

"There was a sense in which the Fed in particular was deliberately trying to ignore the reality of inflation of housing costs or just hoping that people wouldn't notice, because

⚛ 🎀 𝒢𝒾𝑔𝒾 🎀 ⚛

1/ GigaChad, the thread.Why Michael Saylor is - and probably will remain to be - the #Bitcoin GigaChad for quite a while. 2/ He went from zero to cyber

Re: MSTR-A Real Options Analysis. Since I like viewing the world from an options lens, let’s reframe the GOAT/ debate in terms of real options. Some definitions first. In

Re: Crude Oil/Inflation-Feedback Loops & Weimar Discussion. One of the (only) fond memories I have from my first undergraduate physics course was when the prof showed us a video of

After some “twitter-gentle” feedback about the Michael Saylor interview (“you’re an idiot for enjoying it!”), I wanted to do a quick follow up and point out that BTC is, IMO,

Richard_Rangel_

1) Over the past month I have been asked abt my #investing #trading process from what I believe are ex or new @Hedgeye subs. This will be my thread on