#ZIRP

B. Lehman 🇺🇸 Ω

There is not one #economics #professor in any #American university that would have given an A to a student who argued that #GDP could decline 51%, an #UnemploymentRate of 23%

Why are the boomers all Tories these days, you ask? It is worth noting that they always have been. Infamous ultra-leftist Denis Healey pointed out that the post-war settlement lasted

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

Lawrence Lepard, "fix the money, fix the world"

When this period is over and written about I hope and pray that people will understand that Bernanke's temporary zero interest rate policy (ZIRP) 2008-2015 was the financial crime of

Mostly Borrowed Ideas

1/8 Thread: The Ant Model and capital allocationAnts are not only much older than dinosaurs but also hundred million years older than humans.~14,000 ant species have been identified which live

Michael King, Returning Chairman $TSLAQ

This is undoubtedly the easiest money environment in our lifetimes. Investing is hard because there has been so much underlying damage that many industries and companies cannot be saved. B

investingidiocy

Thread on which futures contract to trade, seems relevant given what just happened in Oil. 1 Don't trade the front unless you have to! There are several reasons for this:

Mostly Borrowed Ideas

1/ Thread: Big tech's cash hoarding and its implicationsAt the end of 2Q'20, here is the Net Cash balance (Cash-ST and LT debt) of the big tech:$AAPL +73 Bn$GOOG +106

MMT for the Union

The Ways and Means Account is just an infinite overdraft with the Central Bank, and it grows over time to balance the net-savings of the non-government sector just as the

💰Harmail Sidhu💰

Thoughts for going into #November: 1) Hopefully election jitters can create a sell off/buy the dip/build bigger position (however you want to look at it) in companies I really like

MMT advocates for coordination between Monetary and Fiscal policy. It argues that highly developed economies must not be constrained by deficits, suggesting they can infinitely borrow (in their own currency)

Rudy Havenstein, Elysium ESG Diversity Officer

What does it mean?Maybe it means the @federalreserve's ZIRP & QE policies made houses unaffordable for most people, except hedge fund managers, foreign money launderers, desperate well-off yield-seekers, Blackstone, and

On Prof @jrvarma , I was not being entirely accurate here. I *am* aware of a number of his macro intuitions - in quite some detail - just don't know

Questions I’m asking myself about the $CACC short thesis.(thread)CC: @greenycapital @johngaltier45 @FZucchi @PlainSite @tonythearena @AnalystDC In a ZIRP environment, why am I shorting anything? Isn’t this like doing gymnastics into

Lawrence Lepard, "fix the money, fix the world"

The Everything Bubble Just BurstMaybe running ZIRP from 2008 to 2015 was not a good idea like some of us said. The FED has totally ruined the world economy and

1) Portfolio summary - Aug-end$ADYEY $AYX $BABA $CRWD $DAO $DDOG $DOCU $ETSY $FSLY $MELI $OKTA $ROKU $SE $SHOP $STNE $SQ $TWLO $VRM $ZM http://1797.HK Return since 1 Sept '16 -