BVDDY, Discover and Read the Best of Twitter Threads by @BvddyCorleone

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BvddyCorleone

This week was... interesting. The election turbulence that some were predicting finally materialized. The most notable day of the week, IMO, was Wednesday: stocks sold off by more than 3.5%,

Time for a thread about US NatGas and why it will surprise to the upside...There’s an exceptional opportunity setting up in the energy space, in particular for US NatGas and

Why We’re on the Precipice of Another Bitcoin Mania...A thread.Note: it has nothing to do with Bitcoin replacing fiat money anytime soon. 1- We can quibble all day about whether

I’m getting this question a lot. Where will inflation come from? What will cause it to rise?I know the opinions on inflation are many and varied, but here’s my take.A

Why the Biggest Risk in Finance is Inflation (and a rising 10Y Treasury Yield).A thread.Hint: it has to do with the ubiquitous Risk Parity framework. 1- We’ve already established that:i.)

1- The inflation/deflation debate makes me uneasy. I find the topic is poorly understood.Much of the discussion centers on either i) inflation as measured by CPI or PCE, or ii)