Travis Kimmel, Discover and Read the Best of Twitter Threads by @coloradotravis

Travis Kimmel

coloradotravis

Why do business cycles end?And some follow-on observations about where we are today.1/ So first let’s talk about business & cycles. Much of business is really just about projections and

Heard the following story from a manager at a car dealership:When they buy cars, they have a certain time period to sell them otherwise they start getting charged fees by

Okay so one of the games I like to play is "how is everyone right?"Especially with charged up shit like economic policy.Let's have a go shall we?1/ So this unemployment

Low interest rates: who benefits?1/ People like to rant about financial repression, but I haven't seen many walk out an understanding of *why* we're doing this.Like - if it's so

Let's talk about nominalizations.Yay Linguistics! (said nobody ever...)1/ What's a nominalization?Well it's when you turn a non-noun word into a noun.Like "requirement." This actually comes from a verb (to require)

Let's talk about debt forgiveness, and why it's hard.Since this is a popular topic these days.1/ But first let's talk about when it wasn't hard.Back in the day, when the

Tether, and how the the lack of audited financials *could* be a systemic risk for most crypto assets.A thread on the *potential* for systemic risk.1/ Let’s get a few things

Is Bitcoin actually a negative yielding bond (with defined supply), just without a sovereign?Another thread guaranteed to make me wildly popular on the interwebs.1/ One of the curious things about

Why printing money is not, in itself, inflationary.It's the spending of it that matters.And while that seems like a stupid point to make, it's really not.1/ Let's say the central

How money is just a multiplayer abacus.Also: why BTC (or at least blockchain) is nothing new, just a recent incremental upgrade of an age old trope.1/ In the beginning, there

Macro Narratives, Two Ways.A summary thread looking at some strong bull & bear arguments for select macro asset classes, and where to look on twitter for more info on them.1/

Big Bad Bear Porn™ -- a thread full of charts I drew some lines on. The thing to note is the similarity of the breakdown in ~6mo trends that appears