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Travis Kimmel
coloradotravis
On the strategic edge in enjoying the opposition.And why these seem like oddly dangerous times to be in the markets...1/ Trading is a zero sum game - make no mistake
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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,
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On money printing and how it actually is happening. All the time.In fact, banks have been doing it every day for hundreds of years. And also: a QE-variant previous threads
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1/ A catalogue of recent threads written about inflation, how QE works, and debt monetization (or rather, not).(Special thanks to @SahilBloom for helping me be a more organized netizen -
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A stronger case for monetization.And why it’s still probably, mostly not. 1/ 2/ One dark, stormy night (last night) I lay awake tossing and turning, unable to get a singular
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On elastic collateral and its usage.A thread inspired by you, viscous hordes, who have accurately noted that my flamboyant hand waving was inadequately descriptive.For the record, I only claimed it
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What does it mean to say the Fed is “out of ammo?”A (properly sized) thread on how interest rates are, in the end, the only bullet. Oh, and also a
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Thread:Understanding how the Federal Reserve is NOT monetizing debt - or anything, really.A (somewhat one-sided) thread summarizing (one side) of two days of debate. 1/ 2/ In previous threads, we’ve
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(cont'd)25/ But, say you, why not simply monetize the debt and avoid all this nonsense? Well, a proper answer would likely require ia separate thread, but let’s just say for
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Velocity of Money and the M2: why these are misleading ways to think about money, and what sorts of things we should use instead.A thread (now with poorly drawn graphics!).
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The price of Education / Healthcare / is going up! Isn’t that QE-driven price inflation I’m feeling?No, it’s just QE-driven price distortion!A thread unpacking the difference. All around Twitter,
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A thread on inflation, and how it's not what happens next. This took me a while to understand, and I only got there due to @MetreSteven and @SantiagoAuFund - (thank
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