The backcountry gates at Hokkaido ski resorts offer excellent, mostly lift-accessible terrain. Early in the season, the burning question is when there will be sufficient snow coverage for the gates to open. The problem for skiers is...
Hey Arthur Hayes, did you consider the impact on the strengthening USD for global liquidity conditions that have been coming down since october? Many people including daddy Zulauf have been predicting risk asset correction in Q1 rather than Q2 (S&P500). And given the high correlation between S&P500 and Bitcoin, his view looks more to Q1.
Have you thought why daddy is wrong?
Side note: I died when I read "ass-kicking in a gender-neutral bathroom".
The fundamental flaw in Arthur & Co.'s 'liquidity cult' lies in their failure to recognize that the post-COVID world has fundamentally shifted. The Federal Reserve now operates under constraints it didn't face before, including persistent inflation and extreme fiscal profligacy
The pace of QT from FED should be $25bn per month these days (since June 2024), therefore the liquidity injection for Q1 2025 should be increased by $35bn x 3, going as high as $717bn according to your projections
Nice. Mostly agree. Stay away in May but really April. Come back in late Sept. What about the “6 trillion wall” of money on the “sidelines” that every mainstream media outlet loves to tout. Won’t people be bored of money market and treasury doldrums? Equities and crypto are calling for them. And then what about everyone wanting to invest in the US bc that’s where all action lay?
Hey Arthur Hayes, did you consider the impact on the strengthening USD for global liquidity conditions that have been coming down since october? Many people including daddy Zulauf have been predicting risk asset correction in Q1 rather than Q2 (S&P500). And given the high correlation between S&P500 and Bitcoin, his view looks more to Q1.
Have you thought why daddy is wrong?
Side note: I died when I read "ass-kicking in a gender-neutral bathroom".
Turns out I'm more correct, here's my analysis:
https://hackmd.io/@joshuacheong/S1u7gTRrke
WTF bot, you would benefit from reading the research than phish people
The fundamental flaw in Arthur & Co.'s 'liquidity cult' lies in their failure to recognize that the post-COVID world has fundamentally shifted. The Federal Reserve now operates under constraints it didn't face before, including persistent inflation and extreme fiscal profligacy
Appreciate that.
Today I'll be introducing my subsc ribers to a Huge 1nves ment chat with
𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺👉🏻@Novabull
Tell him l directed you,it's very 1ucrative
Happy New Year Ser Hayes!!!! Thanks for yet another interesting essay 👏
Appreciate that.
Today I'll be introducing my subsc ribers to a Huge 1nves ment chat with
𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺👉🏻@Novabull
Tell him l directed you,it's very 1ucrative
Dopest economics blog in all of substackia!
Appreciate that.
Today I'll be introducing my subsc ribers to a Huge 1nves ment chat with
𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺👉🏻@Novabull
Tell him l directed you,it's very 1ucrative
solid and honest. ride the 909 open hi-hat!!! lol
Appreciate that.
Today I'll be introducing my subsc ribers to a Huge 1nves ment chat with
𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺👉🏻@Novabull
Tell him l directed you,it's very 1ucrative
Unfortunately Pozsar's essay "Cheating on Cinderella" is behind a paywall
Appreciate that.
Today I'll be introducing my subsc ribers to a Huge 1nves ment chat with
𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺👉🏻@Novabull
Tell him l directed you,it's very 1ucrative
The pace of QT from FED should be $25bn per month these days (since June 2024), therefore the liquidity injection for Q1 2025 should be increased by $35bn x 3, going as high as $717bn according to your projections
Appreciate that.
Today I'll be introducing my subsc ribers to a Huge 1nves ment chat with
𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺👉🏻@Novabull
Tell him l directed you,it's very 1ucrative
The ticker is WORM
Appreciate that.
Today I'll be introducing my subsc ribers to a Huge 1nves ment chat with
𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺👉🏻@Novabull
Tell him l directed you,it's very 1ucrative
amazing
Appreciate that.
Today I'll be introducing my subsc ribers to a Huge 1nves ment chat with
𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺👉🏻@Novabull
Tell him l directed you,it's very 1ucrative
Nice. Mostly agree. Stay away in May but really April. Come back in late Sept. What about the “6 trillion wall” of money on the “sidelines” that every mainstream media outlet loves to tout. Won’t people be bored of money market and treasury doldrums? Equities and crypto are calling for them. And then what about everyone wanting to invest in the US bc that’s where all action lay?