Discover and read the best of Twitter Threads about #etfs

Most recents (4)

1\ Chad hits the nail on the head here. Global #CBs have encouraged the development of equity & credit markets that are completely divorced from economic reality led by unprecedented credit supporting inflated asset prices despite dire fundamentals. The #Fed has implemented 2\
2\ policies under which synthetically low interest rates and an endless credit coalescence have become the 'new norm.' But this only leads to artificially propped asset markets, atrophy in corporate capex, an institutionalized misallocation of capital, & a growing wealth gap. 3\
3\ Rather than invest in growth or innovate, when money's free corporations instead just buy up any semblance of competition (see the $GOOG graveyard). Complacency is everywhere. In the U.S., almost all industries are concentrated, w/either a local monopoly or an oligopoly. 4\
Read 7 tweets
is market fairly valued or not?
understanding few basic concepts
The earnings that we generally expect to grow by 14-15% every year, assuming the real growth of GDP to be 8% and inflation to be 6%.
In the last 4-5 yrs the GDP growth has disappointed. (1/n)
That does not mean we believe the growth rate expected in future should be lowered, we still believe based on RBI and govt comments that India is a country where to employ the large number of people that join the workforce every year, we need 8% real GDP growth and (2/n)
Read 21 tweets
1/ What an honor to be part of this lively debate about #bitcoin vs #WallSt (incl #ETFs & @Bakkt) w/ @GamerAndy, @aantonop, @JonathanMohan & @S_Murphy_PhD. Mainstreaming, rehypothecation, price suppression, privacy, early adoption, Trojan horses, Black Monday, custodian theft...
2/ ...hear @aantonop & I talk about rehypothecation coming to #bitcoin & #crypto, whether it's legal vs fraud vs merely unethical, how it's a form of #fractionalreservebanking, how it relates to @OverstockCEO's prior discussions of #WallSt's "bezzle" & how big that bezzle is...
3/ ...#BTC #ETFs offer exposure to #bitcoin price w/o owning it, controlling it or learning anything about it. "Physically-settled" ETFs entail zero transparency into the omnibus account where the BTC is stored--so you have no way to keep custodian honest & have no audit rights..
Read 20 tweets
#demographics #militaries #economies #currencies
#USA
- Best demographics
- Largest military
- Largest economy
- Most used currency
- Liquid financial markets
- Open capital account
- Rule of law
- Best geography
- Can be self sufficient if required
- Not trade dependent
#USA
Top trade partners as of 30 June 2018:
- China: 15.2% (strategic competitor)
- Canada: 15.1%
- Mexico: 14.6%
- Japan: 5.1%
- Germany: 4.4%

The next 10 years could result in the below:
- Mexico (25%)
- Canada (20%
- Japan (7%)
- South Korea (5%)
- Great Britain (4%)
#USA
Bring the manufacturing (jobs) home while negatively impacting China's economy.
forbes.com/sites/kenrapoz…
cebglobal.com/talentdaily/au…
irishtimes.com/business/econo…
Read 338 tweets

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