Hedge Fund Investor ($1Bn+ AUM), ex-M&A Banker, NYC Finance Professional | Blogger | Disclaimer: Think for yourself, these are my own personal opinions.
Aug 10, 2021 • 16 tweets • 8 min read
What can cause the market to crash 70%+? I've been thinking more and more about this question as almost nobody, except @DaveHcontrarian, thinks it's a possibility.
Important thread⬇️for anyone invested in $BTC $ETH $SPY $QQQ #FANG or any other risk asset.
Let's start off by saying that I am in no way giving advice on what to do to prepare for a potential crash in the markets.
I am only giving my thoughts on what could happen that would lead to a massive correction and how I would not be surprised if it did.
May 24, 2021 • 8 tweets • 3 min read
Important dynamic going on right now in the economy. Potentially big negative implications for high growth/risk assets.
Thread and brief history lesson ⬇️
Post COVID, we entered a period of the easiest monetary conditions in history. 1) @federalreserve cut rates to zero 2) Trillions of dollars were printed to support the ecnomy 3) Unemployment rates 🚀
