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https://twitter.com/jburnmurdoch/status/1778739408738402354Focusing on housing wealth is not the right way to express the real nature of the inequality though ...
https://twitter.com/HedgeDirty/status/1476939130374393879The basic theme: Be long physical stuff, especially physical stuff whose production capacity was damaged by the pandemic. The theme has categories coal, metals, oil, and international natgas
https://twitter.com/MOAR_Drilling/status/1407487278855897089Will also have deliberately hideous 90s vintage PPT color schemes solely to make the bankers suffer
https://twitter.com/HedgeDirty/status/1257287089042984961I got some pushback regarding leveraged ETFs, in particular the performance of equity index ETFs and whether or not the leverage is “cheap” or “expensive”. It’s worth clarifying with a bit more rigor than the first go round why this leverage is expensive