Former hedge fund partner. Current entrepreneur and investor. Loves to chat on markets, the future of education, meditation and such.
May 21, 2020 • 20 tweets • 8 min read
A little thread on some of the most impactful inflation/deflation dynamics moving forward.
Hopefully people add on to this so we can debate/discuss.
1/Biggest potential inflation levers I see right now:
* QE infinity
* Supply-shock in many industries
* Housing shortage
* Monopoly formation accelerating
* Construction labor shortage
* Energy demand being underestimated = spike in oil
Aug 22, 2018 • 26 tweets • 7 min read
A thread on Inflation.
0/As the US stock market reaches all-time highs amidst a very interesting macro backdrop I continually hear people talk about Inflation. More specifically, the lack of inflation.
Aug 17, 2018 • 15 tweets • 5 min read
A solution to Elon’s woes.
0/Distributed Energy + IOT+ Aggregate Efficiency Gains
=
Energy Internet + No More Tears
1/It’s so simple: Turn TSLA car’s into roaming batteries that take-up the excess (“wasted”) energy spit off by solar panels.
Aug 8, 2018 • 17 tweets • 5 min read
0/A short thread on short-selling
1/Short sellers don't cause stocks to go down, LONG sellers do.
Jul 26, 2018 • 19 tweets • 4 min read
I have been thinking a lot about Time Preference lately after reading @saifedean's Bitcoin Standard.
0/A thread on Intergenerational Time Preference.
Jun 25, 2018 • 18 tweets • 3 min read
0/Been thinking a lot about how to put the current market environment (last 2-3 years) into words and I have been at a loss. I was on a flight yesterday thinking about this and I remembered the expression "Minsky Moment" - Stability breeds instability.
1/For those who don't know what that is, a Minsky Moment is a sudden major collapse of asset values which is part of the credit cycle or business cycle. Such moments occur because long periods of prosperity and increasing value of investments lead to increasing speculation.
