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https://x.com/Econimica/status/19070974943053045982/8. CH is also connecting the dots between deteriorating demographics, rising debt and declining interest rates (until now?).
https://x.com/Econimica/status/1907095996871659680
https://twitter.com/thinkercar/status/18987162855437888882/8. And such commercial capacity has the ability to be turned into military capacity. This is basically what the US did in WW2 with Japan. It flicked a switch: then auto makers produced tanks and commercial ship yards produced aircraft carriers.
https://twitter.com/kobeissiletter/status/18911314922076285332/5. Ballooning structural deficits are due to a multitude of factors, most important of which are negative demographic (principally an ageing population & falling trend in workforce participation, plus an LT decline in the corporate tax take.
https://x.com/shortl2021/status/1586366953882808321
https://x.com/LoganMohtashami/status/18184064059233321282/16. Like stocks, houses are currently wrongly priced. The discount rate has gone up (oh my f*cking God, it is actually a non-negative discount rate in real terms) and the implicit rent generated from the value of the house is low.
https://twitter.com/shortl2021/status/1599790138866880512?s=20&t=W7BOuqSLhkeDHoDd-5uzgg2/19. Now, @macroalf has done a nice little dive into the composition of these trades. First 9 minutes tackles how these trades arise, & from then onward he looks at the risk these trades pose.