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what if your real edge is disobedience.
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a senior rates trader with the closest seat to the federal reserve looks you in the eye and says the quiet part out loud: rates are iβ¦
14Β hours ago
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fourteen basis points. thatβs the kind of move that gets treated like prophecy on financial television, dressed up with solemn voicesβ¦
5Β days, 22Β hours ago
fiat isn't a failure. it's a weapon. and bitcoin is the shield.
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π ππππ πππππ πππππππ ππππ ππ πππππππ π ππππ. π πππ πππ ππππ πππππππ πππ‘π? π ππππ π’ππ ππππ ππππ-ππππππ πππππππ πππππ πππππ ππ π ππππ-πππβ¦
1Β month, 1Β week ago
10x ΚΙͺα΄Κα΄Κ α΄Κ α΄ α΄α΄α΄ β οΈ
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A market story is only as good as the portfolio that can survive it. Hugh Hendry sat down in London to explore risk from first princiβ¦
4Β months, 1Β week ago
What If Markets Reward Vision More Than Math?
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A faster lap by going blind sounds reckless until you hear Lando Norris say he drives better with the delta display switched off. Thaβ¦
4Β months, 3Β weeks ago
What if AI cuts jobs faster than rates can fall?
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Markets have a habit of choosing the path that hurts the most people, and this week they proved it. We open with a jolt: CarMax plungβ¦
4Β months, 3Β weeks ago
Is the Market Running Out of Money?
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What if the cleanest read on market risk isnβt a sentiment index but the dollar itself? We connect the dots from DXYβs slide and reboβ¦
4Β months, 3Β weeks ago
A One-in-a-Thousand Market Moment
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When logic fails, hedges break, and the models panic.
Markets rarely behave. In this episode, Hugh Hendry unpacks why.Β
Exploring what β¦
4Β months, 4Β weeks ago
What If Government Debt Isnβt Debt at All?
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The Ricardian Equivalence, Treasury Debt, and the Modernity of Money
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5Β months ago
Do Deficits Make You Rich?
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Do Deficits Make You Rich?
The uncomfortable truth: fiscal stimulus creates wealth, not consumer inflation.
Sat pondering in a Caribbeaβ¦
5Β months ago