Hugh Hendry Acid Capitalist
@hendry_hugh
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Former global macro,hedge fund manager distilling market insights via his alter-ego, the acid capitalist. ✉️ Media https://t.co/XiunnfJZCd
Saint Barthélemy
Joined March 2020
@David6179188752 @levenson_david I'm the architect of my successes and failures, I don't peddle the other guy's strategy. good luck to him. we meet on the playing field everyday and I say good fortune and judgement determines the winner...
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You have no idea. Japan isn’t in an "inflationary cycle". it’s a tragedy of misinterpretation. A stepped price hike from a weak yen, pandemic fallout, and poor policies created a permanent plateau of high prices. Wages stalled, households suffered, and central banks then slam you with mortgage rates. Inflation is a monetary phenomenon, yet everyone babbles about liquidity without knowing what it even is. this will end badly
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@Marko25081 @KingKingFlux @VIKINGMASS You wanna play the honkers? Wow ! The currency of a coastal Chinese city with lots of mark to market property issues. You first…
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@KingKingFlux @VIKINGMASS ...that's a terrific, emotion ladened, signpost for one curious about safe havens; for the record, havens are fools' gold...
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@1913Capital b/c now their needs have changed, they've been telegraphing that they need higher domestic asset prices not higher debtor nation asset prices
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china asset price implosion - past tense - global consequences - present tense - chinese gov bond prices to be nuked higher until they offer no safe alternative to domestic savings institutions not owning Chinese domestic risk - china needs to restore domestic risk collateral values if its going to borrow further and print more gdp growth
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@saltylooper @kevinduffy1929 yeah Zion gym this morning, no sandbar today, pass tomorrow c 16h...
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@EShackleton1874 I had to double take on this...I thought it was me for a second. Loved Richard Harris...
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@12coen ...why not gold...because it isn't reviled, it's mostly loved by elder members of the cranky male population, and I find it near impossible to imagine even untenable circumstances under which it could triple in price
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