Paul D Nelson

[Paul D Nelson @ColdCapital]

@GregGrandin Wonderful book, BTW. Even at the storytelling level. Easy to read and immensely entertaining.

[Paul D Nelson @ColdCapital]

@vanessahistory PFP lives in Monoco. You can study her at work, too! lol

[Paul D Nelson @ColdCapital]

@reddragon2604 Yeah, duh, can't believe I wrote what I did...

[Paul D Nelson @ColdCapital]

@reddragon2604 So, there's the 4% return you predicted...

[Paul D Nelson @ColdCapital]

@_danielle_carr I don't follow this market closely, but would offer that:
These markets are enormous and large number of users are trading based real uses.
It's not clear, in advance, which way the rug will be pulled, so hard to completely offset, though more illiquid than "usual".

[Paul D Nelson @ColdCapital]

@vanessahistory @abenanav @DylanRiley6216 I have a subscription. Happy to offer assistance.

[Paul D Nelson @ColdCapital]

@omshanti08 @EgorBezel HotBidding

[Paul D Nelson @ColdCapital]

@MorganRicks1 Swap lines to foreign CBs start out limited, then move to uncapped.
COVID "proved" that it worked.
"Wait, what?!"
Feels like we're on the other side of Bernanke et al Friedman-esque "don't let the money supply shrink and you'll be ok".

[Paul D Nelson @ColdCapital]

@MorganRicks1 Luv me some Lev!
Repeating myself, but the GFC seems to be the main trigger of this move. Paulson saying something like "unlimited spending without record or recourse", "bazooka".
LEH and BSC fail. AIG (an its dependents) don't, etc.

[Paul D Nelson @ColdCapital]

@BruceKnuteson @FTAlphaville @FT What changed ~2009? (Besides the GFC.) Why doesn't the drift continue after 2010?

[Paul D Nelson @ColdCapital]

@MorganRicks1 It still kinda surprises me -- the degree to which "safety" is an active choice. No to Lehman and Bear; yes to Argentina and crypto...

[Paul D Nelson @ColdCapital]

@MorganRicks1 It's even in the references...

[Paul D Nelson @ColdCapital]

@BldrInvstTech Oh wow, I "read" that feed!
On 11/18, UVXY closed at $61.10; user predicting it hits $60 on 11/19.
It closes at $59.30 (high was $62.40).
Not clear what the bet was. Adversarial trader?
Platform not suited for detailed analysis! 😂

[Paul D Nelson @ColdCapital]

@JZ281C It seems the one thing that protects the US from EM treatment is the lack of a place of safety to run to. Who sells to who and what do they trade? It's not EM govys for bills... How will this one work?

[Paul D Nelson @ColdCapital]

@JZ281C recession in year 1? blame it on biden and all's good by year 4???

[Paul D Nelson @ColdCapital]

@zeithistoriker I'd get whatever Thomsen was drinking! 😵‍💫

[Paul D Nelson @ColdCapital]

@karpmj The stock market roughly doubled over that timeframe?

[Paul D Nelson @ColdCapital]

@omshanti08 Gold looking interesting into election. That's my focus...

[Paul D Nelson @ColdCapital]

@Richard__Beck @lil_mermaid Can you pls repost 'publicly'. I looked but couldn't find it. Felt Toozey...