Найкращий спосіб полюбити свого леопарда!🐆
Best way to love your leopard!❤️🔥
You know @Bundeskanzler the Russian invaders rape, torture, destroy & kill. They also starve zoo animals. Seriously, we need German made tanks & weapon systems to win.
#FreeTheLeopards🇺🇦💪🇩🇪@MriyaReport
Our review's theoretical insights find direct application in Chair Powell's recent characterisation of monetary policy as facing a "challenging scenario" where tariffs create simultaneous price and employment pressures that cannot be addressed through simplistic rules. As Powell noted, "It's a difficult place for a central bank to be, in terms of what to do" (Powell, 2025). This dilemma is precisely what Penrose would recognise as a complex system problem requiring contextual judgement rather than algorithmic solutions.
Our analysis concludes that attempting to impose rigid monetary frameworks—whether through a single mandate, Taylor Rule codification, or congressional oversight of emergency powers—would dangerously constrain the Federal Reserve's adaptive capacity precisely when economic complexity demands maximum flexibility. The optimal Kugler successor would balance price stability commitments with recognition that, as former Fed Chair Ben Bernanke observed, "The Taylor Rule would have mandated tightening during the 2008 liquidity crunch, accelerating economic collapse."
While various reform proposals aim to depoliticise monetary policy through rules-based approaches, their implementation risks creating precisely the brittle system Penrose warns against—one incapable of adapting to unforeseen developments or emergent challenges. The optimal Kugler successor would balance price stability commitments with appreciation for economic complexity, recognising that, as one observer noted, "Economic ecosystems evolve through punctuated equilibrium—no ruleset survives first contact with Black Swan events."
🧵 3/4
#Trump #Fed #Powell #Tariffs #BondMarkets #Bessent #TradeWar #TreasuryYields #AdrianaKugler
Well, '...both sides working together can engineer a b-e-a-u-t- i-f-u-l rebalancing,...'
Very interesting content, tone, mirroring & timing. That is not public audience testing and an application for an advisory position replacing the insolent Ron Vara and his disciples?
The irony. Cassandra being heard not for the evergreen warnings, but a solution.
Well, what are these possibilities not deigned to be explored? Why ask for a deal enforcement when there is no such thing as a global trade agreement involving China even on the horizon?
As @HooverInst Frank Dikötter showed in the 'Empire of Illusion' , the CCP and PRC does not intend to adhere to any deal. Their objective is not cooperation but domination.
Therefore, why not argue the enduring power of market capitalism vs managed economy showcasing the faltering of China as to population growth, property rights, freedom of choice, over-production, exhaustion of resources, ....? @RayDalio So many questions unanswered.
@jposhaughnessy@BobEUnlimited@HannoLustig@WSJmarkets@nfergus@elerianm@NickTimiraos@tracyalloway@ReformedBroker@DavidBuik@fwred @Chi_Lo_econ @NorikoHama @JesperKoll @RobinBrooksIIF
#BeautifulTariffs #TradeWars #MarketAnalysis #MacroEconomics
Behind Bridgewater's doom-mongering lies a fascinating paradox of navigating markets💱:
Dalio's analysis, intellectual musings, and macro forecasts have often been inaccurate, yet his firm thrived anyway. An outsider turned financial innovator, he pioneered a deliberately edgy, contrarian communication style with bold, apocalyptic predictions long before the digital age.
The real story? A workplace culture of "radical transparency" that reportedly resembles Stalinist show trials—employees rate each other on iPads whilst living in perpetual fear of public humiliation. It seems talent, skill, and solid analysis prevailed despite, rather than because of, the excessive pressure.
With Dalio now retired from Bridgewater but media-influential (TED talks, books, speeches), he’s peddling his cultish "Principles" to the general public—an allure to those seeking wisdom beyond rationality in our age of anti-experts and conspiracy theories.
Meanwhile, bond markets assert dominance over presidential tariff tantrums, China’s Empire of Illusion falters, and the resilience of Europe, Japan, and Asia Pacific withstands America’s new isolationism. Let’s counter-predict: markets, global trade, and institutions will survive the authoritarian onslaught. Expect a shock, disruption, heavy recession—or even a depression—but we’ll survive, recover, and rebuild. Per aspera ad astra!
Tally-ho!
💲Trading caveat: Past performance is not indicative of future results, so Bridgewater might well now be right. 📈 Especially: as Dalio does not direct it anymore.
In light of current events, here’s a review of the hedge fund world’s most successful doomsayer and his peculiarly profitable wrongness in my latest Substack article:https://t.co/vuY4CdNjvq
@elerianm@NorikoHama@WSJmarkets
🧵(2/2) FINIS
#fintwit, #investing, #stocks, #finance, #trading, #wallstreet, #economy #TradeWar #NavigatingTheStorm #Sailing #GlobalTrade #FreedomOfNavigation
Ray Dalio: The Prophet of Perpetual Doom 📉 and Performative Contrarian.
Now advocating a 'Beautiful Rebalancing' paving the way for a 'New World Order'.
A 40-year history of @RayDalio Bridgewater's 'edgy', apocalyptic predictions:
💠1982: "Greatest crisis since 1929!" —Economy boomed weeks later
💠2007: "Financial meltdown coming!" —Actually correct, but a year after Michael Burry signed CDS against Deutsche, Goldman, et al. (Blind squirrel, meet nut)
💠2010: "Double-dip recession imminent!" —Never materialised
💠2010s: "1937-style collapse any day now!" —Decade saw record expansion alongside QE Infinity
💠2019: "Recession by 2020!" —Got tragically lucky when pandemic hit (for completely different reasons)
💠2022: "Perfect storm ahead!" —Markets recovered. Rather solidly.
The world's largest hedge fund built its reputation on apocalyptic predictions, but how many actually came true?
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@JohnHCochrane@elerianm@NorikoHama@WSJmarkets@RayDalio
#fintwit, #investing, #stocks, #finance, #trading, #wallstreet, #economy #TradeWar
My message ahead of #NATOSummit:
#Russia is and will remain the most significant and direct threat to #NATO.
To counter the Russian threat, the decisions we make here at #VilniusSummit must strengthen our collective defence. 1/
Nearly one month passed since the Leopards were set free. #Ukraine eagerly expects them, but still it is only a slow trickle. 'Panzerkoalition' please speed up.
Here are 11 incentives for 11 countries. @ne_pukhnasta
@shutafrontdoor@apettriv@moyanich@glazalinkaa@MriyaReport