Prashant

[Prashant @MandarePrashant]

@JeffSnider_EDU @PeterSchiff : he is someone who would disagree with on interest rates, dollar and inflation. please don't invite only those who agree with you all the time.

[Prashant @MandarePrashant]

@AndreasSteno @TubesteakMag Similarly if long rates go up, bonds go down. On swap, they pay fixed and assume earn variable? so if rates go up, their income from spread goes up?

[Prashant @MandarePrashant]

@AndreasSteno @TubesteakMag If everything works out, do they hold these long bonds till say 5 years left or 2 years left at which point they become 2/5 year notes they sell to the market?

[Prashant @MandarePrashant]

@m3_melody When is the next road trip esp. to Texas?

[Prashant @MandarePrashant]

@LukeGromen @Geiger_Capital Debt devaluation repairs balance sheets. it does not produce millions of skilled workers overnight. that takes much longer than few FOMC meetings and many elections. The Mandibles is more probable outcome than Utopian devaluation.

[Prashant @MandarePrashant]

@PeterSchiff they get to retire face value of $100 for like $50 to $60 as the 30 year bonds issued prior to 2020 have crashed by 50%.

[Prashant @MandarePrashant]

@adamtaggart @adamtaggart Wondering if you have read The Mandibles. It does have a happy ending in Nevada.

[Prashant @MandarePrashant]

@LukeGromen @LanceRoberts Starting point matters a lot in any such analyses. 1930s to mid 70s period is useless as Americans were not allowed to own gold, totally different monetary order. All we can say is that there are years where one asset outperforms another.

[Prashant @MandarePrashant]

@adamtaggart And that's today's estimate, it will continue to go down. Plus so much asymmetry among the boomers as well. they have their own K shape.

[Prashant @MandarePrashant]

@DarioCpx @DarioCpx Thanks for sharing. Can you please explain the red line? are these total inventories? If so, why are they going up vs going down?

[Prashant @MandarePrashant]

@JG_Nuke Great to hear from you. I hope you feel better soon. My best wishes. Definitely missed you, mornings were not the same. Please take care and look forward to seeing the new format,

[Prashant @MandarePrashant]

@JG_Nuke All ok? There was no live stream on Friday and today. Out for Spring break?

[Prashant @MandarePrashant]

@michaeljburry Please disregard this BS criticism. I haven't come across analysis as original as yours in a long while. So thorough and yet explained in simple words.

[Prashant @MandarePrashant]

@michaeljburry @michaeljburry Just ignore him . not worth your time.

[Prashant @MandarePrashant]

@LukeGromen @JeffSnider_EDU : What's your take on this? de-dollarization or silent depression?

[Prashant @MandarePrashant]

@DarioCpx What would be the impact of coming holidays in China where SGE would be closed for more than a week?

[Prashant @MandarePrashant]

@adamtaggart Emmanuel Todd who predicted collapse of Soviet Union 10 years before it happened and has written about the coming crisis to the West

[Prashant @MandarePrashant]

@m3_melody Thanks for sharing. Can you please post lates chart of combined sales?

[Prashant @MandarePrashant]

@elonmusk $99/month? used to be $75.

[Prashant @MandarePrashant]

@DarioCpx Whoever wants physical silver, once they get it, what will they do with it?