@opropriofaka Governos que se endividam na própria moeda (EUA) nunca realmente ficam sem credores dispostos a taxas “aceitáveis”. O FED sempre pode atuar como comprador de última instância, expandir seu balanço ou via QE ou controle da curva de juros. A restrição vinculante é a inflação.
@ekwufinance Kazakhstan’s decline may be partially offset
Your post focuses on Kazakhstan but doesn’t discuss potential increases from: Canada, Australia,
Namibia, Niger, US and elsewhere. Higher prices incentivize restarting idled mines and developing new deposits.
@ASachsida Pior: O Brasil pega divida p aumentar o funcionalismo e criar programa social. E muita corrupção. Usa mal a dívida e porisso ela é insustentavel. Empresas já estão quebrando (até no Agro) ou indo embora.
@Mark4XX He must have huge short positions. Leading AI companies are generating rapidly growing cashflows, unlike unprofitable internet plays of 2000. Capital is being deployed into tangible infrastructure. Equating AI build-out with 1929-style collapse ignores far stronger fundamentals.
@drewcrawford_ Brazil can be mathematically described as a pair of differential equations—one that sets out to integrate the data and pump up the results, while the other is differential that aims to pare everything down to the smallest outcome possible. There’s a whole lotta entropy in the mix
@drewcrawford_ Happy you got to it! I knew this book would resonate well. This was a guy who went from rags to riches propelled by his intelligence and hard work and who learned to make the most of his benefactor's helping hand. He was sabotaged by the envy of the weak ones.