Seb

[Seb @Seb_Kauner]

@CacheThatCheque

[Seb @Seb_Kauner]

@AJButton2 LiLu also long

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@AJButton2 Is Ocsl the main vessel to get exposure to Oaktree, or more Oak.prb ? Oaktree has many credit businesses

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@jessefelder Points to downward pressure on all assets

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@AJButton2 Solid allocation and titles! Optimistic Taiwan stance

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@NorthmanTrader Still a lot of room for increase, before the gov will get into payment problems out of the taxable basis

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@NorthmanTrader Please also plot the chart divided by GDP

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@paul_podolsky Indeed cycle alpha, roughly timing a cycle is very lucrative. Imho, the index bottom is not in yet

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@TihoBrkan It either goes to 0 (we are not allowed to hold it, similar to Rus stocks now), or it's a 10x

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@BrianTycangco Maybe they transferred the shares to the HK exchange. Wouldn't it then also not show up anymore in the 13F?

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@Fritz844 Inflation expectations have lagged many years, part of as wanted narrative, throughout the 70s and also now since 1yr. Once inflation expectations are entrenched, the surprise came on the downside after Volcker 1980. Could be similar now after debt/gdp reach ca <40%

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@Fritz844 Did he want to say before the 'equity are trashier', depends what equities you hold?...My guess is then all real assets minus real estate, because they are derivatives of interest rates.

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@SiriusInvestor @Fritz844 Yes, that probably, or consolidation of internal party power struggle, or to show as a victim of Covid or last likely to fight Covid

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@GlobalProTrader @DisruptiveCapt @GlobalProTrader heard that often, but could you comment why holding debt could be a problem during fiat reset?

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@Fritz844 ..relative chart, education level compared to the rest of the world

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@LukeGromen The 0.5 Tn capital is more redistributed now in other assets and countries than taken out, right?