The Bond Father

THINK IN PROBABILITIES

[The Bond Father @TheBondFather]

The IMF sees global growth at 3.1% in 2026 and 3.4% in 2027, with inflation at 4.7% this year. Resilience is the headline. Net energy importers are cooked.

[The Bond Father @TheBondFather]

@antibearthesis Ok wait ... think a little. Who in their right mind would lend you at 3% when they could be buying the bills themselves? Assuming the US doesn't default on its debt ofc ..

[The Bond Father @TheBondFather]

The 2-year treasury note almost hit 5% this week. Sticky inflation and hawkish Fed almost guarantees another hike later this month. A 50bp hike isn't my base case - but wouldn't be surprised.

[The Bond Father @TheBondFather]

@DudeWhoInvests Assuming the US doesn't default over the next 30 years, you're also forgetting about the time value of money. Assuming a constant 3% inflation rate which is probably quite conservative that $112k would actually be worth closer to $45k. That before taxes.

[steve @bagshaw2112]

OMG … this is AI generated #rorymcllroy #golf @McIlroyRory

[Defileo🔮 @defileo]

Me at 3 am realizing I've been suffering for years… and it took just 1 fvckin free article.

[DAN KOE @thedankoe]

https://t.co/7l7Jef99QZ

[The Bond Father @TheBondFather]

I am all for decentralization, however I struggle to believe how crypto can be:

1.) Cheap enough
2.) Accessible enough
3.) Generally accepted

to be used as world-wide currency. I would welcome anyone that can change my mind. #crypto #btc #eth #sol

[The Bond Father @TheBondFather]

"He was a tool of the boss, without brains or backbone" - Kafka, The Metamorphosis.

I've recently read this beautiful novella, and it made me think about the horrendous reality most of us live in. What is left of a man when his job becomes a priority over his health? #capitalism

[The Bond Father @TheBondFather]

@elonmusk This was obvious from the beginning, Elon. Trump wants a positive stock market, artificially reaching new highs every couple of months/weeks.

A hawkish fiscal policy will not boost the market and will result in less confidence in the administration.

[Reads with Ravi @readswithravi]

“Inspiration is perishable. Act on it immediately.” - @naval

[Dickie Bush @dickiebush]

A 10-bullet writing masterclass from the father of advertising, David Ogilvy:

[The Rabbit Hole @TheRabbitHole]

4 Essential Functions of Government according to Milton Friedman:

1) Defense from foreign enemies.
2) Protect the individual citizen from abuse/coercion by other citizens.
3) Define the rules.
4) Judicial System: Mechanism for adjudicating disputes around the meaning of rules.

[The Bond Father @TheBondFather]

@mma_orbit I've seen UFC fight nights more interesting than this PPV lol

[The Bond Father @TheBondFather]

@MartinShkreli The public is content with the President of the United States rugging them. I think the crypto hype is not going anywhere soon.

[The Bond Father @TheBondFather]

@muhammadmokaev I'm calling a second-round submission

[The Bond Father @TheBondFather]

@hash_solana @dubzyxbt 1. God
2. Health
3. Family