@awealthofcs This is a reflection of a critical mass of imbalances. Itβs just that every person looks at it differently, due to one reason or another.
@Hedgeye Regrettably, these processes naturally dragged global manufacturing up with them π. And now, having solved one problem, we face a new one: global climate change.
@EugeneNg These are aggregate data, which naturally bake in huge volumes from the mass-market segment. To be objective, these figures should be analyzed across individual segments.
@philrosenn I feel like people don't quite understand that capital is distributed non-linearly across time and space, creating yield lags and time lags.
@awealthofcs A washout is inevitable, and it's only natural. The question is when and how: a cascading, uncontrolled meltdown or a soft, managed landing?
@kursormaxx To reveal the core of the marketβthe companies that will stay in the gameβthe market has an excellent mechanism: a cascading market crash, which is essentially a market cleanup.
@thedrbryte From a neurobiology standpoint, there is no such thing as 'the smartest guy in the room.' He simply did what he felt he needed to do, and that's what makes him a champion.
@scottfelsenthal The phase transition is evident; the market shift is irreversible. Itβs only a matter of time now (and by all appearances, it won't take much time at all).