HighCrown

Rethinking & shaping global resource allocation | Applied macro-strategy & markets | #notrunningtoMars

[William Samedy @WilliamSamedy]

Support FX drains BOJ reserves → contains inflation, buys political credibility. Support bonds prints yen → fuels inflation, but keeps market credibility. Japan can’t defend both

[William Samedy @WilliamSamedy]

2-year yields, the closest market gauge to Fed moves, fall to four-month lows

[William Samedy @WilliamSamedy]

By 2018 the BOJ held three quarters of Japan’s ETF market. By 2021 it was closer to 80%. The BOJ is now part of the market structure, an architectural decision beyond monetary policy

[William Samedy @WilliamSamedy]

US housing inventory back at levels last seen during the GFC. 511k new single-family homes for sale in June 2025

[William Samedy @WilliamSamedy]

The Rise of Great Power Struggle between #US & #China is reshaping the #WorldOrder. Will #LatinAmerica and #Africa gain awareness of their place as key #geopolitical players?

1/ 🧵…

[William Samedy @WilliamSamedy]

1/ A #CommonCurrency between #Argentina & #Brazil is being discussed, is it a good idea short term? From a macroeconomic and geopolitical perspective, if done today, it would probably be disadvantageous for Argentina while a better deal for Brazil

Let’s explore a bit …

[William Samedy @WilliamSamedy]

How does the #Fed’s tightening affects liquidity which can then affect solvency? As #interestrates rise, countries, companies and banks may struggle to meet short-term #financialobligations. So then may begin the down spiral… 🧵

[William Samedy @WilliamSamedy]

1/ Did you know that when too much money flows into markets, it can "artificially" create #HighAssetPrices? #CentralBanks are responsible for identifying these #bubbles in real estate, stocks, bonds, goods, etc. and taking steps to prevent them

[HighCrown @HighCrownGroup]

Episode 24: Confidence has nothing to do with pushing through doubts. Self-help fooled you. What if there was a more sensible approach…
Full episode: https://t.co/S7Vp8WhvAE

@WilliamSamedy @davidegallace #HighCrownTalks

[HighCrown @HighCrownGroup]

Episode 23: Dogmas are a part of our lives.
Will and Davide explore this deeper.
Full episode: https://t.co/HK4dtzq6BV

@WilliamSamedy
@davidegallace
#HighCrownTalks

[HighCrown @HighCrownGroup]

Episode 22: What’s the role of sector analysis in investing? Is it still fashionable to understand the big trends?
Full episode: https://t.co/XcxRnWM0sp

@WilliamSamedy @davidegallace
#HighCrownTalks

[HighCrown @HighCrownGroup]

Episode 21: The brain compares, and that’s limiting.
Can we move beyond comparison?
Full episode: https://t.co/I7TakJQsDO

@WilliamSamedy
@davidegallace
#HighCrownTalks

[HighCrown @HighCrownGroup]

Episode 20: Theory & Practice: Is there a difference?

Will explores if there’s such a thing as the difference between theory and practice
Full episode: https://t.co/xd1dNllD8D

@WilliamSamedy @davidegallace
#HighCrownTalks

[HighCrown @HighCrownGroup]

Episode 19: Will talks about the game of influencing financial market prices

Full episode: https://t.co/XzcPfNenFw

@WilliamSamedy @davidegallace
#HighCrownTalks

[HighCrown @HighCrownGroup]

Episode 18: What’s so important about purpose? Reflecting on a quote by Marcus Aurelius.

Full episode: https://t.co/Rle6mZLN14

@WilliamSamedy
@davidegallace
#HighCrownTalks

[HighCrown @HighCrownGroup]

Episode 17: Will dissects some of the ways we get tricked before we even move...

Full episode: https://t.co/d00scz4s4P

@WilliamSamedy @davidegallace
#HighCrownTalks

[HighCrown @HighCrownGroup]

Will brilliantly defines what a mistake is, and it’s not what you think

Full episode: https://t.co/wBHTGiHzoz

@WilliamSamedy
#HighCrownTalks

[HighCrown @HighCrownGroup]

Watch the full episode now: https://t.co/x1gsGIuLtD

@WilliamSamedy
#HighCrownTalks

[HighCrown @HighCrownGroup]

Watch the full episode now: https://t.co/hbXeCNPXEU

@WilliamSamedy #HighCrownTalks

[HighCrown @HighCrownGroup]

the paper that forced Timnit Gebru out of Google. Here’s what it says

@techreview

https://t.co/OINiKX9fz8

[HighCrown @HighCrownGroup]

A leading AI ethics researcher says she’s been fired from Google

@techreview

https://t.co/FeAY25wayi