KaizenAddict

Buy Side Dinosaur; Active Risk Taker since 1972; all asset classes, trained in the House of Rothschild - but don't blame Nathan for any of my views.

[KaizenAddict @KaizenAddict]

Stories drive emotions. On Wall Street as much as in the library. ( Gen Z: »what’s a library? »)

[KaizenAddict @KaizenAddict]

Our government only wants them here to pay for the universities. Then creates rules obliging tthem to break them in order to survive. Meanwhile the government has encouraged the rip off migration consultants who conveniently delay the visa process while lining their pockets.

[Tristan @TristanH0d]

I live in an area where a lot of Indian workers are working cash in hand on residential construction sites, many are supposed to be students but are actually working full time. It’s the Wild West, see them up on not only single level but also second level roofs without any protections in place

[KaizenAddict @KaizenAddict]

@PolemicTMM Legitimate self defence

[KaizenAddict @KaizenAddict]

I.e. «  never likely to get their money back »?!

[cloud goes up, cloud goes down @88888sAccount]

ray white got into private credit?

[KaizenAddict @KaizenAddict]

Banks are excellent at transferring risks to investors who understand them even less well. Funny that in every crisis that I remember in the last 50 years European banks were always among the bag holders.

[matthew sigel, recovering CFA @matthew_sigel]

A lot of people are misunderstanding this news.

It's not a plan to "seize" deposits.

It's a capital markets project that will make it easier for banks to pool loans and sell them as securities, transferring risk and thus freeing regulatory capital for even more lending.

Official materials explicitly list infrastructure as a key use case. Since data-center debt in the US is already being packaged globally as ABS, CMBS, landlord SPVs and GPU-backed structures, EU is being left behind.

A cheaper, more usable EU securitization market would make those structures easier for EU banks to originate and hold, and potentially kickstart Europe's bid to build more AI infra on the Continent.

[KaizenAddict @KaizenAddict]

Hmm, packaging up loans and selling them as securities has always worked well, hasn’t it? Do you want your pension dependent on this sort of package:? Thanks Torsten Slok.

[matthew sigel, recovering CFA @matthew_sigel]

A lot of people are misunderstanding this news.

It's not a plan to "seize" deposits.

It's a capital markets project that will make it easier for banks to pool loans and sell them as securities, transferring risk and thus freeing regulatory capital for even more lending.

Official materials explicitly list infrastructure as a key use case. Since data-center debt in the US is already being packaged globally as ABS, CMBS, landlord SPVs and GPU-backed structures, EU is being left behind.

A cheaper, more usable EU securitization market would make those structures easier for EU banks to originate and hold, and potentially kickstart Europe's bid to build more AI infra on the Continent.

[KaizenAddict @KaizenAddict]

Wasn’t that the market a lot of institutional money and PE was chasing? Good luck offloading now…h/tip Slok

[KaizenAddict @KaizenAddict]

«  Correctly «  says everything about the instinct of control in the seats of power; now a worldwide trend.

[Polemic Paine @PolemicTMM]

Cash sitting in banks is lent out by banks.

Invested overseas? Of course it is as the returns are greater than investing in the EU.

This speech is an admission of failure to attract capital and the poor risk reward versus cash. But the answer she comes up with is to force people to invest more in the low return failure.

[KaizenAddict @KaizenAddict]

Just another fashion trend after someone becomes a Celebrity!

[Dario Perkins @darioperkins]

Ok so my name is suddenly consensus...

[KaizenAddict @KaizenAddict]

@drakedagain @AvidCommentator Phew! A few attitudes in the replies here, Tarric!

[KaizenAddict @KaizenAddict]

@RTuncks @AvidCommentator There does seem to be a big difference between the generations in attitudes. Using 4th Turning language, Boomers were brought up by Civics and while we celebrated individuality and dropped conventions we still volunteered to help society as a whole. In my case thru Rotary.

[KaizenAddict @KaizenAddict]

@PolemicTMM Classic Private Eye

[Polemic Paine @PolemicTMM]

What we'd rather see...
_____________

Today, we’re putting the cowboys out of government.

Most government ministers in this country are decent people who take pride in their work and spend taxpayers’ money fairly.

But the small number who don’t follow the same pattern: take a huge amount of your money, do half a job, waste plenty of it, then disappear before anything is fixed.

That’s got to change. So perhaps we need a new system that gives taxpayers the option to have their money held safely and released bit by bit as the work is completed.

Do the work, get paid. It’s as simple as that.

And we’ll help our good politicians stand out from the cowboys too.

Politicians who meet our new set of standards will be able to show taxpayers that they do things properly and can be trusted with their country.

This is another one of our everyday fixes to help with the cost of taxation, and to get people in every part of this country to finally believe in Government again.

[KaizenAddict @KaizenAddict]

@UKDecline Seems like a recipe for more lifelong moles from uncommitted to Britain backgrounds… or have I been reading too many spy novels?

[KaizenAddict @KaizenAddict]

…and that’s just in the Developed Economies! (Oh, could these be reasona people will mortgage their grandparents to smugglers in order to migrate to such countries?)

[The Long View @HayekAndKeynes]

It’s amazing how negative the news is.

We’re creating the most advanced intelligence the world has ever known and it’s freely accessible so you can solve every day problems, we are curing cancer (even ugliness if you have a little money), and making space travel possible. You can live anywhere in the world and stay connected by phone or video. Literally instant communication. You can instantly translate any language. You can get technology that was unimaginable a few decades ago for a couple hundred bucks. You can listen to any music, video, or educational material with a click. Food is cheap and plentiful and you can even power an off grid home fully with just solar power. We have clean air and water. We even have advanced warning for many natural disasters.

[KaizenAddict @KaizenAddict]

@darioperkins Or, late entry, favourite sport team?

[KaizenAddict @KaizenAddict]

@darioperkins Not the right contest! How about holiday choices or favourite wines?

[KaizenAddict @KaizenAddict]

@darioperkins Maybe someone ´s gold stash is buried there?

[Jeff Walton @PunterJeff]

Grab a cup of coffee, look at the 50 year trend of the $DXY, and read some @colemacro insights.

Matt used to be one of the largest buyers of US Treasuries in the world while at CalPERS.

His perspective is very rare, and you can read it for free:

[KaizenAddict @KaizenAddict]

The First amendment to the US Constitution guarantees free speech- but not if the readers are in the military it seems. According to the Law of Unintended Consequences ( never respected by this administration) it seems likely that the NY Times will see a surge in readership

[KaizenAddict @KaizenAddict]

@HYcorps @anthonyboutall @mattwridley The only institutions operating then were the rule of law and very low taxation which very few people needed to pay