Norbert Zrupko

Dedicated to understand the complexities of geopolitics to apply it on my macro investment decisions in traditional and alternative investments.

[Z Fellows @zfellows]

the step-by-step playbook @naval would follow if he had to start over from scratch

[Horse @TheFlowHorse]

More important than the case Summer is referring to, is the @SynopticCom platform announced.

If I were you I would bookmark and put that on alerts. I know something awesome is coming..

[Norbert Zrupko @kriptofitness]

@gaborgurbacs Add a bit of lecso in the mix:)

[Alf @MacroAlf]

By 2028 most voters are going to be young “asset-less” people.

They will ask for more fiscal deficits and pro-labor policies to close the gap.

This will generate a much higher inflation volatility than in the last 20 years.

Most portfolios are not prepared for that at all!

[ecoinometrics @ecoinometrics]

If you think the US is heading towards a recession then you must also think that we haven’t seen the bottom of this drawdown for risk assets.

[Norbert Zrupko @kriptofitness]

KRIPTOFITNESS: Risk-free investing?! https://t.co/o2JwyZrFrk

[Norbert Zrupko @kriptofitness]

https://t.co/KgmYpMQ4BF

[Norbert Zrupko @kriptofitness]

KRIPTOFITNESS: Wisdom from Warren Buffett's Shareholder Letter https://t.co/8oobQ9d6RG

[Navalism @NavalismHQ]

"When building habits, choose consistency over content.

The best book is the one you can’t put down.
The best exercise is the one you enjoy doing every day.
The best health food is the one you find tasty.
The best work is the work you’d do for free."

@naval

[Charlie Bilello @charliebilello]

You can now buy a 1-Year US Treasury bill and earn 5% on your money.

When was last time we saw yields that high?

July 23, 2007.

[Prof. Feynman @ProfFeynman]

Illusion of knowledge is more dangerous than ignorance:

It's Okay to say "I don't know" and admit that you don't know it.

It's shameful to pretend that you know everything.

[Ben Meer @SystemSunday]

What's the most inspiring documentary you've ever watched?

[Norbert Zrupko @kriptofitness]

@Gary_Brode market

[Alf @MacroAlf]

In 4-5 months, I expect the US to be in a recession.

A thread.

1/

[Farnam Street @farnamstreet]

A tiny thought from our newsletter:

"It is impossible for a man to learn what he thinks he already knows."

[Alf @MacroAlf]

The bond market is pricing La-La Land.

A) Inflation back to 2.50% in 9-12 months

B) Fed cutting to 2.75% and real yields back to zero in 18-24 months

C) Tighter credit spreads

D) Lower implied volatility

Basically, immaculate disinflation with no recession.

[Norbert Zrupko @kriptofitness]

My 2023 Macro Outlook - Part 1, by @kriptofitness https://t.co/f54NrJoUyj

[Norbert Zrupko @kriptofitness]

KRIPTOFITNESS: My 2023 Macro Outlook - Part 1 https://t.co/mgn36r9YTJ

[MATT GRAY @matt_gray_]

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