Ben

Ex-VC and Entrepreneur / Macro-informed Growth and Tech Investing. Techy/Quant/Risk/Markets/Mayham/Macro

[Ben @MacroHedge_]

@Schuldensuehner You just need to buy a car and know how broken that industry is. well needed haircut. let the heads roll and rethink the ondustry operating model

[Ben @MacroHedge_]

@pmoe All asset classes eat of the supply of venture. The haircuts that cut into early feed the smidcap buyout. The winners in venture feed the late stage. You gotta look at volumes in terms of the funnel and how the supplier - venture - is net not losing while funding the entire chain

[Ben @MacroHedge_]

@RayDalio The US need a weaker dollar if it wants more exports and localized industry and people in jobs. China needs a stronger yuan to build domestic consumption. Pensions and LDI need higher bond yields . Fiscal dominance if done right is accretive. Nothing to worry

[Ben @MacroHedge_]

@Ronycoder i did this. I did that. I predicted. Talk about self-love

[Ben @MacroHedge_]

@AndreaMehling Deswegen gab es ein riesen Blackout. Und Energiemix hat rein gar nichts mit Spritpreisen zu tun. Aber sehr wohl mot Steuern darauf