Mats Lorentz

Artist

[NoLimit @NoLimitGains]

🚨 THIS IS ALARMING

The 30-year yield just hit 5%, AGAIN.

Everyone is panicking about the number but that’s not even the real problem.

The real problem is how long it stays there.

Let me explain:

A 5% yield is not crazy on its own.

In 2000 it was 6.5%.

But in 2000, the US deficit wasn’t $1.9 trillion.

And in 2000, corporate America hadn’t spent a decade borrowing at 2 and 3%.

That debt is maturing now... TRILLIONS OF IT.

Every company that locked in cheap money during COVID has to refinance at rates that are double or triple what they paid.

Mortgages are still above 7% and housing affordability is at a 40-year low.

One week at 5% and everyone moves on.

The 30-year has been above 4.5% for over two years. $9 trillion in corporate debt still needs refinancing into this.

How long it stays there? That’s the only question that matters for now.

If you want to know where I’m deploying capital next, turn on notifications and pay close attention.

Many people will regret not following me sooner, trust me.

[Mats Lorentz @matslor]

@Arsenal We are giving away this painting on Instagram,
Check it out on made_by_lorentz

[Mats Lorentz @matslor]

@hystad8 «Mann i 30 årene» - da var meg🙋🏻‍♂️

[Mats Lorentz @matslor]

@bertkreischer jennifer anison

[Mats Lorentz @matslor]

@hystad8 Da var vell på høy tid å ta i bruk Twitteren i denne prosessen 👌🏼

[Mats Lorentz @matslor]

A #mural I painted this summer at a Tantan #barbershop in Oslo 💈 #artwork

[Mats Lorentz @matslor]

@PatrickTimmons1 @NunoTavares And 0 clean sheets 😅 I don’t know if he was involved, but creds for the goals 👏🏼

[Golf Last Man Standing @GolfLMS]

The 2022 Masters Last Man Standing is now live on our website!

💵 Entry Fee - £10
📆 Entry Deadline - 8pm 6th April 2022

The prize pot should be in the thousands so find out more on our website!

https://t.co/WwCkGFiKCK

#Golf #TheMasters #GolfLMS

[Jack Wilshere @JackWilshere]

That's offside at the Emirates!!

[Mats Lorentz @matslor]

@hystad8 Grisahyl?

[Out Of Context Football @nocontextfooty]

https://t.co/YXR3OjCXfK

[EMMANUEL YAW FRIMPONG @IAMFRIMPONG26]

Sell xhaka and get me on a free

[AUBA⚡️ @Auba]

Better for you I never talk about why I really left Dortmund Mr Watzke you such a clown 🤡 I remember that time you said we never gonna sell Ousmane then you saw more than 100M you were the first to take that money 🤣🤣🤙🏽don’t talk about money please!!! Leave me alone pls 🙏🏽

[Magneto Mus @MagnetoMus]

Cristiano Ronaldo on joining Arsenal 😭😭😭😭 please watch this 💔

[Charles Watts @charles_watts]

Could be a busy day at the Emirates. Talks with Roma ongoing over a loan move for Mkhitaryan. Looking likely. Also told an exit for Mustafi is possible today.

[Mats Lorentz @matslor]

@Bigtunaaa Xhaka out don ceballos in🙏🏼 emery i beg you

[Mats Lorentz @matslor]

That front trio 😍 @arsenal #2pl

[Arsenal @Arsenal]

For the very first time 🤩

🇨🇮 Nicolas Pepe
🇬🇦 @Aubameyang7
🇫🇷 @LacazetteAlex

#ARSTOT

[Greta Thunberg @GretaThunberg]

When haters go after your looks and differences, it means they have nowhere left to go. And then you know you’re winning!
I have Aspergers and that means I’m sometimes a bit different from the norm. And - given the right circumstances- being different is a superpower.
#aspiepower

[NBA SKITS @NBA_Skits]

One of the best videos of all time