PlAtO_PicKlZ

In theory, there is no difference between theory and practice. But in practice, there is

[PlAtO_PicKlZ @stock_picklz]

@conksresearch Lolz… well it’s actually the ayatollah that decides us monetary policy now that Biden gave Iran the keys

[PlAtO_PicKlZ @stock_picklz]

@chf1961 you think longer term this cycle tops out around where the front is and we price death?

[PlAtO_PicKlZ @stock_picklz]

@AnnaEconomist U r correct

[PlAtO_PicKlZ @stock_picklz]

@AnnaEconomist Completely agree, a central bank with zero understanding of fiscal dominance that myopically attaches itself to narrow mandate interpretation without sensitivity to debt and the reserve status (an advantageous position) is myopic and dangerous/ dumb

[PlAtO_PicKlZ @stock_picklz]

@SteveMiran Could not have said it better…. One thing I’d add is the concept of fiscal dominance. If the long end is responding to fiscal pressures and supply, hiking is again counter productive because it makes the dynamic worse.

[PlAtO_PicKlZ @stock_picklz]

Oh and… the republicans tell us we need to do this to beat China, and the dems enlist China to regulate our ai… makes perfect sense

[PlAtO_PicKlZ @stock_picklz]

So lemmme get this straight… frontier labs r challenged by open source and if they lose their margins cannot finance the increasing capex needed to stay at the frontier. If they lose the frontier they cannot displace the entire labour force… to stay at the frontier they need to be granted oligopoly right to defend their margins. They install a psyop to get dems behind them, dems win, they get oligopoly. Dems r pro labour and win on the basis that they give oligopoly to ai to kill labour… but we’re not in a sim?

[PlAtO_PicKlZ @stock_picklz]

@BobSled2026 @ziggyfro @louiseyael Pistol Pete

[PlAtO_PicKlZ @stock_picklz]

@BobSled2026 @ziggyfro @louiseyael @pLaTo_PiCkLz Who said “u have to hit your forehand with whip” and what racket did he have?

[PlAtO_PicKlZ @stock_picklz]

@NickTimiraos Every country on earth has a treasury that decides where it wants to issue… but in the USA it can’t? Gimme a break

[PlAtO_PicKlZ @stock_picklz]

@NickTimiraos This is utter bullsht nick

[PlAtO_PicKlZ @stock_picklz]

@citrinowicz Fk off seriously

[PlAtO_PicKlZ @stock_picklz]

@ziggyfro

[PlAtO_PicKlZ @stock_picklz]

@smarter411 They hate the guide …

[PlAtO_PicKlZ @stock_picklz]

It couldn’t have been Jane St… market is telling us something about 2028 decel

[PlAtO_PicKlZ @stock_picklz]

DS said doesn’t like memory don’t touch Asia 28 decel trade l/s semis don’t be outright

[PlAtO_PicKlZ @stock_picklz]

@shaunmmaguire It’s a disgrace

[PlAtO_PicKlZ @stock_picklz]

@JonahLupton @jukan05 Pls can u do substack again it was better than defending your longs, markets used to go up when u vibed

[PlAtO_PicKlZ @stock_picklz]

Fx “asset” class …

[PlAtO_PicKlZ @stock_picklz]

@TicTocTick I am in