All throughout history, governments deal with debt crises by doing the same things. But at the end of the day, there's only one way to get through this and back towards a sustainable economic model.
It all comes down to the fundamentals — having a good income statement and a…
People typically try to prove that they have the answer even when they don't. Why do they behave in this unproductive way? It's generally because they believe the senseless but common view that great people have all the answers and don't have any weaknesses. Not only does this…
This simple animated video series answers the question, "How does the #economy really work?" Based on my practical template for understanding the economy.
This series breaks down economic concepts like #credit, #deficits and #interest rates, allowing viewers to learn the basic…
This is the definition of broken:
In 15 days, the Fed will cut rates for the first time in 2025, yet the 30Y Treasury Yield is now near 5.00%.
We have RISING interest rates as markets "price-in" Fed interest rate CUTS.
Do you realize what's happening?
(a thread)
Hedge fund billionaire Ray Dalio has warned Donald Trump’s America is drifting into 1930s-style autocratic politics — and said other investors are too scared of the president to speak up on.ft.com/3JFKUzj
Macroeconomics is the study of the economy as a whole
It helps you understand the bigger picture of money
Here are 15 core principles of macroeconomics
It’s important not to let our biases stand in the way of our objectivity. To get good results, we need to be analytical rather than emotional.
Whenever I observe something in nature that I (or mankind) think is wrong, I assume that I’m wrong and try to figure out why what nature…
This simple animated video series answers the question, "How does the #economy really work?" Based on my practical template for understanding the economy.
This series breaks down economic concepts like #credit, #deficits and #interest rates, allowing viewers to learn the basic…
The two-minute rule specifies that you have to give someone an uninterrupted two minutes to explain their thinking before jumping in with your own. This ensures that everyone has time to fully crystallize and communicate their thoughts without worrying they will be misunderstood…
Breaking news: Jay Powell has said 'shifting' economic risks have sharpened the case for a Federal Reserve rate cut, as the central bank chair warned that the labour market was cooling and Donald Trump’s tariffs were lifting inflation. on.ft.com/4lHUz5Q
While there is nobody in the world who will share your point of view on everything, there are people who will share your most important values and the ways in which you choose to live them out. Make sure you end up with those people. #principleoftheday
That means interest rates have got to be high enough that they’re a good return for the creditor, without being so high that they’re bad for the debtor.
In the US, we recently came out of a long free money environment in which interest rates were nil and real interest rates went…
My all-time favorite investing book?
It might be One Up on Wall Street. It's full of investment wisdom
Here are the 10 most valuable lessons from this classic
A few months ago, Bessent said something that many people overlooked:
“We are going to keep the U.S. the dominant reserve currency in the world, and we will use stablecoins to do that.”
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