@DariusDale42 / appears on thoughtful-money, thoughtful-money, thoughtful-money, thoughtful-money, thoughtful-money, thoughtful-money, thoughtful-money, thoughtful-money
No settled calls yet — credibility updates as call horizons resolve.
the markets are going to come to a realization at some point in the next, let's call it, 2 to 3 quarters, that, oh my God, Kevin Warsh is not as hawkish on the balance sheet as we thought. Bitcoin under $60,000 is a stupid price.
Gold under $5,000 is a stupid price. We got to buy these assets. We got to get back involved on some of these more financial repression, monetary debasement style trades.
They will be absorbing a lot of the potato in our opinion. We think this is the highest probability outcome, overwhelming high probability outcome.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
we know they're eventually going to get to less communications over time, which should in theory inflate term premium. And why would that inflate term premium? The less the markets know about the expected path of the policy rate, the more you have to price in a real term premium.
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