@LynAldenContact / appears on tweets, tweets, tweets, tweets, we-study-billionaires, we-study-billionaires, tweets, we-study-billionaires, tweets, tweets, we-study-billionaires, tweets, we-study-billionaires, tweets, we-study-billionaires, we-study-billionaires, tweets, tweets, tweets
I think that eventually software as a service stocks will get to the point where they're dramatically oversold. I think nobody wants to be a hero and rush in and buy a falling knife.
I've been long energy. I didn't rush to buy energy because of this crisis, but I've already been long energy and energy pipelines and things like that.
It's almost like $100+ oil's like a new baseline in a sense. Like that can encourage new production. That's kind of a reasonable balance, or at least the high double digits. $60 oil is, I think, not that sustainable because producers can't really make money down there for the most part.
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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.
The hardest-capped asset keeps absorbing money printed faster than bonds can yield, while Treasury holders quietly lose their share of the dollar network every year the presses run.
I've been fairly constructive on banks and financials because they're resilient against defaults. I mean, one, they already have pretty high levels of reserves and treasuries and fairly safe assets. Two, they're on the receiving side of fiscal deficits. So a lot of this interest expense is going to banks and financials. And they're pretty cheap.
those Japanese trading companies that he bought, they themselves are already quite levered in a good way because they're borrowing yen at near zero.
If the money supply's growing by 7% and you're holding treasuries that are paying you 3 or 4, you're getting diluted by 3 or 4% a year in terms of like your share of the overall dollar network.
And I think the uptick in gold usage is part of that. It's not that Chinese currency replaces the dollar, it's that one neutral reserve asset, like gold gradually replaced the dollar as a reserve.
No reach data yet.
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