Ludwig Von Mises
@ludwigvonmises.bsky.social
Tu ne cede malis, sed contra audentior ito
(@NationsWealth in other place)
(@NationsWealth in other place)
I'd be scared to short small caps in this mkt
November 24, 2025 at 8:12 PM
I'd be scared to short small caps in this mkt
Bluesky 1 - twitter 0
November 18, 2025 at 1:52 PM
Bluesky 1 - twitter 0
The FOMC met on May 7, 2002, and decided to keep the target rate unchanged at 1.75%. This rate had been in place since the last cut on December 11, 2001. The marketeers easy-money junkies didn't like it, so Fed cut all the way down to 1.00% on June 25, 2003. Housing bubble follow.
I remember the last leg down in May 2002, when all the talk was whether insurance companies would be forced sellers of equities. Was quite the start.
November 18, 2025 at 1:38 PM
The FOMC met on May 7, 2002, and decided to keep the target rate unchanged at 1.75%. This rate had been in place since the last cut on December 11, 2001. The marketeers easy-money junkies didn't like it, so Fed cut all the way down to 1.00% on June 25, 2003. Housing bubble follow.
I'm so tired.
November 17, 2025 at 2:48 PM
I'm so tired.
John, this reminded me accounting rule FAS-157 by the Financial Accounting Standards Board.
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
November 15, 2025 at 11:00 AM
Reposted by Ludwig Von Mises
John, this reminded me accounting rule FAS-157 by the Financial Accounting Standards Board.
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
November 15, 2025 at 10:58 AM
John, this reminded me accounting rule FAS-157 by the Financial Accounting Standards Board.
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
John, this reminded me accounting rule FAS-157 by the Financial Accounting Standards Board.
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
November 15, 2025 at 10:58 AM
John, this reminded me accounting rule FAS-157 by the Financial Accounting Standards Board.
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
Let's see how far it drops, Prof
@hussmanjp.bsky.social
@hussmanjp.bsky.social
it will be another "buy the dip opportunity". We had so many in the last +10 years. Let's call it "The AI hiccup" ?
We've been trained as monkeys for decades to not fight the Fed & buy any dip.
QT is done now. Soon QE will be back. Brrr.. I know 'until investors are not risk adverse... yada yada'
We've been trained as monkeys for decades to not fight the Fed & buy any dip.
QT is done now. Soon QE will be back. Brrr.. I know 'until investors are not risk adverse... yada yada'
November 14, 2025 at 2:20 PM
Let's see how far it drops, Prof
@hussmanjp.bsky.social
@hussmanjp.bsky.social
November 13, 2025 at 1:43 PM
The skyscraper curse. The cause is monetary expansion by central banks. The Fed in primis.
Source: Mises Institute share.google/pzHVCP4KO5JM...
Source: Mises Institute share.google/pzHVCP4KO5JM...
November 12, 2025 at 9:21 AM
The skyscraper curse. The cause is monetary expansion by central banks. The Fed in primis.
Source: Mises Institute share.google/pzHVCP4KO5JM...
Source: Mises Institute share.google/pzHVCP4KO5JM...
ahahah
as Italian i want to be half as smart as derek and half as stilish
as Italian i want to be half as smart as derek and half as stilish
November 11, 2025 at 9:57 PM
ahahah
as Italian i want to be half as smart as derek and half as stilish
as Italian i want to be half as smart as derek and half as stilish
November 11, 2025 at 3:59 PM
Reposted by Ludwig Von Mises
legend.
we all like to think we'd do the right thing but it sounds like this guy did
www.bbc.co.uk/news/article...
we all like to think we'd do the right thing but it sounds like this guy did
www.bbc.co.uk/news/article...
November 4, 2025 at 11:11 AM
legend.
we all like to think we'd do the right thing but it sounds like this guy did
www.bbc.co.uk/news/article...
we all like to think we'd do the right thing but it sounds like this guy did
www.bbc.co.uk/news/article...
calpers too
lots of big boys coming out against it
lots of big boys coming out against it
The world’s largest sovereign wealth fund will vote against Tesla chief executive Elon Musk’s $1tn pay package, saying it is worried about the size of the deal on.ft.com/4nBxm6c
November 4, 2025 at 4:34 PM
calpers too
lots of big boys coming out against it
lots of big boys coming out against it
Joshua's systems are flashing lights today
ps we are going to defcon 1
ps we are going to defcon 1
November 3, 2025 at 4:25 PM
Joshua's systems are flashing lights today
ps we are going to defcon 1
ps we are going to defcon 1
393
1.4 trillion company
oki doki...
1.4 trillion company
oki doki...
🇪🇸SPAIN NEW TESLA REGISTRATIONS FALL 30.6% Y/Y IN OCTOBER TO 393 CARS, ANFAC INDUSTRY GROUP SAYS #SPAIN #TESLA $TSLA
November 3, 2025 at 2:31 PM
393
1.4 trillion company
oki doki...
1.4 trillion company
oki doki...
Reposted by Ludwig Von Mises
The financial markets are raining duration.
November 3, 2025 at 1:43 PM
The financial markets are raining duration.
"With our broadest estimate of prospective S&P 500 10-year nominal total returns down to just 2.9%", 14 Oct 2013
ps we got 14% over 12-year
pps I'm convinced this bubble will end but I have been very wrong for a very long time too
cc @hussmanjp.bsky.social
www.hussmanfunds.com/wmc/wmc13101...
ps we got 14% over 12-year
pps I'm convinced this bubble will end but I have been very wrong for a very long time too
cc @hussmanjp.bsky.social
www.hussmanfunds.com/wmc/wmc13101...
October 30, 2025 at 7:05 AM
"With our broadest estimate of prospective S&P 500 10-year nominal total returns down to just 2.9%", 14 Oct 2013
ps we got 14% over 12-year
pps I'm convinced this bubble will end but I have been very wrong for a very long time too
cc @hussmanjp.bsky.social
www.hussmanfunds.com/wmc/wmc13101...
ps we got 14% over 12-year
pps I'm convinced this bubble will end but I have been very wrong for a very long time too
cc @hussmanjp.bsky.social
www.hussmanfunds.com/wmc/wmc13101...
The stopped QT. This will not normilised any time soon. The way will be a sovereign debt crisis. Someday in the future.
@hussmanjp.bsky.social
@hussmanjp.bsky.social
October 29, 2025 at 6:11 PM
The stopped QT. This will not normilised any time soon. The way will be a sovereign debt crisis. Someday in the future.
@hussmanjp.bsky.social
@hussmanjp.bsky.social
Reposted by Ludwig Von Mises
Stop trying to sweeten the deal, Andrew. I'm already voting for Zohran!
October 26, 2025 at 11:54 PM
Stop trying to sweeten the deal, Andrew. I'm already voting for Zohran!
October 26, 2025 at 9:41 PM
my desk is in my bedroom. my wife desk is on my daughter bedroom. that piano in the house and one of us needs to sleep outside.
makes me weep to think of the gifts robbed from us because unaffordable housing has made it difficult for people to pursue their passions and hobbies
October 26, 2025 at 9:38 PM
my desk is in my bedroom. my wife desk is on my daughter bedroom. that piano in the house and one of us needs to sleep outside.
if they panic, it's a bubble. If I panic, it's a doomer.
@sonalibasak.bsky.social absolutely crushed her first TCAF appearance- get ready to learn a lot about what’s really happening in finance these days.
YouTube: youtu.be/RZEhwdSYIos?...
Spotify: open.spotify.com/episode/2BWe...
YouTube: youtu.be/RZEhwdSYIos?...
Spotify: open.spotify.com/episode/2BWe...
It’s Only a Bubble If You Panic | TCAF 214
YouTube video by The Compound
youtu.be
October 26, 2025 at 6:55 AM
if they panic, it's a bubble. If I panic, it's a doomer.