Be Water
@bewaterltd.bsky.social
If they are inflating the values of cash flows go up in nominal dollars as well. Youre right its obviously inflated by central banks but you can still lose in tbills
October 1, 2025 at 9:47 PM
If they are inflating the values of cash flows go up in nominal dollars as well. Youre right its obviously inflated by central banks but you can still lose in tbills
You can have for example asset inflation that continues but fails to protect in real terms, yet despite the underperformance still dramatically outperform tbills
September 26, 2025 at 12:02 PM
You can have for example asset inflation that continues but fails to protect in real terms, yet despite the underperformance still dramatically outperform tbills
Mean debasement. It depends which stage of debasement you are in. As Mises said when public wakes up to fact that it's permanent policy things change. You do not want to be in tbills then
September 26, 2025 at 7:40 AM
Mean debasement. It depends which stage of debasement you are in. As Mises said when public wakes up to fact that it's permanent policy things change. You do not want to be in tbills then
Debasement risk, as you know
September 25, 2025 at 10:39 PM
Debasement risk, as you know
Everything is worse now than then. Screenshots of ports and ytd retail
September 22, 2025 at 10:46 AM
Everything is worse now than then. Screenshots of ports and ytd retail
Do you remember zhangsta
September 19, 2025 at 8:17 PM
Do you remember zhangsta
September 18, 2025 at 9:37 AM
Except crypto kitties
September 10, 2025 at 6:27 PM
Except crypto kitties
Mr. Market’s Schizophrenic Break Of 2020
A Prelude to the Market Madness of 2024
bewaterltd.com
September 10, 2025 at 6:05 PM
Iren crew is interesting
September 9, 2025 at 11:41 PM
Iren crew is interesting
They must be reading the same books as us.
Shades of
Shades of
September 5, 2025 at 1:00 AM
They must be reading the same books as us.
Shades of
Shades of
September 5, 2025 at 12:55 AM
