Liam George
@liamgeorge99.bsky.social
Turning conversations into capital• Sharing safety tips & Helping people make smart moves.
The recent boom in stablecoins requires close monitoring, even if financial stability risks appear limited for now, the European Central Bank said bloomberg.com/news/article... Beware money laundering, stablecoin solvency, & banks needing to replace lost float.
Stablecoin Boom Requires Close Monitoring of Risks, ECB Says
The recent boom in stablecoins requires close monitoring, even if financial stability risks appear limited for now, the European Central Bank said.
bloomberg.com
November 24, 2025 at 11:38 PM
The recent boom in stablecoins requires close monitoring, even if financial stability risks appear limited for now, the European Central Bank said bloomberg.com/news/article... Beware money laundering, stablecoin solvency, & banks needing to replace lost float.
Once one of the country’s biggest growth drivers, China’s property market has been in a downward spiral for four years with no signs of abating. Here's why bloomberg.com/news/article... Communists are notably bad at dealing w/finance. That's why they can't deal w/the bubbles they made.
Why China Can’t Sort Out Its Property Market Mess
Once one of the country’s biggest growth drivers, China’s property market has been in a downward spiral for four years with no signs of abating. Real estate values continue to plummet, households in f...
bloomberg.com
November 24, 2025 at 11:37 PM
Once one of the country’s biggest growth drivers, China’s property market has been in a downward spiral for four years with no signs of abating. Here's why bloomberg.com/news/article... Communists are notably bad at dealing w/finance. That's why they can't deal w/the bubbles they made.
The $15 million deal seemed like a low-risk way for Marriott to add 9,000 rooms to its portfolio. It ended with thousands of guests kicked out. wsj.com/business/hos... A messy ending to a badly-run business $MAR
Inside Marriott’s Disastrous Bet on Short-Term Rental Company Sonder
Investment in Sonder added rooms, but apartment-rental company collapsed under high-cost leases. ‘Everything kind of went straight downhill,’ said one manager.
wsj.com
November 24, 2025 at 11:35 PM
The $15 million deal seemed like a low-risk way for Marriott to add 9,000 rooms to its portfolio. It ended with thousands of guests kicked out. wsj.com/business/hos... A messy ending to a badly-run business $MAR
Kash Patel’s Acts of Service (The FBI director isn’t just enforcing the President’s agenda at the Bureau—he’s seeking retribution for its past investigations of Donald Trump.) newyorker.com/magazine/202... I'm no great fan of bureaucracy, but when we have it, it should be neutral.
Kash Patel’s Acts of Service
The F.B.I. director isn’t just enforcing the President’s agenda at the Bureau—he’s seeking retribution for its past investigations of Donald Trump.
newyorker.com
November 24, 2025 at 11:35 PM
Kash Patel’s Acts of Service (The FBI director isn’t just enforcing the President’s agenda at the Bureau—he’s seeking retribution for its past investigations of Donald Trump.) newyorker.com/magazine/202... I'm no great fan of bureaucracy, but when we have it, it should be neutral.
The cracks in Poland's economic boom are starting to show bloomberg.com/news/feature... Seemingly, it is job loss from divisions of foreign companies due to AI.
AI Threatens to Spoil Poland’s $1 Trillion Economic Party
Krakow became a hub for business services jobs, driving salaries to the highest in Poland. Now the city is learning to live with artificial intelligence.
bloomberg.com
November 24, 2025 at 1:36 PM
The cracks in Poland's economic boom are starting to show bloomberg.com/news/feature... Seemingly, it is job loss from divisions of foreign companies due to AI.
Bond Markets Have Europe’s Biggest Economies in a Bind. Why It’s a Warning for Trump. barrons.com/articles/bon... Fear the 1840s, where overly indebted governments faced revolutions.
Bond Markets Have Europe’s Biggest Economies in a Bind. Why It’s a Warning for Trump.
The U.K. government has been struggling to plug a fiscal hole, shying away from both tax hikes and spending cuts.
barrons.com
November 23, 2025 at 8:05 PM
Bond Markets Have Europe’s Biggest Economies in a Bind. Why It’s a Warning for Trump. barrons.com/articles/bon... Fear the 1840s, where overly indebted governments faced revolutions.
PHL’s $2.2 Billion Hole Exposes Private Equity’s Life Insurance Risk bloomberg.com/features/202... End captive reinsurers. Enforce mirror reserving. Expand guarantee limits. Require assets be rated by Moody's, S&P, or Fitch. Disallow insurers to be owned by corporations.
When Wall Street’s Insurance Playbook Goes Wrong
Almost a decade after a private equity firm began reshaping a struggling life insurer, authorities are grappling with a $2.2 billion shortfall. Policyholders fear life-changing losses.
bloomberg.com
November 23, 2025 at 8:04 PM
PHL’s $2.2 Billion Hole Exposes Private Equity’s Life Insurance Risk bloomberg.com/features/202... End captive reinsurers. Enforce mirror reserving. Expand guarantee limits. Require assets be rated by Moody's, S&P, or Fitch. Disallow insurers to be owned by corporations.
A new minimum requirement for MBAs seeking a consulting gig: AI proficiency bloomberg.com/news/article... Automate as much as you can, and you might get or save your job.
The New Requirement for MBAs Seeking Consulting Jobs: AI Proficiency
Rather than posing an existential threat, the technology is reinforcing the importance of judgment and emotional intelligence.
bloomberg.com
November 20, 2025 at 9:57 AM
A new minimum requirement for MBAs seeking a consulting gig: AI proficiency bloomberg.com/news/article... Automate as much as you can, and you might get or save your job.
Total Portfolio Approach’ Is Shaking Up How Trillions Get Managed advisorperspectives.com/articles/202... There's less to this than meets the eye. Few investors have the skill to be great Tactical Asset Allocators. This just sounds faddish.
‘Total Portfolio Approach’ Is Shaking Up How Trillions Get Managed
For decades, these institutional allocators took roughly the same approach to managing the vast piles of cash under their control: They diversified by divvying up the money across asset classes — for ...
advisorperspectives.com
November 19, 2025 at 10:55 AM
Total Portfolio Approach’ Is Shaking Up How Trillions Get Managed advisorperspectives.com/articles/202... There's less to this than meets the eye. Few investors have the skill to be great Tactical Asset Allocators. This just sounds faddish.
America’s major sports leagues have started to try to limit action on the sorts of bets most vulnerable to manipulation. That’s trickier than it may seem. wsj.com/sports/prop-... Prop bets are popular, but typically lose. Parlay bets are even worse. Gambling should be illegal.
Prop Bets Are Scandal Magnets for Sports Leagues. They’re Also Serious Moneymakers.
America’s major sports leagues have started to try to limit action on the sorts of bets most vulnerable to manipulation. That’s trickier than it may seem.
wsj.com
November 19, 2025 at 10:54 AM
America’s major sports leagues have started to try to limit action on the sorts of bets most vulnerable to manipulation. That’s trickier than it may seem. wsj.com/sports/prop-... Prop bets are popular, but typically lose. Parlay bets are even worse. Gambling should be illegal.
Private credit pushing reinsurers into riskier business, industry warns ft.com/content/057b... Avoid investing in P&C (re)insurers that use MGAs. The underwriting is not thorough.
Private credit pushing reinsurers into riskier business, industry warns
Regulatory gaps mean firms can have ‘much more leverage and a different investment appetite’, reinsurance boss says
ft.com
November 19, 2025 at 10:54 AM
Private credit pushing reinsurers into riskier business, industry warns ft.com/content/057b... Avoid investing in P&C (re)insurers that use MGAs. The underwriting is not thorough.
America’s major sports leagues have started to try to limit action on the sorts of bets most vulnerable to manipulation. That’s trickier than it may seem. wsj.com/sports/prop-... Prop bets are popular, but typically lose. Parlay bets are even worse. Gambling should be illegal.
Prop Bets Are Scandal Magnets for Sports Leagues. They’re Also Serious Moneymakers.
America’s major sports leagues have started to try to limit action on the sorts of bets most vulnerable to manipulation. That’s trickier than it may seem.
wsj.com
November 18, 2025 at 9:53 AM
America’s major sports leagues have started to try to limit action on the sorts of bets most vulnerable to manipulation. That’s trickier than it may seem. wsj.com/sports/prop-... Prop bets are popular, but typically lose. Parlay bets are even worse. Gambling should be illegal.
Credit investment firm Diameter has raised $4.5 billion for its latest fund aiming to seize on market dislocations bloomberg.com/news/article... Too many predators. Not enough prey.
Diameter Raises $4.5 Billion Credit Fund Betting on Dislocation
Credit investment firm Diameter Capital Partners has raised $4.5 billion for its latest fund aiming to seize on market dislocations.
bloomberg.com
November 18, 2025 at 9:52 AM
Credit investment firm Diameter has raised $4.5 billion for its latest fund aiming to seize on market dislocations bloomberg.com/news/article... Too many predators. Not enough prey.
Americans are leaving behind more of their 401(k) savings as they switch jobs, sometimes without realizing it wsj.com/personal-fin... You are your own best defender.
Forgotten 401(k) Accounts Are Costing Americans Billions in Lost Investment Gains
As workers change jobs, more retirement accounts are being left behind.
wsj.com
November 18, 2025 at 9:52 AM
Americans are leaving behind more of their 401(k) savings as they switch jobs, sometimes without realizing it wsj.com/personal-fin... You are your own best defender.
Americans are leaving behind more of their 401(k) savings as they switch jobs, sometimes without realizing it wsj.com/personal-fin... You are your own best defender.
Forgotten 401(k) Accounts Are Costing Americans Billions in Lost Investment Gains
As workers change jobs, more retirement accounts are being left behind.
wsj.com
November 18, 2025 at 9:48 AM
Americans are leaving behind more of their 401(k) savings as they switch jobs, sometimes without realizing it wsj.com/personal-fin... You are your own best defender.
Private credit pushing reinsurers into riskier business, industry warns ft.com/content/057b... Avoid investing in P&C (re)insurers that use MGAs. The underwriting is not thorough.
Private credit pushing reinsurers into riskier business, industry warns
Regulatory gaps mean firms can have ‘much more leverage and a different investment appetite’, reinsurance boss says
ft.com
November 18, 2025 at 9:48 AM
Private credit pushing reinsurers into riskier business, industry warns ft.com/content/057b... Avoid investing in P&C (re)insurers that use MGAs. The underwriting is not thorough.
Total Portfolio Approach’ Is Shaking Up How Trillions Get Managed advisorperspectives.com/articles/202... There's less to this than meets the eye. Few investors have the skill to be great Tactical Asset Allocators. This just sounds faddish.
‘Total Portfolio Approach’ Is Shaking Up How Trillions Get Managed
For decades, these institutional allocators took roughly the same approach to managing the vast piles of cash under their control: They diversified by divvying up the money across asset classes — for ...
advisorperspectives.com
November 15, 2025 at 11:26 AM
Total Portfolio Approach’ Is Shaking Up How Trillions Get Managed advisorperspectives.com/articles/202... There's less to this than meets the eye. Few investors have the skill to be great Tactical Asset Allocators. This just sounds faddish.
President Donald Trump downplayed criticism of the potential creation of a 50-year mortgage product, saying it would help more Americans afford monthly payments on homes bloomberg.com/news/article... Trump, the apostle of over-indebtedness. Very dumb idea.
Trump Defends 50-Year Mortgage Plan, Calling it ‘Not a Big Deal’
President Donald Trump downplayed criticism of the potential creation of a 50-year mortgage product, saying it would help more Americans afford monthly payments on homes.
bloomberg.com
November 14, 2025 at 11:54 AM
President Donald Trump downplayed criticism of the potential creation of a 50-year mortgage product, saying it would help more Americans afford monthly payments on homes bloomberg.com/news/article... Trump, the apostle of over-indebtedness. Very dumb idea.
Some U.S. life insurers are parking more than half the fixed-income assets they need to fund policies and annuities in hard-to-trade private credit, according to new research by Moody’s Ratings wsj.com/finance/inve... This will not end well.
Exclusive | U.S. Insurers Are Binging on Private Credit, Moody’s Says
A handful of insurers are buying much of the investments, which are hard to trade and have relatively low credit ratings.
wsj.com
November 14, 2025 at 11:52 AM
Some U.S. life insurers are parking more than half the fixed-income assets they need to fund policies and annuities in hard-to-trade private credit, according to new research by Moody’s Ratings wsj.com/finance/inve... This will not end well.
A Two-Headed Coin That Always Comes Up ‘Trump’ nytimes.com/2025/11/09/u... Egotistical
A Two-Headed Coin That Always Comes Up ‘Trump’
nytimes.com
November 12, 2025 at 8:49 PM
A Two-Headed Coin That Always Comes Up ‘Trump’ nytimes.com/2025/11/09/u... Egotistical
If Trump wants 50-year mortgages, is he willing to issue 50-year Treasuries? I am willing to make a "bet" here. 50-year Treasuries will have a lower yield than 30-year Treasuries because the 50s will have far higher convexity then the 30s. Also, life insurers will eat them up.
November 12, 2025 at 8:49 PM
If Trump wants 50-year mortgages, is he willing to issue 50-year Treasuries? I am willing to make a "bet" here. 50-year Treasuries will have a lower yield than 30-year Treasuries because the 50s will have far higher convexity then the 30s. Also, life insurers will eat them up.
Homeschooling is always superior to public schools, even in rich school districts like Howard County, MD. Tutoring is the best way to educate, plus unlike the public schools, you can eliminate bad pedagogy like non-phonics & the new new math. Teaching colleges have dopey ideas.
November 12, 2025 at 8:48 PM
Homeschooling is always superior to public schools, even in rich school districts like Howard County, MD. Tutoring is the best way to educate, plus unlike the public schools, you can eliminate bad pedagogy like non-phonics & the new new math. Teaching colleges have dopey ideas.
A group of Wall Street banks are considering bringing in private credit firms on a portion of a $12.25 billion debt financing to support Blackstone and TPG’s acquisition of medical device-maker Hologic bloomberg.com/news/article... Beware second liens
Wall Street Banks Weigh Tapping Private Credit on Hologic $12 Billion Debt Deal
A group of Wall Street banks are considering bringing in private credit firms on a portion of a $12.25 billion debt financing to support Blackstone Inc. and TPG Inc.’s acquisition of medical device-ma...
bloomberg.com
November 12, 2025 at 8:48 PM
A group of Wall Street banks are considering bringing in private credit firms on a portion of a $12.25 billion debt financing to support Blackstone and TPG’s acquisition of medical device-maker Hologic bloomberg.com/news/article... Beware second liens
Another faintly plausible explanation is that this episode demonstrates that President Donald Trump and the Republicans have great power at present, and are blessed with unimpressive opponents. bloomberg.com/opinion/news... Well said regarding the "unimpressive opponents."
End the Shutdown, Buy the Dip
Democrats are trying to figure out what went wrong. Asset prices never cared.
bloomberg.com
November 12, 2025 at 8:48 PM
Another faintly plausible explanation is that this episode demonstrates that President Donald Trump and the Republicans have great power at present, and are blessed with unimpressive opponents. bloomberg.com/opinion/news... Well said regarding the "unimpressive opponents."
President Donald Trump downplayed criticism of the potential creation of a 50-year mortgage product, saying it would help more Americans afford monthly payments on homes bloomberg.com/news/article... Trump, the apostle of over-indebtedness. Very dumb idea.
Trump Defends 50-Year Mortgage Plan, Calling it ‘Not a Big Deal’
President Donald Trump downplayed criticism of the potential creation of a 50-year mortgage product, saying it would help more Americans afford monthly payments on homes.
bloomberg.com
November 12, 2025 at 8:47 PM
President Donald Trump downplayed criticism of the potential creation of a 50-year mortgage product, saying it would help more Americans afford monthly payments on homes bloomberg.com/news/article... Trump, the apostle of over-indebtedness. Very dumb idea.