@moatlesscapital.bsky.social
There are seniors who are taking out consumer loans to pay off mortgages of kids with no intention of repaying said consumer loan at death
September 7, 2025 at 3:24 AM
There are seniors who are taking out consumer loans to pay off mortgages of kids with no intention of repaying said consumer loan at death
They are but that’s not due to resi re per se
July 22, 2025 at 10:49 AM
They are but that’s not due to resi re per se
It will be a legitimate dilemma for people to either choose for continuation of this machination of ICE or for a Socialist President in upcoming elections.
July 4, 2025 at 4:58 AM
It will be a legitimate dilemma for people to either choose for continuation of this machination of ICE or for a Socialist President in upcoming elections.
Need supply side rationalization for this to change.
June 9, 2025 at 9:48 PM
Need supply side rationalization for this to change.
I mean just look at Komatsu business in SE Asia lol
May 7, 2025 at 9:49 AM
I mean just look at Komatsu business in SE Asia lol
High RE prices was the biggest impediments of MPC (followed by healthcare/education costs); all 3 of which had been forcefully deflated to varying degrees of success (3RL, VBP, afterschool tutoring crackdown). I suspect consumer stimulus will be much more effective this time
April 20, 2025 at 10:39 AM
High RE prices was the biggest impediments of MPC (followed by healthcare/education costs); all 3 of which had been forcefully deflated to varying degrees of success (3RL, VBP, afterschool tutoring crackdown). I suspect consumer stimulus will be much more effective this time
I.E RE was unsustainable for a long time until it had to be dealt with; Covid relaxation should have been done earlier but wasn’t done until TINA (full on protests); market reforms in 1978 because there was no other way; domestic substitution of industrial tech because risk of sanctions etc.
April 20, 2025 at 10:24 AM
I.E RE was unsustainable for a long time until it had to be dealt with; Covid relaxation should have been done earlier but wasn’t done until TINA (full on protests); market reforms in 1978 because there was no other way; domestic substitution of industrial tech because risk of sanctions etc.
Yes the reforms never got done because they weren’t “do or die” reforms (as the market reforms in 1978). I have absolute trust in the party to get its act together when it’s facing these type of challenges, I am a lot less confident on the party doing things when they should be done.
April 20, 2025 at 10:20 AM
Yes the reforms never got done because they weren’t “do or die” reforms (as the market reforms in 1978). I have absolute trust in the party to get its act together when it’s facing these type of challenges, I am a lot less confident on the party doing things when they should be done.
People (including myself) would’ve had similar doubts about progression of Chinese advanced manufacturing say 5-7 years ago as well.
April 19, 2025 at 1:25 PM
People (including myself) would’ve had similar doubts about progression of Chinese advanced manufacturing say 5-7 years ago as well.
Not $600809 🤝
April 7, 2025 at 11:06 AM
Not $600809 🤝
Reposted
a good example of this is that the Netherlands, acting alone, could turn off all of TSMC's and Intel's investment by putting export controls on lithography equipment.
March 4, 2025 at 2:41 AM
a good example of this is that the Netherlands, acting alone, could turn off all of TSMC's and Intel's investment by putting export controls on lithography equipment.
I mean are we really going to believe that Too Gun 2 was anything but a propaganda film designed to boost enlistment?
March 2, 2025 at 8:06 PM
I mean are we really going to believe that Too Gun 2 was anything but a propaganda film designed to boost enlistment?
Sovereign Wealth Fund run by Elmo. Trading commissions run through Cantor.
March 2, 2025 at 5:10 PM
Sovereign Wealth Fund run by Elmo. Trading commissions run through Cantor.
Year of the snake.
February 27, 2025 at 10:22 PM
Year of the snake.
Thoughts? Would love to be proven wrong on this idea @nosunkcosts.bsky.social @negativegw.bsky.social
February 27, 2025 at 8:29 PM
Thoughts? Would love to be proven wrong on this idea @nosunkcosts.bsky.social @negativegw.bsky.social
Other than the bunker preppers I do not believe American elites have similar fears (until perhaps recently) about the U.S. government. So it might be that the ‘oh shit’ moment comes later than Shanghai 2022 but with even more explosiveness if this current trajectory continues.
February 27, 2025 at 8:29 PM
Other than the bunker preppers I do not believe American elites have similar fears (until perhaps recently) about the U.S. government. So it might be that the ‘oh shit’ moment comes later than Shanghai 2022 but with even more explosiveness if this current trajectory continues.
In contrast, Chinese elites were under no illusion about their distrust in a monolithic government at possibly making their lives difficult and had prepared (green cards, housing in Vancouver etc) a parachute in case shit went south.
February 27, 2025 at 8:29 PM
In contrast, Chinese elites were under no illusion about their distrust in a monolithic government at possibly making their lives difficult and had prepared (green cards, housing in Vancouver etc) a parachute in case shit went south.
..and refuse to come to terms with the autoimmune vultural devolution of the domestic institutions that have made the U.S. preeminent?
February 27, 2025 at 8:29 PM
..and refuse to come to terms with the autoimmune vultural devolution of the domestic institutions that have made the U.S. preeminent?
To the extent that the U.S. is going through the “Brave New World” script as opposed to “1984” script, is it possible that the ‘oh shit’ moment doesn’t happen as people can always blame it on someone else (Chyna bad)…
February 27, 2025 at 8:29 PM
To the extent that the U.S. is going through the “Brave New World” script as opposed to “1984” script, is it possible that the ‘oh shit’ moment doesn’t happen as people can always blame it on someone else (Chyna bad)…
the Chinese economy and Chinese local governments have become more cyclical and house/land price dependent, making falls in home prices, especially land prices, more painful and requiring aggressive fiscal & monetary actions
February 25, 2025 at 5:52 PM
the Chinese economy and Chinese local governments have become more cyclical and house/land price dependent, making falls in home prices, especially land prices, more painful and requiring aggressive fiscal & monetary actions
You would need to structure the bet to be paid out in gold - they could pay you pre-default USD (American Ruble/Peso) if it happened.
February 13, 2025 at 6:37 PM
You would need to structure the bet to be paid out in gold - they could pay you pre-default USD (American Ruble/Peso) if it happened.