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Jan 18, 2023
Fears of another liquidity crisis have entered the mainstream, with many people guessing what will cause the next financial upheaval. Right now, all triggers have been suppressed, but not for long. The Great Liquidity Squeeze™ is upon us... 1/
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Concoda 🥷
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Oct 17, 2022
1/ This fascinating thread encapsulates 2 key feature of the mainstream (Krugman) vs heterodox (Kindleberger) faultline -they have different epistemologies (aka idea of what’s a good contribution to econ) -epistemological preferences are often dis
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Beatrice Cherrier
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Sep 24, 2022
1/ On July 26, 1941, President Roosevelt seized all Japanese assets in the US and imposed a strict oil embargo on the country. Britain and the Dutch East Indies – the colonial predecessor to modern-day Indonesia and a major oil supplier to Japan – qu
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Doomberg
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Aug 13, 2022
Fascinating back story to the Nixon gold default in August 1971. thanks for the shove @LukeGromen twitter.com/LawrenceLepard/status/1558587196147437568/photo/1
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Lawrence Lepard
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Mar 11, 2022
Would you recognise an economic reset if it was happening before our very eyes?🛑 Time for a thread🧵 discussing this and👇 -Why the 1944 Bretton Woods system has already been reset -When the world entered the ‘’Silent Bretton Woods 2 era’’ -Are we cu
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Mark Moss
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Mar 9, 2022
Let's discuss Russian economy. Many underestimate its dependency upon technological import. Russia's so deeply integrated into Western technological chains that severing these ties will lead to its collapse. Sanctions are already effective and can be
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Kamil Galeev
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Feb 3, 2022
What’s going on right now with the price of fertilizer is pretty frightening. What we’re likely to see this year is a big increase in soy production & acceleration of the longterm trend of farm consolidation. In this🧵thread🧵I will share my takes
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William Wheelwright
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Jan 5, 2022
1/ Time for @ElectricCapital's Annual Developer Report: medium.com/electric-capital/electric-capital-developer-report-2021-f37874efea6d We analyzed 150m+ repos & xM code commits to produce these 100+ charts. This was a community effort: 150 peo
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Avichal Garg
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Dec 30, 2021
In 2021, I shared 85 threads on Twitter. On business, finance, growth, writing, startups, frameworks, & more. Here are my top threads of 2021 (and TLDRs of each):
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Sahil Bloom
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Dec 2, 2021
It didn’t take me long in the crypto world to realize that it’s an ecosystem being fueled by the “House Money Effect”. Having spent countless hours in the world of high stakes poker I recognized it instantly and now can’t stop seeing it everywhere I
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Frank Rotman
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Oct 3, 2020
Just finished reading "When Money Dies" by Adam Ferguson, and thought I'd share a tweet summary of it. TL;DR: "Inflation is a form of expropriation of some classes of society during times of peace". PS: Expect lots of 🖨💵 Thread 👇 /1 https://t.co
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MetaMick
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Oct 15, 2023
Thread on UST funding and RRP. Backdrop: US treasury debt outstanding has gone from $22.7T to $33.2T over the past four years (9/30/19 to 9/30/23), and 30.9T a year ago. So +$2.3T 1y and +$10T 4y. The -12m deficit is $1.7T per below, as of 9/30 (Tre
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Paulo Macro
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