Hi Florian. We love your substack and have used your recent article and charts in a newsletter we send to clients every Friday. It´s a casual collection of articles we find interesting, some charts and memes. You can fins a copy here --> https://278773.seu2.cleverreach.com/m/13993717. All the Best - Matthias
In a financial repression scenario (ie negative real rates ) how would being a lender (ie - bullish banks ) make sense ?
Spread between lending and funding grows in high interest regime. Banks are just middlemen for debt
Thanks a lot for this. And sure sounds good, thank you for asking
Absolutely loving your content Florian, would you be open to allowing us to share it with our 60k+ audience as well?
Hi Florian. We love your substack and have used your recent article and charts in a newsletter we send to clients every Friday. It´s a casual collection of articles we find interesting, some charts and memes. You can fins a copy here --> https://278773.seu2.cleverreach.com/m/13993717. All the Best - Matthias