Three scenarios, and what I deem the most likely
Absolutely insane timing on calling the short squeeze. Well deserved profits, i hope.
Thanks for sharing your analysis time and time again.
One of the best guys out there for sure. Florian is perhaps a big shot in the finance world, but still humble enough to listen an idea from even a silly retail (like me lol). I see his interactions on twitter, always open to dicussions and learn/respond to very differing viewpoints.
I don't know if I've seen such hoopla like the QRA before. A few months ago, few even knew what this was. Now it's being portrayed as the chief driver of economic growth. I like the more level headed approach given here. My question though, what happens when the Fed gets tired of the treasury monkeying in their business and fires back with QE changes?
Thanks a lot for sharing your opinion!
Thank you for taking us through your thought process, your posts are extremely helpful
Love to read your stuff, appreciate it
I like the scenario part of your posts as it frequently show optionla future ralated to key parameters tied to their "market expressions".
US deficits and debt are unsustainable. Moving to bills from bonds can fix short term. But in the long term, only negative real interest can keep the debt manageable. I see no other solution.
I will have to read this post several times to wrap my head around it.
Thank you for providing your thoughts and knowledge in such an expansive and transparent manner.
I appreciate your multiple views. You illustrate how to think about markets with their uncertainties, unknowns, probabilities and multiple possibilities. Learning how to think about markets is an alpha in itself. Thanks!
Fantastic as always Florian. Keep up the great work !