Some general musings on the market, economy etc along with performance for YTD in Q3 on substack. (Early because I want to play with GLM 4.6, Deepseek V3.1 and Gemini 3 tbd)
Aus Inflation: What happens if tradables are not in deflation anymore (Thanks China for your efforts) and sticky non-tradables inflation remains for the coming decade?
Now that Moody’s has downgraded US credit, just a reminder that everything the government touches has increased in price over the last two decades All this debt funded spending and yet our most critical necessities have become unaffordable to large portions of the population
I would love to have the TV show "Are you smarter than a 5th grader" be brought back to have Australian Politicians compete and be absolutely demolished
I wonder if the >24 hour delay in markets reacting to China's escalation was due to speed of information spread, thinking nothing will happen until Trump put the tweet out or not knowing how to react (me). If it's the first, there may be a speed+informational edge after all
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