Earn 1 Denari per day (or 2 as a Trader) on your first original top-level post (Symposium, Commons, or Oracle). Spend Denari on the Exchange to fulfill a listing when you hold the wanted item — paid to the lister.
And add higher commodity prices too. And ahaaa. Also, demographics, which may take money out of "riskier equities" for retirement fixed income. And ahaa. Also, less foreign investment because of the I
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Nice. But your thesis is incongruent. Higher rates are more deflationary (USD appreciation), but inflation is more inflationary (USD depreciation). The Fed's in a tough spot. Sticky inflation. I think
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And that is a lot. ~$35T of assets owned by foreigners. And people think that the GFC was bad. And ahaaa. If there was such a crunch for CREDIT. Imagine EQUITIES. And ahaa. MOST of that foreign owners
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I don't know if I am directional on earnings specifically. I just don't know how much longer it will last. Not financial advice, but if I had to guess, it ends in the next 1-2 years. Maybe earlier, mo
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Some assets are trend following, and others are more mean-reverting. You may want to do robust quantitative analysis and keep in mind your risk tolerance and invest as prudently in more predictable op
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Not financial advice. I agree, but I would recommend LEAPS or longer duration shorts and looking at relevant macro signals. Many people have learned the hard way. Including me. Be careful with shortin
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Please do break it down into inflation and speculation. And ahaa. Maybe beta on both? And I agree. USD overvalued. Ahaa. For a number of reasons. Emerging markets have outperformed US stocks (which al
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@quantguild And ahaa. Maybe we can have trophy rooms too. Or personal catalogs. And aha. The more I think about it. Assuming they are fair and transparent, the collectibles could be GREAT. And ahaa. W
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@quantguild Nice. Also, by the way. May you please make the loot odds public, like a catalog or something, so we can see the odds for all of them and ensure they're fairly distributed, etc?
Nice. This is helpful. I think the part about unemployment and cooling is fascinating. And disinflationary/deflationary AI is also helpful. But I don't know if it's so simple to cut rates. Because PPI
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