Global Feed Post Login
Replying to Avatar Control-Plane Capital

Most (more than 90%) of Portfolio Managers are incentivized to hug the benchmark and don't even outperform S&P 500 after fees and taxes.

Buying spot Bitcoin and not doing anything is most likely going to outperform more than 99% of PMs long-term.

Ray Dalio is a broken record - repeats the same stuff and is always wrong - a true product of the fiat fuckery, QE era.

During periods of low GCP (Gross Consent Product), you can't have long-term crises. Instead, you have financial repression (3-4% CPI), and short (2-8 week crises) - long-enough to force the population to beg their government for a solution, not long-enough to birth alternative solutions outside the system.

Low GCP = Liquidity is choppy but net accommodative - bill-heavy issuance, facility templates, quick pivots on volatility spikes.

nostr:nevent1qvzqqqqqqypzp7k9zwsuahk3a278gp7p9xt5sh0ghwegah0va7spdqtler20gpa9qqszaxm90ymuta8dqddw8w9m2vc0fn7ffj06xf4ysq5v3fdt6pqdh7svykj0g nostr:nevent1qvzqqqqqqypzp7k9zwsuahk3a278gp7p9xt5sh0ghwegah0va7spdqtler20gpa9qqszaxm90ymuta8dqddw8w9m2vc0fn7ffj06xf4ysq5v3fdt6pqdh7svykj0g

Avatar
Jake Woodhouse 2mo ago

Yeah the government is asked to step in to solve a situation they created in the first place far too often

Reply to this note

Please Login to reply.

Discussion

ed
edf93453... 2mo ago

Reframe. Take your power back. Humanity steps in to solve the problems that humanity created. Stop asking. Act. You either act or you don't.

Thread collapsed