Big shoutout to @FCNightingale which is probably the best follow on the CRE meltdown. -75% haircuts in commercial real estate…is it a omen for something worse orrr a sign the govt is about to go full Ponzi?! Pretty solid banter for a summer Friday and new material. Need @FCNightingale to come on @ForwardGuidance @fejau_inc @qthomp !
Forward Guidance
Forward Guidance9.8. klo 05.39
🚀 NEW ROUNDUP: The Financial Repression Endgame! We Discuss:      🔶 Stephen Miran’s Fed board nomination 🔶 The meltdown in CRE & public pensions 🔶 How to trade different tariff scenarios 🔶 The impact of the TGA rebuild 🔶 The economy’s slow-moving trainwreck @Tyler_Neville_ @qthomp @fejau_inc Links Below ↓
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