KKGB
81.4K posts
KKGB
@INArteCarloDoss
Ovunque contro chiunque
Litter box
Joined January 2020
- Evergrande: why most analysis is dead in water and how best to understand and navigate what’s happening? Both denialists and alarmists are getting it wrong. Let’s start by understanding this: what is happening is the result of a CCP-initiated policy change to curb leverage. 1/N
- Every moron: Russia is irrelevant, it’s hardly 2% of global GDP True, measured with monkey money it is. Measured with real assets: - 11% of global oil supply - 17% of global NatGas supply - 11% of global PM prod - 11% of global Wheat prod - 10% of global Ind Minerals prod
- Frens, I would like to tell you a tale that might teach us all a lesson or two about what’s coming. As many of you know 70s were characterized by deeply negative real interest rates as well as rampant inflation rates. Borrowing boomed, both public and private. 1/N
- My quants worked day and night to crack the very complex code underlying the new tariffs on Switzerland - and crack it we did…
- We gonna totally destroy that Putin bastard, crippling sanctions. But not the oil and gas exports, that’s just $ 300 bn But not Aluminium coz we need it But will let him buy luxury goods coz Italy But we keep Swift open coz all of above But we stand for freedom
