
Gabriel Negatu
1.3K posts

Gabriel Negatu
@Gabnegatu
Senior Fellow, Atlantic Council; Senior Advisor, World Bank; Director General, AfDB; Economic Transformation; Investment Strategy & Advisory; Eastern Africa

























In response to indications traders used introduction of a floating exchange rate as cover for “excessive and unjustified price increases, Ethiopia took action against 387 retailers in its capital city. Read More: birrmetrics.com/addis-ababa-cr…











They predicted the Great Depression. Then the 2008 crash. Then 2020's inflation surge. A group of economists spent 150 years warning about the same pattern. Nobody in power listened. And every time, they were proven right. This is the story of the Austrian School. 🧵




BURRY’S FINAL WARNING: The $9.2M Bet That Ends Silicon Valley The man who called 2008 while Wall Street laughed just walked away from public markets forever. Michael Burry didn’t just short Palantir. He executed the most asymmetric trade in financial history: $9.2 million for the right to collect $240 million when AI collapses. That’s 2,600% returns when the bubble pops. The Numbers Don’t Lie: Palantir: 449x earnings. Trading at $184. Burry’s strike: $50. NVIDIA: Burning cash on chips obsolete in 36 months, depreciating them over 10 years. The entire AI sector: Hiding $176 billion in fake accounting through 2028. This is Enron mathematics. This is subprime CDOs wearing a silicon mask. What Nobody Sees: Big Tech spent $200 billion building AI infrastructure in 2025 alone. Revenue growth? Under 20%. The energy costs? Enough to power entire nations. The depreciation fraud? Bigger than anything in corporate history. Burry spotted it. Filed his 50,000 put contracts. Then did something unprecedented: he deregistered his entire fund on November 10th, vanishing from regulatory oversight exactly like he did in 2008 when the pressure broke him. This Is Not A Trade. This Is A Prophecy. When Palantir’s CEO called him crazy, Burry went silent. No defense. No explanation. Just one cryptic post: November 25th. Something unchained. He’s not managing money anymore. He’s not playing games. He placed the bet, walked away from the table, and left instructions for what comes after. The man who warned us about housing while banks collapsed is now warning us about AI while tech soars 173% this year. Last time, it took 18 months to be proven right. Last time, he made $100 million and nearly lost his mind. This time, he’s not waiting around to watch. Full article here - open.substack.com/pub/shanakaans…












