Gregor Stuart Hunter

I guess this is the end, friends 🎶 We'll meet again Don't know where Don't know when But I know we'll meet again some sunny day Keep smiling through Just like you Always do @gregorhunter@mastodon.online 🎶

Chat, is this a TACO? @realDonaldTrump/116202054617775180" target="_blank" rel="nofollow noopener">truthsocial.com/@realDonaldTru…

Asian investors’ appetite for buying any and all dips is stronger than ever. And stocks have gone up relentlessly for years. But as traders load up on margin, could this time be different? reuters.com/business/retai…

It's been wild to watch bitcoin's evolution from "digital gold" to "goldy Nasdaq" and back again

No one: Nobody: Not a soul: Me: Hong Kong's base money is HK$2.06tn, equal to US$263.7bn, and HKMA's foreign currency reserves are US$429.4bn, indicating a coverage ratio of 1.628 in constant currency terms. So long as it's above 1:1 there's no reason to worry about the HKD peg.

It was the best of times It was the Warsh of times

Investors all like

She should get paid a billion dollars

Or an AI version that updates the second verse to tell you how many shopping days are left and maybe also highlights of the best deals

There should be a pop song about how it's too early to start singing Christmas songs in October

@felixmwmartin So maybe life's alright for the U.K. and the eurozone too?

@felixmwmartin What's also interesting in looking at the Debt Service Ratio, alongside the more positive take on the U.S. deficit, is that Germany and the U.K. are in even better health. Data here: bis.org/publ/work1235.…

@felixmwmartin (A good example might be Tesla, which perhaps not coincidentally is getting out of the latter and into the former, thanks to xAI).

@felixmwmartin And while that might be counterintuitive, the biggest winners in the U.S. economy, outside of the AI boom, are arguably those industries supported by government largesse.

@felixmwmartin This is not a bug, but a feature of American capitalism.

@felixmwmartin Squad, are we cooked?

@felixmwmartin This is a pretty critical point for thinking about the debasement trade. The fiscal deficit shows up as a surplus for the private sector. In effect, the U.S. government is subsidising corporate America.

The best dollar debasement trade is to do nothing reuters.com/commentary/bre… Spicy take, well argued by @felixmwmartin