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WRBL WRBL 4565 : : : Secret Santa.-)
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WRBL WRBL 4565 : : : Secret Santa.-)
@wrbldtm
welcome 2 +#3 jungle … the best of wrbl, real time status updates from couriers around the world sponsored by 💯couriers + W A R B L E M E D I A G R O U P + NYC
hmm Katılım Kasım 2021
2.7K Takip Edilen174 Takipçiler
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@pboockvar @kkmaway Peter, with all due respect, you were foolish enough to pay for X (formerly known as Twitter) to post, maybe sit with that for a minute.-)
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How do we get to lower rates and a smaller balance sheet in the current environment and framework?
Its the monetary policy equivalent of others are paying the tariff!
Peter Boockvar@pboockvar
I think Kevin Warsh will be a great pick for Fed Chair. As I’ve been a long time critic of the Fed’s easy money policy both with rates and their balance sheet, I always appreciated Warsh’s hawkishness and disdain for QE. That said, in vying for this new spot he has expressed what the administration wants, lower interest rates which is fine but only if deserved. And with the balance sheet, it will be really interesting if we get any changes to the expansion in the balance sheet recently announced by the Fed with their resumption of Treasury purchases. As seen below their balance sheet has stopped shrinking and still remains huge in size. If I could ask Kevin a question, what is your ideal balance sheet size relative to GDP, what level of bank reserves is needed? Will further easing of bank regulation, also encouraged by Treasury Secretary Bessent, allow for a smaller balance sheet? I think anything that reduces the financial footprints of the Federal Reserve would be a good thing. I hope that in this new seat, the real Kevin Warsh will stand up.
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@kkmaway Krishna, American monetary policy has never been more irrelevant.-)
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@kkmaway Managed Service Providers are critical.-)
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This makes a lot of sense from a longer term pov...the timing of the trade at current levels is very much an open question
Adam Butler@GestaltU
By Decree: The weaponization of dollars and the rise of gold (It's not debasement - it's broken trust) Cc: @LukeGromen @EpsilonTheory @kkmaway @HariPKrishnan2 @mikeharrisNY @kofinas @SantiagoAuFund @profplum99 @MebFaber x.com/GestaltU/statu…
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@kkmaway open.spotify.com/track/0cps9ivb… start here.-)
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@TheStalwart Joe, #gold is not even in the top 10000000000 topics trending on the world wide WRBL network.-)
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Wow. Gold has now outperformed Bitcoin on a 5-year basis
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@kkmaway @TheStalwart Krishna, this is a good opportunity for you to use one of your WRBL invites and empower Joe to join the world wide WRBL network.-)
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@TheStalwart Joe ...its Ok...the twittersphere cannot deal with your personal interests...if it doesn't involve money...
accept it and move on...all the power to you.
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God forbid someone have intellectual curiosity and pursue ideas in the humanities
CRUISE CONTROL FOR COOL@HiroAntag
@CantEverDie why the hell has he wanted to build this for years?
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@kkmaway has any human or machine been more correct than the world wide WRBL network tho.-)
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It was an honor to be included @ScreenSlate. Lots of fun as hell movies in my First Viewings & Discoveries List! Hope you guys enjoy !
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Great to partner with all you crazy ones - what a ride ;-)
Faraz@faraaz_is_back
Hemant backed us when we were 22 : naive-eyed ; still in BITS. If you are crazy, restless, and insane. He is the one to work with. For those who get ref:- "I have never seen Hemant, work in a modest pace" :)
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