← Navigating UncertaintyTrade on Hyperliquid →Trade on Robinhood →
00:00LONG
“Record sovereign debt with falling growth-per-dollar drives the debasement bid; the un-printable asset re-rates higher.”
@Navigating Uncertainty
Record sovereign debt with falling growth-per-dollar drives the debasement bid; the un-printable asset re-rates higher.
GOLDLONG@ $4,822.58
$4,078.70-15.42%
since call Apr 19
00:00LONG
“long-duration Treasury bonds may be ideal during deflation … deflation is a greater risk over the long term.”
@Navigating Uncertainty
Long-run deflation from AI, aging, and debt makes long-duration Treasuries the right asset to hold
USBONDLONGIDEA · NOT YET PRICED
“A structural 3-4M home shortage makes new construction the only supply valve, giving builders durable demand.”
@Navigating Uncertainty
A structural 3-4M home shortage makes new construction the only supply valve, giving builders durable demand.
ITBLONG@ $95.65
$95.90+0.27%
since call Apr 19
peak +3.1%
TIMESTAMPS
00:00
00:00
00:00