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  1. proslijedio/la je Tweet
    1. velj

    Capitalism destroyed my family. My grandfather was the ducal elector of the Palatinate, but capitalism disintegrated the Holy Roman Empire and left my family with nothing. No more peasants to work our land, no rents from the fields or monasteries, not even my family’s castle.

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  2. Go back to the basics, read the real stuff, feel the depth, accept the nuance and how things may be more complicated, accept how little you actually know then the recovery is quick and extremely blissful. This applies to every field not just econ/finance. Go back to the square 1

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  3. Starting from that crack, the matrix around me started to crumble. I went back to the square one and start to educate myself. I cleansed the toxicity around me. For a brief period I got into “clowns with bbg terminals” like santiago, snider etc but I saw through their con quickly

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  4. ZH, hussman, mises org, rudy havenstein etc the whole package. After absorbing too much my mind was about to collapse. I had lost the ability of thinking clearly. Then I “accidentally” read something about money creation. Suddenly I realized those people don’t know shit.

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  5. GFC has created this toxic culture but it is possible to detox this shit out of your system completely. I was a little c*nt who didn’t know even the most basic stuff. I was replying to everything outside my mental comfort zone with irony&sarcasm. I thought I figured it all out.

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  6. Consider the ban of ZH as an intervention if you un-ironically enjoy his stuff. Go to some silent place and try to think about the last 10 years. The first thing you need to do is stop digging. Burn the mental defense mechanism, kill the ignorance, purge the permabear

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  7. proslijedio/la je Tweet
    1. velj

    Sad for ZH to get the ban after a 3% pullback during the longest bull market in history vindicates everything they've been saying.

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  8. proslijedio/la je Tweet

    Financial engineering!

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  9. Lübnan gibi dünya sonu bir ekonomi 15 sene peg’ini bile kırmadan döndü batmadan, daha yeni patladılar. Büyük İstanbul depremi falan batırır ancak daha IMF bile gelmedi. EM diyebileceğimiz her ülkeyi ayakta tutan bir takım güçler var sene 2020, 1980 değil ki.

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  10. proslijedio/la je Tweet
    30. sij

    My wife and I read sell-side reports to our children. My son is only 3 and can already assign a 40% probability to the odds of U.S. recession within the next 12 months. Our clients are shocked at his wise counsel that portfolio hedges are a good idea because volatility is low.

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  11. proslijedio/la je Tweet
    28. sij
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  12. proslijedio/la je Tweet
    28. sij

    Türkiye'ye gelecek düzgün bir iktidarın ilk yapması gereken bu futbol hikayesini özelleştirmek olmalı. Millet eğlenecek diye ülkenin maddi manevi çok kaynağını tüketiyor bu saçmalık.

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  13. proslijedio/la je Tweet
    26. sij

    The long term probability of default for CCC bonds is 100x that of BBB bonds (26% vs 0.26%). Raoul thinks they’re just going to ‘trip’ from one category to the next, probably because he thinks the CCC is one notch below BBB 🤦🏻‍♂️

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  14. proslijedio/la je Tweet
    24. sij
    Odgovor korisnicima i sljedećem broju korisnika:

    It’s keeping the status quo (unsustainable debt) Versus Restructuring which effectively is marking to market (always works in the long run)

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  15. proslijedio/la je Tweet
    Odgovor korisnicima i sljedećem broju korisnika:

    Key example was early 90s. Hungarians moved heaven and earth to avoid following Poland into default, only to trade wide for years because their debt burden hadn’t been cut in a restructuring.

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  16. So the window is about to close(for eurozone reforms)

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  17. proslijedio/la je Tweet
    23. sij

    1) The strongest case for helicopter money is reducing the dependence of monetary transmission on asset prices and credit spreads.

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  18. proslijedio/la je Tweet
    Odgovor korisniku/ci

    Eski haliyle parlementer sisteme dönüş = akp'nin ele geçirdiği tüm kurumlardaki kontrolünün, haksız olarak elde edilmiş tüm zenginliğinin/ekonomik gücünün kalıcı hale getirilmesi. Baskı ve insanlık dışı uygulamaları 2015 düzeyine indirin biz üzerine soğuk su içmeye razıyız demek.

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  19. BoJ is of course unch but I really don't understand the rationale about this part for years. If you want people to invest in risky assets instead of cash/CDs which make them OK with deflation, then why the f are you trying to make risky assets more expensive&less available.

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  20. In many developing countries economic hardship/volatility of 90s created this dichotomy. In Turkey people remember 90s economy way worse than it actually was (It actaully beats the last 10 years in everything by far except inflation).

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