Square Capital Shopify Capital Stripe Capital Google Capital (GCP credits) Amazon Capital (AWS credits) Etc Etc Etc The Internet’s version of quantitative easing...
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The tide will only change when real rates go up...so in the meantime, until you see rates actually going up, I’d be long these new capital providers as they should grow at superior rates to the market.
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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3)
$SPCE shortsHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Banks at all-time highs, basically subsidized by the Federal Reserve and the savings of the masses.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Not the borrowers?
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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But what you are saying is that the only reason they are providing capital (CAC - h/t to
@BeatificCapita1) is to lock in customer to a platform. Once that is accomplished it is a low return business so they should exit...in other words it's temporary even if cost of money is low.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Čini se da učitavanje traje već neko vrijeme.
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