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2020年在群里回答关于财政赤字货币紧迫性的提问中，我就专门解释过这种特色隐QE。

A primer on yield curve inversions. Thread. 1/

Behind November's Rally: $350 Billion In Brand New Central Bank Liquidity zerohedge.com/markets/behind…

"It's so simple. You spend less than you earn. Invest shrewdly, avoid toxic people and toxic activities, and try and keep learning all your life" --- Charlie Munger

Mike Wilson finally figured out that the Fed's reverse repo drain is a reserve build, and is turning bullish.

CPI’s categories:

US CPI has moved down from a peak of 9.1% in June 2022 to 3.1% today. What's driving that decline? Lower rates of inflation in Fuel Oil, Gas Utilities, Gasoline, Used Cars, Medical Care, Apparel, New Cars, Food at Home, Electricity, and Food away from Home. Shelter and

US financial conditions are the most accommodative they've been since the Fed started hiking rates last year, according to the Bloomberg US Financial Conditions index.

The market is now pricing in a Fed Funds Rate of 3.8% by the end of 2024, expecting significantly more easing than the Fed's projection of a move down to 4.6%.

Time doesn't heal psychological wounds. Perspective does. Days passed don't guarantee insight gained. Seeing last year's disappointments through an old lens is more upsetting than viewing yesterday's setbacks from a new angle. Time creates distance. Reflection offers wisdom.

The Fed's assets fell 9.8% in 2023, moving from $8.55 trillion down to $7.71 trillion (-$838 billion). This was the largest calendar year reduction in their balance sheet on record.

In the run-up to the 2008 crisis, owner's equity in real estate as a percentage of total real estate value reached record lows (i.e. it was highly leveraged). Today, it is around the highest in modern history.

Javier Milei explains the Cantillon Effect 🥳

The most controversial term in accounting: Stock-Based Compensation How does it work? Why is it controversial? Here’s a complete overview (in plain English):

How can you use AI for Finance? Below I am telling you how 👇

The Fed keeps saying it wants to get the inflation rate back to 2%, but why is that the end goal? Why not keep monetary policy tight until the 11% additional inflation we've had since Jan 2020 above the 2% trendline is erased?

The Fed tells markets they are tightening policy. Yet Liquidity is up $500 billion in the last year. We are witnessing a QT Sterilization. Thread. 1/

Liquidity is going up, liquidity is going down, liquidity here, liquidity there. Sure: but what is ''liquidity''? Thread. 1/

Here is how the US is preparing to unleash even more liquidity. Thread. 1/

逐渐能理解一些大厂后端朋友的话 “我的技术并没有进步，我只是更熟悉公司内部的基建和流程了”