Thought for a sec I'm reading a letter from Kuppy with the bullish breakdown on oil here 😎

flowlikeyogi.substack.com/p/the-lull-bet…

Good highlights on current risks in the system one should keep an 👁 on.

flowlikeyogi.substack.com/p/what-are-we-…

1/ What does the options market say about the stock market? Despite the negative sentiment and risks, investors don't seem to put their money where their mouth is. Due to little demand, hedges are screening cheap, and vol sellers are coming back. Here's what I'm looking at 👇

flowlikeyogi.substack.com/p/rotation?utm…

Global productivity has increased over the long term, but it does not increase every year. Sometimes due to wars, underinvestment, or malinvestment, productivity takes a step back for several years. That, along with currency devaluation, is what leads to inflationary periods.

The Fed Is Fuct... adventuresincapitalism.com/2022/05/16/the…

flowlikeyogi.substack.com/p/the-week-of-…

Just keeps getting larger and the intraday vol continues to demonstrate the knock on effects that this has. It’s not to say that this means equities have to crash 10% or spike 10%. But when you see those nasty intraday whips blowing through the order book at key times

When the wisdom of a book survives the testament of time you know it has some real good pearls of wisdom :)

Perspective

Always good to dust off the old perspective 👓 when your feed becomes too noisy… sovereignman.com/trends/history… via James Hickman

So DAI is looking more and more to become a fiat-collateralized stablecoin, alongside USDT and USDC. theblock.co/post/154515/ma…

A Brief History of Nobody Wants to Work Anymore 🧵

Hi to everyone following this account from this thread 👋 Mostly expect silly jokes, jokes about politics because something is stressing me out because that is my coping mechanism, old newspaper clippings, and then we finish off the year with a Headline of the Year contest.

If you enjoy this episode, please retweet to Joe Rogan and help us get the attention of Joe's producer Matt. This was for pro investors, but there's a version of this story about how badly the U.S. Gov't is botching this energy crisis that the general public really needs to hear

«We’ll see #inflation settle into a range between 4 and 6% for several years»: Russell Napier in an in-depth talk with Mark Dittli about financial repression and why many people will like it. themarket.ch/interview/russ… cc Jesse Felder Ronnie Stoeferle Dylan Grice Lawrence McDonald Grant Williams

Silicon Valley Bank update

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