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Old News
For whatever it's worth to you in the context of a hopelessly indeterminate US macro outlook, the BL
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Walt: At some point could you all readdress the crypto value (or lack thereof) issue, especially in view of the dedollarization currently underway. Am I wrong to think that there is a black swan potential here due to the explosion in crypto assets ?
Not rhetorical: What is the actual best case scenario for these tariff-induced trade negotiations with China, et al? My simple brain can’t foresee a scenario where we end up in a net “better” position than when we started, and I still haven’t seen the mythical end-game explained in a coherent way. Sure looks like Trump did a thing and now we’re just trying to negotiate our way to the least terrible outcome. How fun!