A Different Way to Understand Modern Finance
If refinancing and rolling over debt is the majority of global transactions…. Why don’t interest rates matter?
bravo, very useful summary. Next step is to incorporate into an AI driven investing platform
You’re holding up quite well on this theory so far. It appears the fringe 10% will sell on news and quickly buy back - when liquidity is high, minus the 2-3 mos. Build us an AI?
Michael
Quote
High street inflation is different from asset price inflation
Unquote
Have not read your book Capital Wars yet
What is High Street inflation
Rising high street prices ie CPI basket
Very well done.
If refinancing and rolling over debt is the majority of global transactions…. Why don’t interest rates matter?
bravo, very useful summary. Next step is to incorporate into an AI driven investing platform
You’re holding up quite well on this theory so far. It appears the fringe 10% will sell on news and quickly buy back - when liquidity is high, minus the 2-3 mos. Build us an AI?
Michael
Quote
High street inflation is different from asset price inflation
Unquote
Have not read your book Capital Wars yet
What is High Street inflation
Rising high street prices ie CPI basket
Very well done.