Regulatory Changes & Liquidity - eSLR (Supplementary Leverage Ratio) changes are in effect since January 1st [1] - The next step involves removing Treasuries from leverage ratio calculations [1] - Removing Treasuries is a significant move, potentially shifting liquidity provision from the Fed to the Treasury [1] - There is consideration for removing Treasury securities and reserves from leverage ratio calculations due to liquidity requirements forcing banks to hold them [1]

RT Real Vision (@RealVision)Yup!🔥 You have the following Black Friday offers:1/ Extend your monthly or annual or quarterly by same term with discount.2/ You pay now Upgrade with discount to higher tier or higher term for same tier.3/ Create a new user and buy a sub at discounted rate. ...

No air fryer food and sniping RV memberships for Black Friday should be added to the DFTU rules...Real Vision (@RealVision):$200 sous vide.$150 air fryer.$100 Instant Pot.🙈 Still eating cereal for dinner.Buy Smart. Not Shiny:Up to 50% off now (link below) https://t.co/VzhyRXCzVZ ...

UnF*ck your future with the RV Black Friday! 50% off...Real Vision (@RealVision):Black Friday is here: https://t.co/bVCFAoTITA ...

RT David Mattin (@DMattin)If you've been waiting to join The Exponentialist, now is the time!Get 50% off with the Black Friday deal 👇 ...

RT BrianEMcGrath (@BrianEMcGrath)My favorite day of the month is here again with another amazing episode of The Exponentialist with @DMattin and @RaoulGMI! They talk longevity, who is winning the LLM war and the optimization of capital for intelligence.@RealVision is running a black Friday sale, so you have no excuse to come join our community. ...

Investment Advice & Market Commentary - Real Vision suggests avoiding Black Friday deals on items like TVs, predicting a significant depreciation in value, with a $1,000 TV potentially worth only $400 the following year [1] - The company promotes investing in "smarter" purchases, offering up to 50% off on select items [2] - The company implies that traditional Black Friday purchases like treadmills and AirPods often go unused, suggesting a focus on more valuable investments [2]

Macroeconomic Analysis - The "Magic Formula" indicates GDP growth is increasingly reliant on debt due to declining population and productivity growth [3] - Private sector debt remains around 120% of GDP, with the public sector at a similar level [3] - Economic growth is significantly consumed by servicing private-sector debts, rendering it unproductive [3] - Government debt growth is offsetting demographic decline [5] - Debt growth exceeding GDP is being monetized [6] - Liquidity is the primary driver in the current economic environment [8] Demographic Trends - Birth rates have been declining since the late 1950s, impacting the labor force participation rate [4] - The labor force participation rate is expected to continue declining due to structural demographic issues [4] - Aging populations and automation contribute to deflationary pressures [5] Monetary Policy & Investment Implications - Governments are issuing new debt to cover old interest, with central banks absorbing it through quantitative easing (QE) [7] - A substantial amount of interest needs to be monetized, exceeding GDP capacity [8] - Bitcoin thrives in a world of perpetual currency debasement [9]

Me, 1974. https://t.co/1LsYdJpPgW ...

RT Julien Bittel, CFA (@BittelJulien)Everyone is suddenly back to debating who to unfollow because this whole space has turned on itself yet again, so here is my take…I usually stop following accounts that pump out views when everything is going up and then disappear the moment things turn down, right when the community needs them most.Most step back because they do not want to be ridiculed. I get it. None of us do. But if you are in this game, it comes with the territory. You have to learn to take the hits ...