Financialization
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X @Ansem
Ansem 🧸💸· 2025-09-18 16:07
still think prediction markets are very early innings, the trend towards financializing every event is not slowing down anytime soonusually sophisticated players are betting on 2nd & 3rd order effects of events like this but this is much more direct & accessible for avg personunusual_whales (@unusual_whales):The Fed cut rates by 25 BPS yesterday.A trader on Polymarket "aBeancounter" who joined last month made $1.4 million on the trade. https://t.co/vj5gvLS1g4 ...
X @Ansem
Ansem 🧸💸· 2025-09-17 05:55
Crypto Creator Platforms - Crypto creator platforms will only gigascale once they abstract away the raw financialization [1] - Web2 platforms are sticky because they hide the money aspect from users [1] Monetization Strategies - Examples of successful Web2 monetization include gifted subs, roses, TikTok shop revenue, and ads [1] - Platforms like TikTok and Twitch have normalized monetization, making it not "feel like money" [1]
X @Investopedia
Investopedia· 2025-09-16 15:16
Finance as a field of study and practice became distinct from economics in the 1940s and 1950s. Particular realms of finance, such as banking, lending, and investing, have been around in some form since the dawn of civilization.Scholars have argued that the 2000s have witnessed an unparalleled expansion of financialization, or the role of finance in everyday business and life. Learn more about the history of #finance and how it work here: https://t.co/L8Pl8GxSsy ...
X @Easy
Easy· 2025-09-07 19:46
Market Trends - NFL prediction markets on Kalshi saw millions of dollars in volume today [1] - Prediction markets are poised for significant growth and recognition in the future [1] - The trend indicates a growing financialization of various aspects [1] Investment Opportunities - Publicly traded, peer-to-peer information is becoming increasingly prevalent [1]
X @Ansem 🧸💸
Ansem 🧸💸· 2025-09-02 23:44
RT SightBringer (@_The_Prophet__)The script handed down - stay out of trouble, get your degree, climb the ladder - was written for a world that no longer exists.It worked when capital was anchored to production, when wages tracked productivity, and when assets weren’t financialized into instruments of rent extraction. That world is gone.Here’s the real truth:1. Wages decoupled from wealthSince the 1970s, productivity has continued to rise while wages flatlined. The difference didn’t vanish - it was captured ...
X @Andrew Tate
Andrew Tate· 2025-09-02 13:52
Political Power Shift - From 1950-1980, workers held significant political power in the USA [1] - Currently, financiers, specifically Wall Street, wield substantial control over elections and media [1] Financial Critique - The financial sector focuses on creating money from nothing, described as "moving numbers = more numbers" [1] - This activity is perceived as detached from real work and tangible value creation [1] - The current system allows "money men" to dictate political policy for their own benefit, disadvantaging the common worker [2]
Market Volatility Is Coming… And So Are The BIG Gains
From The Desk Of Anthony Pompliano· 2025-08-13 21:00
Market Volatility & Investment Strategy - Market volatility is expected to return, potentially leading to an asset price explosion in the second half of the year, advising strategic positioning [2][4][6] - Historically, volatility was seen negatively, but now it's part of digitalization and financialization trends [3] - The VIX (Volatility Index) is at its lowest point in 2025, suggesting an imminent increase in market volatility [5] Tariff Revenue & US Investment - Tariff income is projected to exceed 1% of GDP, surpassing the initial estimate of $300 billion [7][8] - Private industry is committing over $10 trillion in investments into the United States [8][9] - The US is gaining advantage in the geopolitical trade realm, potentially disadvantaging those betting against it [10] Geopolitics & Trade Negotiations - The US employs a multi-lever, non-linear strategy in trade negotiations, leveraging military operations, diplomacy, economic sanctions, and oil markets [22][23][28] - Disbanding of the Klepto Task Force and discussions on Arctic routes were potential incentives offered to Russia during negotiations [30][31][32] - Arctic shipping routes are emerging as a significant geopolitical factor, influencing trade and logistics [34][35] Cryptocurrency & Digital Assets - The US government and the Chinese government are among the largest holders of Bitcoin, holding the 3rd and 4th position respectively [40] - China is seriously considering launching a yuan-backed stablecoin, potentially from Hong Kong [42] - Governments recognize the growing demand for digital assets, leading to a complex dynamic between supporting these assets and safeguarding legacy systems [44][45]
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-07-24 12:22
The world is becoming financialized because the dollar can’t provide a reliable store of value function anymore. ...
AI, white-collar jobs, and the next economic shift
Yahoo Finance· 2025-07-22 10:00
Welcome to Stocks and Translation, Yahoo Finance's video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I'm Jared Blickery, your host, and with me is Yahoo Finance's Alli Canal, who's here to keep us honest and from veering off too far into wonk land. And today we're going to be talking about the ghosts of crisis past.From the bailouts of 2008 to today's record$ 37 trillion debt pile, cheap mo ...
印度股票策略- 结构性增长的基础
2025-06-02 15:44
Summary of Key Points from the Conference Call on India's Equity Strategy Industry Overview - **Industry**: Indian Equity Market - **Key Focus**: Structural growth drivers and investment opportunities in India Core Themes and Arguments 1. **Structural Drivers for Growth**: India is expected to experience sustained economic and corporate earnings growth due to nine structural drivers, positioning it as a leading market globally with a 7% CAGR in USD terms over the past three decades [1][9][10]. 2. **Cautious Near-Term Outlook**: Despite long-term optimism, there is caution regarding near-term market valuations and potential risks from slowing global growth [1][2]. Nine Structural Themes 1. **Rapid Infrastructure Build-Out**: Capacity additions in transportation infrastructure (FY15-30) are projected to exceed those of the past 65 years, creating a 3.25x economic multiplier [5][28][31]. 2. **Productivity Gains**: Enhanced energy efficiency and improved logistics are driving productivity back to levels seen during the 2003-2007 boom [5][41][46]. 3. **Digitization**: Internet users have increased to over 0.9 billion, with a 140x rise in digital transactions over the past eight years, fostering a robust venture capital ecosystem [5][47][48]. 4. **Financialization**: Bank account penetration has risen to over 90%, but access to formal credit remains low (11-13%), indicating significant growth potential for financial services [5][66][67]. 5. **Household Savings Resilience**: Households contribute over 60% to India's gross savings, with improving balance sheets and cooling inflation supporting domestic capital formation [5][76][81]. 6. **Discretionary Consumption Shift**: As per capita income approaches USD 5,000 by 2030, discretionary consumption is expected to rise to 43% of total consumption [5][88][89]. 7. **Formalization of the Economy**: Policies like GST and UPI are expanding the tax base and benefiting organized sector players [5][28]. 8. **Current Account Transition**: Initiatives like PLI schemes and labor reforms could turn India's current account deficit into a surplus by FY30 [5][29]. 9. **Decarbonization Efforts**: India has invested USD 216 billion in capex for decarbonization over the last decade, with an expected additional USD 270 billion from FY25-30 [5][29]. Additional Important Insights - **Market Performance**: India has delivered strong market returns driven by earnings growth rather than valuation expansion, with a notable number of stock compounders [10][11][24]. - **Government Initiatives**: The government is actively opening up monopolies across sectors, which is expected to attract private and foreign capital, enhancing infrastructure capacity [34][36]. - **Investment Opportunities**: The structural themes identified present significant investment opportunities, particularly in sectors benefiting from digitization, financial inclusion, and infrastructure development [2][5][11]. This summary encapsulates the key points discussed in the conference call regarding India's equity strategy, highlighting the structural growth drivers, cautious outlook, and potential investment opportunities within the Indian market.