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Your #Money Could be Worth Less Soon
when we see talk about a weaker dollar at the same time as we see uh talk about an easier monetary policy and so on, we have to understand that one man's debts are another man's assets. And so if you weaken the dollar and you and you produce more money, which is are the things we're considering now that are being considered that that lessens the value of the money that holders of that debt are going to get paid back with. So that is the nature of the tradeoffs that are faced and are inevitable when there's ...
🚨Friedberg: "If I saw us adding a terawatt of electricity, I would shut the f**k up about the debt."
All-In Podcast· 2025-05-24 17:58
If I saw us adding a terowatt of electricity production capacity per year in the US, I would shut the up about the debt. The critical lynch pin for all of those other points of abundance being unleashed is the energy equation. And this is where I look very clearly and plainly at what China's doing versus where we're at today.We've got stated intentions, but the actions are where we're still, you know, we got to start showing up. So the number of watts that the US can make in any given point in time or is ma ...
Inspired Entertainment: Operation Cash Cow
Seeking Alpha· 2025-05-15 12:42
Core Insights - The article emphasizes the significant burden of debt on companies, indicating that it is excessive for sustainable financial health [1]. Company Analysis - The focus is on the restaurant sector, with a detailed analysis of various segments including QSR, fast casual, casual dining, fine dining, and family dining [1]. - The company employs advanced analytical models and specialized valuation techniques to provide insights and strategies for investors [1]. Industry Engagement - The company actively participates in academic and journalistic initiatives, contributing to institutions that promote economic freedom [1]. - Previous contributions included discussions on monetary policy, financial education, and financial modeling, aimed at making these topics accessible to a wider audience [1].