MMT

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X @Ansem
Ansem 🧸💸· 2025-08-10 01:35
Investment Thesis - Bitcoin is a buy recommendation [1] - Zero Interest Rate Policy (ZIRP) led to significant inequality, benefiting the wealthy through Quantitative Easing (QE) [1] - The current financial system is unsustainable due to interest rates exceeding revenue, implying continuous Modern Monetary Theory (MMT) and increasing debt [1] - SP500/M2 ratio indicates inflation, leading to a decline in purchasing power over time [1]
X @Ansem
Ansem 🧸💸· 2025-07-11 01:09
RT Mel Mattison (@MelMattison1)I want to be clear. I am not some DJT lover who thinks he's the best thing since sliced-bread. Did I vote for him? Yes, but primarily because I could not see a reason to support Kamala, not b/c of some great love for Trump.What I do believe, is that he is getting very sophisticated, MMT-based, even ground-breaking economic advice behind the scenes, then parsing it out to his MAGA base in language he thinks most appropriate.Traditional finance folks are misreading it, trying to ...
评《债务周期与交易策略》
半夏投资· 2024-03-10 07:42
认识明明博士多年,去年 3季度受他的邀请,为其新书 《债务周期与交易策略》作书评 。 受邀后恰逢市场比 较极端的阶段,作为一名基金经理,我的精力都放在研究思考市场和基金交易 上, 直到去年年底才认真读完全书 完成书评,晚交了作业,错过了出版社付印的时间。对此,我 很是抱愧。 感谢 明 明博士依然将这篇迟到的没能印到书中的书评 放在其公众号上, 供大家参考。 并向大家一并推荐明明博士的公众号。 明明博士早年在央行货政司工作,又曾作为首席固定收益分析师长期深入研究债券市场,现在是中 信证券的首席经济学家。是市场上少有的既有监管视角,又深度了解微观市场结构,有实战视角的 经学家。我一直关注明明博士的研究,总是能得到很多启发。例如 本书对于财政货币结合和 地方 债务的讨论,是非常深刻的。 《债务周期与交易策略》获选 长安街读书会第20240108期干部学习新书书单 长安街读书会是在中央老同志的鼓励支持下发起成立,践行全民阅读。为中华之崛起而读书、 学习、养才、报国。现有千余位成员主要来自长安街附近中央和国家机关各部委中青年干部、 中共中央党校(国家行政学院)学员、全国党代表、全国两会代表委员等喜文好书之士以及党 中央 ...