Great piece, thanks. I wouldn't be surprised if Mike is right - he has good instincts - but I feel more comfortable being agnostic (agnostixxx?) for now as too many permutations.
"Going back to Iran, it’s not like there’s anyone left there to call for negotiations either. Even if Trump wants to TACO, he might not find any takers!" - boom! (re)Learned this 23 years ago.
These are very valid points. I could imagine that the bond market will scare Trump eventually, but when that happens (remember it took a month in the trade war), he may cannot end it for those reasons you mentioned.
How much did you laugh whilst making that map? 😆
Good lord Shrub…Goldman ripped off the flying unicorn 🦄 SoftBank/WeWork slide
I can’t add a photo but just Google it….
never confuse probability with risk... they are NOT the same thing
Genius
We are all awaiting to send SpaceXai to the moon
Great piece, thanks. I wouldn't be surprised if Mike is right - he has good instincts - but I feel more comfortable being agnostic (agnostixxx?) for now as too many permutations.
"Going back to Iran, it’s not like there’s anyone left there to call for negotiations either. Even if Trump wants to TACO, he might not find any takers!" - boom! (re)Learned this 23 years ago.
These are very valid points. I could imagine that the bond market will scare Trump eventually, but when that happens (remember it took a month in the trade war), he may cannot end it for those reasons you mentioned.