I've recently learned a lesson in NFL bubbles: being in the 'NorCal' area, after the SNF 49er beat down of 'deem BOYS', the niners going undefeated this season was all the rage....at which point I was getting that nagging feeling on the back of the neck....
And all this poppycock talk of Goldilocks, perfectly priced markets & rates of late, I'm getting that back of the neck feeling again....
That verbose Bloomberg write up regarding Market Liquidity seems too convoluted and complicated. I, w/a BIG h/t to Credit Bubble Bulletin, would like to offer a more elegant, simpler, rational equation:
BTFP (circa March 2023) =Market Liquidity (aka HELIUM)
I've recently learned a lesson in NFL bubbles: being in the 'NorCal' area, after the SNF 49er beat down of 'deem BOYS', the niners going undefeated this season was all the rage....at which point I was getting that nagging feeling on the back of the neck....
And all this poppycock talk of Goldilocks, perfectly priced markets & rates of late, I'm getting that back of the neck feeling again....
Will read soon...
Posting this:
https://www.dickmorris.com/why-hamas-invasion-is-turning-point-for-election-24/
That verbose Bloomberg write up regarding Market Liquidity seems too convoluted and complicated. I, w/a BIG h/t to Credit Bubble Bulletin, would like to offer a more elegant, simpler, rational equation:
BTFP (circa March 2023) =Market Liquidity (aka HELIUM)
Waller comments=Freudian Slip Up