rb Posted October 26, 2016 Share Posted October 26, 2016 Yea the megaphone of the US election is pretty much drowning a pretty much everything including macro. But also weirdly enough there's not much macro stuff happening either way. This seem to be coasting on auto pilot for now. Link to comment Share on other sites More sharing options...
SmallCap Posted October 26, 2016 Share Posted October 26, 2016 Amusing to see our macro threads have gone dead. Must mean the crash is finally coming ;) Until after the US election, macro is just politics now. So your saying that after 6 months of pointlessly arguing about the election, in a few more weeks we can go back to pointlessly arguing about macro economics. Yay, I'm in! Anything is better then this election. Link to comment Share on other sites More sharing options...
rb Posted October 26, 2016 Share Posted October 26, 2016 Of course you're in. Everyone's in. Pointlessly arguing about the election is like a bar fight. Pointlessly arguing about macro economics is like cocktail hour at the club. A much more dignified and pleasurable affair :). Link to comment Share on other sites More sharing options...
Guest Posted April 1, 2018 Share Posted April 1, 2018 For what it's worth from late 2012-2015 the topic had about 110 pages of posts. In 2016 it had about 1. In 2017 and so far this year, it has zero. Though perhaps a lot of that moved into another thread. Link to comment Share on other sites More sharing options...
Broeb22 Posted August 20, 2020 Share Posted August 20, 2020 https://www.broyhillasset.com/wp-content/uploads/2020/08/The-Broyhill-Letter-2020.08-FINAL.pdf Am I the only one who finds it ironic that a manager who earned roughly 0% returns (roughly b/c he doesn't explicitly disclose them) despite significantly increasing his exposure while the crisis was happening is talking about the Dunning-Kruger effect in reference to OTHER people? There is a lot of cognitive dissonance in here, since we're all trying to impress each other with all the obscure cognitive biases and big words we can conjure. Link to comment Share on other sites More sharing options...
gary17 Posted November 27, 2020 Share Posted November 27, 2020 have people been paying some attention to the defaults of state-owned enterprises in China? https://www.cnbc.com/2020/11/27/china-braces-for-more-bond-defaults-among-state-firms-soes-in-2021.html Link to comment Share on other sites More sharing options...
SharperDingaan Posted November 27, 2020 Share Posted November 27, 2020 China is communist. State-owned enterprises exist to further the state interest, not the investors. An investor buys a lottery ticket to benefit from expansions, and shorts the market to benefit from contractions. Gross market gains > write-offs/dilutions, generating a nice ROI. Nothing wrong in that, but a different approach. SD Link to comment Share on other sites More sharing options...
Spekulatius Posted November 27, 2020 Share Posted November 27, 2020 China is communist. State-owned enterprises exist to further the state interest, not the investors. An investor buys a lottery ticket to benefit from expansions, and shorts the market to benefit from contractions. Gross market gains > write-offs/dilutions, generating a nice ROI. Nothing wrong in that, but a different approach. SD China isn‘t really communist any more, it is just run by a party that used to be communist decades ago. The state owned companies are kind of hybrid between both worlds and a left over from communism. It’s not where the puck is going. In some ways China has a brutal Manchester capitalism. Link to comment Share on other sites More sharing options...
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