timdaub 🥝
@timdaub.eth
read up on some of the recent finance stuff Balaji and others have published and it is pretty scary indeed… bunch of unprecedented events playing out in parallel How do u guys parse this stuff? Where is he wrong, where right?
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Nick Ducoff
@stoic
I was talking to a long equities manager yesterday and it’s all doom and gloom. If you believe markets are efficient, then this doom and gloom is priced in. There’s *no good news anywhere*. If anything improves, which they will imo as an optimist, markets could squeeze up.
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