Paulo Macro

Paulo Macro

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Speculation is the search for truth in price and time. Not investment advice, no Telegram, subscriptions, or other services. Just personal views, nothing more.

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沃勒和雷德对卡尔希的押注大概只有2%。如果沃许明天没被选中，而他宣布了另一个人选，他就可以说市场因为他的选择而上涨，他的亲信们就能靠那2%的卡尔希赌注大赚一笔。

Love that people seriously don’t see a Warsh trial balloon as just another insider trading affair. You really think Trump is gonna nominate a known hawk who’s potential nomination crashes stocks, bonds, bitcoin, and gold? Lol

真让人佩服路透社。文章第二次更新了。瞧瞧这惊人的新增内容——整整第五段都是新的。所以基本上，公司间互惠互利的交易已经不存在了。根据232条款，整个产业实际上都在进行交易。你猜怎么著？根本没人关注。

好久没推出这款经典产品了 twitter.com/PauloMacro/status/...

天哪，我被坑了。他们准备了三个月，基本上是在前一天晚上问了 ChatGPT

-- 到底啦 --