The credit cycle hasn't even started🧵 We are beginning to see the underlying shifts of a massive change This will cause larger moves in Bitcoin, memecoins, equities, and everyone is being distracted by tariffs ...
Carry papers <a target="_blank" href="https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3325720" color="blue">papers.ssrn.com/sol3/papers.cf…</a> <a target="_blank" href="https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2695101" color="blue">papers.ssrn.com/sol3/papers.cf…</a> <a target="_bl...
Papers on interest rates: <a target="_blank" href="https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3232721" color="blue">papers.ssrn.com/sol3/papers.cf…</a> <a target="_blank" href="https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1709636" color="blue">papers.ssrn.com/sol3/papers.cf…</a> ...
Books on Global Macro and Interest Rates: ...
