"Right now it’s a Fed pivot party and we’re all invited."
“You get paid for two things in investing. One is mispricing and the other is endurance of volatility.”
“Taylor Swift’s record-breaking Eras Tour has become a global economic juggernaut, redefining the economic impact of entertainment on an international scale. Welcome to the world of Swiftonomics – a defining feature of 2024’s economic landscape, where a global superstar’s cultural clout has real economic consequences.”
“A highly leveraged capital structure cannot co-exist with highly volatile assets. If you want to buy volatile assets your capital structure should be conservative. If you want to use a lot of leverage, you should buy conservative assets.”
“You get paid for two things in investing. One is mispricing and the other is endurance of volatility.”
“Taylor Swift’s record-breaking Eras Tour has become a global economic juggernaut, redefining the economic impact of entertainment on an international scale. Welcome to the world of Swiftonomics – a defining feature of 2024’s economic landscape, where a global superstar’s cultural clout has real economic consequences.”
“A highly leveraged capital structure cannot co-exist with highly volatile assets. If you want to buy volatile assets your capital structure should be conservative. If you want to use a lot of leverage, you should buy conservative assets.”