https://fortune.com/2025/04/20/bond-market-chaos-hedge-funds-world-shadow-banks-regulation/ // Fortune article is behind a paywall. I saw this headline the other day that some folks shared on social media: "Hedge funds are the new ‘shadow banks’—and some are worried they pose a systemic threat to financial stability." In my head, I found the headline utterly stupid, primarily because anything outside traditional banking … Continue reading The real reason for the tariff pause, and the fragility of financial markets. Includes insights from ChatGPT.
Tag: stocks
ChatGPT’s break down of Peter Schiff’s Masterclass on the 2000s housing bubble.
https://youtu.be/jj8rMwdQf6k?si=_zti8RtneRDqglrp Peter Schiff's Masterclass on the housing bubble. Peter Schiff recently reposted on X an old speech he gave to mortgage bankers on November 13th, 2006. In it, he presented his prescient bear thesis about what would occur to the housing bubble, mortgages that were packaged and sliced up in the financial system, and the … Continue reading ChatGPT’s break down of Peter Schiff’s Masterclass on the 2000s housing bubble.
Big Claims Requires Extraordinary Evidence.
https://www.youtube.com/watch?v=GNTczyGLdhc Charlie Munger Interview Charlie is a 98-year-old wise man at the end of his life. There are some things I agree with him and some things I disagree with. He talked about a quote from Warren Buffett, "It is not greed that drives the world but envy." In my view, in some cases, … Continue reading Big Claims Requires Extraordinary Evidence.
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