@profplum99 focused on restrictive monetary conditions, arguing that mortgage applications had fallen sharply despite claims that rates were not restrictive 1. They also highlighted a bleak economic framing, criticised Federal Reserve research, and warned about proposed NHL ETFs while endorsing Jason Zweig’s caution 234.
From the window to Oct 9, 05:30 ET — this window's take is still to be written.
On the record
last 90 days · 4 positionsLatest positions
- PR@profplum99Very high risk on passive bond market Expects the passive bond market faces a growing convexity/duration risk and an endgame approaching, akin to an inverse March 2000. “The Endgame approaches for a passive bond market with the potential for an inverse March 2000.” Open the post Appreciate the shout out, @ConvexityMaven. But … · 13 Oct
- PR@profplum99Bearish on passive bond products Expects demand from passive bond products will not match the growing supply of duration and convexity risk. “Since this supply increase is not matched by demand in passive bond products” Open the post Appreciate the shout out, @ConvexityMaven. But … · 13 Oct
- PR@profplum99Strongly expensive on AI Thinks AI is a bubble among bubbles — overvalued. “While I think AI is a bubble amongst bubbles” Open the post Thoroughly enjoying the latest wave of “It’s nev… · 12 Oct
- PR@profplum99Bullish on AI Expects AI to keep changing the economy, dismissing the 'never different this time' view. “anyone who thinks AI is not already changing the economy is not paying attention” Open the post Thoroughly enjoying the latest wave of “It’s nev… · 12 Oct
Their output
11 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
What they talk about
- Richard Farr 1 item
- @EconomPic 1 item
- AI 1 item
- Kevin Warsh 1 item
- yield levels 1 item
- Barnes and Noble 1 item
- Tier1 Alpha AM 1 item
- inverse March 2000 1 item
See what your own voices say about @profplum99, every morning.
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