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Notes (19)

Miguel Anxo Bastos elogia la descentralización política y su papel fundamental en el desarrollo del capitalismo y la libertad de expresión. #hispano https://youtu.be/aOAa9J3X2L4
2025-11-20 14:52:01 from 1 relay(s) View Thread →
nostr:nprofile1qqsqa6p85dhghvx0cjpu7xrj0qgc939pd3v2ew36uttmz40qxu8f8wq8vdeta how many laws and regulations has Argentina's minister for deregulation abolished?
2025-11-20 12:10:28 from 1 relay(s) View Thread →
Mi teoría es que gran parte del crecimiento económico de España estos últimos 3 años se debe a la paralisis gubernamental. La falta de presupuestos ha impedido al gobierno aumentar el gasto tanto como quieren. La falta de mayoría parlamentaria les ha impedido aprobar nuevas leyes. Esto ha significado mayor estabilidad institucional. Al reducir la diarrea legislativa y regulatoria, las empresas han sufrido menos incertidumbre en sus planes de inversión. El otro factor importante ha sido la inmigración. Es por eso que el PIB per capita sigue estancado, a diferencia del PIB bruto. La economía española sigue esclerotizada por hiperregulación, altos impuestos y la peor regulación laboral de Europa... pero el actual gobierno de no tener las manos atadas no hubiese resuelto ninguno de esos problemas, más bien los hubiese empeorado. ¡Mejor que no hagan nada! #hispano
2025-11-20 12:00:30 from 1 relay(s) View Thread →
nostr:nprofile1qqszfeerq6v0md7pykuahrpsf472w20u3476tanr759f4rn2kauqjyqpy4mhxue69uhkvet9v3ejumn0wd68ytnzv9hxgtm0d4hxjh6lwejkuar4wfjhxqgawaehxw309ahx7um5wghxuetfd3skcetcv9hxgetj9ejx2as76eerj Arriba ⬆️
2025-11-20 08:19:50 from 1 relay(s) View Thread →
968 live offers on nostr:nprofile1qyt8wumn8ghj7etyv4hzumn0wd68ytnvv9hxgtcppemhxue69uhkummn9ekx7mp0qqsgqfapsalnnesrmt7xxfu7qp95akwlscw33n5pm8zrclt3xhdg7egksnh56 1000 soon! Liquidity has always been the biggest problem for #DEX A few years ago getting to 100 live offers was a challenge. image
2025-11-19 12:48:49 from 1 relay(s) View Thread →
BTCmap new merchants going vertical! nostr:nprofile1qqsra2ey033mkdwl5w8q0jss9ak69zafh82xsuvhwsaauw3trkq2amgprpmhxue69uhkv6tvw3jhytnwdaehgu3wwa5kuef0qyghwumn8ghj7mn0wd68ytnhd9hx2tc7g996k image
2025-11-16 15:52:52 from 1 relay(s) View Thread →
The sov debt bubble is gigantic. The only question is WHEN it will blow up. image
2025-11-16 15:50:31 from 1 relay(s) View Thread →
nostr:nprofile1qqszfeerq6v0md7pykuahrpsf472w20u3476tanr759f4rn2kauqjyqpy4mhxue69uhkvet9v3ejumn0wd68ytnzv9hxgtm0d4hxjh6lwejkuar4wfjhxqgawaehxw309ahx7um5wghxuetfd3skcetcv9hxgetj9ejx2as76eerj UP 📈
2025-11-15 08:42:54 from 1 relay(s) View Thread →
"My estimation of value in securities... is not in sync with the markets" Michael Burry does fundamental analysis. Similar to Warren Buffet closing his fund in 1969, seeing valuations he could not understand. Value investors fare badly in certain inflationary scenarios. Any rational actor, trying to apply rational metrics to valuations will be slaughtered in the markets when their metrics are broken by a dying unit of account. They cannot see the water that they are swimming in. At least if you were in Argentina, Venezuela or Zimbabwe you could abandon your hyperinflationary currency and use the external USD as unit of account to keep some kind of financial sanity when valuing stocks. In Weimar Germany you could still use gold as your measuring rod. But when the meters you have been using all your life to measure and build suddenly start to fluctuate faster than you can adapt, all your calculations are off. True "markets can stay irrational longer than you can stay solvent"... maybe Burry was just a bit too impatient and shorted the bubble way too soon. After all, he did the same for real estate before 2008, suffering for being far too early but still managing to hold on until he was proven right and profited. But I think there's something else going on here... the monetary rules have changed in the past decade and most actors have yet to adapt. How big can bubbles grow with 0% reserve requirement at banks? How relatively attractive are equities compared to the $100bn sov debt bubble? How much USD printing is happening or will soon happen to monetise eternal trillion dollar deficits? A value investing, Benjamin Graham P/E multiples approach to valuation cannot survive in such an environment. Inflationary times are boom times for speculators, debt jugglers and bubble peddlers. Not for mathematicians or accountants. Autistic superpowers fail if you are focusing on the wrong number. Stop looking at NVDA stock and start looking at money. How it works and how it has changed. https://www.reuters.com/sustainability/sustainable-finance-reporting/michael-burry-big-short-fame-deregisters-scion-asset-management-2025-11-13/ image
2025-11-13 15:13:29 from 1 relay(s) View Thread →
#hispano nostr:nprofile1qqsv2weqycg757wfl7qf30nkyh3r9thqt8z0aauam3me25ghtcfh5kqpp4mhxue69uhkummn9ekx7mqpr4mhxue69uhkummnw3ez6ur4vgh8wetvd3hhyer9wghxuet5janlyu Chile podría seguir el ejemplo de Argentina con un presidente libertario. La ola liberal parece expandirse por América. En España todavía inexistente entre los partidos con representación o aspiraciones a obtenerla. https://youtu.be/BRC2ZK_qPzo
2025-11-12 18:30:23 from 1 relay(s) View Thread →
nostr:nprofile1qqsqa6p85dhghvx0cjpu7xrj0qgc939pd3v2ew36uttmz40qxu8f8wq8vdeta when is the next human crewed moon landing scheduled for?
2025-11-12 13:22:23 from 1 relay(s) View Thread →
nostr:nprofile1qqszfeerq6v0md7pykuahrpsf472w20u3476tanr759f4rn2kauqjyqpy4mhxue69uhkvet9v3ejumn0wd68ytnzv9hxgtm0d4hxjh6lwejkuar4wfjhxqgawaehxw309ahx7um5wghxuetfd3skcetcv9hxgetj9ejx2as76eerj up
2025-11-12 09:17:12 from 1 relay(s) View Thread →
nostr:nprofile1qy28wumn8ghj7cn0w3ejuat50phjummwv5hszrnhwden5te0dehhxtnvdakz7qpq6dsu2ghu9yd363utyw7dejqc8rgx5ps7r4hxddrvx2x64dh73p7q6q8ak0 Here's what it looks like with China... The problem visually with putting together ancient empires with modern nations is the scale difference. Still it's fun to compare. It also shows the smaller size of medieval armies (at least in the west) compared to classical era. image
2025-11-11 16:58:15 from 1 relay(s) View Thread →
#history #timeline This one with modern Empires. Again, take the data with caution. Will refine later. image
2025-11-11 11:48:49 from 1 relay(s) View Thread →