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Zoltan Pozsar: Credit Suisse Economics: War and Industrial Policyplus2.credit-suisse.com/shorturlpdf.html?v=5amR-YP34-V&t=-1e4y7st99l5d0a0be21hgr5ht
233 sats \ 3 comments \ @2big2fail 28 Aug 2022 bitcoin
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1020 sats \ 1 reply \ @ExponentialBTC 28 Aug 2022
As previously noted, i really read everything that #ZoltanPozsar puts out...His Aug 24th piece was terrific again. In this #thread I summarize the most important takeaways: 🧵
https://twitter.com/RonStoeferle/status/1562816315269971968 https://nitter.it/RonStoeferle/status/1562816315269971968 <-- Shows the thread in a single, easy-to-read, web page
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20 sats \ 0 replies \ @k00b 29 Aug 2022
Great summary. Exactly what I was looking for!
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0 sats \ 0 replies \ @ExponentialBTC 28 Aug 2022
Pozsar's writings always contain so much information I either wasn't aware of or wasn't really paying attention to.
For example, he links to this, from a few months back:
ASML CEO: Industrial conglomerate buying washing machines to rip out semiconductors https://www.theregister.com/2022/04/21/asm_ceo_industrial_conglomerate_buying/
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