Oct 7, 2022Liked by Fabian Wintersberger

Quite a dark piece with some distrurbing conclusions, definitely a lot to ponder. Enjoyed it, thanks

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Oct 9, 2022Liked by Fabian Wintersberger

A great read ... concise and clarifying descriptions of previous capital market misallocations** that parallel our current mess.

** Weimar, Asian Contagion, GFC and QE+++...

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Whether or not Twain said the part about history rhyming, we do know Santayana clearly said, "Those who do not remember the past are condemned to repeat it," and I fear that is a lesson that policymakers are about to relearn.

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