Playback speed×Share postShare post at current timeShare from 0:000:00/84Liquidity is the oil of finance; facilities are the emergency pipelines Stablecoins/SDOF 8-17-2026 All things financial...Aug 27, 202684ShareDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsOracle's CDS is not driven solely by debt levels but by SPV investors hedging ORCL rent promises 10-11-20267 hrs ago • All things financial...US firms try to make a profit off of REM/REE. China is trying to control a strategic supply chain 10-190-2026Oct 10 • All things financial...PC & PE mark-to-fantasy valuations support cash-on-the-barrelhead fees 10-9-2026 Oct 9 • All things financial...If the markets won't finance their states voluntarily, regulations will make it compulsory 10-8-2026Oct 8 • All things financial...Efficiency was a bet that geography stop mattering. Geography is collecting it's toll 10-6-2026Oct 6 • All things financial...Accelerated depreciation turns future tax relief into present cashflow & future losses 10-5-2026Oct 5 • All things financial...A bond gold clause does not eliminate sovereign risk, the form of promise is changed to metals 10-4-2026Oct 4 • All things financial...Gold convertibility does not eliminate inflation; it limits discretionary monetary expansion 10-2-2026Oct 2 • All things financial...
