Ludwig Von Mises
@ludwigvonmises.bsky.social
Tu ne cede malis, sed contra audentior ito
(@NationsWealth in other place)
(@NationsWealth in other place)
"It’s not like he’s going to ever be Jimmy Carter putting on a sweater and hanging out by a fire giving a fireside chat"
cc @hussmanjp.bsky.social
www.ft.com/content/81c2...
cc @hussmanjp.bsky.social
www.ft.com/content/81c2...
Fewer dolls and pencils: Donald Trump struggles to read America’s cost of living crisis
President hit with blowback for branding affordability issues a ‘hoax’ while flaunting expensive White House renovations
www.ft.com
December 16, 2025 at 10:39 AM
"It’s not like he’s going to ever be Jimmy Carter putting on a sweater and hanging out by a fire giving a fireside chat"
cc @hussmanjp.bsky.social
www.ft.com/content/81c2...
cc @hussmanjp.bsky.social
www.ft.com/content/81c2...
December 12, 2025 at 10:24 AM
The portfolio is highly fragmented (270+ positions), with the top 10 holdings making up only ~10% of the total assets. This suggests a "basket" approach to value stocks rather than high-conviction concentration.
ps that's a lot of diversification
ps that's a lot of diversification
December 4, 2025 at 11:53 PM
The portfolio is highly fragmented (270+ positions), with the top 10 holdings making up only ~10% of the total assets. This suggests a "basket" approach to value stocks rather than high-conviction concentration.
ps that's a lot of diversification
ps that's a lot of diversification
Hymn of the Silent Valuation
cc @hussmanjp.bsky.social
cc @hussmanjp.bsky.social
December 2, 2025 at 2:12 PM
Hymn of the Silent Valuation
cc @hussmanjp.bsky.social
cc @hussmanjp.bsky.social
December 1, 2025 at 11:21 AM
I'd be scared to short small caps in this mkt
November 24, 2025 at 8:12 PM
I'd be scared to short small caps in this mkt
Bluesky 1 - twitter 0
November 18, 2025 at 1:52 PM
Bluesky 1 - twitter 0
The FOMC met on May 7, 2002, and decided to keep the target rate unchanged at 1.75%. This rate had been in place since the last cut on December 11, 2001. The marketeers easy-money junkies didn't like it, so Fed cut all the way down to 1.00% on June 25, 2003. Housing bubble follow.
I remember the last leg down in May 2002, when all the talk was whether insurance companies would be forced sellers of equities. Was quite the start.
November 18, 2025 at 1:38 PM
The FOMC met on May 7, 2002, and decided to keep the target rate unchanged at 1.75%. This rate had been in place since the last cut on December 11, 2001. The marketeers easy-money junkies didn't like it, so Fed cut all the way down to 1.00% on June 25, 2003. Housing bubble follow.
I'm so tired.
November 17, 2025 at 2:48 PM
I'm so tired.
John, this reminded me accounting rule FAS-157 by the Financial Accounting Standards Board.
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
November 15, 2025 at 11:00 AM
Reposted by Ludwig Von Mises
John, this reminded me accounting rule FAS-157 by the Financial Accounting Standards Board.
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
November 15, 2025 at 10:58 AM
John, this reminded me accounting rule FAS-157 by the Financial Accounting Standards Board.
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
John, this reminded me accounting rule FAS-157 by the Financial Accounting Standards Board.
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
November 15, 2025 at 10:58 AM
John, this reminded me accounting rule FAS-157 by the Financial Accounting Standards Board.
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
cc @hussmanjp.bsky.social
(Money, Bank Credit, and Economic Cycles, J. Huerta De Soto)
Let's see how far it drops, Prof
@hussmanjp.bsky.social
@hussmanjp.bsky.social
it will be another "buy the dip opportunity". We had so many in the last +10 years. Let's call it "The AI hiccup" ?
We've been trained as monkeys for decades to not fight the Fed & buy any dip.
QT is done now. Soon QE will be back. Brrr.. I know 'until investors are not risk adverse... yada yada'
We've been trained as monkeys for decades to not fight the Fed & buy any dip.
QT is done now. Soon QE will be back. Brrr.. I know 'until investors are not risk adverse... yada yada'
November 14, 2025 at 2:20 PM
Let's see how far it drops, Prof
@hussmanjp.bsky.social
@hussmanjp.bsky.social
November 13, 2025 at 1:43 PM
The skyscraper curse. The cause is monetary expansion by central banks. The Fed in primis.
Source: Mises Institute share.google/pzHVCP4KO5JM...
Source: Mises Institute share.google/pzHVCP4KO5JM...
November 12, 2025 at 9:21 AM
The skyscraper curse. The cause is monetary expansion by central banks. The Fed in primis.
Source: Mises Institute share.google/pzHVCP4KO5JM...
Source: Mises Institute share.google/pzHVCP4KO5JM...
ahahah
as Italian i want to be half as smart as derek and half as stilish
as Italian i want to be half as smart as derek and half as stilish
November 11, 2025 at 9:57 PM
ahahah
as Italian i want to be half as smart as derek and half as stilish
as Italian i want to be half as smart as derek and half as stilish
November 11, 2025 at 3:59 PM
Reposted by Ludwig Von Mises
legend.
we all like to think we'd do the right thing but it sounds like this guy did
www.bbc.co.uk/news/article...
we all like to think we'd do the right thing but it sounds like this guy did
www.bbc.co.uk/news/article...
November 4, 2025 at 11:11 AM
legend.
we all like to think we'd do the right thing but it sounds like this guy did
www.bbc.co.uk/news/article...
we all like to think we'd do the right thing but it sounds like this guy did
www.bbc.co.uk/news/article...
calpers too
lots of big boys coming out against it
lots of big boys coming out against it
The world’s largest sovereign wealth fund will vote against Tesla chief executive Elon Musk’s $1tn pay package, saying it is worried about the size of the deal on.ft.com/4nBxm6c
November 4, 2025 at 4:34 PM
calpers too
lots of big boys coming out against it
lots of big boys coming out against it
Joshua's systems are flashing lights today
ps we are going to defcon 1
ps we are going to defcon 1
November 3, 2025 at 4:25 PM
Joshua's systems are flashing lights today
ps we are going to defcon 1
ps we are going to defcon 1
393
1.4 trillion company
oki doki...
1.4 trillion company
oki doki...
🇪🇸SPAIN NEW TESLA REGISTRATIONS FALL 30.6% Y/Y IN OCTOBER TO 393 CARS, ANFAC INDUSTRY GROUP SAYS #SPAIN #TESLA $TSLA
November 3, 2025 at 2:31 PM
393
1.4 trillion company
oki doki...
1.4 trillion company
oki doki...
Reposted by Ludwig Von Mises
The financial markets are raining duration.
November 3, 2025 at 1:43 PM
The financial markets are raining duration.