This Week on Trends with Friends (February 16, 2025) Trends with Friends Trends with Friends Welcome Friends, Here’s an assortment of posts shared this week on Trends with Friends. Let’s dive in… THE RECESSION PROOF ECONOMY OF FINANCIAL DATA... 2 months ago 6 MIN READ
Where Have All the UST Buyers Gone? Craig Shapiro The Alethea Narrative With US debt to GDP above 120%, deficits running 7% of GDP, US NIIP at -70%, the US government sanctioning “enemies” out of their desire to buy... 11 months ago 2 MIN READ
TD Was Convenient for Criminals Matt Levine Money Stuff Also private equity plumbing, public-market OpenAI, VistaJet and ultra-high-net-worth breakpoints. 6 months ago 1 MIN READ