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- Total posts
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- Avg score
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Warsh should grow a sack and go full Volcker by hiking 100bps next week.
Risk assets would be absolutely cooked, but he could kill three birds with one stone: 1. Donnie gets told to eff off and let the Fed do its job. 2. Bessent owns the consequences of stacking the debt on the …
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Turkish fund returned 4,000% in 2025 and 230% in 2026. How do we short?
Some friends in Turkey mentioned this fund TLY: [https://fonlarca.com/en/fon/tly.html](https://fonlarca.com/en/fon/tly.html?utm_source=chatgpt.com) The returns are the definition of "too good to be true": * 2025: **+4,200%** * 2026 YTD: **+230%** * Sharpe apparently around **2.2** It supposedly became really popular with retail investors, …
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