Dean W. Ball

@deanwball · Twitter ·

the ai-driven demand for debt already is what it is, then there is reindustrialization, then there is “supply chain resiliency,” then there is “the world is generally riskier than it used to be because of Various Reasons, including a rise in warfare, the systematic exploitation

Dean W. Ball

Dean W. Ball

long-term interest rates will obviously be structurally higher in the next decade