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← The bond bear market likely has significant room to continue.
17 connected korrents · 18 moments from 1 Jun 2022 to 13 Oct 2026.
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interest rates
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venture capital
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China
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public debt
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semiconductors Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: The bond bear market likely has significant room to continue. The bond bear market likely has significant room to continue. Last stated today
13 Oct 2026
RD
Ray Dalio — holds since 2026-10-13 — tap for who they are
Same subject: China faces a genuine, sizable output gap right now, not just a lower structural growth ceiling. — tap to centre the map on it China faces a genuine, sizable output gap right now, not just a lower structural growth ceiling. Last stated a year ago
13 Aug 2025
AB
Andrew Batson — holds since 2025-08-13 — tap for who they are
Same subject: The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public. — tap to centre the map on it The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public. Last stated 4 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
Same subject: The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand. — tap to centre the map on it The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: The United States is not at risk of a financial crisis caused by the size of its government debt. — tap to centre the map on it The United States is not at risk of a financial crisis caused by the size of its government debt. Last stated 2 months ago
28 Aug 2026
BC
Ben Carlson — holds since 2026-08-28 — tap for who they are
LA
Lyn Alden — holds since 2025-01-08 — tap for who they are
Same subject: A run of correct forecasts is not evidence of expertise, because among many forecasters some are right by chance. — tap to centre the map on it A run of correct forecasts is not evidence of expertise, because among many forecasters some are right by chance. Last stated 4 years ago
9 Aug 2022
GK
Gary Klein — holds since 2022-08-09 — tap for who they are
Same subject: It is still really early, and people can probably wait on much of the agentic tooling. — tap to centre the map on it It is still really early, and people can probably wait on much of the agentic tooling. Last stated 5 months ago
19 May 2026
TG
Tommy Geoco — holds since 2026-05-19 — tap for who they are
Same subject: The faster AI progresses, the better NVIDIA does, so a shock like DeepSeek should expand its market rather than shrink it. — tap to centre the map on it The faster AI progresses, the better NVIDIA does, so a shock like DeepSeek should expand its market rather than shrink it. Last stated 2 years ago
3 Feb 2025
NL
Nathan Lambert — holds since 2025-02-03 — tap for who they are
Same subject: A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. — tap to centre the map on it A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. Last stated a year ago
21 May 2025
EZ
Ed Zitron — holds since 2025-05-21 — tap for who they are
Same subject: A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. — tap to centre the map on it A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. Last stated 7 months ago
3 Mar 2026
SB
Sanjay Bakshi — holds since 2026-03-03 — tap for who they are
Same subject: A society's prosperity comes from its productivity, not from the financial system or stock market. — tap to centre the map on it A society's prosperity comes from its productivity, not from the financial system or stock market. Last stated 3 weeks ago
25 Sept 2026
MM
Mr. Money Mustache — holds since 2026-09-25 — tap for who they are
Same subject: A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. — tap to centre the map on it A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. Last stated 4 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — tap for who they are
Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. Last stated 4 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. — tap to centre the map on it About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. Last stated 3 months ago
18 Jul 2026
PL
Pieter Levels — holds since 2026-07-18 — tap for who they are
Same subject: A bank should be managed against the fat tails it can imagine, not against the stress test its regulator hands it. — tap to centre the map on it A bank should be managed against the fat tails it can imagine, not against the stress test its regulator hands it. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — tap for who they are
Same subject: A fiscal expansion when the economy is already at potential output prompts monetary tightening that dampens or eliminates its effect on output. — tap to centre the map on it A fiscal expansion when the economy is already at potential output prompts monetary tightening that dampens or eliminates its effect on output. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
Same subject: A new monetary network with its own unit can only bootstrap from zero to mass adoption through a period of upward price volatility. — tap to centre the map on it A new monetary network with its own unit can only bootstrap from zero to mass adoption through a period of upward price volatility. Last stated a year ago
6 Jul 2025
LA
Lyn Alden — holds since 2025-07-06 — tap for who they are
At the centre
The bond bear market likely has significant room to continue.
Holds Read this korrent →
China faces a genuine, sizable output gap right now, not just a lower structural growth ceiling.
Holds
The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public.
Holds
A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate.
Holds
The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand.
Holds
The United States is not at risk of a financial crisis caused by the size of its government debt.
Holds
A run of correct forecasts is not evidence of expertise, because among many forecasters some are right by chance.
Holds
It is still really early, and people can probably wait on much of the agentic tooling.
Holds
The faster AI progresses, the better NVIDIA does, so a shock like DeepSeek should expand its market rather than shrink it.
Holds
A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price.
Holds
A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack.
Holds
A society's prosperity comes from its productivity, not from the financial system or stock market.
Holds
A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit.
Holds
A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for.
Holds
About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out.
Holds
A bank should be managed against the fat tails it can imagine, not against the stress test its regulator hands it.
Holds
A fiscal expansion when the economy is already at potential output prompts monetary tightening that dampens or eliminates its effect on output.
Holds
A new monetary network with its own unit can only bootstrap from zero to mass adoption through a period of upward price volatility.
Holds