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Jack Farley
@JackFarley96
Co-founder of Monetary Matters Network: rb.gy/bk7alt
New York City
Joined February 2019
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    Jack Farley
    @JackFarley96
    Jun 16
    OUT NOW - @Davidwoounbound's bear case on AI (Wall Street totally blind to this risk): it's too powerful. He expects a regulatory crackdown on advanced AI frontier models. Apple🔊shorturl.at/3d95X Spotify🔊shorturl.at/Vicks YouTube📽️rb.gy/mx4sef
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    Jack Farley
    @JackFarley96
    Mar 15, 2023
    Bank of America has $113 Billion of unrealized losses on its balance sheet This represents >60% of tangible book value
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    Jack Farley
    @JackFarley96
    Oct 17, 2024
    it's because they're pursuing investment alternatives that offer equity-like returns with bond-like risk
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    Jack Farley
    @JackFarley96
    Nov 21, 2022
    Wow. Bain & Co received >$100 million a year to do research private companies for Tiger Global (hedge fund), helped Tiger Global do due diligence in now-bankrupt FTX. 🤯
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    Jack Farley
    @JackFarley96
    Apr 16, 2025
    Rick Rieder of Blackrock: - economy in recession now - we are adding gold -we like cash Jesus
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    Jack Farley
    @JackFarley96
    Oct 24, 2022
    Not enough people are talking about the collapse in natural gas prices. European next hour Dutch TTF nat gas is now *negative*. Henry Hub (U.S. nat gas) has been cut in half over the past two months.
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    Jack Farley
    @JackFarley96
    Dec 9, 2022
    Wow - Lululemon has $1.7 BILLION worth of unsold merchandise, a whopping ***85%*** increase from last year. That's a lot of yoga pants... $LULU
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    Jack Farley
    @JackFarley96
    Oct 3, 2025
    Many are now saying the speculative fervor is approaching bubble levels of 2021. I disagree, and here, in an image from 2021, is why.
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    Jack Farley
    @JackFarley96
    Apr 22, 2025
    We now have hard data showing major Japanese investors sold foreign bonds in size the week of tariff "Liberation Day." But that's not the whole picture. 1/12 🧵
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    Jack Farley
    @JackFarley96
    Mar 19, 2025
    Chinese banks offering consumer loans at 2.6% with approval times of 60 seconds and you're bearish?
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    Jack Farley
    @JackFarley96
    Oct 17, 2023
    Bank of America's unrealized losses on held-to-maturity securities now exceed $130 Billion
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    Jack Farley
    @JackFarley96
    Mar 11, 2023
    SVB in a nutshell: They lost more than a billion dollars every time interest rates went up 25 basis points + interest rates went up 450 bps last year + they had no interest rate hedges + deposit outflows as VC funding slowed down + attempt to raise equity triggered a bank run
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    Jack Farley
    @JackFarley96
    Oct 2, 2023
    Incredibly, ultra long-duration Treasury bonds have now lost more in % terms than stocks did during Great Financial Crisis. The drawdown in extended duration Treasury ETF (🔻58.3%) now exceeds PEAK-TO-TROUGH losses in S&P 500 during stock market crash of 2007 - 2009 (🔻56.0%)
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    Jack Farley
    @JackFarley96
    Nov 23, 2022
    Holy shit, Sam Bankman-Fried just confirmed that he **WILL** be speaking at the New York Times conference on 11/30 (!!). Was Andy Fastow (CFO of Enron) not available? NYT's site describes him as "investor, entrepreneur and PHILANTHROPIST..."
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