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Australia
Joined November 2022
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PrerequisiteCapital retweeted
Just released our latest Quarterly Letter (+12 min video)
Some perspectives on Gold & Credit default Cycles
#GOLD $GLD $TIP #RealYield
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PrerequisiteCapital retweeted
We thought we’d kick off a new initiative - publishing a short “What if…?” Video every week or two - here’s the first:
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PrerequisiteCapital retweeted
Here's our latest "What if...?" Video (6mins)...
Sovereign credit risk and Australian Property: could we see double-digit mortgage rates in the next 7 years?
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PrerequisiteCapital retweeted
Here's our latest "What if...?" Video (5mins)...
Capital Flows and the US Dollar...
#USD #USDollar $USD #capitalflows
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PrerequisiteCapital retweeted
Just released our latest Quarterly Letter, you can find it here... prerequisitecapital.squaresp…
PrerequisiteCapital retweeted
Here's our latest "What if...?" Video (5mins)...
Geopolitical Risk Escalation and possible opportunities in Aluminium and Alcoa...
#aluminium #copper $AA #alcoa
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