Mispriced Assets (on Substack)
Region: US
Tuesday 29 September 2026 16:58:36 GMT
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Angad Sandhu :
Good analysis - Velocity of money rarely gets brought up in these TikTok pundit vids
2026-10-01 01:13:03
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freshmank4 :
Money multiplier money dance
2026-10-01 00:56:21
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j_word0302 :
Based on the K shaped economy you mentioned at the end and prices of homes in affluent areas, concert tickets,etc- is this why you see the cost of goods and services all priced oddly high? Because the businesses are saying “we are going after the top of the K because we know they’ll spend it, regardless of if it makes the bottom half of the K stretch to afford or go without said goods/services?
2026-09-29 21:06:47
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fintech :
What is your background? Curious where your experience and knowledge stem from.
2026-09-29 17:09:22
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simon :
cool cool cool but how do I make money off it
2026-09-29 17:09:32
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Phil May :
Bond market ? Rising rates ?
2026-09-29 19:06:39
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medieval_shrink :
it's not just money printing. it's insurance companies being the drain. buying all of the generously rated corporate debt. it's perfect because they'll fail one by one instead of all at once. what a tragedy!
2026-09-29 22:40:06
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LonBons :
Agree with your point, but homes in NP beach have also pulled back
2026-09-29 22:16:25
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bryancol2125 :
Given the current political climate, what hope do we have for self imposed fiscal austerity? I see no way to avoid USD losing reserve currency status, interest rates going higher for longer, and endless money printing by the fed to keep up with interest payments. No sane politician would ever vote for the level spending cuts and/or tax increases required. And most average people wouldn't vote for a politician campaigning on those policies.
2026-09-29 23:33:20
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JP :
So are you expecting a major Crash and bear market? AI bubble i know.
2026-09-29 17:04:54
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Feral Candle of the VIX :
Oh SNAP, Nemeth…. Clock the crypto flywheel between short term debt, stablecoins, & spot ETFs. Parallel financial system build for the Velocity Solution. .59% deployed, .41 to go until the framework is complete.
2026-09-30 09:47:11
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ggg2152ggg :
K shaped economy isn't real. it's been debunked over and over. the COVID money only exceeded WW2 if you think that $1 then is equal to $1 now which is ridiculous. it's sad watching yet another guy fall trap to this money printing idea. people have been saying this since the 1980s and we've only gotten richer on nominal terms.
2026-09-30 15:17:08
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