Rethinking & shaping global resource allocation | Applied macro-strategy & markets | #notrunningtoMars
Joined February 2017
- Tweets 1,058
- Following 14,968
- Followers 26,209
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70 Photos and videos
HighCrown retweeted
29 Aug 2025
Support FX drains BOJ reserves → contains inflation, buys political credibility. Support bonds prints yen → fuels inflation, but keeps market credibility. Japan can’t defend both
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HighCrown retweeted
27 Aug 2025
2-year yields, the closest market gauge to Fed moves, fall to four-month lows
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HighCrown retweeted
27 Aug 2025
By 2018 the BOJ held three quarters of Japan’s ETF market. By 2021 it was closer to 80%. The BOJ is now part of the market structure, an architectural decision beyond monetary policy
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HighCrown retweeted
27 Aug 2025
US housing inventory back at levels last seen during the GFC. 511k new single-family homes for sale in June 2025
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HighCrown retweeted
7 Feb 2023
The Rise of Great Power Struggle between #US & #China is reshaping the #WorldOrder. Will #LatinAmerica and #Africa gain awareness of their place as key #geopolitical players?
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HighCrown retweeted
25 Jan 2023
1/ A #CommonCurrency between #Argentina & #Brazil is being discussed, is it a good idea short term? From a macroeconomic and geopolitical perspective, if done today, it would probably be disadvantageous for Argentina while a better deal for Brazil
Let’s explore a bit …
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HighCrown retweeted
19 Jan 2023
How does the #Fed’s tightening affects liquidity which can then affect solvency? As #interestrates rise, countries, companies and banks may struggle to meet short-term #financialobligations. So then may begin the down spiral… 🧵
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HighCrown retweeted
17 Jan 2023
1/ Did you know that when too much money flows into markets, it can "artificially" create #HighAssetPrices? #CentralBanks are responsible for identifying these #bubbles in real estate, stocks, bonds, goods, etc. and taking steps to prevent them
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19 Dec 2021
Episode 24: Confidence has nothing to do with pushing through doubts. Self-help fooled you. What if there was a more sensible approach…
Full episode: youtu.be/1e3IUQABea8
@WilliamSamedy @davidegallace #HighCrownTalks
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6 Nov 2021
Episode 23: Dogmas are a part of our lives.
Will and Davide explore this deeper.
Full episode: youtu.be/LdgeiIENpvQ
@WilliamSamedy
@davidegallace
#HighCrownTalks
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5 Sep 2021
Episode 22: What’s the role of sector analysis in investing? Is it still fashionable to understand the big trends?
Full episode: youtu.be/JBaXyhe7xyU
@WilliamSamedy @davidegallace
#HighCrownTalks
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31 Jul 2021
Episode 21: The brain compares, and that’s limiting.
Can we move beyond comparison?
Full episode: youtu.be/AdffRmjxvMg
@WilliamSamedy
@davidegallace
#HighCrownTalks
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23 Jun 2021
Episode 20: Theory & Practice: Is there a difference?
Will explores if there’s such a thing as the difference between theory and practice
Full episode: youtu.be/_rurenCOjGs
@WilliamSamedy @davidegallace
#HighCrownTalks
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23 May 2021
Episode 19: Will talks about the game of influencing financial market prices
Full episode: youtu.be/Xl32DZqgcSg
@WilliamSamedy @davidegallace
#HighCrownTalks
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18 Apr 2021
Episode 18: What’s so important about purpose? Reflecting on a quote by Marcus Aurelius.
Full episode: youtu.be/jPPQ-a7uWcQ
@WilliamSamedy
@davidegallace
#HighCrownTalks
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14 Mar 2021
Episode 17: Will dissects some of the ways we get tricked before we even move...
Full episode: youtu.be/2l9appczTFs
@WilliamSamedy @davidegallace
#HighCrownTalks
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7 Feb 2021
Will brilliantly defines what a mistake is, and it’s not what you think
Full episode: youtu.be/I8Up9Pyyle8
@WilliamSamedy
#HighCrownTalks
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11 Jan 2021
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10 Dec 2020
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6 Dec 2020
A leading AI ethics researcher says she’s been fired from Google
@techreview
technologyreview.com/2020/12…
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6 Dec 2020
the paper that forced Timnit Gebru out of Google. Here’s what it says
@techreview
technologyreview.com/2020/12…
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