Capital Flows and Asset Markets
Capital Flows and Asset Markets
CHRISTMAS HAIKU WINNER
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CHRISTMAS HAIKU WINNER

Impressive work!

I had a surprisingly competitive haiku competition, but as the Highlander said, there can be only one. The winner is Kevin - who now has been comped 6 months access to paid content.

Kevin

Bull slips on black ice—

Frantic dance of hope and fear

Fortune rolls her dice

For me it captures the fascination of markets, and while a haiku format also manages to rhyme - adding a nice western feature. Good job. Honourable mention to Eric’s effort:

Eric paradis

In a haze, it gleams,

Bitcoin's dance, a gambler's dream,

Swaying with each sip.

The full list of entries are below. Entries that were posted to substack included the link to the user - entries emailed to me directly just have initials so they remain anonymous.

In general the sentiment was bullish gold, mixed on crypto, bearish bonds - and whole bunch of other stuff.

Thank you for your efforts - I enjoyed them all.

Tony Sanders

Money Like Blossom Falls

Then Dissolves like snow in spring

Leaving the old poor

Leonid Mironov

No choice but to grow,

Domestic demand shapes all,

Spirit of Liu Yan.

Conrad

Rising sun whispers,

Emerging hopes, cautious steps—

Growth on shifting sands.

A Walking Gentleman

The bond market moves

While fiscal spend roars higher

Liquidity swells

ES

Gold whispers softly,

In the twilight's amber glow,

Dreams of wealth take flight.

Matt Dreith

Wise old man sunsets

His empire born of fiat era

Lord Satoshi soars

Michael

Bond book rests boring

Interest fills deep cash pond

Watch snail crawl up Fuji

Thomas Wolf

Earth Mars U.A.P.

Knowledge shared un-Moored A.I.

Reboot young eterne

Mat Casey

Roots break stone apart,

Labour grows, capital fades,

Prices pierce the sky.

The Blind Squirrel

Squirrels gather gold

Gold shines brighter than bonds

Nature's wealth prevails

Hussein Nasser

Michael Saylor Rich,

Value Investor is Poor,

Way of new macro.

Kris

All’s governed by time;

Growth is inevitable,

But so is decline.

Yuri

In the forest,

cicadas pray to mauled bulls,

endless deafening songs

Peter Obermeyer

Prices, like rivers

Oscillate in old channels

‘Til banks loose control

BR Kelleran

A bubble in time

Hot air and Fartcoin rises

A rug pull coming

Andrew Vermeer

Enough is enough

Mother hen gathers her chicks

Oh but not you BRICS

Kris

All’s governed by time;

Growth is inevitable,

But so is decline.

Andy Fately

While bears hibernate

China shops are terrified

Beware the spring thaw

Andy Fately

While it may seem short

Eight seconds is all you have

To ride the bull home

Kevin

Bull slips on black ice—

Frantic dance of hope and fear

Bears watch from the shade

Kevin

Bull slips on black ice—

Frantic dance of hope and fear

Fortune rolls her dice

CZY

A bear on a floe

Struggling in liquidity

"HODLing" for dear life

BK

Look! Number go up

Why analyse, just ton it

Dying words - yolo

JK

with bright sun above.

will the tree grow to the sky?

look! eye of the storm.

CI

dedollarisation is

like a tempest it will arrive

slow then all at once

LG

I see a buck

He looks me in the eyes

Do I shoot or wait

RD

Swift market swallows

Dart through storms of data points

Finding signals clear

JF

CPI printed

Gold glittering, crypto yeets

Safe in my bunker

JL

Shiny metals rise

rocketing for many years

Sitting and waiting

RS

After an eternity

Release comes, a smelly fart

The wind rises

GR

Crystal lake below,

ten thousand whispers promise,

ice cracks underfoot.

EW

Satoshi’s moon shines

It has never felt closer

Yet the earth so far

TK

When moon, diamond hands

Road not taken, old macro

Personal mountains, guiding stars

LP

Fast hands grasp at clouds

Greed ascends, patience left below

Gravity waits, still

Discussion about this podcast

Capital Flows and Asset Markets
Capital Flows and Asset Markets
Explaining how capital flows and asset markets work