@eshear leverage & lack of differentiation means they're super exposed to macro conditions?
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Reply · Dec 29, 2023@eshear @iroasmas unlimited money gives you leverage to push pro-growth policy changes?Reply · Oct 8, 2022@mattyglesias And yet their level of greed magically adjusts to market conditions. Curious.Reply · Oct 4, 2024@LordDreadwar what's your opinion on the Leverage meltdown?Reply · Sep 12, 2023@selladorre ah, makes sense... I agree noticing what's wrong != having leverage to change it, by any means!