Archive - Recovering’s Newsletter

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Sunsetting this blog.

Jan 1

August 2022

Deceptive y/y comps will "validate" the Fed's inflation complacency for a few months, until comps stop doing the Fed's job for it

Recovering TradFi Chad

Aug 19, 2022

July 2022

The Terra Rebels designate August 12 as the date of a head-on collision with Terraform Labs

Recovering TradFi Chad

Jul 24, 2022

When will the Fed nuke the MBS market?

Recovering TradFi Chad

Jul 22, 2022

Meet the Terra Rebels, the decentralized dream team fighting grim odds to restore a governance premium in LUNC.

Recovering TradFi Chad

Jul 7, 2022

The Fed can’t stop tightening until realized rents, with their 12-month lead time over CPI-reported rent (30% of total inflation), normalize to around…

Recovering TradFi Chad

Jul 3, 2022

June 2022

3 weeks after Terra 1's default, Kwon's hostage-taking of the Terra 1 network begs the question: Why?

Recovering TradFi Chad

Jun 1, 2022

May 2022

Trump 2024 =>> Jeb! 2016

Recovering TradFi Chad

May 25, 2022

The champion-turned-traitor of decentralized money continues making governance mistakes which any Terra successor must avoid.

Recovering TradFi Chad

May 20, 2022

Insiders for the win.

Recovering TradFi Chad

May 16, 2022

Next up: bankruptcy reorg.

Recovering TradFi Chad

May 14, 2022

Trying to map Terra's increasingly terrible choices going forward

Recovering TradFi Chad

May 12, 2022

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