the elliott letter literally has everything lol

transitory was wrong
fed is backed into a corner
list of things that might break
there was an “everything” bubble
policy makers are clueless
its wrong to expect a pivot
chinese real estate bubble
rly bad energy policy
robots will take lots of jobs
chirps at ben bernanke

globalization might be over
chicken nugget reference
retail has been yoloing options
multiple uses of “fomo”
wtf is yield farming?!?
CBDCs are the opposite of freedom
ESG is inherently contradictory
no one can afford a house
how the LDIs almost blew up
fed’s balance sheet

paul singer would no doubt make an amazing poster. v sharp wit throughout the whole letter even tho the tone was, well, a bit on the bearish side