Playback speed×Share postShare post at current timeShare from 0:000:00/0:001Leverage should never expire, and should not be subject to a force sell. First Brands effect is far greater than $12 billion 11-5-2025All things financial...Nov 05, 20251ShareDiscussion about this videoCommentsRestacksDaniel’s SubstackSubscribeAuthorsAll things financial...Recent PostsWhen the system is fragile, structure beats politics so real power lies in the rails not the rhetoric 3-31-202617 hrs ago • All things financial...Geographic inversion - the North prices what they do not own & the south owns what they do not price 3-30-2026Mar 30 • All things financial...The gold standard did no collapse, it's inflexibility stopped deficit spending & wealth confiscation 3-29-2026Mar 29 • All things financial...A mouse at the bottleneck starves the elephant. Sri Lanka extracts oil & urea of data 3-28-2026Mar 28 • All things financial...Cut corners on data, and your model will charge compound interest in failure. 3-27-2026Mar 27 • All things financial...It is always darkest before the dawn but as dark as it is it will only get worse first 3-26-2026Mar 26 • All things financial...The supply decline is combining with hyper connectivity to produce cascading global failures 3-24-2026Mar 24 • All things financial...In the shadow of Kings, ignition flickers: not victory thru strength but through mutual ruin 3-23-2026Mar 23 • All things financial...
