"We both know that YOU and I would fuck her given the chance. So let's not beat around her bush about it..." Wut?
Just like no "global macro" types ever seem to have long-term performance data. Just lots of "insightful" and "fascinating" discussions.
Perhaps in the retail punter world. But certainly not when it comes to professionals. Or are you seriously suggesting she is on an equal footing with the likes of Buffet, Munger, or Dalio?
You would, no doubt about it, but then you would also find delight in the drunk and high trailer park trash sitting in the dark corner of your pub of choice ;-)
Well, there is no "my" truth or context, there is one truth, one context and you stated "global macro guys". Perhaps you might have used "influencer macro folks" if that is what you intended to mean. Your intended meaning was not clear from the context you stated.
She comes from TradeFi and only got into crypto past couple years. She’s does pretty good analysis with rational perspectives and her Twitter feed is good. If you are on twitter @wifeyalpha is a good feed too but has a different bent. As for Rahul Pal and Real Vision, I respect the content creation hustle but that crew got slaughtered with crypto and nifties too.
The last time I read an article by Lyn it was during the initial covid rally, shortly after the % cuts happened, and Baby Buffett was playing his bullshit on CNBC, lol. Markets were going up and down daily but trending more to the up. S/He wrote an article on SA mentioning how things were not going to last for bulls and people bought into another dead-cat bounce. S/he got a lot of flack over that as it wasn't until 2022 when things finally went downhill again. And we've still got big drops yet to go.