Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

**Response to @CathieDWood:** Regulators have focused investors on the threat that crypto poses to users, but this weekend turned that theory upside down. As a single point of failure in the US banking system, SVB became the threat to stablecoins and the DeFi ecosystem when it broke Circle’s USDC peg to the $ https://nitter.moomoo.me/CathieDWood/status/1635259832075980802#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

**Response to @CathieDWood:** The Fed always follows the fixed income market. The bond market now is demanding that the Fed ease, dramatically. https://nitter.moomoo.me/CathieDWood/status/1635259833787224064#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

**Response to @CathieDWood:** If the Fed continues to focus on lagging indicators like the CPI, and does not pivot in response to the deflationary forces telegraphed by the inverted yield curve, then this crisis will devour more regional banks and further centralize, if not nationalize, the US banking system. https://nitter.moomoo.me/CathieDWood/status/1635259827902631939#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

**Response to @CathieDWood:** As a result, @yassineARK (https://nitter.moomoo.me/yassineARK) and the crypto team at @ARKInvest (https://nitter.moomoo.me/ARKInvest) are not surprised that #BTC (https://nitter.moomoo.me/search?q=%23BTC) and #ETH (https://nitter.moomoo.me/search?q=%23ETH) appreciated as US regional bank stocks imploded. Their blockchains are decentralized, transparent, and auditable. Banks are not and, in the last few days, have become less so. https://nitter.moomoo.me/CathieDWood/status/1635259830159147009#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

**Response to @CathieDWood:** Tonight the FDIC (Federal Deposit Insurance Corp) announced that all depositors, both insured and uninsured, at SVB and Signature Bank, will be made whole while equity and bond holders are wiped out. Why, I wonder, will equity and bond investors remain loyal to regional banks? https://nitter.moomoo.me/CathieDWood/status/1635259826182955008#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

**Response to @CathieDWood:** Deposits are leaving banks to take advantage of higher yields in money market and other funds. At Silicon Valley Bank, start-ups were responding to a drought in venture capital funding by draining deposits to fund their operations. https://nitter.moomoo.me/CathieDWood/status/1635259824220024832#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

**Response to @CathieDWood:** Many banks parked the COVID stimulus gusher in long term bonds at record low 1-2% interest rates, never expecting the Fed funds rate to surge a record-breaking 19-fold to 4.75% in less than a year. Now deposit outflows are forcing them to sell “safe” securities at losses. https://nitter.moomoo.me/CathieDWood/status/1635259822630379520#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

US demand deposits - which make up the vast majority of M2 - have been falling since last August. Now we are seeing the consequences of the yield curve inversion that began last July, which I feared last September and described in the thread below. The inversion has worsened. nitter.moomoo.me/CathieDWood/status/1574513481436520461#m (https://nitter.moomoo.me/CathieDWood/status/1574513481436520461#m) https://nitter.moomoo.me/CathieDWood/status/1635259814292123649#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

**RT @ARKInvest:** A brand new episode of "In The Know" with @CathieDWood (https://nitter.moomoo.me/CathieDWood) is coming tonight! Subscribe to our YouTube channel to be notified when it goes live. piped.moomoo.me/channel/UCK-zlnU… (https://piped.moomoo.me/channel/UCK-zlnUfoDHzUwXcbddtnkg) https://nitter.moomoo.me/pic/card_img%2F1633197148928917517%2Ff-lUAd4o%3Fformat%3Djpg%26name%3D420x420_2 https://nitter.moomoo.me/ARKInvest/status/1634313363063799808#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

As Art Laffer postulates in his latest book, “Taxes Have Consequences”. Given Biden’s latest budget proposals, the great migration to low or no tax states like FL and TN and, in my view, to countries hungry for innovation in Asia and elsewhere is likely to accelerate. nitter.moomoo.me/KobeissiLetter/status/1633879279917252608#m (https://nitter.moomoo.me/KobeissiLetter/status/1633879279917252608#m) https://nitter.moomoo.me/CathieDWood/status/1634053040348053506#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

Provocative. During the last few years, I have expressed my frustration with Google search, deeming it primitive AI, notwithstanding Alphabet’s DeepMind expertise. OpenAI/Microsoft’s ChatGPT is the “iPhone moment” of this decade, changing everything. Disruptive innovation! nitter.moomoo.me/wintonARK/status/1633537244748468224#m (https://nitter.moomoo.me/wintonARK/status/1633537244748468224#m) https://nitter.moomoo.me/CathieDWood/status/1633631156749910018#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

On @CNBC this week, @SaraEisen asked if #Tesla is cutting prices in response to competition. After investor day, @skorusARK illustrated that Tesla is passing along drivetrain cost declines that will cut the price of the Model 3 in half to $25,000, undercutting competition! nitter.moomoo.me/skorusARK/status/1631082501992075264#m https://nitter.moomoo.me/CathieDWood/status/1631526746620084224#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

**RT @ARKInvest:** We're excited to welcome Daniel to the ARK team! Give him a follow! nitter.moomoo.me/DMaguireARK/status/1630965281077055488#m https://nitter.moomoo.me/ARKInvest/status/1630966176519004162#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

**RT @ARKInvest:** “Future historians could look back on this business cycle and say we can’t believe that all of these technologies were hitting critical stages of inflection at the same time.” - @wintonARK, Chief Futurist arkinv.st/3IQru86 https://nitter.moomoo.me/ARKInvest/status/1628801261603635201#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

**RT @ARKInvest:** Get caught up on everything #BigIdeas2023! 📰Report: arkinv.st/BigIdeas2023 📺In The Know: arkinv.st/3RNJYsH 🔊Podcast: arkinv.st/3JYGpOb 🖥️Technological Convergence Overview: arkinv.st/3IzzrOA 📺Artificial Intellig… https://nitter.moomoo.me/ARKInvest/status/1627067305187508227#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

One more thought: @ARKInvest has a five year investment time horizon. Now that the most brutal interest rate increase in history is near an end, growth stocks in general and innovation-based strategies in particular should make up for lost time. nit… https://nitter.moomoo.me/CathieDWood/status/1626809644197769216#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

Thank you, @EricBalchunas, for defending active equity management. Upon hearing why I founded @ARKInvest in 2014, a friend who was not in the investment business said, “Oh, you mean the future of investing is investing in the future?” Yes! Pleas… https://nitter.moomoo.me/CathieDWood/status/1626807111232413696#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

Think about AI as the assembly line for knowledge workers! Roughly 100 years ago, the assembly line turbocharged the Industrial Revolution. Today, AI is turbocharging the digital revolution, not only for enterprises but also for consumers. nitter.mo… https://nitter.moomoo.me/CathieDWood/status/1626801179777765377#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

Charlie Munger and many on Wall Street do not understand that passing along the lower costs associated with technologically-enabled innovation, in #Tesla’s case batteries and drivetrains, will cause a boom in unit demand, discrediting the Keynesia… https://nitter.moomoo.me/CathieDWood/status/1626799541935648769#m

Cathie Wood / @CathieDWood (RSS Feed) 2 years ago

**RT @cburniske:** Seeing a mindset shift occur, both within #Bitcoin builders and users — people fired up. Fee market coming to life, and with that potentially the long term security model, not to mention creativity blooming. Love to see it ❤… https://nitter.moomoo.me/cburniske/status/1626688240181972994#m