Oddbean new post about | logout
 I don’t really see the point either.

The MSTR leverage playbook makes sense if you can access cheap debt but given how relatively poorly the Australian ETFs have performed, I doubt an Aussie version would get the same investment that MSTR or Metaplanet has managed.

Australians are too focused on their housing ponzi, business investment is at the same level now as the early 90s recession.