
Bill D'Alessandro
@BillDA
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Built & sold 8 DTC/SaaS companies. Pioneered the ecommerce aggregator model. Host the @acquanon podcast. Now acquiring pet brands @ FoodScience/Morgan Stanley.
Charlotte, NC
Joined July 2007
How do you vet an intermediary?.
@the_alex_d_ 1) Experience in your industry selling assets like yours.2) References from their past clients.3) the one that most forget - references from their past *buyers*.
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The master plan is in plain sight. Trump/Bessent know they are running loose inflationary fiscal policy, and need to control rates however possible. It’s not about crypto at all - it’s about trying to hold down rates. Get short USD - here comes inflation.
BESSENT: STABLECOIN LEGISLATION COULD BE DONE BY MID-JULY, WILL BE A SOURCE OF DEMAND FOR U.S. TREASURIES.
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Damn I should have gone way, way harder on this thesis.
Using reasonable levels of fixed rate debt to buy cash-flowing or inflation-protected assets (stable businesses, land) is an incredible trade right now. Rock bottom interest rates with high inflation is a true rarity, and the Fed is going to correct it soon. Strike now.
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