The link for this post uses a read-only front-end for Twitter, which can be easier to read for viewing a full Twitter thread.  The Tweet that kicked off the thread is:

> The BIS paper on the ''$80 trillion of hidden US debt'' is making the rounds.
> 
> It's really important, and it deserves the attention of every macro investor.
> 
> A thread.
> 
> 1/

https://twitter.com/MacroAlf/status/1600497572698902528