Inflation
95 Threads
People in Ecuador have been protesting inflation and rising fuel costs for 10 days. This should be much bigger news. https://t.co/0vRYUG1UPf
Inflation is overall bad for stocks no-matter how much pricing power you have. Lets assume inflation sustain to 15%, i.e, bonds yielding >15%. A company able to pass price increas...
Are Food Shortages Coming? I don’t know… but costs are rising 9 Foods to Stock Up On Now to Temper Inflation: https://t.co/WHkXYBZlW4
FINANCE CLARITY DU JOUR: Oil & Inflation Crude was trading 20% higher in 2008. How come the price at the pump today is ~twice what is was then? Looks like the reason for the shorta...
.@GoldmanSachs’s weekly index of US financial conditions tightened last week, a trend that continued today in a rather disorderly fashion. The change in the liquidity regime was al...
I've heard a lot of people claim that Bitcoin is somehow a unique weapon to protect yourself from inflation. The current #cryptocrash should make you doubt that, but I used to work...
The Great Inflation of 1965 - 1982 Excess fiscal spending, oil shocks and failed monetary policy. A perfect storm of misfortunes and poor decisions led the US into 17 years of un...
Inflation is structural, a thread. Ready?
1/3 The US has the highest core inflation rate in the developed world (thick black line, top panel). And as the bottom panel shows, it is rare for the US to be #1 on this metric....
Insurance Companies continue to see a rise of disability claims into 2022. The below chart is Labor dept stats. No it’s not “long Covid”. Notice the steep rate of change beginning...
Antifragile: Things that gain from disorder ~Taleb 2019 NBR dumping 2020 Covid disruption 2021 Supply chain problem 2022 Inflation Apcotex in 5 yrs: Sales 2X OP 5X PBT...
1/12 Our government, since when @PMOIndia @narendramodi took office, is devoted to the welfare of the poor.We’ve taken a number of steps to help the poor and middle class. As a...
ITC is a bad investment choice for me. 1 Lakh invested 5 years back have become Rs 90000 and with 6% inflation rate + 4% dividend yield, the value drops to Rs 80000. That's a 20% l...
OK, settled in with internet access and not riding 40 miles a day over hills and gravel. Column resumes tomorrow; but I want to weigh in today with a very long thread on inflation,...
Short thread on inflation 1- I have been listening to what experts have been saying about inflation & its impact on various parts of the economy in recent weeks. Many think inflati...
Notes on @7Innovator's interview with @saxena_puru: "Investing in the Stock Market in 2022" Watch: https://t.co/yfYuaPL6pH https://t.co/yfYuaPL6pH Topics: - Slowing Economy - In...
Hmmm. I wonder what will happen when we increase demand for a fixed supply of houses? Is there a word for this? https://t.co/dJ3Xcbudtr
PROPERTY in South Africa The long term rental inflation in S.A is at 2.9%. (Since 2010) In a rising rate environment, landlords costs are rising faster than inflation while the...
No need for a coffee - this one's easy. In this thread, you'll get a solid understanding of inflation and stagflation. You’ll learn: • How Fed can cause inflation • How the growt...
Thread : This thread is dedicated to those Nay-sayers who always try to demean the Economic Growth of Bharat under PM Modi. GST mop-up hit record high of ₹ 1.68 trn in April on r...
US 10y Real Rate pierces into positive territory - highest since Mar'20 ▪️ partially achieves Fed's desire to tighten Financial Conditions ▪️ coincides with easing off in Inflation...
Fed Chairman Jerome Powell's Inflation Comments Compared to Inflation Rate ... Thread 🧵 https://t.co/A7Fzzma8ay
US Money Supply has increased by over 50% in the last 3 years, the largest 3-year increase ever. Only other times when Money Supply increased by >40% in a 3-yr period: 1973 & 1977...
The Fed is going to tighten monetary policy until something breaks. Something like Treasury market liquidity or credit market liquidity. While ISM PMI is declining. Being defensiv...
