Recession
13 Threads
Yield curve dynamics are crucial to understand if you want to become a better macro investor. A thread. 1/ https://t.co/3YPuxY8Hbt https://t.co/r4mhbe4taZ
ECONOMIC CYCLE #1-RECESSION #2-DEPRESSION #3-SLOWDOWN #4-MELTDOWN
1982 - Worst recession in 40 years, debt crisis 1983 - Market hits record - "Market too high" 1984 - Record U.S. Federal deficits 1985 - Economic growth slows 1986 - Dow nears 2000...
Interesting Read; // In 2014 Angola was one of Africa’s fastest-growing economies with the GDP of US$145 billion. When the price of crude oil crushed in 2014, the GDP plunged to...
How bad will the recession be? After analyzing revenue data from 27.2k companies: it's worse than we thought. - B2B getting hit hardest since '08 - Consumer $$ tanking What shou...
I've generated over $1 billion in sales using ONE strategy. Used it in every recession - 2000, 2009, and 2020. I've never shared it publicly before. This thread might make you a...
JUST RELEASED: The October 2022 World Economic Outlook projects global growth for 2022 at 3.2% and to slow to 2.7% in 2023. Read the latest analysis and projections, and follow the...
Getting inflation back to 2% will be tough. Many expect the Fed will never be able to do that, with CPI settling in the 3% area. But history tells us there is actually a way to g...
The ECB went for a 75bps hike (I was for 50bps). That difference doesn't matter so much, but what concerns me is what was announced, what it can mean for the rest of the cycle, and...
What's in a name? That which we call a rose by any other name would smell as sweet; It's the same with inflation and recession. In the real world, where our lives are experienced...
The US #economy is contracting at rate not seen since the global financial crisis in 2009 (excluding the initial pandemic lockdown), as the flash #PMI covering output of manufactu...
What is your reason for not investing in stock market. 1982 - Worst recession in 40 years, debt crisis. 1983 - Market hits record - "Market too high". 1984 - Record U.S. Federal d...
🚨 A bearish thread, please do not read if your squeamish about an alternate perspective🚨 Regarding my sudden bearishness, I need to explain why. Let’s break this down: Legacy M...
