#Inflation

Danny Baldus-Strauss

BackpackerFI

1) My 2021 bull thesisFed has said they see zero rates through 2023M1 money supply is at all-time highs; however, the velocity of M1 money is near all-time lows, declining

Rand Ghayad رند غيّاض

RandGhayad

#CurrencyBoards: 1. A currency board won't save the Lira, contra to what some people are claiming. Government debt is the problem. Simply put, a currency board run by an insolvent

Eric Basmajian

EPBResearch

Inflation is coming, inflation is coming!Last month I wrote about the distinction between long-term secular inflation and shorter-term cyclical inflationIt has been clear for several months that we are in

Stealthy Wealth

stealthy_wealth

Here are my thoughts on this questionhttps://twitter.com/stealthy_wealth/status/1272463327927697408 If there were no inflation and no investing (i.e. you just wanna spend the cash, and R15k keeps it's buying power), this is

Jim Bianco

biancoresearch

CRB Raw Industrial Spot up 25% since April.It is made up of largely non-fut traded commods, so should not be subject to speculative money flowsHides, tallow, copper scrap, lead scrap,

Imm⚛️sssi

immasssi

1/4Staking $ATOM is like owning an ASIC miner on a proof of work chain but on steroids. Hear me out:Currently #network rewards come primarily from the fixed #protocol parameters ie

David Beckworth

DavidBeckworth

.@RameshPonnuru and I make the case to actually embrace some 'catch-up' inflation this year as it is needed to restore the dollar size of the economy to its pre-pandemic trend

Charlie Bilello

charliebilello

Remember, it's all the same trade...More Debt ---> Currency Debasement ---> Asset Price Inflation Deficit spending and easy money used to be a tool reserved for crises. It's now the

Nilesh Shah

NileshShah68

Lot of comment on RBI becoming Pro Growth & keeping Inflation in back ground. Few Points to ponder. - Inflation is being pushed on back burner globally. ECB moved from

Get Investing

get_investing

A thread on why Muslims NEED to start investing.Not maybe, or should. NEED to!There are 2.6m Muslims in the UK. 50% of them are under 25. But average Muslim household

Brian Wesbury

wesbury

Inflation Is Coming!Some say: Inflation didn’t rise after 2008-2015 Fed QE, so it won’t rise this time. Here are the problems with that argument.1) From 2008-2015 regulators hammered the banks,

Arash Kolahi

ArashKolahi

One of the most propagandized, weaponized & misunderstood concepts in economics is inflation.It’s also one of the most important.In this thread, we will cut through the lies about inflation &

Peter Kirwan

DrPeteKirwan

This is an interesting read on the myths/problematic maths that underpin the ‘grade inflation’ narrative, but I want to add a further perspective on why proportions of grades are up

Mike Azar

AzarsTweets

1/ This is the “inflation forecast” formula used by BDL to convince donor countries to sell dollars to it for 6,240 LBP and not higher. As @AndyKhalil1 says below, the

Eric Basmajian

EPBResearch

M1 money supply is rising at nearly 70% year over yearWhat is going on and does this mean inflation is coming? Shorter Answer: NoLonger Answer: Not from the monetary channel1)

Eric Basmajian

EPBResearch

Consensus continues to conflate the inflation story, mixing and matching long-term and short-term charts to fit what is generally a secular inflation narrative. Here are my two cents to make

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