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#ZIRP
Christopher Seifel
SeifelCapital
Why "Growth" stocks have, and will continue to, outperform "Value":Three structural market dynamics will continue to cause Growth stocks to outperform Value:1) ZIRP (low rates)2) Fed Put3) Business CyclesMy take
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Matt Waters
mattwwaters
Biggest myth is that Treasuries ever existed in a true free market.1. Pre-1913: Tsy monetized debt with National Bank Notes.2. 40s: Fed pinned Treasury rates, of all maturities, until 1951.https://twitter.com/lisaabramowicz1/status/13495015
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Endless Capital
nunziato_frank
Since it is calculable, if Vix existed in 1987 studies show it would have hit 150.I see the potential for something like this to happen again near term and here’s
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CH
Econimica
Prerequisite to understand global economic activity, CB set IR's, debt, QE, & resultant asset prices. Quick demographic tutorial.Below, global 15-35yr/old females, annual births, and post childbearing 35+yr/old females...plus likely
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Rory Murray
therorymurray
I think there's two ways to try and wrangle a mental model around just what in the heck is going on right now.See lots of "craziness/never seen anything like this
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Ben McEvoy
Ben_McEvoyAUS
Here’s why:Ownership50 yr housing tenure data shows owners without a mortgage down (29% from 42%) whilst private LL renters up (27% from 18% & those with mortgages up (37% from
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Harel Jacobson
VolQuant
Mrs. Watanabe, Volatility, and financial innovationThere used to be a famous saying in the tech sector "If you wanna have a peek at the future of technology, fly to Tokyo
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Ani
anavrta
An Extremely Impressive Growth Focussed Stance!Excellent glide path for Fiscal consolidation. 4.5% by F26. Growth Stimulative Guidance.Positive change.Zero Coupon Bonds for Infra Financing to bring in significant Debt FII Flows.
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nihilist trader
NihilistTrader
Autocallables - a long rant/thread If there’s any financial product that I think should be un-invented, and any proponents thereof taken to the back of the woodshed, it’s autocallables. I
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Mostly Borrowed Ideas
borrowed_ideas
1/ @mjmauboussin recently published "Public to Private Equity in the United States: A Long-Term Look".It's a 56-page document containing full of interesting data, charts, and insights. Here's a thread with
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Khurram Ghufran, CFA
kghufran
Year-end Portfolio Health Check:It’s always a good idea to periodically review valuations – especially after a run-up like we have experienced over the past months. Valuations don’t matter to the
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Skanda Amarnath ( Neoliberal Sellout )
IrvingSwisher
The latest from @tragicbios and yours truly: "Inflation: The Good, The Bad, and The Transitory."How the Fed should be evaluating inflation and the inflation trajectory within the context of its
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Roaring Rudy Havenstein
RudyHavenstein
Think about how absurd this is. Our cost of living not rising faster than it already is is "one of the major challenges of our time."Screw you, Jerome. @federalreserve https://twitter.com/economics/status/1109568998210002944
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Kerberos007
kerberos007
Million $ strategy for freeThe "bear trap" & "bull trap" concept using the volume profile POC is very useful in intra-day trading alsoEspecially in the futures where the buyer &
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Compound248
compound248
So, you bought $GME in your RH margin account: what's happens behind the scenes? 1) You buy2) At day’s end, RH nets all the money it needs to send to
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Compound248
compound248
Dear Media,What’s happening with RobinHood? A quick primer.This is a “plumbing” issue. It is esoteric, even for those on Wall Street.A very long thread on how the toilet is clogged.Read
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