#Inflation

galgitron (don't ask for predictions)

galgitron

Judy Shelton here isn't advocating for a literal return to the gold standard, she's advocating for an analog, such as a limited-inflation cryptocurrency, that could impose the virtues of monetary

Catapult Capital

catapultcap

@Greenbackd @BillBrewsterSCG @farnamjake1 - Heard you guys discussing inflation on VAH and wanted to offer my thinking. (1/n) Let’s consider what inflation is at a fundamental level: too many dollars

David Andolfatto

dandolfa

What's wrong with this article? "Financial repression is seen as a strong option for paying down debts accumulated by governments during the pandemic, but it isn’t without its costs and

Frontline Llama

valley_llama

John Templeton on his investment methods.Buy at the point of maximum pessimism.Buy whatever is cheapest, globally. Usually unpopular.Invest tax-efficiently.Be patient.https://www.youtube.com/watch?v=XhlkKyFzRPw&ab_channel=TalksatGoogle

Larry Schweikart

LarrySchweikart

1) Well, also there is this:For 400 years inflation has NOT been in a "mountain range" of up and down, but rather stair-stepped in giant increases, always associated with major

Peter Schiff

PeterSchiff

In 1942 the average new car cost $800, or 23 ounces of gold. Since average weekly income in 1942 was $40, it took just 20 weeks for the average worker

Peter Williams

peterdwilliams

Some quick thoughts as specifically related to inflation expectations estimationBEIs = expected inflation + inflation risk premium - TIPS liquidity effect + model errorBelow I'm going to discuss how expected

Sanju Verma

Sanju_Verma_

RBI Governor leaving Repo unchanged at 4%,ReverseRepo@ 3.35%&Marginal StandingFacility@ 4.25%,on expected linesInterestingly,MPC voted for status quo unanimously,which is good newsGDP growth projected at 10.5% in FY22,Vs Modi Govt's

Sahil Bloom

SahilBloom

Inflation 101Given all of the money printing that has taken place over the last several months, you have undoubtedly heard the term "inflation" thrown around a lot.But what is inflation

Giovanni Ricco

ricco_giovanni

`A Model of the Fed's View on Inflation' w/ @ThomasHasenzagl, F. Pellegrino and @LucreziaReichlihas been accepted for publication at The Review of Economics and Statistics.Our last draft is here:https://www.giovanni-ricco.com/single

beyondoverton

an10nev

There is a lot of very good stuff in JPM Perspectives: Pandemic Accelerates Paradigm Shifts The four paradigm shifts:1) decline in market liquidity; 2) rise of unconventional monetary policy; 3)

Fred Krueger | Proton

dotkrueger

The bull case for crypto has been clearly stated by @RaoulGMI. It's part of an argument for a return to hard assets that @ParrillaDiego articulated yesterday on Real Vision. Note:

Ari Paul ⛓️

AriDavidPaul

Biggest thing to watch in the macro world is the 10 year treasury yield. All else equal, rising yields crush basically all risk asset prices, and imo, the single biggest

Jeff Booth

JeffBooth

1) The structural change we're going through as a society is very difficult for people to come to terms with because it challenges core "beliefs" 2) Often with technology -

Hielke Van Doorslaer

HielkeDoorslaer

First @NPEjournal paper out with @MattVermeiren! After GFC, major central banks of the advanced capitalist world have persistently undershot their inflation target. Despite unprecedented monetary expansions. How can we explain

Spreek

spreekaway

My preferred mental model for thinking about crypto (in particular defi) token marketcaps. I call it Active Participant Expected 2Yr Break Even or APE2BE for short. The idea is to

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