Toggle navigation
TWunroll
TWunroll
faq
Contact US
#Inflationary
Travis (not a Cylon) Kimmel
coloradotravis
Why printing money is not, in itself, inflationary.It's the spending of it that matters.And while that seems like a stupid point to make, it's really not.1/ Let's say the central
Read more
StealBasis
stealthebasis
I think also on the matter of #inflation, we have a real, real issue in this country. Inflation would not be a big issue but the level of debt makes
Read more
Saifedean.com
saifedean
A century of government control over money & education has popularized the Marxist idiocy that money is a faith-based hallucination, with no regard to economic properties. So many repeat this
Read more
Macro-Momentum Trader, CMT
supercatmy
1/ #RealYield is the ultimate driver for #Gold price; to be exact, it's the #negative #RealYield that had been driving the gold price!An important historical fact was during the 1975
Read more
Jens Nordvig
jnordvig
This was probably the key point i made to @tomkeene and @flacqua on @BloombergTV this morning. This QE is different from the QE in 2009.... In 2009, the QE, in
Read more
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
Read more
Jeff Booth
JeffBooth
1) Many people believe that global warming/environmental destruction is humanities #1 challenge. 2) The scientific evidence is clear. It is a big problem with severe consequences for humanity. 3) So
Read more
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
Read more
Eric Basmajian
EPBResearch
An update on bank lending from commercial banks: an open question in 2021...Signs of stability can be seen in various key segments. While total loan growth is declining in nominal
Read more
CommonGround
CommonGroundAu
Thinking out loud, trying to get my head around inflation/deflation.. Rising house prices: inflationary or deflationary?? Seems people increasingly parking more and more money in a highly illiquid asset
Read more
Will Slaughter
MilwaukeeBonds
Few things have been more consistently profitable for 30+ years than ignoring bond vigilantes and inflation cassandras, as US nominal rates grind slowly lower to their eventual destination below zero.
Read more
Keubiko
Keubiko
Sass aside, none of that is inconsistent with what I tweeted yesterday. Here's a thought exercise: what is the difference between a physical dollar bill, a short term treasury bond,
Read more
Jeff Booth
JeffBooth
1) The challenge for people in understanding what Bitcoin is, and how important it is for the future, comes from measuring ALL interactions from a different system - A manipulated
Read more
Krishna Hegde
PositiveGamma
Kotak Bank has commanded higher multiples than other Indian banks & stands out coz of high quality earnings & good disclosure. Its quarterly earnings call transcript is a treasure trove
Read more
Anthony Bassili
SmartestBeta
Digging into #Synthetix #Staking rewards... protocol’s inflationary monetary policy will increase SNX supply +1.25% weekly thru Sept'23, after which falls to +2.5% annual inflation into perpetuity. These SNX tokens are
Read more
Tim Muirhead
TimMuirhead
A thread: The case for US #Inflation"When we say inflation, we're not talking about 4% inflation. We're talking about the Fed achieving its goal just to start with that, of
Read more
‹
1
2
3
4
5
6
7
8
9
10
11
›
By continuing to use the site, you are consenting to the use of cookies as explained in our
Cookie Policy
to improve your experience.
I agree