#Inflationary

5 year real rates back to lows. I've been wrong on gold lately, but I'm sure not selling here.$TIP $GLD $GDX The market seems to be implying that inflationary pressures
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Larry Summers really stepped in it when he questioned why the govt would think about 'giving' Americans $2000 instead of $600. That wasn't really the problem, though that's what got
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1/ Wow, what an essay, trying to distill thoughts from this masterpiece: https://cdn.mises.org/rae7_1_1_2.pdf Hat tip: @NSKinsella The essay is about inflation's effect on culture, through the analysis of a short story
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CBO forecasts are out.Some early reports have suggested the CBO forecast revisions are cause for optimism. Not so fast!My key takeaway: Forecasts have been upgraded from a *catastrophically* slow recovery
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1) Serious question @BillGates. How is possible to solve climate change from an economic system that REQUIRES inflation? 2) Instead of embracing the exponential technological gains that naturally bring deflation
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Positives:RBI cutting rates madlyHuge surplus liquidityNeutral:Hazy inflationary expectationsVolatile crude oil pricesNegatives:Govt borrowing up 50%Big fall in tax collectionsFPIs selling Indian G-Secs heavilySlow growth in bank depositsZe
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There are a lot of people -ve on energy relative to tech. Remember a regime shift is happening and even if we dont end the energy downtrend (& i do
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IMPORTANT TAKEAWAYS FOR MARKETS: 1. checks and balances = gridlock = sanity (except Oregon) 2. Rejection of extremist agendas of both colors (Except Oregon) 3. Rejection of stupid tax ideas
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I do think the $AG bulls will win from here, but it's going to be entirely by accident slash genius confluence of factors but many will grasp at same old
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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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In this thread, I will explain why $KERNEL will become a top DeFi project in the future. I hope you are ready for this gem guys EVEN @AndreCronjeTech DID NOT
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So is the Biden plan too big? We need to be clear about what it's for. IT'S NOT STIMULUS. This isn't at all like the ARRA, which was all about
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A thread on inflation, and how it's not what happens next. This took me a while to understand, and I only got there due to @MetreSteven and @SantiagoAuFund - (thank
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Let’s not forget the greater fundamental problem here which is the hyper/over-centralization/financialization/politicizing of our world due to the political power enabled by central banking, artificial manipulation & suppression of in
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One of my BC BI panel members rightfully takes aim at a poorly argued piece by the Fraser Institute on capital gains. J. Rhys Kesselman: Getting the facts straight on
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We are told we need inflation. This is not true. It only seems true because the rules of the game were designed that way. An inflationary environment that was manufactured
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