Okay_MyWa

[Okay_MyWa @GamulchiS]

@TeslaZoa 몇주씩 팔아 보심이… 일론 머스크도 다른 회사 주식 많은데 테슬라만 고집할 필요는 없습니다. 부자되야죠?

[Okay_MyWa @GamulchiS]

@yena_jang_ 전세집에 어떻게 인테리어를… 원복해야되는데

[Okay_MyWa @GamulchiS]

@gyeon_baeg 원문에는 그런 내용은 없네요

[Okay_MyWa @GamulchiS]

@neilcybart Elon is an idiot

[Okay_MyWa @GamulchiS]

@HS_academy23 비트코인 전도사 아니셨나요…??? 그렇게 고점에서는 남들한테 사라고 유튭에서 떠들더니 일절 언급도 안하시는

[Charlie Bilello @charliebilello]

% Below All-Time High
JPMorgan: 0%
S&P 500: -3%
Apple: -6%
Google: -15%
Nvidia: -15%
Amazon: -16%
Tesla: -24%
Gold: -27%
Meta: -29%
Microsoft: -32%
Palantir: -44%
Silver: -50%
Bitcoin: -51%
Ethereum: -67%
MicroStrategy: -81%
Fartcoin: -95%
Trump Coin: -98%
Melania Coin: -99%

[Okay_MyWa @GamulchiS]

@xymon7777777 실제 아픈게 맞음. 10만원에서 10프로면 만원. 3백에서 10프로면 30만원. 30배 더 아픔

[Okay_MyWa @GamulchiS]

@zerohedge Did you short memory stocks or feel FOMO?

[Okay_MyWa @GamulchiS]

@data_investing 한국 물가는 얼마전까지 2%였습니다… 디플레를 원하시나요? FOMC랑 헷갈린거라면 어쩔수 없지만…

[St. Louis Fed @stlouisfed]

FRED has economic data. The FRED Blog helps you take full advantage of it. The latest post looks at the top countries that hold U.S. Treasuries and graphs their dynamic rankings over time https://t.co/n4VBAF0JGF

[Okay_MyWa @GamulchiS]

@ofootball__ @grok Why the US is not TUSOA, but US

[Okay_MyWa @GamulchiS]

@CoinMarketCap Shitcoin

[Okay_MyWa @GamulchiS]

@shoeue 소득구간이 얼만지 모르지만… 임대소득 요즘엔 다 투명하게 국세청에서 들여다보고 있어서. 종소세 세율 35-38% 내면 사실 남는것도 없습니다. 재산세.. 종부세 등등

[Okay_MyWa @GamulchiS]

@TSLA2312 보통 반대의 경우로 헤어지는거 같지만… 찌라시니…

[Okay_MyWa @GamulchiS]

@zerohedge Nope

[Okay_MyWa @GamulchiS]

@ObserverKR 기회주이자네. 여당편

[Okay_MyWa @GamulchiS]

@yang_youngbin 총재는 YoY로 말하셨던듯 합니다 ㅎㅎ 13.2%

[Okay_MyWa @GamulchiS]

@shoeue 전달력 꽤 좋던데요? 못하지 않음. 설명도 잘하고

[Jim Bianco @biancoresearch]

As pointed out below, “stocks are increasingly seen as an inflation hedge,” so fund managers are piling in.

The idea that stocks are a hedge against inflation is not new and has not worked for over a century.

BofA’s Michael Hartnett’s latest “Flow Show” from Friday:

* above 4% on CPI where risk assets get twitchy…
past 100 years once CPI crosses 4% on average SPX -4% next three months, -7% next six months.”

Note that year-over-year CPI inflation was 3.8% through April.

Warren Buffett warned about this almost 50 years ago:

Fortune, May 1, 1977
Buffett: How inflation swindles the equity investor

“For many years, the conventional wisdom insisted that stocks were a hedge against inflation. The proposition was rooted in the fact that stocks are not claims against dollars, as bonds are, but represent ownership of companies with productive facilities. These, investors believed, would retain their value in real terms, let the politicians print money as they might.”

He goes on to describe when this belief peaked: “This heaven-on-earth situation finally was ‘discovered’ in the mid-1960s by many major investing institutions. But just as these financial elephants began trampling on one another in their rush to equities, we entered an era of accelerating inflation and higher interest rates.”

Finally, note that fund managers’ top three tail risks are in the chart on the right:

* Second wave inflation (40%)
* Geopolitical conflict (20%)
* Disorderly rise in bond yields (18%)

These three risks total 78%, and they could be argued to be variations on the same theme – the war will continue to drive crude oil prices higher, creating a second wave of inflation and higher bond yields.
----
“Those who cannot remember the past are condemned to repeat it.”
– George Santayana, from The Life of Reason (1905)

[Okay_MyWa @GamulchiS]

@mmhmmMMA So that dude decided to get demolished by Ngannou for only $100K?