War update thread 1/20 .
Nobody knows what's going on. Everything youre reading is pure speculation and we'll get a clearer picture of what's really happening by end of month. "First casualty of war is truth" is a cliche for a reason.
Global oil inventories have fallen by close to 660 million barrels since July 2020, a draw unparalleled
in oil-market history. Current oil prices are actually below “fair value” based on where inventories
currently sit- Michael Rothman @CornerstoneOil
Статистически владение только двумя акциями устраняет 46% нерыночного риска, связанного с владением только одной акцией. Этот тип риска снижается на 72% в портфеле из четырех акций, на 81% - из восьми акций, на 93% - из 16-ти акций, на 96% - из 32 акций и на 99% - из 500 акций.
#POWELL: I'm not concerned about the size of the balance sheet. What we are thinking about right now is providing as much liquidity as needed for as long as it is needed | #FED |
COVID-19 is super-charging trends that were underway well before the virus. Department stores had been steadily losing market share to e-commerce, but the virus fast-forwarded the shift by many years (lhs). It's probably optimistic to think these jobs will ever come back (rhs)...