Particle Finance

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[Particle Finance @ParticleFinance]

How much could the increasing focus on ESG dynamics affect inflation? An analysis of the possible impact of each of the main variables.

New article in collaboration with @ale_conomista:

L’impatto delle dinamiche ESG sull’inflazione
https://t.co/eXPEm2ZCcA

#Inflation #ESG

[Kevin C. Smith, CFA @crescatkevin]

Not so fast. Relative to open interest, it is actually the largest hedge fund short position since right before the top of the market in 2007 which shows that this is not a reliable contrarian indicator at all.

[Particle Finance @ParticleFinance]

@BitcoinMagazine @TheBitcoinConf

[Particle Finance @ParticleFinance]

@BitcoinMagazine @paoloardoino @bitfinex @bitcoinofficesv 🐂🐂🐂

[Alessio @AlessioTMAD]

US Bankrate 30y mortgage rate

The market is tightening without the FED

[Holger Zschaepitz @Schuldensuehner]

Why are #NFTs defying Crypto Crash? While Ether has dropped 40% since Nov, NFT Bored Ape Yacht Club (BAYC) has hit fresh highs. NFTs denominated in Ether, which means they’re showing neg correlation w/crypto. Google searches for “NFT” outpaced “crypto.” https://t.co/Mkrc2EgFEl

[Particle Finance @ParticleFinance]

Interesting consideration about where Inflation come from

[Andreas Steno Larsen @AndreasSteno]

Good overview.

[Lawrence McDonald @Convertbond]

The last time inflation was here, February 1982 - the Fed Funds Rate was 15%.

[Particle Finance @ParticleFinance]

@SoloBorsa 0.5 a Marzo?

[Particle Finance @ParticleFinance]

@TaviCosta Make Energy MSCI index great again!

[Particle Finance @ParticleFinance]

JP batti un colpo!

[Alf @MacroAlf]

Your periodic reminder that long-term real yields must remain super low for the system not to collapse, as we become more and more leveraged over time.

[Particle Finance @ParticleFinance]

would be interesting to see the value with the pre-pandemic GDP and today's capitalization

[Liz Ann Sonders @LizAnnSonders]

“Buffett Indicator” has rolled over slightly but, as of end of 2021, showed equities valued at ~200% of GDP

[Otavio (Tavi) Costa @TaviCosta]

Remember when the US government decided to sell their Strategic Petroleum Reserves (SPR) to combat rising cost of fuel back in November?

Well, oil is now at its highest price in 7 years while SPR is at its lowest level in almost 20 years.

A scary development if you ask me.

[Particle Finance @ParticleFinance]

Liquidity lives matter

[Holger Zschaepitz @Schuldensuehner]

Dow turns negative, Nasdaq erases some gains as Fed's Powell says #Fed could perhaps shrink balance sheet at faster pace than last cycle. The chart highlights that Fed's balance sheet really makes a difference. An expansionary Fed makes higher valuations possible.

[Particle Finance @ParticleFinance]

Put volume jumped to the highest level since Mar 2020
#markets #tradingpsychology #NASDAQ

[Menthor Q @MenthorQpro]

This is to put things into perspective. For the SPX, put volumes on Monday were the highest since March 2020. In Europe, demand for bearish contracts on the Euro Stoxx 50 Index topped 1 million contracts for the first time since December 👇

[Particle Finance @ParticleFinance]

Easy!
#trading #CRUSH #marketcrash #Markets

[Dr. Parik Patel, BA, CFA, ACCA Esq. @ParikPatelCFA]

It’s not a loss until you sell

[Holger Zschaepitz @Schuldensuehner]

Good Morning from Germany, where housing boom accelerated as Germans buying real estate fearing rising inflation, rents & interest rates. Europace House Price Index jumped 2.1% in Dec. Gained a whopping 15.6% in 2021. Index has risen in tandem w/ECB Balance Sheet to ever new ATHs

[Particle Finance @ParticleFinance]

Copper 📈 of Nasdaq 📉?

[Willem Middelkoop @wmiddelkoop]

History doesn’t repeat, but it often rhymes ..

Graph by @TaviCosta

The Great Rotation

[Lance Roberts @LanceRoberts]

This is always a great indicator of where money will flow to next. #Banks and #Energy are very overdone short-term, a counter-rotation into beaten-up areas is likely.
@thedailyshot

[Holger Zschaepitz @Schuldensuehner]

China cuts interest rate for 1st time in 2yrs to help bolster an econ that’s lost momentum b/c of property slump & repeated virus outbreaks. GDP rose 4% y/y in Q4, slowest since 2020. Grew 8.1% for the full year 2021 due to low base growth of 2.2% in 2020. https://t.co/DdyFFrLJP3

[Particle Finance @ParticleFinance]

American Express
Coca Cola
Apple

Uncle Warren’s 3 stocks against inflation!
#inflation #stocks #TradingView