Roma Research

Great opinions, terrible reasons.

[Ben Bortner @Slackwatercap]

Higher rates have been leading to more inflation for several years now, IMO. Much of our inflation is being driven by a shortage of supply (e.g. housing, computing resources, healthcare) not an excess of demand. Higher rates inhibit supply, which further increases shortages, and thus adds to inflation.

[Bill Ackman @BillAckman]

The presumption that the Fed raising short-term rates reduces inflation is predicated on the belief that higher rates reduce demand and investment.

But what if higher rates don’t reduce demand and investment because the demand for intelligence and energy is unaffected by higher rates because winning the race for super intelligence has a near infinite ROI and the demand for compute will remain incalculable.

Why won’t higher rates at this unique moment in history therefore lead to more inflation as interest costs are embedded in everything?

And the problem is compounded as the more the Fed raises rates, the more inflation we will have and the more the Fed will need to raise rates further and so on.

But what if the old models don’t apply to the current paradigm and the Fed is wrong?

I think the Fed might have just made a mistake. Am I right or am I wrong?

[Yitz @yitzzzzz]

best minute and a half from the last Thiel pod

[Roma Research @RomaResearch]

@QCompounding Your money can't work for you if you keep interrupting them!

[Roma Research @RomaResearch]

@TheStalwart That's because being derogatory only works if you're smarter.

[Roma Research @RomaResearch]

@LORPE7 @Verbatim_Media If I was British I would care fuck all about a fake campaign donation from a smug journo considering the state of the country.

[Roma Research @RomaResearch]

@iGhostAccount So youre admitting that is is an invasion? And what is usually done to invasions?

[Roma Research @RomaResearch]

@mehdirhasan Hasan: Foreign money😞 Foreign criminals😁

[Roma Research @RomaResearch]

@SrhKad "but that’s just proof that capitalism absorbs social movement demands" - This would be characterised as power if you're unaware, and that would be the very point of consumeristic behaviour.

[Roma Research @RomaResearch]

@EU_Commission Imbeciles

[Roma Research @RomaResearch]

@PeterP1949 Where does pandering to the antisemetic left fit in?

[Boring_Business @BoringBiz_]

Think about this often

[Roma Research @RomaResearch]

@justifruit @hasanthehun Imagine that not a week has passed and there's a possible treatment for cancer being discovered, wauw you look foolish now huh!

[Roma Research @RomaResearch]

@bobollini @TheEarlyBirdPst @RedPill_Marxism exactly

[Roma Research @RomaResearch]

@TheEarlyBirdPst @RedPill_Marxism If you honestly think Americans have it worse than Chinese people you're deluded.

[Roma Research @RomaResearch]

@tandoorinightts But as a PR-stunt

[Roma Research @RomaResearch]

@pelledragsted Du har ret Pelle Nairoberen! Det er intet andet end en klassisk klam magt-kamp på højrefløjen! Og som du siger skal man selvfølgelig være søde og rare og ae de radikale fundamentalister MED hårene!

[Roma Research @RomaResearch]

@robneyer It amuses me that this lie is so obvious, and yet Dems are so proud when they peddle it