bruno cecchini

Core Contributor at Teamo "Where Teamwork Matters".

[bruno cecchini @brunocecchini23]

@AtlantaFed It is really bogus to me that the Fed talk about rate cut when rent inflation is trough the roof, #1720

[bruno cecchini @brunocecchini23]

@tuomasviertamo @jessefelder Yes during the roaring 20s

[bruno cecchini @brunocecchini23]

@PBouillon @PierrePoilievre C'est finit la tolerance pour l'incompetance...

[Jesse Felder @jessefelder]

"It seems bonds are adjusting to a post-QE world but for some reason equities haven't. If you had told me that rates were gonna be where the are now on Jan. 1 and earnings would be flat and the S&P would be up 12-13%, that's not part of my process." https://t.co/IkAAQkkgBK

[bruno cecchini @brunocecchini23]

@chamath @PMrtell @theallinpod Personally, I prefer Latin America and Africa for the next 4 years with the S&P 500 Price to Book Value at 4.23x when the mean is at 2.97x, that fucking rich, why I would pay a Honda Civic the price of a Freaking Ferrari.

[bruno cecchini @brunocecchini23]

@biancoresearch Janet and JPow need to be fired asap,... their level of mediocrity is unmatched.

[bruno cecchini @brunocecchini23]

@federalreserve If you cannot come up with better data on inflation at one point you guys should face lawsuit for data manipulation , the CPI was way above 10% yoy.

[Jesse Felder @jessefelder]

Value Spreads Are Back to Tech Bubble Highs: Is Everyone Out There Cray-Cray? https://t.co/RHHsk8YkK0 by @CliffordAsness

[bruno cecchini @brunocecchini23]

@pfistern @MeganneMelancon @AndreeLaforest Exactement, surtout de pouvoir batir est un privilege et non un droit, en ce moment c'est le farwest.

[bruno cecchini @brunocecchini23]

@BillAckman @Twitter I see the current rate highking cycle peaking at 5.25% in 2023, some say I'm a sheer lunatic, just watch!

[bruno cecchini @brunocecchini23]

@danawhite @ABCNetwork WTF was that, Jourdain should have the win, Burgos don't deserve a contract, he was boring as hell.

[bruno cecchini @brunocecchini23]

@trengarajan @BillAckman @federalreserve Ackman is right, the Fed will recreate the roaring 20s for better or worse.

[bruno cecchini @brunocecchini23]

@RaphaelBostic The biggest problem is the data, inflation is now running at something around 20% YoY, protecting the fed credibility should be the priority.

[Northstar @NorthstarCharts]

The moment of truth is almost upon us. You have been warned #gold #silver #crypto #uranium #commodities #inflation #commoditywars

[bruno cecchini @brunocecchini23]

Ed Yardeni https://t.co/S1058J0ToJ

[bruno cecchini @brunocecchini23]

@fs_insight @fundstrat Stagflation will crash the market like 1973-1974 good luck!

[Otavio (Tavi) Costa @TaviCosta]

This notion that stocks benefit from inflation is a total fallacy.

If a business today is not growing at double digits, it is simply not keeping up with true inflation.

[Otavio (Tavi) Costa @TaviCosta]

US households drew their personal savings from record levels to historical lows in the last 18 months, a spending spree that totaled almost $5 trillion.

To put this into perspective:

That was close to 25% of the nominal GDP pre-pandemic.

[bruno cecchini @brunocecchini23]

@TaviCosta You forget the US consumer debt level of 1929

[Otavio (Tavi) Costa @TaviCosta]

For the first time in history, the US is experiencing a confluence of three macro extremes all at once:

▪️ The debt problem of the 1940s
▪️ The rising inflationary environment of the 1970s
▪️ The excessive financial asset valuations of the late 1990s

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