Top Tweets for #Inflationomics
@HQNewsNow #Trumponomics Is #Inflationomics Spend More Get Less Unless You're His #BillionaireBackers That Is ๐ค๐ฐ๐ฐ๐ฐ๐ค๐ฐ๐ฐ๐ฐ๐ค
#Galway you have lost the run of yourself
โ ๏ธโฌ4.25 for the humble fruit scone๐๐ผ
@galwaytourism @gbayfm @GalwayChamber @CWeston_Indo @conor_pope @TourismIreland @IRLDeptFinance @DeptCultureIRL @SeanCanney @catherinegalway @1Hildegarde
#Poppyseed
#PriceGouging
#Inflationomics
Imo a wave of forced home sales is coming. #inflationomics
Median family income: $73k
(2021 yrly cost-to-own๐ : $18k)
Today's cost-to-own: $33k
Mortgage applications: lowest in 28 years
Housing inventory: lowest in 40+ years
Consumer's inflation expectations: (imo) way too low
Probably best to get homeowners insurance _before_ the house catches fire ๐โ๏ธ #bitcoin #inflationomics
โFood-for-property barter dealsโ happening in China. #realestatebust & #inflationomics (via @RickPalaciosJr)
O #inflacja, roli wysokoลci stรณp procentowych, o inflacji bazowej w Polsce na tle krajรณw europejskich, ale i sytuacji zwiฤ
zanej z dostawami zboลผa z Ukrainy, mรณwiล w @PolskieRadio24 wspรณลautor raportu #Inflationomics, analityk #WiseEuropa, @BocianKrzysztof. https://t.co/aHhPLh0Dd7
You'd think with the hawkish talk from central banks and consumer demand slumping, the commodity rally would have ended months ago. The fact that markets keep converting fiat money into tangible raw materials, makes me think stagflation is here to stay. #inflationomics
Simple chart: global stocks expressed in commodities. The fiat illusion of wealth expressed itself in a consumption-driven parabola, which popped last year and is falling back to earth. A growing percentage of household spending will go to basic commodities. #Inflationomics
Drafted this chart years ago. Finally the pattern may be complete: once again the one-eyed $USD is king of fiat. The implications are profound. If we break out of this, it means rival fiat currencies, even the big ones, could perform abysmally for years. #inflationomics
As high interest rates make debt & investment capital very scarce, corp treasury & cash flow management will be so crucial in the years to come, crucial for startups and blue chips alike. #inflationomics
@austin_rief I think there are more startups now with 18-24+ months of runway, though.
A lot of coffers are pretty filled up from the last 18 months.
Just don't spend it all.
In a leveraged world, cost of capital is everything. #inflationomics
The cost of capital for equities, measured as the discount rate in the DCF model, is now moving up again, in line with interest rates. This chart shows the change (in bps) since last September. I expect a further P/E-derating ahead.
Watch the Yen being destroyed by the commodity boom ๐คฏ Another way to put it: since the 2000s, the Yen was (in part) kept alive by a QE induced global equity bubble, which propped up the demand for Japanese consumer products and thus the Yen. Now, the jig is up. #inflationomics
Any +5 year price prediction without an accompanying inflation expectation is useless. #inflationomics
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