Nikolai Kondratjew

[Nikolai Kondratjew @lillatomtenisse]

@masculinmanx Mine is today. Wife and son out for shopping all day. Not someone who wants to have lots of noise - but I must admit that it does feel strange!

[RAM1500Invests @ram1500trades]

@Mr_Derivatives I like a lot of stuff you say, but I also disagree with a lot of stuff you say, totally fine 👍🏻 but this is one of em. Silver going $100+

[Nikolai Kondratjew @lillatomtenisse]

@PeterSchiff Using the 1980 method of inflation calculation with an approximate annual inflation rate of 8%, the inflation-adjusted gold price today would be around 27,100 USD per ounce.
This contrasts with the 3,400–3,500 USD per ounce inflation-adjusted price using the modern CPI method.

[Nikolai Kondratjew @lillatomtenisse]

@Mr_Derivatives Using the 1980 method of inflation calculation with an approximate annual inflation rate of 8%, the inflation-adjusted gold price today would be around 27,100 USD per ounce.
This contrasts with the 3,400–3,500 USD per ounce inflation-adjusted price using the modern CPI method.

[Nikolai Kondratjew @lillatomtenisse]

@WifeyAlpha

[Non Janarian @countermass]

@SoccerMomTrades

[Andreas Steno Larsen @AndreasSteno]

The most important chart in global macro right now! 🙀

Mind the gap!

[Andreas Steno Larsen @AndreasSteno]

The rise in inventories is massive

Freight rates and goods prices will likely fall of a cliff in Q3-Q4

[Andreas Steno Larsen @AndreasSteno]

Recession is almost a done deal in Germany.

How will the ECB balance negative growth and above target inflation?

Not an easy trade-off to handle

[Disclose.tv @disclosetv]

JUST IN - Germany: Grocery giant #Aldi is raising prices on 400 products by up to 30% starting tomorrow and expects other discounters like Lidl, Edeka, and Rewe to follow suit.

[Andreas Steno Larsen @AndreasSteno]

Nominal assets in a high inflation world ⬇️

[Jim Bianco @biancoresearch]

Who knew we have been training people for 90 years to be a central banker?

[Andreas Steno Larsen @AndreasSteno]

Euro area inflation just printed at 7.5%

The ECB policy rate is still -0.5%

[Andreas Steno Larsen @AndreasSteno]

If you sincerely think that the ECB policy rate will average >1% over the coming 10years, then you will be extremely dissapointed very soon

[Andreas Steno Larsen @AndreasSteno]

2021 vs 2022

[Andreas Steno Larsen @AndreasSteno]

Positioning is soon an issue for those who bet on higher bond yields!

I understand all the underlying reasons why bonds are dumped, but when everyone already agrees.. then something usually breaks

[Nikolai Kondratjew @lillatomtenisse]

@eddienomics A cornered animal is almost as dangerous as a wounded.

[Nikolai Kondratjew @lillatomtenisse]

@SHamiltonian @coloradotravis A cornered animal is almost as dangerous as a wounded.

[Nikolai Kondratjew @lillatomtenisse]

@SoccerMomTrades Monday might be interesting.