macro mango

Amateur macroeconomic research. An actual mango. Not financial advice.

[macro mango @mango_macro]

“No society can surely be flourishing and happy, of which the far greater part of the members are poor and miserable. They who feed, clothe, and lodge the whole body of the people should be themselves tolerably well fed, clothed, and lodged.”

- Adam Smith

[macro mango @mango_macro]

@darren_holmes @AnnCoulter US airlines stopped hedging because the market is too competitive.

[macro mango @mango_macro]

@real_bill_gross $GIS

[macro mango @mango_macro]

@kkmaway It’s not just a boomer thing. I see this in every generation.

[macro mango @mango_macro]

@aarmlovi Tax deduction for interest and tax is not small either.

[macro mango @mango_macro]

@favelaoverlord Wrong

[macro mango @mango_macro]

@theroberthu @dylan522p “Things heard at the top”

[macro mango @mango_macro]

@Ross__Hendricks Have you looked at crude inventories?

[macro mango @mango_macro]

@profplum99 Ease of access is the main draw

[macro mango @mango_macro]

@ohcapideas Does this include the Japanese equities?

[macro mango @mango_macro]

@DDrolapas @CagdasYilmaz18 Public holdings are actually $321b

https://t.co/qGGpvqO2Mu

You might have left out the Japanese holdings.

[macro mango @mango_macro]

@CagdasYilmaz18 @DDrolapas Geico + BNSF are slightly larger than Progressive + UNP.

So maybe $300b for those two alone.

[macro mango @mango_macro]

@RichardWedekin1 Figma is still just scratching the surface of monetization.

This isn’t that crazy.

[macro mango @mango_macro]

@Sleepysolcap https://t.co/rIZQx7cmex

[macro mango @mango_macro]

@kkmaway Bill Gross?

[macro mango @mango_macro]

@johnarnold Because they think it’s solely a function of interest rates.

[macro mango @mango_macro]

@HenricCont @wildcatbanker @MMTmacrotrader Isn’t that how monetarists think increasing interest rates will slow inflation?

[macro mango @mango_macro]

@HenricCont @wildcatbanker @MMTmacrotrader I thought the point of “reducing the money supply” is to reduce economic activity.

The way I described it is just a redistribution of assets.

[macro mango @mango_macro]

@HenricCont @wildcatbanker @MMTmacrotrader But there are no owners of treasury equity.

In the case of the bank, the owners of bank stock benefit when the bank equity increases, including the bank employees who are compensated with stock.

[macro mango @mango_macro]

@HenricCont @wildcatbanker @MMTmacrotrader It’s different than when taxes are paid though, right?

There are no shareholders of US equity that see an increase in value when more taxes are collected.

[macro mango @mango_macro]

@HenricCont @wildcatbanker @MMTmacrotrader Which increases the stock valuation I’d assume?