Lucky

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@McDistantStreet

This is not financial advice.

Joined June 2020

1.5K Following

871 Followers

5 Posts

@McDistantStreet

8 months ago

Deflation, not inflation, is the biggest global risk moving forward. China's model of subsidizing loss making manufacturers is broken, and its debts are unsolvable. The longer it takes to open its capital account, the more damage will be done. The end game is near.

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@McDistantStreet

8 months ago

@onechancefreedm It’s crazy that this view isn’t consensus. China is being forced to bend a knee. More volumes at increasingly lower prices wonky exacerbates the same debt spiral China is fighting to get out of.

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@McDistantStreet

8 months ago

While everyone seems focused on US banks, no one seems to be watching what is actually driving gold prices.

@financialjuice

8 months ago

China Finance Ministry Official: Allocated 500 bln Yuan in local debt quota to help resolve local government debt and help repay company arrears.

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@McDistantStreet

8 months ago

@DrJStrategy Markets seem asleep on this. Demand and inflation is collapsing in real time.

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Who to follow

my heart is not lifted up, my eyes are not raised too high; I do not occupy myself with things too great and too marvellous for me.

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Commodities and emerging / submerging markets specialist. ‘My formula for success is rise early, work hard, and strike oil.' - J. Paul Getty and ME

@MoneyMarkStocks

Retired stock analyst to Wall St firms (Software, Internet, AI). Since 2008, have donated time to provide picks & education on professional stock analysis. 🙏🏽

@McDistantStreet

8 months ago

US interest rates are collapsing. WTI and Brent is collapsing. Commodity currencies (AUD/CAD) are collapsing. A macroeconomic change is in the air.

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