Hooptedoodle

@kent_willard

Just because it didn't happen doesn't mean it isn't true.

Avery County, NC
Vrijeme pridruživanja: travanj 2013.

Tweetovi

Blokirali ste korisnika/cu @kent_willard

Jeste li sigurni da želite vidjeti te tweetove? Time nećete deblokirati korisnika/cu @kent_willard

  1. Prikvačeni tweet
    20. sij

    There's nothing new to say about macro or investing. We're just killing time waiting for an unexpected exogenous force to reshuffle the deck.

    Poništi
  2. prije 19 sati

    The problem is that at some point, (I don't know when and not suggesting it is imminent), corporate credit problems will overwhelm promises of future QE. Then without a savior, despondency will run rampant.

    Prikaži ovu nit
    Poništi
  3. prije 19 sati

    We aren't investing in technology and capital equipment, but in over-priced and over-leveraged corporate equities & bonds. We have chosen symbols of wealth over substance, with the reassurance of rising asset prices and Fed QE.

    Prikaži ovu nit
    Poništi
  4. prije 19 sati

    QE's success may merely be psychological support for investors. That's OK if the economy heals itself with time, particularly before the next crisis. But if QE and the hope of future QE is primarily a confidence game, then that confidence creates the seeds of the next crisis.

    Prikaži ovu nit
    Poništi
  5. prije 19 sati

    QE doesn't stimulate bank lending or business investment. Higher consumption appears to be through marginally lower mortgage rates and the wealth effect of higher asset prices. QE appears to stimulates business leverage via more corporate bond issuance.

    Prikaži ovu nit
    Poništi
  6. prije 19 sati

    QE purchases of bonds lower long interest rates ... at a time when they are already falling due to soft macro conditions. QE adds some money supply, but there's no multiplier without more bank lending (which has been absent). QE isn't what most people think it is.

    Prikaži ovu nit
    Poništi
  7. prije 19 sati

    If most people knew that QE created bank reserves that could never leave bank accounts at the Fed, would they still believe that QE stimulates asset values? (thread)

    Prikaži ovu nit
    Poništi
  8. 2. velj

    This has been stuck in my head lately. Not typical Haydn. Not famous. But it grows on you. Haydn: Piano Trio in E, H.XV No.28 - 2. Allegretto via

    Poništi
  9. 2. velj

    The corona virus on Twitter is a giant Dunning-Kruger display. The more confident the opinion, the less they know.

    Poništi
  10. 1. velj

    Of the problems we face, the banning of Zero Hedge isn't in my top 100.

    Poništi
  11. 31. sij

    There's no law of nature or finance that equity & bond prices must consistently go up (or down) in our lifetime. Over the last 40-years in the US, that's been true, but not so in other times and places. The trend is our friend, but it isn't a guarantee.

    Poništi
  12. 31. sij

    If there were a global crisis, most businesses have strong balance sheets, most consumers have plenty of savings, pensions are well funded, central banks will cut interest rates, legislatures will quickly agree upon fiscal stimulus, and government leaders will cooperate.

    Poništi
  13. 31. sij

    My speculative indicator: when an innumerate stranger at a bar raves to me about a financial asset. Happened to me tonight. Apple. ps: I don't evaluate tech companies.

    Poništi
  14. 31. sij

    It is winter. You are in a public place. People cough, sniffle, and sneeze. This happened in 1000's of US restaurant tonight. Now imagine you fear they have a deadly virus.

    Poništi
  15. 31. sij

    If someone cured cancer, saving hundreds of millions of lives, and then died in an unexpected accident. Would he/she receive even a small fraction of the attention of a celebrity entertainer or athlete?

    Poništi
  16. 30. sij

    Ready for Trump to take credit for falling gas prices.

    Poništi
  17. proslijedio/la je Tweet
    29. sij

    Updating that 30Y yield chart, now the yield down to 2.04% (very close to territory that was deemed totally crazy back in Aug-Sep). And this is happening with equities up 1.3% YTD and up 7.8% last 3-months. What would happen to yields if equities actually traded down?

    Poništi
  18. 29. sij

    People with experience in transition modeling and non-linear forecasting are particularly frightened by nCoV data. They may know nothing about viruses, but if this were a credit loss model they'd shut the business down immediately.

    Poništi
  19. 29. sij

    If hundreds of thousands die from the virus in China (theoretical, not my prediction), the CCP will hide it. At some point there's a political cap on mortality data from China.

    Poništi
  20. 29. sij

    We don't need technology to ridicule the village idiot or argue with misanthropes, but old habits are hard to break.

    Prikaži ovu nit
    Poništi
  21. 29. sij

    Technology enables us to regularly observe, and if lucky interact with the 1 in a million+ athletic, artistic, or intellectual skills. Otherwise we'd deal with the 1 in a 100 or 1,000 and be impressed. The difference in skill in the far tail is big. (1/2)

    Prikaži ovu nit
    Poništi

Čini se da učitavanje traje već neko vrijeme.

Twitter je možda preopterećen ili ima kratkotrajnih poteškoća u radu. Pokušajte ponovno ili potražite dodatne informacije u odjeljku Status Twittera.

    Možda bi vam se svidjelo i ovo:

    ·