Tweetovi
- Tweetovi, trenutna stranica.
- Tweetovi i odgovori
- Medijski sadržaj
Blokirali ste korisnika/cu @kent_willard
Jeste li sigurni da želite vidjeti te tweetove? Time nećete deblokirati korisnika/cu @kent_willard
-
Prikvačeni tweet
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.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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 nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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 nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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 nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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 nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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 nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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 nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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 https://youtu.be/JOMofw1cdG4 via
@YouTubeHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
The corona virus on Twitter is a giant Dunning-Kruger display. The more confident the opinion, the less they know.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Of the problems we face, the banning of Zero Hedge isn't in my top 100.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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?
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Ready for Trump to take credit for falling gas prices.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hooptedoodle proslijedio/la je Tweet
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?pic.twitter.com/U9VLxredCC
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
We don't need technology to ridicule the village idiot or argue with misanthropes, but old habits are hard to break.
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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 nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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.