Cantillon unbalanced inflation arbitrage opportunities?
Banks get cash: still buy stocks anticipating buyback run up?
Airlines get cash: ?
Small businesses get cash: ?
Individuals get cash: ?
$ injected into healthcare wouldn’t be cantillon tho
fee.org/articles/the-c
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Note: I do have political opinions on where the stimulus should be injected but no matter where it is injected, there will be transient arbitrage opportunities as the expanded money supply spreads through the economy.
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Not certain I understand this tweet.
Are you asking about CV19/QE-infinity investment ideas?
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I’m trying to forecast what might actually happen to the economy due to various fiscal and monetary stimulus/bail-out/relief measures being mooted and rolled out.
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