Mr.J @LearningcodeHSk

Using twitter as a personal diary to post random thoughts on econ. Joined February 2021

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146
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819
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Citrini @Citrini7

7 months ago

the market will probably view tariffs as inflationary. which will cause rates to rise. which will increase the chances that they are deflationary.

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what is happening???? other administrations could get 10,20, even 50 countries to sign on to help the US in military operations in the past.. now when jake sullivan got involved did we only get 6 countries to help with ships... after a meeting with him... 3 refused to help and…

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Mr.J @LearningcodeHSk

2 years ago

NFP beat, MOM CPI ticked up above expectations. That data point does not suggest that any recession is imminent. Yet the so called 'data dependant' FED starts talking about cuts next year. classic example of CBs caving in to politics. i.e. Time to long oil, Shitcos and Altcoins.

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Mr.J @LearningcodeHSk

2 years ago

My current biggest position paying off

Chris Shipping 🚢🚢 @christankerfund

2 years ago

My current biggest position paying off

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FinancialJuice @financialjuice

2 years ago

🔴 PUTIN SIGNS NUCLEAR TEST BAN TREATY RATIFICATION WITHDRAWAL.

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FinancialJuice @financialjuice

2 years ago

🔴 TOKYO CPI OVERALL ACTUAL 3.3% (FORECAST 2.8%, PREVIOUS 2.8%) $MACRO

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Mr.J @LearningcodeHSk

2 years ago

Nice as 30% of my current stock portfolio is in Greek names

PiQ @PiQSuite

2 years ago

Nice as 30% of my current stock portfolio is in Greek names

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Mr.J @LearningcodeHSk

2 years ago

It's because they aren't tight enough

FinancialJuice @financialjuice

2 years ago

It's because they aren't tight enough

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Bill Ackman @BillAckman

2 years ago

Some advice for students: If an organization of which you are a member puts out a public statement you disagree with, you have a few choices. You can: Stay silent and have the entire world conclude that you stand by the statement. Convince the other members of the group to…

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Mr.J @LearningcodeHSk

2 years ago

Now this could get out of hand

Kim BENNI @BenniKim

2 years ago

Now this could get out of hand

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Mr.J @LearningcodeHSk

2 years ago

This war in Israel is probably going to be a boon for oil shipping companies in Greece... Good thing I added heavily into $IMPP these past few weeks.

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Nick Timiraos @NickTimiraos

2 years ago

“Conceptually, if the economy is running above potential at 5.25% interest rates, then that suggests to me that the neutral rate might be higher than we’ve thought." wsj.com/economy/centra…

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Mr.J @LearningcodeHSk

2 years ago

Russian full mobilization underway?

The Spectator Index @spectatorindex

2 years ago

Russian full mobilization underway?

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Mr.J @LearningcodeHSk

2 years ago

Brazil was the very first to cut rates during this global rate hiking cycle. Will be a very important data point to look to.

PiQ @PiQSuite

2 years ago

Brazil was the very first to cut rates during this global rate hiking cycle. Will be a very important data point to look to.

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Mr.J @LearningcodeHSk

2 years ago

The curve is steepening hard globally, in some countries even comepletely turning positive. There is a reason why CBs around the world are saying they aren't done with hikes.

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Mr.J @LearningcodeHSk

2 years ago

The most insightful thread on China I've read this year.

Michael Pettis @michaelxpettis

2 years ago

The most insightful thread on China I've read this year.

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Mr.J @LearningcodeHSk

2 years ago

The level of mockery and gaslighting towards non-homeowners by homeowners in internet communities in Korea is through the roof. Looks like those overleveraged homeowners desperately need the exit liquidity to get out. The end of this temporary bounce in housing price is close.

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Michael Pettis @michaelxpettis

2 years ago

Very interesting article on the political complexity of the chip manufacturing industry. "In the candid words of one executive from a leading Chinese chip company, 'stealing technology from South Korea has become a trend here.'" ft.com/content/fc7f6e…