MI2Thoughts @Mi2Thoughts

#TFTD is @MI2Partners free, weekly newsletter capturing the latest financial, #macroeconomic news. Subscribe here https://t.co/swbyUtCuFN mi2partners.streetcontxt.com/subscribe/requ… Vail, CO Joined August 2018

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MI2Thoughts @Mi2Thoughts

5 years ago

This account is closing at the end of May 2020. Follow @MI2Partners for weekly #TFTD updates and subscribe at ow.ly/F8Yu50zkLga to get the newsletter delivered to your inbox.

MI2 Partners @MI2Partners

5 years ago

This account is closing at the end of May 2020. Follow @MI2Partners for weekly #TFTD updates and subscribe at ow.ly/F8Yu50zkLga to get the newsletter delivered to your inbox.

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MI2Thoughts @Mi2Thoughts

5 years ago

Follow @MI2Partners for weekly #TFTD updates and subscribe at mi2partners.streetcontxt.com/subscribe/requ… to get the newsletter delivered to your inbox.

MI2 Partners @MI2Partners

5 years ago

Follow @MI2Partners for weekly #TFTD updates and subscribe at mi2partners.streetcontxt.com/subscribe/requ… to get the newsletter delivered to your inbox.

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MI2Thoughts @Mi2Thoughts

5 years ago

This week’s #TFTD newsletter: - Trump & Defense Production Act, classifies meat processing as critical infrastructure - @joinhomebase, @WeRRestaurants data points to dire outlook for restaurants - Banks, leveraged loans signal looming credit issues Sign up ow.ly/F8Yu50zkLga

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MI2Thoughts @Mi2Thoughts

5 years ago

Our latest #TFTD newsletter is out. Get it delivered to your inbox for free, sign up at mi2partners.streetcontxt.com/subscribe/requ…

MI2 Partners @MI2Partners

5 years ago

Our latest #TFTD newsletter is out. Get it delivered to your inbox for free, sign up at mi2partners.streetcontxt.com/subscribe/requ…

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MI2Thoughts @Mi2Thoughts

5 years ago

Looking for the latest from #MI2Partners and #JulianMI2 sign up for our free newsletter mi2partners.streetcontxt.com/subscribe/requ…

MI2 Partners @MI2Partners

5 years ago

Looking for the latest from #MI2Partners and #JulianMI2 sign up for our free newsletter mi2partners.streetcontxt.com/subscribe/requ…

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MI2 Partners @MI2Partners

5 years ago

The Japanese have recent experience with yield curve control, but the U.S. is no stranger to capping yields. While it may have served its purpose, as the saying goes, there’s no such thing as a free lunch. #YCC #recession #TFTD #liquidity mi2partners.com/tftd-catalog/2…

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MI2Thoughts @Mi2Thoughts

6 years ago

It’s all fun and games until there’s “#inflation on the back end” or the US has "difficulty selling debt”. Take some time to see why we are all MMTers now in this week’s Thoughts from the Divide - Leverage, Capitulation and #MMT: mi2partners.com/tftd-catalog/2…

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MI2Thoughts @Mi2Thoughts

6 years ago

Scott Minerd sees a number of trouble spots facing markets, including the potential downgrade of $1 trillion of IG bonds, and though spreads are the highest they have been in years, he is still awaiting signs of true capitulation. See more details here: mi2partners.com/tftd-catalog/2…

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MI2Thoughts @Mi2Thoughts

6 years ago

The US is working on a relief package for Americans, and the plan may also include grants and loans to US airlines. However, such a move could cause some backlash as airlines have recently been in the hot seat for their buyback activities. Read more: mi2partners.com/tftd-catalog/2…

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MI2Thoughts @Mi2Thoughts

6 years ago

The Fed's not usually a source of excitement beyond the occasional dot plot intrigue. However, things are moving quickly and the Fed has gone from surprise rate cuts to announcing new facilities to help debt markets. Learn more in this week's publication: mi2partners.com/tftd-catalog/2…

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MI2Thoughts @Mi2Thoughts

6 years ago

COVID-19 continues to interrupt the global markets. As America's response plays out, the surgeon general is asking civilians to takes “everyday preventative actions” to flatten the curve. See more in this week's newsletter #Coronavirus Spread: mi2partners.com/tftd-catalog/2…

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Julian Brigden @JulianMI2

6 years ago

This is meant as a real question. The UK has done 200 COVID-19 test per million people vs the US that has done 1. worldometers.info/coronavirus/co… As US testing accelerates over the next few weeks what happens to the S&P is the number of cases increases 200X?