Eric Basmajian, Discover and Read the Best of Twitter Threads by @EPBResearch

Eric Basmajian

EPBResearch

Diminishing Marginal Returns The productivity of our debt is collapsing and that is creating a major problem.The problem is here now, and not in the future. Here is why:1) Charted

M1 money supply is rising at nearly 70% year over yearWhat is going on and does this mean inflation is coming? Shorter Answer: NoLonger Answer: Not from the monetary channel1)

Congress is threading the needle in terms of timing with the latest COVID relief package. Personal income, after a massive surge, is about to fall below the pre-pandemic trendline. Some

Why you should be expecting “worse than average”… Graphed below is the trailing 10Y avg in real EPS and real GDP, indexed to 100 in 1990. Real EPS massively outpaced

Bank credit is comprised of mostly "securities" and "loans"Securities are mostly US Treasury bonds and Mortgage-backed securities (MBS). Loans include real estate, C&I, credit cards etc. 1) Loans as a

Why Stocks Will *Temporarily* Survive Higher Interest Rates 1) The long-term performance of equities is driven by economic fundamentals, as controversial as that seems. The 20-year compounded return in $IWM

Re-levering a broken economy. A tale of stagnating economic growth and financial engineering. A thread (and an article).https://seekingalpha.com/article/4354112-chosen-path-re-leveraging-over-leveraged-economy-what-happens-next After the 20

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