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#Prices
Brad Dunkley
BradDunkley
1. Some thoughts on inflation:I think there’s a really good shot of inflation > Fed target in 2H and beyondsavings are high and consumers are going to spend that money
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Fabian Wintersberger
f_wintersberger
#weekly #Review 1. The Big IllusionDriven by the vaccine and stimulus news some analysts already expect a huge rebound in global growth. Morgan Stanley projects that the pre-pandemic global GDP
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Sahil Kapoor
SahilKapoor
A thread-A Precious Year Ahead - Gold likely to jump to $2600 to $2800 / INR 70,000 to 75,000 in next few years. Global financial debasement, bigger than any other
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Nur
NurCaduun
Puntland has been experiencing currency troubles for months leading to protests and discontent. This thread explains the cause and provides a few recommendations.Thread: There has been a large influx of
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Stephen Stapczynski
SStapczynski
Japan's power market rally finally takes a breather Spot price for Jan. 9 delivery fell 8.2% to 91.7 yen/kWh due to weaker Saturday demand (prices usually fall on weekend since
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Michael F. Cannon
mfcannon
The @HouseDemocrats' #ObamaCare proposal would offer its largest subsidies to high earners, offer more subsidies to men than women, cover few previously uninsured (at a very high cost), and push
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Kevin Erdmann
KAErdmann
Scott Sumner and I have a new paper on housing, monetary policy, and the Great Recession.Tl,dr: The stuff you thought was settled fact is wrong. There is a lot to
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Alex Krüger
krugermacro
1/ The #Bitcoin bear case has two two components:The macro, and the miners.THREAD 2/ On the macro side, if the dollar reverses its major downtrend and/or real rates
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Vijay Boyapati
real_vijay
1/ We are in the early stages of a new #Bitcoin bull market. Let's explore what we know about such bull markets based on observations from the four major
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Value Guy
broadcast_real
Meat Producer? 22 Billion company? 11x Price to Earnings? Say no more, I´ll buy it. In this thread I´ll explain the reasons behind the low valuation of Tyson Foods (
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Benjamin Riskin
BenjaminRiskin
Pushkin’s venture into audiobooks is of bigger consequence for podcasting than every premium service combined. Opening up a market for non-serialized narratives that are directly sold to consumers puts actual
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Chris Kenyon
BoxbikeLondon
This is really poor journalism from @TheTimes. The article alleges that LTNs push traffic onto the roads where poorer people live. A couple of anecdotal quotes linked to some
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FI Dunwell
FiDunwell
So much to get stuck into from last night’s @footballindex announcement. I’m going to use this thread to share my analysis and also get my own thoughts into some sort
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Midwest Box Breaks
midwestboxbreak
Wednesday Sales Thread(#18) Let’s see good pics and great prices! Post will close at midnight ET!Tag a friend and help them with PC!Keep it friendly, fair, and must have prices!
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Kyle Stull
Agronomy_Guy
Finishing up writing a newsletter article that goes out to our clients about not letting the market dictate your rotation and AgTalk gives me a gift..."$14 beans Who's planting more
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unseen1
unseen1_unseen
10 reasons why the economy will power higher. 1. We are starting from virtually zero. Any economic activity no matter the amount will be a positive.2. The Fed and Federal
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