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1/ The Notetaker's Collection
We are doing a deep dive into the world of finance, business and macroeconomics and making our notes available to the public.
Notes on interviews, current events, stock analysis, fundamental concepts and more.
All threads are linked below!
The Notetaker retweeted
To many investors, consumers and businesses, inflation in 2021 & 2022 has been shocking, because a decade of low and stable inflation lulled them into complacency and left them unprepared. bit.ly/3RhUiXM
The Notetaker retweeted
To the Republicans complaining about the billions the US is sending to Ukraine
I’m going to share with a private opinion from a knowledgeable European official I know
Basically, he starts off smiling and saying the US are “absolutely ruthless” with regard to the Ukraine war
1
Been a while since we’ve posted a thread on Twitter…
Exploring a couple topics - let us know what you find most interesting!
Comment if there’s another topic you’d like a thread on.
61%Europe Energy Crisis
20%Weimar Republic Inflation
19%Why US Geography is OP
135 votes • Final results34/ Macro Overview - Joseph Wang (@josephwang)
Macro Overview from a former senior trader at the Federal Reserve.
We studied Joseph Wang (@josephwang) to learn what may be next for financial markets and monetary policy.
An inside look into the Fed and what the market may be misunderstanding 🧵👇
The Notetaker retweeted
Intro to the Housing Market
Homes have been getting expensive - home prices relative to income are at highs exceeding those of the Great Financial Crisis.
But why are prices continuously rising and what might drive them down?
Here's a primer on the housing market!
🧵👇
Intro to the Housing Market
Homes have been getting expensive - home prices relative to income are at highs exceeding those of the Great Financial Crisis.
But why are prices continuously rising and what might drive them down?
Here's a primer on the housing market!
🧵👇
Thanks for reading!
Special thanks to:
@PensionCraft (Ramin Nakisa)
@EPBResearch (Eric Basmajian)
@LarryCheungCFA (Larry Cheung)
@realMeetKevin (Kevin Paffrath)
They each have great videos assessing the housing market.
Sources: docs.google.com/document/d/1…
We'll be regularly sharing our notes and research across various topics in finance.
The financial world is complex, and we aim to produce content that is valuable to readers of all levels.
A follow, like and retweet👇is greatly appreciated!
teapawt.org/FinTwitNotes/status/15…








