FinTwit meets SparkNotes | Threads: Macroeconomics, investing fundamentals, interviews. No financial advice. Support: https://teapawt.org/t.co/3Lbfys9j7u
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Joined September 2021
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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
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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!
🧵👇
The Notetaker retweeted
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
Vishal and Rishi Daryanani (@FinTwitNotes) have a skill and a passion for deciphering the global macroeconomic puzzle.
In today's 7investing Insight, Vishal discusses federal policy and what it might mean for the stock market.
The Notetaker retweeted
I recently discovered @FinTwitNotes & have gone down the rabbit hole.
Check out their master thread below. 👇🏼
It’s a treasure trove for investors!
They cover everything from macro, micro, bonds, yield curves, fed tightening, and so much more.
teapawt.org/fintwitnotes/status/15…
The Notetaker retweeted
Intro to the US Dollar
The US Dollar is the strongest it's been in 20 years, and the effects of its rise are felt by the whole world.
But why does the dollar continue to appreciate and how does it impact the US and the globe?
Here's the good, the bad and the ugly of the USD 🧵
The Notetaker retweeted
Lyn Alden on the Global Energy Crisis, the US Dollar Wrecking Ball and the Fed Pivot.
@LynAldenContact summarizes major macro themes and how the Fed may respond and impact the economy and financial markets.
Here are notes on her macro masterclass 🧵👇
The Notetaker retweeted
~30% of S&P 500 companies' revenue comes from foreign markets.
As the dollar strengthens, these global revenues translate to fewer dollars.
Hence, you'll see many "Forex hits" during this earnings season.
$DXY US Dollar Index👇
The Notetaker retweeted
Michael Burry: 50% More Downside to Come 📉
Analysts are forecasting strong corporate earnings growth this year despite compromised supply chains and tighter policy.
But what might happen to equities if earnings miss?
Let's break down Burry's bearish call in simple English:
The Notetaker retweeted
What's going on with the Bank of Japan?
While Central Banks globally raise rates and tighten policy, the BoJ fights to keep yields low.
We cover Japan's fascinating economic history to help you understand the BoJ's policy and how it impacts global markets.
Ready for a story?🧵
The Notetaker retweeted
Japan has the highest Debt-to-GDP nation of any developed nation in the world at ~260%.
Now, the BoJ is using Yield Curve Control to keep rates on their government bonds low to dampen the debt burden.
Thread on Japan's economy coming this week - it's a fascinating story!
The Notetaker retweeted
In 1991, the land in Japan was valued at four times as much as all the property in the United States.
You read that correctly.
For reference, Japan is roughly the same size as California.
The Notetaker retweeted
Hey @MacroAlf!
We used the insights from your newsletter along with blog posts from Joseph Wang to create this cheat sheet:
The Notetaker retweeted
Intro to Inflation Expectations
There were 14 mentions of "inflation expectations" in the June FOMC Press Conference.
But why is the Fed paying so much attention to this and how are these expectations measured?
Let's get into it!
