BEARRy MARShmallow
@Scorpio_Alejand
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Deflation Hunter //// BTD = Buy The DURATION ! ZIRP & NIRP can't be avoided, QE is NOT magic, Japanese stocks are still below 1989 ATH
Azerbaijan
Joined March 2023
My thesis:.EU, China and US are synchronizing into Deflation. We already know the future, because Births produce effects on Economy with a 15-30 years lag. Deep Negative Interest Rates are coming, ranging from -200 to -400 bps. in EU. in US. in China. @TOzgokmen
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Margin Calls on the Steepening Carry Trade (Long 2y vs Short 30y) will go parabolic as the 2y is going to 1% in coming months. 0️⃣.6️⃣6️⃣6️⃣%.It's the level at which this Carry Trade LOSES ALL its Carry. Why ?.Because it's played ISO-duration. Given 30y has a Modified Duration of.
All the clowns calling for hyperinflation are now getting margin called on their bond shorts and it’s a beautiful thing.
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Excellent dear King Kong !.Keep following M2 bullshits like the subhuman MonKey you are !.🙈🙈🙈🙈🙈
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Debt 📈.Rates 📉
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“unlimited fiat money” 🙃🙃
@Scorpio_Alejand That generalizes to nothing. If you don't understand that the government can print unlimited fiat money and hence the value of fiat money can go to 1/unlimited, you don't understand finance and shouldn't talk about deflation/inflation.
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Resistance to Deflation is futile. QE can't print Babies !
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Game Theory:.If Trump wants 0% rates asap he should let shit negative payrolls coming out from BLS, easily blaming Dems. Showing gazillions fake good numbers will let his enemy Jpow keeping H4L till June 2026. Narrator:.“QE is NOT Magic. ”
"monstrous huge beautiful places, palaces of genius". WTF is going through his head 🤯😵💫.
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RT @TOzgokmen: The problem is that there is no way that the idiot that Trump has appointed to BLS (Biggest Liars of Statistics) will not pu….
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“scarcity of workers, Inflation !”.🤡🤡🤡🤡.@TOzgokmen
The few times media talk about ageing population the message is: “scarcity of workers, Inflation !”.But. Do you think is a coincidence that the Countries with oldest median age are the same where Youth Unemployment increases the most ?.No, it's not random. Media & Economists
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Tried today for the 1st time to make at home the “bigoli con l'anatra” a Venetian dish. 🦆🍖🍝.Duck sauce for fresh egg pasta.
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RT @patinaresearch: What could have been. Built for the 1997 DTM but sadly DTM was cancelled and the CLK never hit the track. https://t.co/….
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The crusade mounted during these last days worldwide on every MSM against 30y Gov Bonds is a bless for whom has High Saving Power. The aim is to spread terror about Long Dated Gov Bonds (shorted within the 12m-30y steepening Carry Trade used to fund the Leverage). But I'm NOT
Top headline on Bloomberg, despite all that is going on. Wall Street media is obsessed with H4L and they are brainwashing 24/7 for the Fed not to cut.
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Today is NOT a Deleveraging day. But a reallocation within “the bundle”, stocks sold to buy Gold and Bitcoin, maybe with more Leverage. Why is NOT a Deleveraging day ?.Look at the 2 most played Carry Trades:.1. $JPY is weakening, new Carry Trade to fund Leverage is built there
M2 bullshits disproved:. M2 in last years became LEVERAGE and nothing more. 1st:.Margin Debt goes up. It means MORE LEVERAGE. 2nd:.Need for collateral in the following 200 days. Hence gamblers buy more T Bills and MMFs to post as margin. M2 is formed by T Bills and MMFs, so M2
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I'm a believer of another 1929 as you know. Anyway, 2025 has too much Technology as productive factor vs Human Labour. And you can't do differently especially for assembly lines. Technology is stealing Human jobs day after day. Less need for workers. Less pro Family formation
@TOzgokmen I have blocked him, with all his fellows after their hopes in 🏴☠️🇩🇯 & wars to fulfill their "Weimarians Dreams". Only assholes with mental disease can act like this. Moreover, not recognizing wars are deflationary in actual Economic system is very serious.🤦🏻♂️🤦🏻♂️🤦🏻♂️.#layoffs speak 👀
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RT @TOzgokmen: Rules of discussion on finX:. 1) Do not argue with a crypto person of any kind.2) Do not argue with any person using the wor….
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RT @alomgc14: Periodista: "si haces un top-3, me dejo el mismo bigote". Alonso: "hasta cuándo". Periodista: "en toda tu carrera". Alonso: "….
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RT @Mileage_impo: 2002 Mercedes-Benz E220 CDI . The Taxi was imported to Finland from Hamburg, Germany. Not even the Finnish DMV believed….
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5.1% ? 😅.Sorry but I trust more Indeed. Wage Growth is weak like during 2020 lockdowns. Btw, here too you can appreciate Recession started in 2022.
I would rephrase as "post Biden wage increases of gov workers are dropping again".
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