Everything posted by washparkhorn
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2021 - Is inflation finally back in the conversation?
Missing the third leg of the stagflation triad: high unemployment. Yield curve is signaling recession in 2023. FedEx data concurs. Fed prefers recession to soaring inflation.
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2021 - Is inflation finally back in the conversation?
All the Fed can see is data indicating this is a good time to raise rates in the fight against inflation. Low unemployment rate and sticky CPI bloat. Add in stronger USD, oil down, and inverted yield curve. Situation Normal: All Fucked Up.
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A story about a pathetic man's downfall [34 Felony Convictions]
- Bleach Blonde Bad Built Butch Body in Congress? Oh you mean Marjorie!
- 2021 - Is inflation finally back in the conversation?
Recession was always anticipated when J Pow turned into a hawk. The question became whether the US would have a soft oe hard landing. Data now suggests a hard landing. FedEx and 2 year are harvingers of a hard landing - globally.- The London Bridge Has Fallen - The Legacy of Queen Elizabeth II
- Patagonia owners give away their company
Patagonia milfs are my sweet spot. And F the haters. Nice move by Yves. He walks the walk.- Patagonia owners give away their company
- 2021 - Is inflation finally back in the conversation?
It doesn't always work. Why would a purchaser buy today when it will be cheaper tomorrow? See Japan 1990’s to 2000’s. It leads to a deflarionary spiral:- 2021 - Is inflation finally back in the conversation?
Rate hikes are a blunt tool with spill over effects - and disinflationary. Cathie Wood and Elon Musk are warning of deflation with the rate hikes (Wood’s argument on the collapse of used car values is interesting). The inverted 2/30 yield curve signals a recession in 6-9 months. From a monetary perspective, deflation is more difficult to control than inflation. The Fed knows this.- UT prof suing A&M
- UT prof suing A&M
Liberty Institute whiner in the Business School (no surprise there). His whining about the “Liberty” Institute. https://www.aier.org/article/how-ut-austin-administrators-destroyed-an-intellectual-diversity-initiative/ so fragile . . .- Markets still falling like whoa
- 2021 - Is inflation finally back in the conversation?
- 2021 - Is inflation finally back in the conversation?
If 75 is already baked in, 100 may be in play. Global hard landing should be priced in. J Pow promised pain. Watch your cornholes.- 2021 - Is inflation finally back in the conversation?
The scary news today was the layoffs at Goldman Sachs. The little discarded vampire squid will spread their contagion whenever they land. Only thing worse than a GS cast-off is a discharged McKinsey sociopath. just an opinion, of course. No offense intended. Tomorrow is the big day for CPI data. Good luck out there.- Markets still falling like whoa
USD down/markets up All eyes on CPI data tomorrow. Reading the tea leaves on where the Fed will stop hikes and QT. Some think J Pow is a chicken hawk. J Pow is caught in a cosplay costume.- A story about a pathetic man's downfall [34 Felony Convictions]
Agree. @TwiceHorn is exposing the gaps that should be strengthened and providing efficient avenues for attaining a conviction. My problem with the Judge’s order was her use of her equitable powers in a criminal investigation requested by a party with unclean hands. I do not believe the court had equitable jurisdiction here. First, principles of equity generally forbid use of equitable powers in criminal proceedings. The Younger decision is a limiting instruction on when equity can be used, not a broad loophole for a court Second, those requesting equitable relief must have clean hands. The former President’s are unclean (and tiny). Intermingling these classified documents with personal effects bars the use of the court’s equitable power as that act is illegal. Third, the former President must possess a property interest in the Presidential documents seized to have standing to request equitable relief. If there is substantial doubt on whether he has a property right, the court should not use its equitable powers. There is certainly substantial doubt whether the former President has any property right in the seized classified materials. The commingling of classified material with personal items is one of the crimes under investigation. The seizure of those personal items was allowed under the search warrant and a element of the commingling crime. tldr: the court did not have jurisdiction to use its equitable powers to fashion a remedy in this proceeding. Law, not equity, runs the show in criminal investigations.- aggy vs App State - ESPN2
- Comic Relief: Satirical Tweets and Memes
- Comic Relief: Satirical Tweets and Memes
- Oath Keepers Membership List Leaked
https://ddosecrets.com/wiki/Oath_Keepers Note: Torrent download from the original hacktivists (i.e., the download is provided by hackers; caveat emptor.)- 2021 - Is inflation finally back in the conversation?
Both are True. A strong USD hurts domestic firms who export goods and services (the goods and services priced in USD can become prohibitively expensive for foreign importers. Likewise, foreign goods sold in the US become relatively cheaper for US consumers, which hurts US producers and US labor (a deflationary headwind stoked by the Fed, intentionally). In the end, the Fed is playing a dangerous game to fight inflation. The cure may be worse than the disease.- 2021 - Is inflation finally back in the conversation?
“Shrinking” The USD is strengthening because monetary tools have been deployed to make a USD more valuable. The Fed risks recession to fight the inflation beast. The Doves became Hawks. Knock-on effects were always expected with this change.- 2021 - Is inflation finally back in the conversation?
Ummmm, not really . . . Monetary base is shrinking, which causes the USD to rise. Add in the Fed’s austerity tools, and the USD grows stronger. - Bleach Blonde Bad Built Butch Body in Congress? Oh you mean Marjorie!
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