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Jake

@jacobianmatrix

Jake reposted

Fascism has never been stopped by screaming “fascism!” FDR understood this.

davidsirota's tweet image. Fascism has never been stopped by screaming “fascism!” FDR understood this.

"We can spend this election year...debating whether Trump meets the nine or 17 points that define fascism. Or we can spend it saying, 'He’s damn close enough, and we’d better fight.'" @mtomasky opens our great new package. Definitely check it out: newrepublic.com/article/181258…



Jake reposted

US M2 crashes in March, ringing deflationary alarm bells. US M2 money supply was $20.8tn in March, a sharp decline of 4.1% YoY, largest decline since data was first introduced in 1959, almost twice rate of prev mth, while indicator has also been negative for 4 consecutive mths.

Schuldensuehner's tweet image. US M2 crashes in March, ringing deflationary alarm bells. US M2 money supply was $20.8tn in March, a sharp decline of 4.1% YoY, largest decline since data was first introduced in 1959, almost twice rate of prev mth, while indicator has also been negative for 4 consecutive mths.

Jake reposted

New Home Prices in US hit another record high in November, up 19% over the last yr. Median prices, last 10 yrs... Nov 2021: $417k Nov '20: $351k Nov '19: $328k Nov '18: $309k Nov '17: $343k Nov '16: $315k Nov '15: $313k Nov '14: $298k Nov '13: $277k Nov '12: $245k Nov '11: $214k

charliebilello's tweet image. New Home Prices in US hit another record high in November, up 19% over the last yr.

Median prices, last 10 yrs...
Nov 2021: $417k
Nov '20: $351k
Nov '19: $328k
Nov '18: $309k
Nov '17: $343k
Nov '16: $315k
Nov '15: $313k
Nov '14: $298k
Nov '13: $277k
Nov '12: $245k
Nov '11: $214k

research.stlouisfed.org/publications/e… Fed says it is not monetizing the debt because rise in fed assets from 1 to 3 trillion is temporary and inflation well under 2%. Oh man this article is from 2013 nevermind. @NorthmanTrader @hussmanjp


Friday’s global retreat from riskier assets exposes a vulnerability of the broad market advance of the past year and a half: the rising use of borrowed money wsj.com/articles/black…


Jake reposted

S&P 500’s real earnings yield has plunged to its lowest on record … at -2.3%, surpasses prior low of -2.1% in 1974

LizAnnSonders's tweet image. S&P 500’s real earnings yield has plunged to its lowest on record … at -2.3%, surpasses prior low of -2.1% in 1974

Jake reposted

There are currently over 1.86 Billion websites. Few provide any real value. Here are 7 that do: 🧵


Jake reposted

Total Returns over the last 10 Years... Bitcoin $BTC: +572,917% Tesla $TSLA: +15,158% NVIDIA $NVDA: +7,242% Netflix $NFLX: +1,666% Amazon $AMZN: +1,529% Microsoft $MSFT: +1,328% Apple $AAPL: +1,215% Google $GOOGL: +975% S&P 500 $SPY: +356% Bonds $AGG: +35% Gold $GLD: -5%


Jake reposted

To adapt a thought-provoking two-liner that I saw on #Twitter: Imagine the counterfactual of the pandemic never happening: would global stock markets have gained $28tn in market cap from Jan2020 pre-pandemic high?

Schuldensuehner's tweet image. To adapt a thought-provoking two-liner that I saw on #Twitter: Imagine the counterfactual of the pandemic never happening: would global stock markets have gained $28tn in market cap from Jan2020 pre-pandemic high?

Unlocking the secrets of the world's oldest computer bbc.com/reel/video/p09… via @BBC_Reel


Jake reposted

people get very mad about pollution in poor countries, but like, they are going to shift to less pollution as a function of them getting richer just from asset replacement. i am more worried about rich countries going dirtier as a reactionary impulse


Jake reposted

I’m with Dr. @Bob_Wachter. I have started once again to #MaskUp consistently indoors in public. Cases are up 195% & hospitalizations & deaths are each up 40-50% in 14d. #DeltaVariant is dangerous. Stay safe. sfgate.com/bayarea/articl…


Jake reposted

Just heard on CNBC: "Valuations are still not stretched." M'kay.

hussmanjp's tweet image. Just heard on CNBC: "Valuations are still not stretched."

M'kay.
hussmanjp's tweet image. Just heard on CNBC: "Valuations are still not stretched."

M'kay.
hussmanjp's tweet image. Just heard on CNBC: "Valuations are still not stretched."

M'kay.
hussmanjp's tweet image. Just heard on CNBC: "Valuations are still not stretched."

M'kay.

Jake reposted

Peter Lynch's "Rule of 20" Valuation Metric screaming to all-time highs

Not_Jim_Cramer's tweet image. Peter Lynch's "Rule of 20" Valuation Metric screaming to all-time highs

Jake reposted

Recent Warnings in the Equity Market - Recap

Not_Jim_Cramer's tweet image. Recent Warnings in the Equity Market - Recap

Jake reposted

As copper prices look at all time highs, we referenced this old story in the Saxo Market Call podcast this morning: the Simon-Ehrlich wager and whether we'll eventually see mean reversion or a whole new price level as predicted by Goldman and others. en.wikipedia.org/wiki/Simon%E2%…

saxomarketcall's tweet image. As copper prices look at all time highs, we referenced this old story in the Saxo Market Call podcast this morning: the Simon-Ehrlich wager and whether we'll eventually see mean reversion or a whole new price level as predicted by Goldman and others. en.wikipedia.org/wiki/Simon%E2%…

Have you noticed all the single letter stocks at or very close to all time highs right now? $A $B $C $E $F $G $H $J $L $Q $R $V $X AND $Y! Plus $M $O $T at 52 week highs. @OphirGottlieb @charliebilello @jimcramer


Jake reposted

OMG. The website for the family office of Nintendo legend Hiroshi Yamauchi is the most incredible thing I’ve seen online. If Archegos had had something like this then they would have deserved all of the leverage. y-n10.com


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