Discover and read the best of Twitter Threads about #FinancialCrisis

Most recents (14)

Infrastructure as a Theme

A Thread!

#stockmarket #investing #infrastructure #infrastocks

1/19
To understand the infrastructure cycle, we go back in time and look at our previous super Capex cycle, which started from 2003 to 2012

#capex #Markets

2/19
We saw that the commodity prices were increasing, reforms such as the Electricity Act came into play and government spending grew at a rapid pace of 23% CAGR. This led to overall growth in the capital cycle

#commodity #economy

3/19
Read 19 tweets
Daily Bookmarks to GAVNet 03/21/2021 greeneracresvaluenetwork.wordpress.com/2021/03/21/dai…
Debunking Piketty and the Left's Celebrity Economists | Mises Wire

mises.org/wire/debunking…

#Piketty #debunk
How a Small Rise in Bond Yields May Create a Financial Crisis | Mises Wire

mises.org/wire/how-small…

#FinancialCrisis #bond
Read 10 tweets
This is a thread about a disgraced Trumpian mayor who is running for re-election in California, in the city where the @Apple headquarters is located.

You may remember Steven Scharf calling to build a wall around #Cupertino and have (28% Latino) San Jose pay for it.

1/15
One of Scharf’s worst acts as Cupertino mayor has been his continued support for Planning Commissioner R Wang, who has been accused of sexual harassment, identify theft, and stalking a former Redwood City planning commissioner & city councilmember.

2/15 Image
R Wang is accused of impersonating a former Redwood City planning commissioner & city councilmember, stealing her identity, and signing her up for pornographic websites. He did this just because he disagreed with her over a water recycling policy.

3/15

defeatscharfandmoore.com/r-wang/
Read 16 tweets
A financial crisis is probably the most feared economic event known to man.

I've done (mostly acad.) research on them for over 10 years.

As we are likely closing in on one, a thread on the anatomy of a financial crisis.

The #coronavirus is just a'trigger'.1/16
@GnSEconomics
Financial crisis are born of some shock (smaller or larger) to the banking system.

The #coronavirus pandemic has been a rather massive trigger for a latent and overdue banking crisis.

If a banking system is sound and robust, it can usually withstand financial and... 2/
...economic shocks. But a banking system may be fragile.

Usually this is due to high leverage levels, where banks have either lent aggressively or carry risky financial investments on their balance sheets—usually both.

Banks can also have a weak financial position,... 3/
Read 16 tweets
This has clearly been a challenging time in markets but more importantly in life. I shared this note with our investment team over a week ago. I encouraged everyone to keep a journal to document their behaviour and emotions. I’m sure @farnamstreet has more to add! 1/n
I imagine each of you experienced a roller coaster of emotions over the past couple of weeks as markets gyrated. This is normal for times like this. But it does present a good opportunity to learn about our emotional behaviour in times like this...2/n
It can help us to improve our #decisionmaking when the next #financialcrisis hits us. I would encourage everyone to keep a #journal of their emotions, observations & conclusions. “Today feels like the bottom”....
Read 7 tweets
How to understand panic? mp.weixin.qq.com/s/TswuZ7IM6frm…
Under normal circumstances, panic among investor will cause #Sheep-FlockEffect, resulting in the #marketslump in a short period of time, such as the 2008 #financialcrisis and the 2015 stock crash in China.
Usually the uncertainty about future is key in exacerbating the economic downturn or the financial crisis.
Read 5 tweets
BOOK REVIEW
on Fire Fighting: The Financial Crisis And Its Lessons mp.weixin.qq.com/s/pCDlzaPkfDiT…
Huang Yiping, Chairman of the Academic Committee of CF40, served in Citigroup during the US #financialcrisis, the largest financial institution of the United States back then, and witnessed the whole process.
In his opinion, the three authors of Fire Fighting, Ben S. Bernanke, Timothy F. Geithner and Henry M. Paulson Jr. ,are a match made in heaven in dealing with the crisis.
Read 5 tweets
Let us talk about the #FED #FOMC's 1st #MonetaryPolicy meeting of 2020. Specifically, let us talk about the puzzle that is a flatter #PhillipsCurve...
The #FederalOpenMarketCommittee (#FOMC) of the #FederalReserveBank (#FED) of the #US concluded its 1st meeting of 2020 on the 29th January 2020. As expected, the FED did not change rates but left the #KeyPolicyRate, the #FederalFundsRate (#FFR) in the 1.5%-1.75% range...
Indeed, if one considers the #FED #Dotplot of December 2019, the decision to keep rates unchanged would not come as a surprise. What I wanted to focus on today is some key passages in the statement, highlighted in yellow in the screenshot below...its all #PhillipsCurve...
Read 17 tweets
Lets talk about how important it is to frequently #Review #CentralBank #MonetaryPolicy #Frameworks...
I will set things off by pointing out that the various facets of #BusinessCycles (early, mid, late / boom & busts) consistently keep reminding us that what goes up, must come down. We might find ourselves in a prolonged #expansion, but eventually it decelerates into a #recession
As part of #Macroeconomic management (counter cyclical), a #CentralBank's objective (through its #MonetaryPolicy) is to maintain #PriceStability & #FinancialStability & in other cases, to promote #FullEmployment. It does this hand in hand with #FiscalPolicy...
Read 15 tweets
While opening up can help improve financial sector's efficiency, it could also increase fluctuations. It’s important to maintain macroeconomic stability during the process of financial opening up, said Huang Yiping, Chairman of CF40 Academic Committee:
mp.weixin.qq.com/s/8z8vsLL5aDhe…
Financial opening up can even trigger #financialcrisis without proper management of fluctuations. The biggest problem many emerging economies face following financial opening-up is the sudden stop of capital flows, leading to deterioration in the national balance sheet.
Monetary policy,by making counter-cyclical adjustment, can help buffer the shock resulting from sudden stop of flow. Besides, as macro-prudential policy can further enhance stability, the two should be combined during financial opening up, the so called “two-pillar macro policy.”
Read 5 tweets
While opening up can help improve financial sector’s efficiency, it could also increase fluctuations. It’s important to maintain #macroeconomic stability during the process of financial opening up, said Huang Yiping, Chairman of CF40 Academic Committee:
mp.weixin.qq.com/s/8z8vsLL5aDhe…
Financial opening up can even trigger #financialcrisis without proper management of fluctuations. The biggest problem many emerging economies face following financial opening-up is the sudden stop of capital flows, leading to deterioration in the national balance sheet.
Monetary policy by making countercyclical adjustment can help buffer shock caused by sudden stop of flow. Besides,as macro-prudential policy can further enhance stability, these two policies should be combined during financial opening up, the so called “two-pillar #macro policy.”
Read 5 tweets
Thread: Nobel Jean #Tirole gave a public lecture at UCL tonight: 10 years after the #financialcrisis where do we stand. Key points:
1)#Finance is good if used and regulated properly. We seem to be making the same mistakes of 10 years ago. #Subprimes are up again in US. 1/
2) Its crazy for banks to hold a lot of their nation’s sovereign bonds. It creates a #doomloop. a bank fails>government needs more debt to bail it>brings down sovereign bond prices and more banks under stress> more public money needed. And yes he used Italy as an example.2/
3) #cryptocurrencies are a bubble. Fiat money and central banks have worked quite well in developed economies in the last 30 years. And with cryptocurrencies seignorage goes into private hands and not to the goverment.
3/
Read 5 tweets
Parliamo di #moneta. Prima domanda: sapete chi crea la quasi totalità del #denaro in circolazione?
In realtà la maggioranza delle persone, anche nel sondaggio offline, risponde non so. Risposte: lo #stato conia le #monete che solo solo lo 0,3% del valore totale... nel #bilancio #bancadItalia le #banconote sono solo il 8% scarso del totale #massa #monetaria #M2 in #Italia...
...and the winner are... le #banche private con circa il 91% della #moneta #M2 poiché emettono moneta scritturale digitale (a #debito) con un click
Read 13 tweets

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