Discover and read the best of Twitter Threads about #M2

Most recents (6)

Rising volume in $XLK, $VTV, and good enough $SMH transparently prepared the ground for improving #ES market breadth – but the one factor that made me reconsider the requisites of the medium-term (bearish) outlook, was this.
Financials.
LONG THREAD 👇
2. Back when I took the MT bearish view (mid Mar), it was well justified as two significant #banks had fallen, $CS was getting back on the radar screen, #deposit outflows continued, and demand for the #Fed emergency programs was rising.
It was questionable whether $KRE and $XLF
3. would stabilize.
The incentives for #deposit outflows were still present (#Fed hadn‘t yielded to market pressures to ease, and still doesn‘t, short-term #yields kept solidly above 5%, #Fed balance sheet kept declining, #M2 and #margin debt shrinking while consumer #inflation
Read 17 tweets
Why do I agree w/ #CharlieMunger? Crypto supply isn't regulated by govt. How much of our inflation bubble was caused by massive unregulated infusion of weird M2 infusions of bitcoin into the economy? And how much recession fear is from an unregulated bust? fortune.com/2023/02/02/ban…
#M2= Money in circulation on Federal Reserve statistical tables. The Federal Reserve uses the indicator to control of the supply of money. #Crypto wreaks havoc with the reliability of this number. On the front end, it created explosive growth that helped trigger inflation. (2)
On the back end, with the #CryptoCrash, it helped to cause an un-measured contraction in the supply of money (M2). Are you happy that a chunk of this key economic tool is now in the hands of con artists, gamblers & dark money launderers? (3)
Read 4 tweets
ES Short Squeeze - Stock market lookin good, Crypto....eh.
#Cryptocurrency #Market/#Bitcoin market analysis 9/9
So, there was a short squeeze. A really, really big one. A lot of weird crap happened, but a lot of people keep looking in the wrong place.
Why? Because it's the $SPY that gapped up on it's futures, not some magic $BTC move as BTC follows the SPY these days. tradingview.com/x/THGgHIdC/
Notice the $ES moving up here, hours before BTC follows. Why would anyone wait for this or even care? But I digress, that's not what we're here for. How is all that doing anyway?
Read 16 tweets
The Chinese #economy has basically met expectations in 1H20, even exceeded expectations in some aspects, according to Liu Shijin, Deputy Director of CPPCC’s Economic Affairs Committee:
mp.weixin.qq.com/s/ulRTEc0fSdvj… 1/8
Under the stress of the #pandemic, the Chinese economy has shown three features:
1. Export-oriented industries picked up quickly, having achieved positive growth again in June and experienced slight growth in 1H20...2/8
The competitiveness of the Chinese export-oriented companies is evident in their flexibility and resilience in the virus outbreak. However, it remains to be seen whether they can sustain these qualities after Q3...3/8
Read 8 tweets
지금부터 아이즈원의 예쁜 사진 옆에 예쁜 사진 뒤에 예쁜 사진이 폭탄으로 나갑니다💣📸 위즈원 심장 부여잡고 볼 준비됐나요😎 #IZONE #아이즈원 #HEART_TO_HEARTIZ #HEARTIZ #M2 #엠투
엠피디는 하늘 위로 무대도 너무 귀엽고 청량하고 좋더라구요 아이즈원 이즈 뭔들🥰 #IZONE #아이즈원 #HEART_TO_HEARTIZ #HEARTIZ #M2 #엠투
컴백쇼 녹화하러 와서 화보를 찍고 간 우리즈원❣ 사진 한 장 한 장이 다 예술이라 모두 풀어드립니다 취향껏 저장하세요 #그리고모두저장했다고한다 #IZONE #아이즈원 #HEART_TO_HEARTIZ #HEARTIZ #M2 #엠투
Read 21 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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