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Today's Twitter threads (a Twitter thread).
Inside: Higher interest rates increase both the monetary supply and inflation; and more!
Archived at: pluralistic.net/2023/02/04/if-…
#Pluralistic 1/
Inside: Higher interest rates increase both the monetary supply and inflation; and more!
Archived at: pluralistic.net/2023/02/04/if-…
#Pluralistic 1/
Next week (Feb 8-17), I'll be in #Australia, touring my book #ChokepointCapitalism* with my co-author, @rgibli. We'll be in #Brisbane on Feb 8, and then we're doing a remote event for #NZ on Feb 9. Next is #Melbourne, #Sydney and #Canberra.
chokepointcapitalism.com 2/
chokepointcapitalism.com 2/
Higher interest rates increase both the monetary supply and inflation: It takes a lot of motivated reasoning to believe otherwise.
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HOW TO SEE BUBBLES, ACT ON OPPORTUNITY, WIN
- There's a lot of talk of market bubbles recently
- Often a normal correction is called a bubble
- But bubbles are rare & brutal, even to long term investors
See how to profit from the euphoria & get out without undue risk
THREAD 👇
- There's a lot of talk of market bubbles recently
- Often a normal correction is called a bubble
- But bubbles are rare & brutal, even to long term investors
See how to profit from the euphoria & get out without undue risk
THREAD 👇
3 LEVELS OF BUBBLE ANALYSIS
1. Valuation Narratives
2. Market Sentiment
3. Market Print: Bubble Signatures
1. Valuation Narratives
2. Market Sentiment
3. Market Print: Bubble Signatures
VALUATION NARRATIVES in Different Market Phases
Bubble Pop: Can the company survive?
Bear: Can the company minimize losses, remain profitable?
Bottoming: Can the company grow?
Bull: Can the company grow faster than expected?
Bubble: Can the company become 10x, 100x bigger?
Bubble Pop: Can the company survive?
Bear: Can the company minimize losses, remain profitable?
Bottoming: Can the company grow?
Bull: Can the company grow faster than expected?
Bubble: Can the company become 10x, 100x bigger?
1/3 Après le .ORG, c'est au tour du contrat d'accréditation du .COM d'être révisé. Le gel du prix de revente pourrait/devrait sauter.
Près de 9000 commentaires de la communauté VS 3300 pour le .ORG..
Concrètement, le prix de vente pourrait 📈 de +7%/an
➡️icann.org/public-comment…
Près de 9000 commentaires de la communauté VS 3300 pour le .ORG..
Concrètement, le prix de vente pourrait 📈 de +7%/an
➡️icann.org/public-comment…
2/3 L'ICANN a peu de marge de manœuvre sur cette possibilité d'augmentation qui relève du dpt du commerce américain en raison d'un contrat historique avec le .COM, l'administration Trump ayant fait sauter le plafond existant.
➡️icann.org/news/announcem…
➡️ntia.doc.gov/files/ntia/pub…
➡️icann.org/news/announcem…
➡️ntia.doc.gov/files/ntia/pub…
3/3Le prix de vente registre pourrait passer de 7.85$ à 10.26$...
Un levier énorme pour la #Verisign,"planche à billet", avec 144MM NDD en .COM, positionné juste derrière Apple, Facebook et Google en terme de CA par salarié. 💰
Un levier énorme pour la #Verisign,"planche à billet", avec 144MM NDD en .COM, positionné juste derrière Apple, Facebook et Google en terme de CA par salarié. 💰
