Discover and read the best of Twitter Threads about #asset

Most recents (22)

Daily Bookmarks to GAVNet 09/23/2020 greeneracresvaluenetwork.wordpress.com/2020/09/23/dai…
A radical theory says major crises remake America every 80 years

icecapassetmanagement.com/global-outlook…

#future #cycle #america
A three-agent robotic system for Mars exploration

techxplore.com/news/2020-09-t…

#mars #robotic #exploration
Read 8 tweets
#Assetallocation changes as you near retirement. What if your equity #investments are stuck in a phase where the markets are battered?
Can I share #income by creating a trust?
How can an IT employee generate alternate sources of income?
Read 25 tweets
@retheauditors @premnsikka @alexralph 1/ SFO charges 3 men over #Axiom fund collapse, but we have heard of the infamous Axiom Legal fund before, allegedly indirectly linked to #LCF endgame player/former #AssetLife auditor legalfutures.co.uk/latest-news/sf… AND lep.co.uk/business/prest… .. Image
2/ AND chorley-guardian.co.uk/business/money… partner Whyke + notorious Israeli Lawyer wingman Yoram Yossifoff + in good time we will hear about the network linking #MJSCapital #AssetLife & #LCF scandals with romping tales of FSU mining japery, Arab “money men”, … ImageImageImage
3/3 brothers with multiple names, “baltic banking” + much much more. Let’s hope Administrator/Liquidator (I.P. Asher Miller) of core #LCF SPV London Group LLP + amazingly coincidentally as well #Asset Life & #MJSCapital is up to the job .. we will see.
Read 3 tweets
Today’s #JobsReport, which witnessed nearly 1.8 million #jobs gained in the month of July, was stronger than many anticipated, yet it also displayed some signs of slowdown in #labor #market improvement.
The report shows that the pace of #job-gain acceleration has now slowed markedly, and it is our best guess that the rapid rate of return to #work will now exhibit a very deliberate pace of rebound from here.
That’s particularly the case for some sectors, such as #retail and #leisure #hospitality, where the slowing in improvement was even more pronounced.
Read 7 tweets
In our latest @blackrock Blog Post, we contend that in the tug-of-war between the #economic damage stemming from the #coronavirus lockdowns, and the fiscal and #MonetaryPolicy response, it’s the latter factor being underestimated by #markets: bit.ly/3exVSlN
Still, while #policy is clearly supportive of #markets in the near term, we’re concerned that the longer run #asset class returns of the 2020s might end up being considerably more meager than we’ve come to historically expect. Image
Clearly, this has a lot to do with our valuation/#yield starting point today, and we expect @USTreasury Bills to return close to 0% and longer-term government #bonds are not likely to return more than 2% annually. #Inflation rates will be lower too. Image
Read 5 tweets
Daily Bookmarks to GAVNet 6/24/2020-2

greeneracresvaluenetwork.wordpress.com/2020/06/24/dai…

Rebuild the ramshackle global financial system

nature.com/articles/d4158…
#global #FinancialSystem
Humans outsource thinking from early childhood

medicalxpress.com/news/2020-06-h…

#outsource #thinking #humans #cognitive
"The Firm Exemption and the Hierarchy of Finance in the Gig Economy" by Sanjukta Paul and Nathan Tankus

ir.stthomas.edu/ustlj/vol16/is…

#economy #gig #hierarchy #finance
Read 8 tweets
'#Identity' sure is complex!

So complex in fact that over the years I've begun to think it's more of an '#EmergentProperty' (as in #characteristic, NOT #asset).

While one may build digital equivalents of aspects of its prerequisites, e.g. #VerifiableAttributes within #Trust...
..#Frameworks - or (possibly!) #decentralised - in reality we all live in, and #informationally exist as, a sort of '#PersonalMetaspace", no single aspect of which truly represents our fully human, mutable #self - no matter how much some might wish it to.

In fact I think many...
...confuse or conflate (sometimes deliberately) the very #human and necessary concept-and-process of #trust - and its corporate equivalent, #risk (management) - with '#identity'.

And sometimes even worse, '#ID'.
Read 3 tweets
One perspective on what's good and bad about the extensive monetary easing by CF40 Senior Fellow Zhang Bin, and CF40 research fellows Zhang Jiajia and Zhong Yi: mp.weixin.qq.com/s/DfLFMg2Wxan4…

Monetary easing has stabilized the global financial market and bolstered up economic recovery.
Timely and targeted easing measures have added to liquidities in the market, sustained businesses and employment by channeling loans to enterprises and households, mitigated impacts of world economic downturn and sluggish demands for global trade, and spurred economic recovery.
However, the extensive easing has had negative impacts on the capital flows and exports of emerging markets. It has steered excessive liquidities toward emerging markets, placing on them much pressure of currency appreciation, capital price hike and leveraging up.
Read 5 tweets
Despite fluctuations amid the #pandemic, #China’s #financialmarket remains relatively stable & resilient compared with global financial market. Xiao Gang, CF40 Senior Fellow, believes China’s financial market has potential to become a center for global financial #assetallocation.
He says the market is basically equipped. This'll be vital for China’s economy and finance. Since the virus broke out, the safety, stability and profitability of #RMB assets are more evident. China should take the chance to build a global hub for financial #asset allocation.
However, coming with the huge benefits are huge risks and costs. The following proposals are made:

1. accelerate the market-oriented reform in the financial sector;

2. promote #RMB internationalization;
Read 4 tweets
Under normal circumstances, the #economy might be said to resemble a Newton’s cradle, with moderate and somewhat predictable feedback loops reverberating through #policy actions, the #financial economy and the real economy; resulting in a system of reasonable equilibrium. Image
Over the past few months, however, as the #coronavirus pandemic encircled the globe and drastic responses to it got underway, this regular dynamic was thrown into disarray, crushing the real #economy and the #capital stack, and sending #volatility to dramatic heights. Image
Yet, these massive disruptions to the #economy have been met with an extraordinary #fiscal and monetary policy response, as illustrated in the current and expected growth of the #Fed’s balance sheet, which to our mind can go some distance toward offsetting lost growth potential. Image
Read 6 tweets
All eyes will be on the @federalreserve and the @ecb policy meetings this week, particularly as the @EUCouncil meeting last week was directionally encouraging but lacking in #policy specificity.
Regarding the #Fed, we expect the Committee to reiterate its guidance that the target range for the federal funds rate will remain at zero until after #coronavirus-related disruptions to the #economy have healed.
Further, while the #FOMC will have to update its statement a good deal to better reflect the severity of the #economic contraction underway, it will also take the opportunity to describe the transition from emergency support of market functioning to a long-term #LSAP regime. Image
Read 6 tweets
1. In the German news they now claim that a "global government" response may be needed to fight the #COVID19-crisis.
Of course the #NWO-pushers are pushing for a World Government. They always have & the #UN, the #IMF. EU-Brussels and many more will do so too!
2. That a more centralized response brings little can be seen with:
- The UN & #WHO: They failed to alert the world to a new Killer-Virus! The WHO was alerted to #COVID19 back in December 2019!
The UN was still playing the virus down end January 2020!
#Covid_19 #GlobalGovernment
3. A more centralized response brings little:
- The #EU under #VonDerLeyen has failed completely in the #COVID19-crisis. They rather push more mass-#migration (which will help spread the virus) & Von der Leyen cries that she can't push her new #GreenDeal harder!
Read 15 tweets
With my colleagues Russ Brownback and Trevor Slaven, we contend that eight major #market influences are likely to dominate the #investment environment in the year ahead and that a proper #portfolio mix is instrumental to delivering a successful outcome: bit.ly/2U4sn3J
Over the next week we’ll be looking at these eight themes in more detail, beginning with the first two today: 1) The importance of aggregate global #liquidity and 2) the yawning supply/demand imbalance in #yielding global #assets.
In our view, changes to the level of aggregate global #liquidity is one of the most dominant, yet still underappreciated, influences in contemporary #macro analysis. Central #banks allowed liquidity to contract in 2018 and early-2019 but have pivoted sharply since then. Image
Read 6 tweets
@droehnemeyer @Ismailtipi @Franz54712417 1.Null #Zinsen & #Negativzinsen sind der größte Raub der Financeplayer in Generationen!

Millionen Sparer & #Rentner verlieren einen großen Teil ihres Geldes und wir bekommen millionen Armutsrentner!

Und nur das Großkapital gewinnt (#Asset-#Bubbles, #Aktienrückkäufe).
@droehnemeyer @Ismailtipi @Franz54712417 2. Verkauft wurde diese #Enteignung die in 2009 läuft erst um die #Banken zu stützen, dann um die "Wirtschaft" zu stützen (fragt sich welche? Zombiefirmen?) und dann um 2% #Inflation zu erreichen: Davon sind wir weit weg! Aber das Spiel geht weiter!
#FED #EZB #ECB #TheBigShort
@droehnemeyer @Ismailtipi @Franz54712417 3. Und wie geht es weiter?
a) Der kleine Sparer wird in #Aktien gedrängt (und seine Miete wird wegen #Betongold teurer, er zahlt für #Teuerstrom & findet die "Luftsteuer", #CO2Steuer, geil!): Die big boys wissen wann es Zeit ist zu verkaufen (Jetzt!).
#TheBigShort #ECB
Read 8 tweets
#OpportunityCost is the aggregate net cost of doing something, vis a vis 'not doing it' at all.

The initial project, option & prospect of #Brexit came with huge opportunity costs, which were too easily pre-discounted as #ProjectFear. 1/
The initial #Leave case, dramatised by the #BorisBus, contended that UK could save its £350m pw #EU 'gross membership contribution' and pass that 'saving' straight to the #NHS - as 'additional funding'. 2/
The #Leave case focused on saving UK's #EU gross membership cost in favour of #NHS.

It ignored regular #EU annual contributions back into a multiplicity of UK projects, which would obviously be stopped, if we ceased membership.
3/
Read 34 tweets
Summary of #China’s #macroeconomy in May, by CF40 Senior Fellow Zhang Bin:

1. The #economy declined. #Manufacturing #PMI dropped 0.7%; PMI of big, mid and small businesses dropped 50.3%, 48.8% and 47.8% respectively.

2. #Industrial growth rate continued to fall.
3. #Consumption growth picked up: total retail sales of consumer goods increased by 8.6% YoY.

4. Fixed #asset #investment dropped. In the first 5 months of 2019, #China's fixed asset investment grew by 5.6% YoY, down 0.5% from the figure for the first 4 months of the year.
5. #Exports rebounded, #imports fell and the #trade #surplus grew.

6. #CPI hit a new high while #PPI dropped.

mp.weixin.qq.com/s/fsn6JwmziNQJ…
Read 3 tweets
Different types of private #firms have different appeals and demands, so different approaches are adopted to support them now. Local #governments, out of social #stability considerations, mainly channel their support towards large firms that are major #employment contributors.
#State-owned #asset platforms are more concerned about #profitability for fear of loss or reduction of state assets. #Securities companies which have a lot of #equity #pledge worry more about how to address #risks related to the pledges.
#Banks are more willing to support private #firms which not only run well but also have adequate #capital. These #entities all make rational choices, but in the long run, there are still rules and standards to be set. By Xiao Gang, former #CSRC Chairman.
Read 3 tweets
According to Xiao Gang, former #CSRC Chairman and CF40 non-resident senior fellow, #China should develop a #market-oriented, diversified and law-based #financial #service system, which requires efforts in nine aspects:
1. improve standards and rules to support private #firms;
2. respect #market rules and enhance #commercial #sustainability of #financial institutions;
3. #reform the existing financial institutions system;
4. accelerate the transformation of #commercial #banks;
5. build a multi-level #capital #market;
6. develop #Fintech and apply #BigData big to support inclusive #finance;
7. establish and improve the #chattel financing system;
8. accelerate the development of #asset #securitization;
9. strengthen rule of #law and enhance the stability and continuity of #policies.
Read 3 tweets
Data on #China’s Macro #Economy in March:
1. The economy picked up - manufacturing #PMI was 50.5%, 1.3% up from February and down 1% year-on-year;
2. #Industrial growth picked up - added value of industries above designated size rose by 8.5% year-on-year, 3.2% up from February;
3. #Consumption picked up - #retailsales rose by 8.7% year-on-year, 0.5% up from February;
4. Fixed #asset and #infrastructure #investment rebounded – from January to March, total fixed asset investment was up by 6.3% year-on-year, 0.2% higher than the first 2 months;
5. #Exports saw positive growth, while #imports continued to fall - dollar-denominated exports grew by 14.2% year-on-year, while imports fell by 7.6%;
6. #CPI and #PPI both picked up – CPI up by 2.3% year-on-year, and PPI, 0.4%.

mp.weixin.qq.com/s?__biz=MjM5Nj…
Read 3 tweets
Il #Referendum in #Svizzera del 10 #giugno 2018 per ridare #sovranità dell'emissione di #moneta esclusivamente alla propria #banca centrale parte da una corretta analisi della realtà: il 90% del #denaro é creato dal nulla dalle #banche private (#moneta elettronica fiduciaria)
La #moneta creata dai prestiti e dai depositi delle #banche private é a #debito e gira su base #fiduciaria, ossia senza essere coperta da riserve adeguate (la #riserva frazionaria é solo il 2%), né da #oro ecc ed é una #promessa di pagamento (=restituzione) verso il depositate
La #moneta a #debito delle banche é cresciuta in modo sproporzionato negli anni rispetto all' #Economia #Reale ed é principalmente confluita negli #asset finanziari e immobiliari creando #bolle che poi hanno danneggiato gli altri settori industriali
Read 7 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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