Discover and read the best of Twitter Threads about #debt

Most recents (24)

In our latest report, we look at some of the obstacles facing #agroecology in West #Africa and beyond 🌍

📰 ipes-food.org/_img/upload/fi…

But even if you haven't had a chance to read it, don't worry. We'll start giving you a #thread a day.

Obstacles #1?

Access to #finance 💵
Agroecological systems require little investment in external inputs and heavy machinery, as a result of drawing on natural synergies, maximizing #biodiversity, and using locally-available resources.
This makes #agroecology less costly than agro-industrial practices over the medium to long-term, and thus better suited to the economic realities of rural West #Africa
Read 9 tweets
1/5

Some pointers on #PersonalFinance
1) Highly #subjective - depends on earnings,savings & lifestyle. Don't clone approach . Take professional help, if needed.

2)Focus primarily on #skillsets in early years.Automatically #earnings increase. Big salary ,bigger savings.
2/5
3) Start #saving early on .
4) Incremental savings must be more than Incremental earnings.

5) Avoid #debt . But if necessary plan well & repay it early on . Beware of snowball effect.

6) Avoid instant #gratification. A lil' self restraint goes a long way in saving up .
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3/5

7) #Leveraging is disastrous . Not advisable .

8) #ConcentratedPortfolio can backfire big time . Makes sense to go in for a diversified one.

9) #AssetAllocation is equally important .

10) #CreditCards if used sensibly are good ,else disastrous. Educate yourself.
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Read 7 tweets
Daily Bookmarks to GAVNet 09/12/2020 greeneracresvaluenetwork.wordpress.com/2020/09/12/dai…
Biodiversity scientists must fight the creeping rise of extinction denial | Nature Ecology & Evolution

nature.com/articles/s4155…

#biodiversity #extinction #denial #ecology
COVID vaccine, treatment trials create monkey shortage for science

usatoday.com/story/news/hea…

#trials #COVID19 #vaccine #monkey #shortage #consequence
Read 11 tweets
#China #Chinadebt #debt
Here is an interesting story. Many years back I was sitting in my then business partner and friend's home office in Zurich, and we were (as usual) discussing financial markets, options, etc.

Suddenly my eye fell on something hanging on his wall.
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It was a bond, a Chinese Bond! with a lot of interest coupons attached. I might try and get a photo of that, but it looked a little bit like this:
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These bonds are old Chinese sovereign debt from early 1900s, supposedly backed by Gold, and issued in Vienna. Because of Chinese poverty the western countries never did get a chance to redeem this investment, and these bonds lie today in
+
Read 7 tweets
Thanks to @GeoffCutmore & @cnbcKaren for having me on the show this morning.

Here's a short thread of the notes - entitled, "Time to Get Real?" - which I put together in preparation.
They should hopefully be self-explanatory:-

#SquawkBox #CNBC #macro #equities #commodities
You've heard it here before: pay out or pay down is a big part of the #inflation equation:-
Yes, there's a "V" - or at least a flipped square root sign - underway, but will it extend far enough & fast enough?
Read 11 tweets
To protect the #interest of #investors & to enhance transparency @SEBI_India has revised much awaited disclosure norms pertaining to transactions in #debt & #money market #securities by #mutualfunds. @fifaindiaorg @bsindia
@OutlookMoney #SaarthiZarooriHai #PlanZarooriHai
W.e.f 1.10.2020 these disclosure details will be required in new format -

1. Name & type of security
2. Credit Ratings
3. Name of the rating agency
4. Maturity date
5. Settlement date
6. Interest accrued & yield
(2)
7. Information like rating of the security at the time of transaction, whether the security is listed, put/call option date, yield at which the security was traded, type of trade (inter scheme transfer/primary/secondary market, etc.)
(3)
Read 7 tweets
WEF's Klaus Schwab: "In all likelihood, unless the #pandemic evolves in an unforeseen way, the consequences of COVID-19 in terms of health & mortality will be mild..."

New week-end thread w/ @spencerlatu

#Covid19 as catalyst for #WEF #greatreset
#NewNormalFeudalism
Written by Klaus Schwab & Thierry Malleret, Geneva, July 2020.

"Until 2011, Mr. Malleret was a senior partner at the Geneva-based IJ (Informed Judgment) Partners, an investment boutique for ultra-high-net-worth individuals."

#WEF #GlobalRiskNetwork

theglobalist.com/contributors/t…
"Malleret is the co-founder & principal author of the Monthly Barometer, an analytical and predictive newsletter on macro issues for high-level decisionmakers." - "Relevant to all; read by the influential"

monthlybarometer.com
Read 29 tweets
“India is a far better place than what it was in 2000. Debt-to-equity ratio of Sensex companies, which is a bunch to large corporate houses, was at 3.8:1 back then It came down to 1.8:1 in 2010 and today, 85 per cent of companies in the 30-share pack hardly have any debt,” Kamath
“Government debt levels will go down with the pickup in growth. They can harvest the fruits of growth in the form of taxes, etc,” 

#Debt #economicresponse
“Faster transformation to digital due to the pandemic is going to drive the Indian economy going forward. Financial institutions have to keep strengthening their digital offerings.

#DigitalIndia
Read 7 tweets
Wisdom Series #2

#Thread

HOW LOW Debt/Equity could DECEIVE You ?

#Debt #ContingentLiabilties

Low D/E < 0.5 is widely used criteria for finding low debt & stress free stocks.

This sheet will be eye-opener(especially Red Fill Colors). Shocked to see some prominent names ?

1 Image
Lets discuss further.

Debt is 'bad' word discussed very often. People miss sometimes is Contingent Liabilities which may haunt someday.

So even for a low debt company it can be very risky proposition hence your investment is not at all stress free!

2
How should we mitigate this risk ?

Very easy. Lets go step by step -

I use ->
1) (Debt + Contingent Liabilities)/Equity instead of Debt/Equity.

2) [Cash - (Debt+Contingent Liabilities) ] / Market Cap
if +ive nothing like that.
If -ive chose -10 instead of -50.

3
Read 5 tweets
One noteworthy aspect of the #COVID19 market has been the success with which the #Fed & other #centralbanks have been able to stem the “Covid Crash” and then help control the recovery. The current backdrop reminds me a bit of the 1942-1946 #QE cycle. Let’s take a look. (THREAD)
1/ After the Great Depression, the government went into high gear during WWII and, in the process, ran up huge government debt. Federal debt as a percent of #GDP jumped to 116% from 39% during the 1st half of the 1940s.
2/ Not only did the Fed monetize the debt by increasing its balance sheet 10-fold, it repressed the entire #yieldcurve by capping short rates at 3/8% & long rates at about 2.5%. #Inflation ran up but, with the #Fed repressing rates at low levels, real rates went negative.
Read 24 tweets
1. News: Federal Government and Yale Are Holding Clinical Trials on How Best to Persuade Americans to Take COVID-19 Vaccines thegatewaypundit.com/2020/08/federa… #COVID #TRIALS #Manipulate #Population
2. News: What Coronavirus? THOUSANDS of Leftists March in Chicago Chanting,

“No Justice, No Peace, Defund the Police” (VIDEO)
.
thegatewaypundit.com/2020/08/corona… #COVID #Protests #Chicago
3. News: “I’m Not Going to Be Silenced!”

– Houston Doctor Stella Immanuel Doubles Down

– When Was the Last Time Fauci Saw a Patient? (VIDEO)
.
thegatewaypundit.com/2020/08/not-go… #Doctor #Stella
Read 70 tweets
One of the biggest cons the western financial system has created is this concept of "good debt".

Basically "Good debt is considered to be debt if it helps you get a job, like a student loan, or helps you earn money, like a business loan.

"Bad debt" is all other debt, but
basically personal loans, credit card debt etc. Home loans can be considered essential, but with care.

The reality is that there is NOTHING like "good debt". I say that because it plays on people's minds to throw caution to the wind and borrow recklessly because apparently you
are going to make money of that and become rich right?

WRONG!

I used to use the terms "Essential debt" and "Criminal debt", again with Home loans being in no man's land.

"Criminal debt" is that debt which you take on for pleasure/addiction etc.
Read 18 tweets
The implicit target for China’s #GDP nominal growth in 2020 is 5.4%. But if #infrastructure #investment can't grow rapidly, it'll be hard to achieve given the GDP growth in Q1-2, according to CF40 Advisor Yu Yongding and Young Fellow Zheng Liansheng:
mp.weixin.qq.com/s/aOpeV-Z8oG_A…

1/5
To boost infrastructure investments, the government needs to step up issuing bonds including special bonds while making full use of social capital... 2/5
Given that the government plays the pivotal role in this effort, it’s important that #PBC and MOF coordinate their policies. PBC may have to consider implementing “#QE in #China” to cushion the crowd-out effects as a result of the massive issuance of government bonds... 3/5
Read 5 tweets
#Italy #EU #Rome #Debt #Crisis

DZ-Bank (Deutsche Zentralgenossenschaftsbank) fears the third debt crisis in the euro area since 2008 in view of the rapidly increasing national debt in Italy.
"The corona crisis is increasingly proving to be a severe test for the debt sustainability of the countries of the European Monetary Union," writes DZ Bank analyst Daniel Lenz in a study that is available to the Handelsblatt in advance.
The central institute of the cooperative banks assumes that debt in Italy will increase to 160 percent of economic output by the end of the year. The country is one of the countries most affected by the corona pandemic in Europe and
Read 12 tweets
1/Thanks very much to my old friend @steve_sedgwick @SquawkBoxEurope for the chat this morning
2/We looked at #Growth v #Value, the #US v ROW, we touched on #bonds and borrowing, #money supply, #inflation, #lockdown, #commodities & #gold - all in under 10 mins!
3/If that was all a bit rushed, here follow the notes I sent to accompany our chat:-

#macro, #markets
Read 12 tweets
To mark #ODI60 anniversary we're launching a #GlobalReset Dialogue to discuss how to create more resilient, equal societies beyond #coronavirus. A brilliant opening to the conversation today: @SudanPMHamdok @MaryRobinsonCtr @rodrikdani & Noeleen Heyzer. 1/
odi.org/60/global-rese…
'Old international norms and rules of the game have been turned on their head… Global challenges require new, not outdated global responses.' @SudanPMHamdok odi.org/60/global-rese… #ODI60 #GlobalReset 2/ Image
'Covid-19 exacerbated existing inequalities but taught us that collective human behaviour matters, that government leadership matters, that science matters and that compassion and collaboration matter. ' @MaryRobinsonCtr odi.org/60/global-rese… #ODI60 #GlobalReset 3/ Image
Read 29 tweets
Daily Bookmarks to GAVNet 7/03/2020-2

greeneracresvaluenetwork.wordpress.com/2020/07/03/dai…

Scientists Present a Theory Explaining Why We’re the Only Humans on Earth

getpocket.com/explore/item/s…

#humans #theory #earth
Reverse engineering of 3-D-printed parts by machine learning reveals security vulnerabilities

techxplore.com/news/2020-07-r…

#MachineLearning #engineering #reverse
Frontiers | It Is Not an Anthropocene; It Is Really the Technocene: Names Matter in Decision Making Under Planetary Crisis | Ecology and Evolution

frontiersin.org/articles/10.33…

#technoscene #anthropcene #DecisionMaking #ecology #crisis
Read 5 tweets
𝐍𝐞𝐰 𝐒𝐭𝐨𝐜𝐤 𝐈𝐝𝐞𝐚 - #𝐌𝐎𝐅𝐒𝐋

Market Cap-8,610

CMP- 580

@darshanvmehta1
𝐖𝐡𝐲 𝐁𝐮𝐲 𝐚𝐭 𝐂𝐌𝐏 𝐢𝐞 𝟓𝟖𝟎

#AMC
#Aspire
#Broking
#WealthManagement
𝐊𝐞𝐲 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐞𝐠𝐦𝐞𝐧𝐭𝐬

𝟏.𝐀𝐬𝐬𝐞𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭

#AssetManagement
#PMS
#SIP
#AMCYield
Read 9 tweets
Daily Bookmarks to GAVNet 6/14/2020-2

greeneracresvaluenetwork.wordpress.com/2020/06/14/dai…

Americapox: The Missing Plague - YouTube



#America #Europe #epidemic
Mutation Allows Coronavirus to Infect More Cells, Study Finds. Scientists Urge Caution. - The New York Times

nytimes.com/2020/06/12/sci…

#mutation #coronavirus
The American Press Is Destroying Itself - Reporting by Matt Taibbi

taibbi.substack.com/p/the-news-med…

#press #decline
Read 7 tweets
According to Zhu Jun at PBOC, in addition to causing a temporary economic shock and standstill, #COVID19 has also brought about profound structural changes in the following aspects:

new.cf40.org.cn/uploads/202005…
1.1. The pandemic has altered the behavior of #market players and consequently the economic structure. #Consumption behavior and business models are changing.
1.2. Social distancing may inhibit certain traditional offline service industries for a long time, especially those offered by small and medium-sized firms. However, it will also stimulate new demand and bring opportunities to emerging industries.
Read 7 tweets
#WelspunCorp- Soon out of the Woods

#CMP - 60
#MarketCap - 1,565 cr
#Industry - Pipes & Plates
Biggest #COVID19 casualty

Post Jan2020, the #crudeoil prices collapsed 60-70%. The company has major dependence on global oil & gas players for its order book.
However, we feel Welspun Corp’s strong cash & investment position in the #balancesheet and very low #longtermdebt will help the company withstand the current turmoil and bounce back stronger.
Read 25 tweets
Most of the rally at the longer end of the yield curve has already come about since the time @RBI started reducing policy rates. So, longer end of the #yield curve could thus prove less rewarding and risky (expected to encounter high #volatility) in the foreseeable #future. Image
- We may not see significant rally in longer duration funds.

- The rate cut would have limited impacted on prices & the yields in shorter duration #funds. (2) #mutualfunds #DebtFunds #debt #SaarthiZarooriHai #AssetAllocation
As govt. has raised its FY21 #borrowing limit by over 50% to ₹12 lakh crores from ₹7.8 lakh crores on account of COVID-19 #pandemic. Higher borrowing puts upward pressure on #bond #yields.
#mutualfunds #debt #DebtFunds #funds (3/3)
Read 3 tweets
Extended COVID-19 lockdown is likely to amplify #credit risk (owing to a slowdown in business). #Investors must stick to #debt #mutualfunds where the #fund manager does not chase #yields by taking higher #CreditRisk. @fifaindiaorg @cafemutual @networkfp @bsindia @livemint (1)
#Investors should prefer to #invest in instruments issued by government & public sector enterprises. Must stay away from those having high exposure to private issuers, whether AAA or not. No one should forget that #investing in #debt #funds is, was & will never be risk-free. (2)
Currently it is proposed to opt for a pure #LiquidFund and/or #OvernightFund which does not have high exposure to private issuers, no matter AAA or not.

Assess your #RiskAppetite & #investment tenure while #investing in #debt #funds & prefer safety of principal over returns.
Read 3 tweets

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