Minha leitura do FED - não sou economista:
> Dar garantia pra financiamento auto, estudantil e cartao de crédito significa, obviamente, que alguns bancos grandes quebraram (1/8)
> Não dá pra saber se é o banco diretamente ou algum hedge fund que ele entubou essas picas pra desinflar o balanço, mas esse tipo de crédito é bancário (2/8)
> A sinalização do equivalente a nosso TESOURO dar garantia pra tiazinha que comprou bijuteria no POLISHOP em 12x no cartão de crédito é HORRÍVEL (3/8)
> A leitura do mercado foi positiva pq um outro programa permite a compra de dívida de empresas e municípios, ou seja, um bailout sem tanto burburinho na mídia (4/8)
> O problema é que o último pacote de USD 1,5 tri que o FED anunciou bateu de cara na parede pois descobriram - no dia seguinte - que havia teto pra endividamento (5/8)
> Tão tentando ganhar no grito, e o sinal mais claro é que dessa vez usaram a palavra "UNLIMITED", obviamente ferindo qualquer lei de Responsabilidade Fiscal por lá (6/8)
> O Senado reprovou ONTEM o pacote do Trump e não há como endividar mais sem entrar no shutdown da máquina, e quanto mais vai aumentando gasto e caindo receita de impostos, pior esse shudown fica, até ficar ingovernável (7/8)
> O resultado é um só: perda da confiança na moeda. Se até o FED tá tentando soltar pacote sem nem saber os limites que pode... virou bagunça. Tão perdidos. FIN

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More from @noshitcoins

May 22, 2021
1/n To understand if $35k #Bitcoin makes any sense, you need to 'zoom out' first. First of all, we've never had $500 million+ buy orders executed in a couple of days. Not to mention an S&P500 company using it as reserves. Grayscale GBTC captured huge inflows, while gold ETF bled
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Bob McAdoo, 5 time NBA All-Star, 1975 MVP, 2 rings
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The year was 1972, and Portland Trailblazers had the 1st draft pick. Their choice? LaRue Martin, a 6'11'' center from Loyola (Illinois). His team did 4W-20L in 1970-71, and 8W-14L on his senior year, scoring 19.6 points per game & 16 rebounds. Maybe not a bad pick, but....
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Aug 2, 2020
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