Thread by @CantillonCH

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?

The Madness of Crowds, 2020 style:-

Don't blame it all on #Growth:-

Hence why certain parties seem to be casting their net a little wider:-

#Japan #WarrenBuffett

Looks like a strongish currency and so-called '#deflation' helps keep you lean:-

#debt #equity

#Copper, #Zinc & #Nickel are up 45-55% from lows; #Aluminium, #Lead ~25%.

Could that be telling us that, sometimes, what looks relatively cheap IS relatively cheap?

None of this is to say that recovery will be swift, much less total (listen to the slot on #SquawkBox, if you can) but rather, depends on: did we sell them too far in the panic & how hard will restarts of #mines, #smelters, #refineries, etc, be as SOME degree of demand returns?

@threadreaderapp Please Unroll

Looks like I might have really lucked out with the timing here!!

#NDX $TSLA #FAANG