Share this page!

Francisco mercado Profile picture
Twitter logo
5 Nov, 5 tweets, 3 min read
Estamos lejos aun de ver sesgos de hiper como en el 89 pero los graficos muestran aceleracion. Aca pongo una proyeccion para 2023 y dejo graf para q comparen 88/91 con 2017/2021 (ambos graficos analizan inicio devaluacion desde 17 Aus. vs 17$)
Periodos 88 al 91 vs 2017 al 2021
@UnrollHelper unroll please
#DOLARBLUE #DOLAR #GREENPEACE #HAGANALGO
Nueva fauna se pondria en la mira del cazador para 2023

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Francisco mercado

Francisco mercado Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @franciscocapde8

Francisco mercado Profile picture
2 Nov
#Argy Construccion y salarios minimos respecto a EEUU. Hilo: Abajo vemos los salarios minimos en cada pais, proyectando si volvemos a maximos en argy con atraso cambiario salarios minimos de 1200 usd,dado q medido en maximos llevan una relacion 3.2 salarios argy forman uno en usa
Cant de salarios argentinos q se necesitan para comprar un salario Americano en picos de crisis. y en la parte mas baja vemos valores de 3,2 salarios argy por salario en usa alla por año 2011. (Siempre tomando valor dolar libre)
En el caso de la construccion nos da una relacion en maximos de 1/3.33. nos llevaria a un Costo minimo de construccion de 1045 dol el m2, siempre tomando recuperaciones en maximos y con atraso cambiario como periodos 2012 y 2018 donde se ven los saltos en el grafico
Read 7 tweets
Francisco mercado Profile picture
23 Sep
Hilo- ¿Por qué los argentinos podrían ser los más afectados del mundo por esta medida de la Reserva Federal Norteamericana? FLOJO el @Cronistacom en no poner en alerta a la población de sus implicancias. cronista.com/finanzas-merca…. Abro Hilo
1-Una CBDC es una moneda digital(como el dinero actual)pero que opera mediante blockchain, lo que permitirá mucha mas agilidad a las transacciones y consensos, entre otras cosas (hoy obsoletos con el sistema SWIFT). Tambien permitira la eliminacion de la banca comercial
2-Estos son algunos aspectos de por qué son ventajosas. Pero por el lado malo, tenemos: mayor centralización de la moneda, posibilidad de programación de la misma entre otras. Me voy a detener un seg. en la programación de las mismas.
Read 16 tweets
Francisco mercado Profile picture
20 Sep
Hilo 1- parte de la antesala del #rodrigazo fue la caida de las materias primas que exportamos y el aumento de la energia q importabamos te suena? mira este ratio mientras mas aumenta la energia con respecto a los alimentos, mas cae.Te dejo un fragmento de un libro Mario Rapoport
2-
3-
Read 5 tweets
Francisco mercado Profile picture
18 May
1-Modern monetarists or Keynesians want to convince us that as long as the economy grows by 2% and issuance is 2%, that does not generate inflation. Of course, it does not produce inflation from 0 onwards, but it does not allow deflation to arise.
2-what sense does it make to producers to let the GOV introduce more MONEY if we already sow that it is not necessary to let trade flow, only smaller units are needed in deflationary economies. see this thread
3-it is not logical that producers of goods and services generate economic and productive effort to produce and GOV without any effort or any benefit for society, introduce at ZERO cost more monetary units. literally zero with digital money
Read 6 tweets
Francisco mercado Profile picture
15 Mar
1-Realized Cap values different part of the supplies at different prices (instead of using the current daily close). Specifically, it is computed by valuing each UTXO (Unspent transaction output) by the price when it was last moved. Image
2-in plain english its like financial cap or all real money destinated to buy each coin. In retrospective MARKET CAP is more known (all coins in existence times de value of btc) but this isnt the real Money that come in to the space of btc, realizad cap is a better measure for it
3- The diference between r.cap and mkt cap is the profit of all the Holders given in the way they were bought in time and price. Looking at the graph we see less amount of money that flows in the mkt makes the price move faster,
Read 7 tweets
Francisco mercado Profile picture
23 Feb
THREAD1-gdp measured against m2 is the velocity of money. This measures inflation or deflation, velocity spikes when gdp grow faster than m2, people run off money because rising prices, we are going to apply this comparison against other asset (btc, gold,dow j.) instead of GDP
2-as u can see in the previous chart since 00´s the veloc. wont stop from falling, this is deflation in GDP in the real economy, thats because m2 rise faster than gdp can grow, so where is all that money going? will see
3-two charts gov.debt and m2, you can calculate the velocity of debt as in the past graph you got the velocity of money in the economy. see the las 10 years a sideways patern and stop from rising, means that debt colocation is less against m2 printing machine.
Read 9 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!

Like this author's thread?

Get emails when @franciscocapde8 has new unrolls!

Check out other threads from @franciscocapde8!

Read all threads by @franciscocapde8

:(